today's disk
Due to the hawkish signal released by the minutes of the Federal Reserve meeting, the three major US stock indexes closed down collectively, which also had a further impact on the A-share market. Today, the Shanghai and Shenzhen indexes continued to open low in the morning and rebounded after reaching the low point again.
From the industry sector growth ranking, lithium extraction from Salt Lake, cement and building materials, engineering construction, iron and steel industry, low-carbon metallurgy, environmental protection industry, wind power equipment, water conservancy construction and other sectors led the increase, while virtual digital man, cloud game, meta universe concept, airport, e-sports, game, Maohe, Ning combination and other sectors led the decline. As of the issuance, the number of gainers is less than 2800 and the number of losers is more than 1500, and the profit-making effect has warmed up. The net sales of northbound funds exceeded 4 billion.
message interpretation
According to the Shanghai Securities News reported on January 5, China Central Radio and television recently added a virtual anchor of CCTV news AI sign language, which can not only report the Winter Olympic news, but also broadcast the event sign language live in an accurate and timely manner. From the beginning of the Beijing Winter Olympic Games, we will use the "Ai" wisdom to provide sign language services for hearing-impaired friends.
The in-depth industry report of virtual digital human predicts that by 2030, the overall market scale of China's virtual digital human will reach 270 billion yuan. One of the future development directions of the industry will be virtual idolization, and the important barrier to incubating virtual idols lies in how to create and operate virtual human settings and program resources. With the gradual improvement of technology, the application scenarios will be richer, and the virtual anchor application in the news field is advancing rapidly.
Therefore, we believe that with the continuous upgrading of technology, the concept scene of virtual digital man is expanding, which will also continue to catalyze the opportunities of the industrial chain, and the opportunities in subdivided fields deserve attention.
should focus on strategies and directions
At the beginning of the new year, the market was not friendly, especially the collective decline in the direction of the high boom track, but we should calm down and objectively analyze the market adjustment. The big fluctuation of the market at the beginning of the year was mainly due to the uncertainty of market expectations throughout the year, the fear of risk avoidance and high fear caused by the fear of crowding and weakening logic of the high boom track, and the stampede behavior of partially cashing in profits. Due to more profits, the funds were sold decisively and put more pressure, and individual stocks fell indiscriminately, so it was more affected by market style emotions than the deterioration of fundamentals. It is expected that the adjustment will come to an end as the intensive forecast period of the annual report approaches, the market will correct and kill individual stocks according to the performance, and a clearer main line will gradually emerge in the market. Therefore, the current market is at the bottom stage. We only need to control our positions, respect the general trend, and wait for the signal of market stabilization before adding positions. At present, after the continuous decline of the index, the main board has obtained some support near 3560 and the gem index near 3085. We will continue to pay attention to the support in the short term.
(Yuanda)
