See elephants dancing again!
The market value exceeds 200 billion yuan.Open at the daily limit price; The four major banks collectively strengthened and ledThe plate rose sharply;Soaring up,、、Waiting for stocks to rise sharply; Real estate, coal, steel and other sectors all rose sharply.
The driving factor behind this is not only the high dividend strategy.Become the main line of the market this morning.The data shows that as of the close of the morning, excludingThe number of tradable stocks in the market is 349, of which only 8 stocks fell, and the rest stocks rose sharply, accounting for about 97.7% of the rising stocks. The data also shows that most of them are concentrated in traditional industries such as real estate and infrastructure.
The market reappears on the seesaw, the blue-chip plate strengthens, and the TMT plate is a comprehensive callback.、、Wait for stocks to plummet.
At the close of the morning, the Shanghai Composite Index rose by 1.24%, the Shenzhen Component Index rose by 0.01% and the Growth Enterprise Market Index fell by 0.36%.
Broken net stocks rose sharply.
On November 15th, the CSRC issued the No.10 Supervision Guideline for Listed Companies-Market Value Management, which requires listed companies to improve their operating efficiency and profitability on the basis of improving the company’s quality, and use mergers and acquisitions in accordance with the actual situation., employee stock ownership plan, cash dividends, investor relations management, information disclosure, share repurchase, etc., to promote the investment value of listed companies to reasonably reflect the quality of listed companies.
Among them, it is pointed out that long-term net-breaking companies should formulate a valuation improvement plan for listed companies and disclose it after deliberation by the board of directors. The relevant contents of the valuation promotion plan shall be clear, specific and enforceable, and statements that are likely to cause ambiguity or mislead investors shall not be used. A company that has broken the net for a long time shall evaluate the implementation effect of the valuation promotion plan at least once a year. If it needs to be improved after the evaluation, it shall be disclosed after deliberation by the board of directors. In addition, long-term net-breaking companies whose P/B ratio is lower than the average level of their industry should make special explanations on the implementation of the valuation improvement plan in the annual performance briefing.
This morning, the net-breaking stocks rose sharply, among which the plate rose significantly.、Wait for the daily limit of individual stocks. At present, in the banking sector,、、、、The price-to-book ratio of such stocks is lower than 0.5.
DongguanIt is said that the banking sector is in a state of comprehensive net destruction, and the Guidelines are expected to bring opportunities for reshaping the valuation of the banking sector. In addition, a series of recent incremental financial policies aimed at supporting local governments to resolve debt risks, assisting large state-owned commercial banks to replenish their core Tier 1 capital by issuing special government bonds, promoting the stabilization and recovery of the real estate market, and launching swap facilities have also constituted substantial benefits for the banking sector.
The stock was active in the morning,、And other broken net stocks rose collectively.
The real estate sector also rose sharply in the morning, and the net-breaking stocks in the sector collectively rose, among which the P/B ratio was lower than 0.5.、、Wait for the daily limit of individual stocks. Regarding the real estate sector, Hua Fu said that the industry will go through a process from the lifting of liquidity dilemma to the stabilization of house prices and the final periodic repair. In terms of individual stocks, it is suggested to pay attention to the following three main lines: (1) housing enterprises with reversed difficulties under the logical deduction of PB (price-to-book ratio); Leading housing enterprises that maintain the strength of land acquisition; Local state-owned enterprises with diversified and steady development.
TMT plate callback
This morning, the TMT plate collectively called back, AI,、And other sectors were among the top losers.
Recently, in the TMT plate, the AI application side has been frequently catalyzed, and related stocks continued to be active last week.
On November 16th, Kimi Chat, the dark side of the moon, announced the launch of a new generation of mathematical reasoning model k0-math. At the same time, Kimi Exploratory Edition also innovated the search experience by using reinforcement learning technology, and achieved breakthroughs in three reasoning abilities: intention enhancement, source analysis and chain thinking.
It is said that looking forward to 2025, the main investment line of the technology industry will continue to focus on AI. With the continuous progress of large-scale model capabilities in multi-modal and logical reasoning, AI will be deeply integrated with the digital intelligent transformation of thousands of industries, and will continue to drive investment in science and technology industries from computing infrastructure to terminal applications. It is recommended to pay attention to investment opportunities in AI computing power, applications and data, and AI terminals.
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