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Zhang Lijing
The rotating wind blows to the real estate and AI.
Today, more than 3100 stocks in the market rose, with real estate and glass substrates strongly leading the rise. New economic sectors such as new energy, AI PC, flying cars, semiconductors and consumer electronics blossomed at multiple points, and cyclical stocks such as non-ferrous metals continued to adjust.
As of the close, the Prev is up 0%.Bestlivebaccaratsites.02%, up 0% on the Shenzhen Composite Index.Bestlivebaccaratsites.12%, the gem index rose by 0.88%.
Shenzhen Stock Exchange website announced yesterday's Zhongtong bus share price "card point limit" event verification results. According to the relevant decision of the Shenzhen Stock Exchange, at 12:46 on May 21, 2024, Chen Guo posted a post under the screen name "Guoer will not speculate in stocks" in the community of Zhongtong bus shares on the flush platform: "I am Zhuang 01:20 to pull the limit." From 13:12 to 13:20, the share price of Zhongtong bus quickly rose to the limit and maintained to the close, attracting market attention.
Source: official website of Shenzhen Stock Exchange
It was found that Chen Guo's securities account held 700 shares of "Zhongtong bus" before May 21. At 10:29:25 on May 21, the investor declared to sell 700 shares of Zhongtong bus at a price of 11.87 yuan per share, which was close to the limit price. During the rapid rise of the stock, the declaration was withdrawn at 13:17:17. According to the relevant regulations, the Shenzhen Stock Exchange decided to impose restrictions on trading in Chen Guo's securities accounts from May 22 to June 5, that is, to restrict the relevant accounts from buying and selling all stocks listed and traded on the Shenzhen Stock Exchange during the above-mentioned period.
The real estate sector rose sharply
Today, real estate rose and fell, and the plate was up more than 1% as of the close. Chongqing Development, I love my home trading limit, the World Federation Bank, Jindi Group, Greenland Holdings have all increased by more than 6%.
It is worth mentioning that Vanke A rose nearly 8% in intraday trading today, up more than 2% at the close, and the share price was at 9.4 yuan per share, up more than 45% since the low rebounded at the end of April.
Recently, the news side of the property market has played a "warm wind" again, which has played a catalytic role in the emotional side of plate investment. Citic Futures Research believes that the recent macro policy "four arrows" has significantly boosted the expectations of the real estate sector. In the short term, multiple factors suppress the short-term flexibility of this round of real estate. It will also take about half a year to ferment the policy after the last round of intensive policies (2014-2015). In the long run, according to the experience of Wenzhou, Hainan, the real estate industry has rebounded after 3-4 years of decline, the current cycle has been down for nearly 3 years, and the real estate inflection point is expected to occur next year. "at present, residents' income confidence has reached an inflection point, and the price-for-volume stage means that it is close to the bottom.BestlivebaccaratsitesThe government's collection and savings will promote the rapid repair of the balance between supply and demand. Taken together, 2025 may usher in a year of inflection point in real estate. "
AH linkage strength of technology stocks
Lenovo Group set a record high
Today, the Hong Kong stock technology sector rose sharply, A-share AI PC, semiconductors, consumer electronics and other new plates "blossom", the two cities technology stocks linkage stronger. Hong Kong technology stocks, Lenovo Group led the rise, the share price reached an all-time high, Oriental selection, Shunyu Chemical Technology rose.
As of 15:21, Lenovo shares rose 11.98 per cent to HK $11.40, an intraday high of HK $11.60, an all-time high.
On the news, on May 21, Lenovo Group launched the first next-generation Copilot+PC-- Lenovo YogaSlim7x and Lenovo ThinkPadT14sGen6 equipped with Qualcomm Snapdragon XElite. The Lenovo YogaSlim7x is expected to start at $1199 and the Lenovo ThinkPadT14sGen6 is expected to start at $1699. The two products will go on sale in June 2024.
According to a report by Morgan Stanley, artificial intelligence computers will increase sharply from the second half of the year, with Lenovo's share of artificial intelligence computer revenue rising from 2 per cent in 2024 to 53 per cent in 2028, the highest among the world's PC OEM vendors. Lenovo will be the main beneficiary in Asia and raise its target price by 64.8 per cent, from HK $9.1 to HK $15.
In fact, this year, most stocks with AI have come out of the bottom. "Semiconductors are weak in the short term, but when they start to turn around, just like real estate, [I will] catch up right away," said one investor who has long followed artificial intelligence. "
(the market pictures in the article are all from flush)