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【Wind and Cloud Themes】Summary of hot topics and daily limit ups and downs 20240724

2024-07-24

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The market turnover was 627.2 billion yuan, falling below 2900 during the session, and the number of stocks rising and falling was 799:4445.


Author | Wei Sanjia

Editor | Xiaobai


After-hours limit-up

On July 24, the market turnover was 627.2 billion yuan, falling below 2,900 during the session, with the number of rising and falling stocks being 799:4445.

Today, individual stocks in multiple sectors were active, but the funds were relatively dispersed.

The launch ceremony of the first batch of satellites for the “Thousand Sails Constellation” is expected to be held in Taiyuan on August 5. Commercial aerospace was active in the morning, and Tenda Technology rose for three consecutive days.

All the hot stocks in the early stage of autonomous driving entered the adjustment stage, and the remaining three companies advanced to the second board. Volkswagen Transportation closed up 5.33%, continuing to rise.

Yesterday, the Medical Insurance Bureau issued the DRG/DIP 2.0 plan. After today’s adjustments, Saili Medical and Kaikai Industrial advanced to the top for two consecutive days.

The photo printing function of Xiaomi's new foldable screen mobile phone has attracted attention, and Lucky Film and Shibei Hi-Tech have reached their daily limit.

In the early morning, four departments issued the "Special Action Plan for Green and Low-carbon Development of Data Centers", which drove the liquid cooling sector to surge.



Intraday daily limit analysis

We will also analyze the stocks that hit the daily limit in real time, so that you can catch the changes in the theme. The analysis includes the time of the daily limit, event catalysts and company themes, so that you can quickly understand the time of the specific theme changes and the relationship between the company and the theme, as shown in the figure below.

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