today, a shares set a new record
2024-09-25
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the shanghai composite index rose and then fell today, closing up 1.16%, losing 2,900 points. the shenzhen component index rose 1.21%, and the chinext index rose 1.62%.
today's a-share turnover was 1.1 trillion yuan, the first time it has exceeded 1 trillion yuan since may 6.
from the perspective of external stock markets, today, major stock indices in asia-pacific closed down across the board. the korean composite index closed down 1.34% at 2596.32 points; the nikkei 225 index closed down 0.19% at 37870.26 points; the australian s&p 200 index closed down 0.19% at 8126.40 points; and the new zealand s&p 50 index closed down 0.65% at 12224.53 points.
state-owned enterprise reform sector sets off a surge in daily price increases
the concept of state-owned enterprise reform continued to be active, with more than ten stocks including haixin energy, zhongnan holdings, and minmetals capital hitting their daily limit.
recently, a series of mergers and acquisitions have taken place in the capital market, especially the integration of some central state-owned enterprises, which has attracted much attention. first, china shipbuilding plans to absorb and merge china heavy industry, giving birth to the "chinese god ship", followed by guotai junan's plan to absorb and merge haitong securities, and the "chinese god bond" is about to emerge. after that, the actual controller of salt lake co., ltd. and china minmetals plan to jointly establish china salt lake group.
through mergers and reorganizations, central state-owned enterprises can achieve complementary advantages, share resources, and enhance overall competitiveness.
sora concept surges
sora concept stocks surged today, with fushi holdings hitting the daily limit of "20cm", followed by insai group, china broadcasting and information technology and other stocks.
on the news front, on september 24, at the 2024 volcano engine ai innovation tour in shenzhen, bytedance’s first ai video model, the doubao video generation model, was officially launched.
the doubao video generation model is based on the new dit diffusion model architecture. it can accurately understand complex prompts, realize complex interactions of multiple subject movements, maintain the consistency of multi-camera switching content, and has high-fidelity and high-aesthetic film-level generation standards, so it can be used in e-commerce marketing, urban cultural tourism, animation education, short dramas and other scenarios.
in fact, the current large model technology is rapidly iterating, the technical availability has been greatly improved, and it has multiple modal capabilities such as text, voice, and vision, and has begun to complete complex instructions. therefore, the generative ai technology competition has entered the "second half", and not only must it have capabilities, but commercialization has also become a "must-fight" for all ai companies.
the "generative ai commercial implementation white paper" released by volcano engine, rolling ai and infoq research center shows that 53% of chinese companies have begun to organize generative ai layout. this means that many chinese companies have realized the importance of generative ai technology to their own development and will invest resources and energy in it.
soochow securities believes that the rapid development of ai video generation technology is reshaping the video production industry and has huge market potential. with the iteration of technology and the popularization of applications, it is expected that the ai video generation model will usher in a large-scale gathering of users and the operation of the data flywheel, promoting the further development of the industry.
according to the research organization idc, by 2030, ai will contribute $19.9 trillion to the global economy and drive global gdp growth by 3.5% in 2030. in the future, generative ai will usher in a new golden age with huge market potential.
high-priced stocks adjusted
high-priced stocks continued to adjust today. datang telecom and cccc real estate encountered "ceiling and floor", baobian electric hit the limit for 2 consecutive days, guohua network security, guangdong rongtai, and shenzhen huaqiang collectively fell sharply.
today, baobian electric ranked first on the tonghuashun hot stock list. from the first daily limit on september 2 to september 23, baobian electric had 10 daily limits in total in the 14 trading days, with a growth rate of up to 177.30%. but since yesterday, baobian electric has "turned off". on the 24th, baobian electric opened with a daily limit, but two minutes later, the company's stock price collapsed and fell straight to the limit; today it opened low and continued to fall, and finally closed with a limit down.
datang telecom opened with a daily limit today, then immediately opened the daily limit, and then suddenly crashed to the daily limit, staging a "ceiling and floor" market. the stock had previously risen for 6 consecutive days.
china communications construction real estate hit the limit down in the late trading session. the stock once hit the limit up in the morning session, and staged a "ceiling and floor" trend during the trading session, with a turnover of nearly 1.5 billion yuan.
(the market chart in the article comes from tonghuashun)
source: china securities journal
