The concept of AIGC has strengthened again today. At the close, Shensi Electronics is worth buying a 20% daily limit, Guangyun Technology is approaching the daily limit, Haitian Ruisheng has risen by nearly 10%, and Jincai Internet, Tianyue Digital Branch and Huayang Lianzhong have won four consecutive boards.Large consumption collective pull-upThe two major stock indexes of Hong Kong stocks both plunged in late trading, the Hang Seng Index turned green, and the Hang Seng Technology Index fell more than 1%. Chinese brokerage stocks that strengthened yesterday fell sharply. At the close, China Merchants Securities fell more than 10%, CITIC Securities, Shenwan Hongyuan Hong Kong and Everbright Securities fell about 6%, and CICC fell about 5%.
The two major stock indexes of Hong Kong stocks both plunged in late trading, the Hang Seng Index turned green, and the Hang Seng Technology Index fell more than 1%. Chinese brokerage stocks that strengthened yesterday fell sharply. At the close, China Merchants Securities fell more than 10%, CITIC Securities, Shenwan Hongyuan Hong Kong and Everbright Securities fell about 6%, and CICC fell about 5%.In addition, FTSE China A50 index futures dropped sharply, closing down more than 3.5%.[AI application is very active, "loose" is good for big consumption! 】
In terms of liquor stocks, this world rose by nearly 5%, LU ZHOU LAO JIAO CO.,LTD and Laobaigan liquor rose by nearly 3%, and Wuliangye and Shanxi Fenjiu rose by over 2%.Humanoid robot erupts againFounder Securities pointed out that since the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting in September, various localities have implemented a package of incremental policies, and with the recent introduction of a series of favorable policies, the momentum of economic development has been improving. At present, the PE-TTM of Shenwan food and beverage sector is 21.13 times, and the valuation quantile in the last three years is only 12.9%, and the valuation quantile in the last five years is 7.8%. The policy catalysis drives the sentiment of the sector to improve, and we are optimistic about the layout opportunities at the bottom of the sector, focusing on the pro-cyclical segmentation sectors such as catering supply chain and head liquor.