A selection of financial news
Huaxia, the South one day sold out of the 9 dual-creation 50 ETFs attracted more than 15 billion
June 21, the first batch of nine CSI Science and Technology Entrepreneurship 50 ETFs formally opened for subscription. The reporter learned from channel sources that as of 17:00, the total market-wide subscription of the first batch of nine dual-creation 50 ETFs has exceeded 15 billion yuan. As of press time, Huaxia Fund and Southern Fund have been oversubscribed and will end the collection today for proportional placement.
ICBC, CCB and many other banks, as well as Alipay: prohibited to carry out transactions in virtual currencies such as bitcoin
People's Bank of China on the speculation of virtual currency transactions about the issue after the interview with some banks and payment institutions, Industrial and Commercial Bank of China, Agricultural Bank of China, CCB and a number of other banks, Alipay (China) Network Technology Co. issued an announcement prohibiting the conduct of virtual currency transactions such as bitcoin.
9 public REITs total turnover of 1.86 billion on the first day, Boshi China Merchants Shekou Industrial Park 14.72% rose the most
June 21, the first batch of nine infrastructure public REITs officially listed. After experiencing a surge after the opening bell, the trading prices of the nine public REITs fell to different degrees. By the close of trading, the turnover of the nine public REITs exceeded 1.86 billion yuan. Among them, CICC GLP Warehousing & Logistics REIT topped the list with a turnover of 305 million yuan, and Redland Innovation Yantian Port Warehousing & Logistics REIT had the smallest turnover of 121 million yuan. In terms of gains, Bosera China Merchants Shekou Industrial Park REIT led the way with a 14.72% increase; AVIC Shougang Biomass REIT was second with a 9.95% increase throughout the day; Soochow Suzhou Industrial Park REIT had the smallest increase, only 0.70%.
This year's World Conference on Artificial Intelligence will release application scenarios such as future hospitals and space-time AI
The Shanghai Municipal Government Information Office held a municipal government press conference, in which Wu Jincheng, director of Shanghai Municipal Economy and Information Technology Commission, introduced information related to the 2021 World Conference on Artificial Intelligence. The conference will release the future hospital, space-time AI, "government intelligent office", intelligent travel and other major application scenarios, the introduction of the International Joint Conference on Artificial Intelligence (IJCAI), etc. in Shanghai, released the "digital transformation security solutions"
Textile industry "14th Five-Year" development program: promote the key technology research and development of biobased fibers and raw materials and their end-product applications
The China Textile Industry Federation has recently officially released the "Textile Industry". Fourteenth Five-Year Development Program". Outline proposed: to promote the advanced industrial base. Accelerate the breakthrough of carbon fiber, para-aramid, polyimide and other high-performance fibers and composite materials in the field of cutting-edge technology gaps, promote bio-based fibers and raw materials key technology research and development and its end-product applications. Strengthen the in-depth integration of industrial Internet, big data, artificial intelligence, industrial robotics, blockchain and other key supply technologies for intelligent manufacturing applications in the textile industry, and enhance the industry's digital and intelligent basic capabilities. ?
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
Two, the market hot spot focus
Market Review: The major stock index bottomed out, the military sector performance bright, grasp the theme of the catalyst for the policy
Monday the major stock indexes are shocking rebound. As of the close of business, the Shanghai index rose 0.12%, at 3529.18 points, the deep into the index rose 0.40%, at 14641.29 points, the index rose 0.97%, at 3270.58 points. The two markets *** turnover of 1014.3 billion yuan on the day, the day of the northward net outflow of 2.009 billion yuan, the Shanghai stock pass net outflow ?1.756 billion yuan, the Shenzhen stock pass net outflow of 253 ?0 million yuan.
On the disk, stocks rose more than a few, the number of rising 2728, down 1435, up more than 5% of the 377. On the plate, aerospace, Hongmeng concept, shipbuilding, medical industry, civil-military integration and other sectors rose, coal mining, super brand, pork concept, civil aviation airport, insurance and other sectors closed down. Science and Technology Board 294 stocks, excluding new stock listing, the number of rising 251, the number of falling ?38? Operational recommendations:The A-share trend was relatively firm on the day, in the context of the general decline in the external markets, A-share narrow range oscillation, and industry sectors rose, individual stocks rose more than fell less. Last Thursday, the Federal Reserve announced its interest rate resolution, continue to maintain the original interest rate level and the size of the bond purchase, but raised the excess reserve ratio and reverse repurchase agreement, releasing the tightening of the strength of the inevitable over-expectations of the A shares under pressure. From the economic level, in the second half of 2021, China's economy is expected to have a smooth transition, the central bank will maintain a stable supply of base money, the probability of domestic liquidity to remain reasonably abundant. Configuration, close to the midterm report, continue to strengthen the configuration of high boom plate, pay attention to the theme of the policy landing catalyst, as well as the midterm report performance over-expectations brought about by the trading opportunities. The stock market is risky, investment needs to be cautious.
(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)
Macro Viewpoint: Hongmeng car operating system is here, will be listed within the year! Industry landscape reshaping
Event: Huawei Hongmeng car system will start loading cars and going on sale this year. Miao Wei, deputy director of the Economic Committee of the National Committee of the Chinese People's Political Consultative Conference (CPPCC) and former minister of the Ministry of Industry and Information Technology (MIIT), said that China's science and technology enterprises should plan for independently controllable chips and operating systems at an early stage.
Source: DataPower
Comment: As the degree of intelligence continues to escalate, cars are gradually transforming from traditional mobility tools into multi-functional intelligent mobile spaces, with increasingly high requirements for the underlying operating system. Huawei launched the Hongmeng car operating system, using a hybrid kernel design containing Linux kernel, Hongmeng microkernel and LiteOS, self-driving OS has been the industry's highest level of functional safety ASIL-D certification, and can smoothly migrate cell phone rich ecosystems are expected to reshape the industry landscape, is expected to continue to benefit from the relevant stocks, it is recommended that you can be moderately active attention to the configuration.
(Investment adviser Gu Zhixiong Registered Investment Adviser Certificate No.: S02606611020066)
Military industry: satellite navigation + satellite Internet to promote the development of aerospace high boom
Event: the current point of the current position, the military plate performance and valuation of the basic match, and the performance will be realized with the digestion of valuation will appear to be a good idea. With the performance of the digestive valuation will appear cheap enough, high growth sustainability and certainty of the comparative advantage is great, the possibility of continuing to fall is small, it is appropriate to choose the opportunity to configure.
Source: AVIC Securities research report?
Comment: The white paper further pointed out that during the "14th Five-Year Plan" period, will be from the management, policy, application, technology and standards and other aspects of the multi-pronged approach to actively support the priority and standardization of the development of BeiDou, and comprehensively promote the application of BeiDou on a large scale to completely get rid of the industry, "small, scattered, chaotic and low" situation, it is advisable to choose the opportunity to configure. The situation of "small, scattered, chaotic and low", so as to promote the high-quality development of China's satellite navigation and location services industry, and enhance the competitiveness of the global market. Policy dividend release will help the military industry boom continued to develop, it is recommended to moderate positive attention to the configuration.
(Investment Advisor Gu Zhixiong Registered Investment Advisor Certificate No.: S02606611020066)
Three, the new stock subscription tips
2021-06-22 no new stock subscription;
Four, key stock recommendations
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