laoduo666 :
The afternoon review shocked the AI circle, and the new generation of large model o1 strength burst table. Last night, the official of openai announced the new generation of big model o1, a new project code named Strawberry, which has been discussed for half a year. Once released, it shocked the world. Too strong. Take the currently strongest GPT4o as an example. The code strength is 11, o
laoduo666 :
In the afternoon review, the most impressive track finally failed! When PV stood up, Longji announced a price increase, and the new quotation was increased by 5 points per piece on average. But to be honest, the PV industry is still on the way to clearing up. Although some enterprises in the back row have stopped production, they can still survive without bankruptcy. Longji adjusted the price, and the central rate should follow up the price adjustment. The worst performance
laoduo666 :
In the afternoon review, there was news of 70 billion orders in the morning, and the party and government credit innovation was expected to restart, with 70 billion orders next year. This rumor was forwarded and commented by the chief sellers from all walks of life. In 2025, 70 billion yuan, 26 billion yuan and 27 billion yuan respectively, a total of 150 billion yuan. A total of 20 million Party and government credit innovation units
laoduo666 :
Summary of Lujiazui Forum: guide returns, not force; Encourage whistleblowers to report without talking about rewards; Quantitative supervision without detailed rules; Promote compensation without talking about landing; Attract capital without talking about returns.
laoduo666 :
Afternoon comments, emergencies, sinking the sea! In the morning, the United Nations passed resolution 2735, calling for a ceasefire in Gaza and ending the Palestinian Israeli conflict. Although the resolution may be useless, the expectation of war has been lowered, and shipping prices have naturally plunged. The sea transport sector suddenly rose a lot after two months of trading sideways. There has been a demand for profits for a long time
laoduo666 :
Afternoon review, big ups and downs are really exciting. I guessed that there would be a day trip, but such ups and downs are really exciting. Hot photovoltaic led the decline, and even Huawei 910c, the hot spot on Friday, plunged directly. The hot spot hasn't been understood yet, it has fallen down. This story tells us that we would rather not learn the subject matter of small composition, and we will lose more quickly if we learn it. Learn more
laoduo666 :
In the afternoon review, the main line has stopped the real estate industry, and the financial sector has not been switched. In theory, it should rotate with each other. The market lacks a main line to accommodate a large amount of funds. The new high of gold has only been speculation for one day and then has a rest. It can also feel the cruelty of the market from the other side. It's hard to continue in any direction.
laoduo666 :
The afternoon review is a real estate feast. Seeing that Vanke A and Poly Development are both in the top 10 of the deal, we know how much money has been collected and saved at the game weekend. For a rare feast, it is always necessary to eat meat in different sectors. The core game of real estate is whether the central government will end. If the father doesn't give money and just shouts for support, then the sons everywhere can
laoduo666 :
Afternoon review, AI Dafengkou! Last night, the article had made a forecast that the US stock cpi landed and rose. Nvidia is approaching a new high, pay attention to mapping A-share opportunities! Today's market is very intuitive. At present, the number one trading volume is Fulian Industry, the sixth is Zhongji, and the 11th is Langneng. And of course
laoduo666 :
In the afternoon review, there are two reasons for entering the ICU again. Yesterday's KTV and today's ICU seem to be familiar scripts. In fact, the reason is very simple, as long as you look at the external disk in the morning, you will understand. The first reason is the fluctuation of the Japanese currency. The Bank of Japan may intervene in the foreign exchange market, and Japanese stocks will rise sharply. As mentioned earlier, this round of northward breakout is the tide of US dollars
laoduo666 :
Afternoon review, thank you for raising the sedan chair northward, remember to do the operation! Unconsciously, the Ningde era rebounded 50 points, thanks to the strong buying from the North. According to the 53 law of institutional model, this is the time to do the operation. Leave love to the north, follow the domestic funded institutions to do the T, but remember to keep the bottom position, or how far to fly
laoduo666 :
In the afternoon review, the reason for the big purchase of tens of billions of dollars from the north is the reason. Today, the northward crazy influx has three logics. First, as has been written many times before, the direction of foreign investment banking has changed. UBS took the lead in shorting US stocks and bulling Hong Kong A-shares. Recently, Goldman Sachs and Morgan Stanley have also changed their positions. Now the foreign capital has the same caliber, and only the domestic capital is still in a muddle. This is
laoduo666 :
In the afternoon review, there is only one pair of trousers in the village, and they have to wear them for several days. After the 51 holiday, it may be better. Hong Kong stocks are the first to see how the US stock anchor will rebound during the holiday. According to UBS analysis, China's consumption data in the first quarter was far higher than other countries in Asia. The economic recovery is better than expected, but the domestic capital itself has been living
laoduo666 :
Afternoon review, UBS is good! He knows A-share! Don't write about the market. Talk about something interesting. Last night, UBS was bearish on US stocks and downgraded 7 tech giants in US stocks. In the morning, UBS raised the ratings of A shares and Hong Kong shares, and lowered the ratings of Taiwan and South Korea shares. It was also a financial reporting season, and there was a risk of cashing in on both American and A shares
laoduo666 :
In the afternoon review, auto AI broke out. The two core sectors, Huawei line cars and AI, have exploded. It can be seen that the direction of the market has not changed much. It is a pity that the large dividend of Ningde Times did not drive the sector. After all, it is only the exclusive power of the battery industry, which does not mean that the entire industry has the courage. The market is in the position that everyone thinks
laoduo666 :
In the afternoon review, several major catalysts for AI application: game media/several catalysts for AI application: 1) The draft for comments at the early stage of transmission was officially released in March, which is expected to be optimistic; 2) Rumors of Internet media mergers and acquisitions need to be released 3) GDC Global Game Developers Conference (held at the same time as Nvidia GTC Conference); 4）Kim
laoduo666 :
In the afternoon review, although Huawei's opening door index in October was not popular, the hot spots were still very clear, continuing some directions before the festival. The conflict between Palestine and Israel has not had a great impact, which is also a reasonable result. After all, the index is already low. The previous article has also written a lot of analysis, about the idea that the index can be fixed at the bottom of the index.
laoduo666 :
Afternoon review, good analysis on the grid side. Electric fan market continues, AI has just rebounded, and continues to crash today. There are only new energy vehicles, parts, and automatic driving hotspots, all of which are driven by Tesla. But with the market of electric fans in Yansen, the new energy related will also be adjusted soon, just a matter of time. morning
laoduo666 :
At noon, I went to the countryside again. Benefited from the statistical data of new energy vehicles in May, as well as the latest policy of automobile going to the countryside. The whole vehicle sector ushered in the wheel drive, and also good auto parts. However, I have commented on the policy of stimulating consumption many times in the previous article. Don't look at what you say, but how you do it. Adjust measures to local conditions. No help
laoduo666 :
In the afternoon review, the reason for the decline of capacity. Recently, the market has been less than trillion for several consecutive days. Trillion transaction is the most intuitive manifestation of the market heat, and also a sign to quantify whether the funds are active. If you are a short-term player, you should have this understanding: fast forward and fast out on the basis of trillion transactions. In the market of less than one trillion yuan, wait for the hare. Different
