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Chief comment 0831: PMI rebounded for three consecutive months, and it is necessary to maintain confidence in the economic state

2023-08-31 20:45:11    Source: Stock radio


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The trading volume continued to shrink due to the downward pressure on the market. Today's turnover was 829.2 billion yuan, and the semiconductor chip sector continued to rebound.

The real estate and securities business sectors have been mainly adjusted recently, which is a good time for the distribution of theme stocks.

The Shanghai Stock Exchange Index fell by more than 5% in August. This week, after the introduction of favorable policies, the first half hour of Monday morning saw intensive trading volume. Therefore, every time the Shanghai Stock Exchange Index reached 3150 or more in the next three days, the market would suffer from selling pressure. It is expected that the operation strategy in September will focus on repairing the monthly line.

This year, the consumption sector has been fully adjusted, and the peak consumption season is coming. The consumption sector is expected to become the main line of a new round of market.

On August 31, the first batch of big models, Baidu Wenxinyiyan, Baichuan Intelligent, Zhipu Qingyan, which were filed through the Interim Measures for the Management of Generative AI Services, announced that they will open their services to the whole society today. 11 AI large model products are being launched in succession.

The semiconductor sector was among the top gainers, and the sci-tech innovation 50 index rose at the bottom. It is expected that the big wave of chips will come in 2024.

In August, the PMI of manufacturing industry was 49.7%, rising for three consecutive months, but still in the contraction range - the value was below the boom and bust line for five consecutive months.

Hosted by: Cai Zhibin, stock radio of Nanfang Finance All Media Group

Guest: Yu Qingjie, Chief Investment Advisor of Changjiang Securities

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