Lu Yuren-A-share technology sector speculation in turn|Financial High Tea | Headline Daily

The Hong Kong stock market resumed following the long holiday, and the performance of the market was a bit choked. After the Hang Seng Index opened 235 points higher, driven by the rise of technology and Internet stocks and Chinese property management stocks, it rose by up to 419 points, see 20,750 points, but then the technology and Internet stocks The pullback drove the market to turn from up to down. A-shares in the mainland rose near the close. The Hang Seng Index closed at 20,485 points, up 154 ​​points, and the market turnover was 126.8 billion yuan. The State Index closed at 6,950 points, up 56 points; the Kezhi Index rose 10 points, to close at 4,248 points.

The Hong Kong stock market experienced ups and downs in a day, and the glory and disgrace are all related to the concept of AI intelligence. The two most eye-catching stocks following the market opened higher: one is Alibaba (9988), which released the latest large-scale language model “Tongyi Qianwen”; the other is Shangtang (9988), which also has a new intelligent robot product “Consultation” 020), both of them rose immediately. Ali once recovered the “red bottom”, saw 101.5 yuan, and finally closed at 99.3 yuan, up 1.6%; officially released the self-developed product similar to ChatGPT “discussion”, and the stock price of Shangtang once soared After 11% to 3.7 yuan, there was an anti-climax, and it closed at 3.3 yuan throughout the day, down 1%.
Inland real estate stocks started one following another with ideal data

Smart robot stocks opened higher and closed lower. One reason is that the mainland issued the “Generative Artificial Intelligence Service Management Measures (Draft for Comment)”, which caused the market to worry regarding the resurgence of regulatory storms. Another reason is that some investment experts in the mainland questioned the valuation bias Gao, I have already speculated on the dragon, and think that if you want to buy it, it is best to wait for two more months to cool down first.

The application of AI intelligence has attracted attention since the launch of Microsoft’s ChatGPT. Many countries worry regarding the risk of privacy or leaks. At the same time, countries worry that restricting development will make the industry fall behind. The U.S. is still the world’s strongest economy, thanks to its superiority in information technology to advanced countries such as Europe and Japan. Therefore, restrictions are not only related to individual companies or industries, but to a country’s economic prospects. The mainland has to face this contradiction when it comes to regulating artificial intelligence. For the time being, it is said that it will adopt a real-name system for users, and no comprehensive suppression has been seen. A-shares showed a “V”-shaped trend yesterday, Internet concept stocks are still hot targets, artificial intelligence, chips, network security, etc. take turns to attack.

Many of the most popular stocks in the mainland stock market in the first quarter were technology stocks. After the hot money speculated on artificial intelligence, they switched to speculating on cyber security. Whether they will turn to stir-fry in the future depends on speculation. Experts believe that such Share valuations are high. In fact, technology stocks are winner-take-all. Even if the concept is not the same as just a stock, everyone flocks to buy it. In fact, it is more speculation than investment.

How AI can make money is still in the groping stage. Microsoft’s ChatGPT has a paid model. People who have used the free version feel that the free version is limited to the number of times of daily use, and the calculation level and data are not ideal, but if it is true, it can be improved. Efficiency and payment can be considered, this is one of the ways to make money. It’s also like the Tongyi Qianwen launched by Ali. High-level words can add this element to every existing service to empower it. Ali’s e-commerce business has been attacked by Douyin in recent years, and its prospects have been cast in the shadows. If the new service can become a weapon to defeat the opponent, the value is already very high. Therefore, how to use artificial intelligence to make profits can only be seen following the event, not before the event. Everyone At least half of betting or not depends on estimation. The more stable approach is to admit that you can’t understand it, and use strategies such as stop loss and stop profit to protect investment.

There were two types of stocks in the market that performed well yesterday. Mainland property sales data in March generally recorded satisfactory growth, and mainland property and property management stocks performed strongly. Country Garden (2007) soared 14% to close at 2.34 yuan; Country Garden Services (6098) jumped 12% to close at 14.32 yuan; Longfor (960) March sales rose nearly 40% year-on-year, Longfor shares rose 8% to close at 23 3 stocks ranked among the top three best-performing blue-chip stocks; Kaisa (1638) soared 19% to close at 0.35 yuan; Logan (3380) soared 26% to close at 1.06 yuan.
Virtual currency gold stocks fly with both wings

The chance of the United States raising interest rates by 0.25% in May is more than half, but the hot money started to speculate and peaked following the interest rate hike. Also higher. BC Technology Group (863) rose 10% to close at 2.37 yuan; Xinhuo Technology Holdings (1611) rose 9% to close at 2.45 yuan; FA Southern Bitcoin (3066) rose 8% to close at 13.48 yuan; FA Samsung Bitcoin ( 3135) rose 7.8% to close at 13.04 yuan. Except for bitcoin-related stocks, gold stocks performed well. Lingbao Gold (3330) rose 17% to close at 1.62 yuan; China Gold (2099) rose 8% to close at 39 yuan; Tongjin Gold (340) rose 5%. It closed at 0.39 yuan.
Jin Riku

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