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Hello everyone! The index opened sharply higher in early trading and then fell back quickly, then fluctuated within a narrow range, with the GEM index leading the gains. At the close, the Shanghai Composite Index rose 1.58%, the Shenzhen Component Index rose 2.08% and the Growth Enterprise Market Index rose 2.21%. Half-day turnover in Shanghai and Shenzhen stock markets was 1.5 trillion, 415.1 billion more than the previous trading day.AI plate, big model /AI application, etc. mentioned that we can continue to pay attention to it, and the news will continue to be released, which will also bring catalysis to the plate. It is said that Sora v2 (second generation) not only supports video output for up to 1 minute, but also supports multiple generation modes, and can provide professional and artistic film and video production, which is amazing.

Go high and low, wash off the floating plate and counterattack in the afternoon!AI plate, big model /AI application, etc. mentioned that we can continue to pay attention to it, and the news will continue to be released, which will also bring catalysis to the plate. It is said that Sora v2 (second generation) not only supports video output for up to 1 minute, but also supports multiple generation modes, and can provide professional and artistic film and video production, which is amazing.Yesterday's meeting and presentation also boosted the bond market and continued to catalyze the bull market of bonds. Yesterday, the yield of 10-year government bonds dropped by 1.92% in intraday trading, hitting a record low, and the bond price reached a new high. As the meeting pointed out that the "moderately loose" monetary policy will be implemented, it is possible to continue to cut interest rates and reduce the RRR next year, which undoubtedly stimulated the yield of government bonds to continue to fall, and the current pricing has already reflected the market next year in advance.

Today, the market rose by more than 4,400, and fell by 800. The statement of the meeting was favorable to the real estate, liquor, food and beverage and securities sectors. These sectors basically opened higher and surged higher in the morning, because the meeting's macroeconomic stimulus policy exceeded expectations and boosted the expectation of economic recovery, so pro-cyclical varieties such as real estate and large consumption were definitely the first choice. In the morning, the food sector had a good plate effect, and many stocks rushed to the daily limit, and many stocks also followed the trend, so they could be concerned.Today, the market rose by more than 4,400, and fell by 800. The statement of the meeting was favorable to the real estate, liquor, food and beverage and securities sectors. These sectors basically opened higher and surged higher in the morning, because the meeting's macroeconomic stimulus policy exceeded expectations and boosted the expectation of economic recovery, so pro-cyclical varieties such as real estate and large consumption were definitely the first choice. In the morning, the food sector had a good plate effect, and many stocks rushed to the daily limit, and many stocks also followed the trend, so they could be concerned.Technology growth stocks are often the most active varieties in the bull market. Apart from AI, software computers, data elements and so on continue to maintain a volatile upward structure in the medium term, so there are band opportunities, just to grasp the high and low points of the band. In contrast, low altitude, satellite internet, chip semiconductor, etc., this wave of rebound is still lack of support, only individual stock opportunities.