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2024-12-13 10:24:55

I) market reviewAccording to the research report of CITIC Securities, on December 9, 2024, the General Administration of Market Supervision launched an investigation on NVIDIA Company in accordance with the law, which is a legal management means to regulate and maintain fair market competition order, and has a leading role in the domestic chip industry, and is expected to boost domestic computing power and market sentiment of chips in a short time. In combination with the increasing emphasis on self-control by relevant domestic departments and industry associations, we expect that the overall localization pace of domestic semiconductor industry is expected to be further accelerated, and the manufacturing link is also expected to benefit.Record of resumption of trading on 12.10: The three major indexes collectively rose and fell, making a joke again?


..... In terms of individual stocks, the number of rising stocks is close to 2,900, and the number of daily limit stocks exceeds 100. Robot concept stocks remained strong, with more than 30 shares such as Keli trading daily. Consumer stocks once strengthened, and many stocks such as Yiming went up and down. The direction of AI application has fallen back, and Tianyu has a daily limit.Ⅲ) Individual stock analysis


ⅴ) Institutional viewpointPersonal re-offer is for reference only.In terms of net outflow, semiconductors and automobiles as a whole rank high, of which the net outflow of semiconductors is 3.928 billion yuan.

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