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2024-12-13 02:36:25

..... 1) NVIDIA was investigated by antitrust, and the main line of domestic chips was clear...... Industry sectors rose more and fell less, food and beverage, commercial department stores, tourist hotels, beauty care, Internet services and insurance sectors were among the top gainers, while coal industry, precious metals, public utilities and railways and highways sectors were among the top losers. At the same time, the popularity of robots and artificial intelligence has not diminished.


Ⅲ) Individual stock analysis..... 2) Grasp the "market at the end of the year and the beginning of the year", and the A-share "outsole" is forming.According 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.


Ⅱ) Plate aspectIn terms of net outflow, semiconductors and automobiles as a whole rank high, of which the net outflow of semiconductors is 3.928 billion yuan...... industry capital flow: 814.2 million yuan net inflow of food and beverage.

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