It's going crazy!, Huawei's industrial chain

This morning, A-shares experienced a pullback, but the structural opportunities were clear - technology stocks continued to rebound, chip concepts rose across the board, Huawei's industrial chain exploded, triggering a limit up wave, and multiple stocks hit the limit up at 20CM.

The main trend of yesterday's sharp rise in pro cyclical recovery has been comprehensively adjusted, suppressing the performance of the index. At the close of the morning, the Shanghai Composite Index fell 0.63%, the Shenzhen Component Index fell 0.46%, and the ChiNext Index fell 0.05%.

The net outflow of northbound funds in the morning was 4.461 billion yuan. Some institutions have indicated that as policies continue to be implemented, the trend of northbound capital outflows is expected to reverse.

Technology stocks continue to rebound

This morning, technology stocks continued their rebound trend from yesterday, with sectors such as storage chips, photoresists, advanced packaging, OLEDs, and consumer electronics leading the way in gains.

According to the news on the official account of "Industrial Information Wechat" this morning, the Ministry of Industry and Information Technology and the Ministry of Finance recently jointly issued the Action Plan for Stable Growth of Electronic Information Manufacturing Industry from 2023-2024. The Action Plan proposes that the average growth rate of added value in the computer, communication, and other electronic equipment manufacturing industry will be around 5% from 2023 to 2024, and the operating revenue of enterprises above designated size in the electronic information manufacturing industry will exceed 24 trillion yuan.

Apple recently announced that it will hold its autumn press conference at 1:00 am Beijing time on September 13th. Market expectations are that Apple will release the iPhone 15 and new smartwatches at this event.

The institution stated that technology growth stocks represented by the semiconductor industry are in the stage of bottoming out and preparing for an upward trend in their overall cycle. Inventory digestion is still actively progressing, and the certainty of bottoming out and upward trend in the second half of the year is gradually strengthening. At the same time, as some companies digest the negative performance of their semi annual reports, it is expected to start a new upward cycle.

Huawei's industrial chain continued to be active in the morning, setting off a trend of limit up, with Guangxin Materials, Tongyi Shares, and Blue Arrow Electronics hitting the limit up at 20CM. Huali Chuangtong also briefly hit the limit up of 20CM during the trading session, ushering in two consecutive rebounds; Jierong Technology hit the daily limit up, ushering in 5 consecutive rebounds; In addition, multiple stocks such as Huaying Technology have hit the limit up.

On September 4th, a reporter from China Securities News conducted a survey of several Huawei experience stores in Beijing and found that the recently released Huawei Mate 60 Pro was hard to find in offline stores. The staff of Huawei authorized experience store at Beijing Xidan Update Field told reporters that the first round of orders for multiple offline stores in the Beijing area ranged from 100 to 200 units, and the second batch of offline bookings for Huawei Mate 60 Pro has begun. With the increasing supply from the Shenzhen headquarters, store inventory is expected to increase in the latter half of this month.

Wo Le Home welcomes seven consecutive boards

I Le Home once again hit the daily limit in the morning, ushering in seven consecutive rebounds.

I, Leju Home, is not a dual financing target, and other continuously rising stocks in the market recently also have this characteristic. For example, Jierong Technology, Huali Chuangtong, Zhongma Transmission, Zhiyun Shares, etc.

Yesterday evening, I Le Home issued a risk warning stating that in the absence of significant changes in the company's fundamentals, the stock price of the company has experienced significant short-term fluctuations and there is a risk of high valuation. The company solemnly reminds investors to fully understand the risks in the stock market and the risk factors disclosed by the company, avoid following the trend of speculation, make prudent decisions, and invest rationally.

Hong Kong stock market Rongchuang China surged

This morning, Hong Kong stock Rongchuang China surged again, rising over 20% at one point during trading. The stock rose 34.04% yesterday. After a continuous surge, the stock has overcome the embarrassment of being a "fairy stock".

On September 5th, according to the latest notice released by the Shanghai Stock Exchange on the adjustment of Hong Kong Stock Connect targets under the Shanghai Hong Kong Stock Connect, Rongchuang China was included in the list of Hong Kong Stock Connect targets under the Shanghai Hong Kong Stock Connect, which will take effect immediately.

Luckin Coffee Sauce flavored Latte sets a new single product record

Following the joint launch of "Soy Sauce Latte" by Kweichow Moutai and Ruixing Coffee, "Moutai Chocolate will soon go online" is hot today. There are reports that Maotai Chocolate is also about to be launched.

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In addition, according to the official Weibo account of Luckin Coffee this morning, the first day sales of the sauce flavored latte exceeded 5.42 million cups, and the first day sales of the single product exceeded 100 million yuan.