
A | Chinese President Xi Jinping, also general secretary of the Communist Party of China Central Committee and chairman of the Central Military Commission, will attend and address a grand meeting commemorating the centenary of the birth of late Chinese leader Jiang Zemin on Aug. 17. The event, scheduled to start at 10 a.m. at the Great Hall of the People in Beijing, will be broadcast live by China Media Group and xinhuanet.com. It will also be relayed simultaneously on websites of leading media organizations, including people.cn, cctv.com, and china.com.cn, as well as on mobile apps run by the People's Daily, Xinhua News Agency, and China Central Television.
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B | 本篇评级为★★★,主要围绕以下内容展开: 1、一月信贷数据,助推力有多大? 2、关税消息,阴转晴? 3、资金,好得很平稳 如有疑问请以音频内容为准,添加妙投小虎哥微信miaotou515,入群有机会与董小姐进一步交流。 新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。 1、算力大回调,什么原因? 上周五,A股市场再次跳水,令部分投资者人心惶惶。上证指数直接跌破4000点,科创板和创业板当天双双暴跌超4%。巨震背后,究竟是市场整体见顶的信号,还是内部热点轮转造成的短期阵痛?我们结合周末重要消息一起来梳理。

C | 首先看上周五的领跌方向,首当其冲的是上游算力硬件相关的芯片赛道,半导体整体跌幅超5%。其中令许多投资者不解的是,当天一家芯片龙头公司发布上半年财报,净利润增幅超10倍,表现极为炸裂,却未能调动市场热情。

D | 资金似乎将其视为“利好出尽”,借财报数据阶段性大量流出、获利了结。

E | 当天主力资金也呈流出状态。这说明什么?正如我们此前分析,人工智能上游算力硬件板块基本面并无问题,关键在于前期涨幅过大,投资者人心浮动,稍有风吹草动便容易先卖为敬。

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H |
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