[stock market review] the market speculation atmosphere is hot! High-level popular stocks continue to strengthen the meta-universe and hydrogen energy have staged a rising and stopping tide one after another.

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Today, the index closed higher across the board, nearly 3000 stocks in the two cities rose, and more than 100 stocks rose more than 10%. High-level popular stocks continued to strengthen in the afternoon. On the plate, the morning market mainly belongs to the yuan universe plate, and the afternoon market mainly belongs to the hydrogen energy plate.

Plate aspect

Market sentiment is still high. The morning market mainly belongs to the meta-universe plate, and the afternoon market mainly belongs to the hydrogen energy sector.

Early universe concept index hit a new high, gem leading stocks Xuanya International promoted 4 consecutive boards, main board leading stocks Meisheng Culture 7 days 6 boards, Hubei Radio and Television promoted 4 consecutive boards. In addition, Aoya Design, New National vein, Visual China, Hubei Radio and Television, Sichuan University Intelligence, Otto Electronics, Zhuoyi Technology, Lingnan shares have risen to assist. It is worth mentioning that the new theme digital twins led the rise of the two markets, gem stock vision technology, Saimo intelligence, Huali Chuangtong, Huazhong CNC have risen the limit. On the news, 1) Zhou Hongyi said recently that digital twins may be one of the first scenarios to embrace meta-universe; 2) the General Research Institute of Electronic Engineering in Beijing recently issued a demand announcement for "research on collaborative modeling and simulation methods of virtual twins-meta-universe". The research goal of this project includes exploring the modeling and simulation method of connecting the equipment digitally into the meta-universe scene, so as to provide a technical basis for the application of multi-person collaborative scene editing.

The hydrogen energy plate accelerated in the afternoon, and the plate index also reached an all-time high, with the number of trading companies also increasing. Lanke Hi-Tech, Hengguang shares, Kailong shares, Jiufeng Energy, Zhiyuan New Energy, Meijin Energy, Zhenhai shares and other stocks rose by the daily limit. Earlier in the morning trading, Beijing shares exceeded expectations of promotion 2 consecutive boards to determine the second wave trend, and Lanshi re-equipped to promote 3 consecutive boards. In fact, the hydrogen energy sector recent continuous harvest policy is conducive to support and key project breakthroughs. On December 3, the Ministry of Industry and Information Technology issued the "14th five-year Plan for Industrial Green Development", revealing the six major development directions of hydrogen energy and paying more attention to green hydrogen. Prior to this, on November 30, China's first 10,000-ton photovoltaic green hydrogen demonstration project was officially launched. Analysts at Guoxin Securities said that hydrogen energy will be a trillion yuan energy market in the medium to long term.

In terms of individual stocks

High popularity stocks continue to be active, yesterday Lianban Sanyang Horse, Lanke Hi-Tech, Shaanxi Jinye and other high-level living continue to connect board, Zhongrui shares, Meisheng culture to achieve anti-limit. In fact, the high-level shares that broke off yesterday were Yueling shares, Zhongrui shares, Hunan Tianyan, Meisheng Culture, and Zhenyang Development, but why did the funds give priority to Zhongrui shares and Meisheng Culture for counter-contracting? The difference may lie in the plate effect.

Zhongrui shares, Meisheng culture respectively where spirits, yuan universe plate have recently come out of the continuous market, while Hunan Tianyan, Yueling shares, Zhenyang development is more independent market, the effect of driving the plate trend is not obvious. Of course, the plate effect is not the secret meaning of 100% success, it is actually a double-edged sword. As the saying goes, "Water can carry a boat, but it can also overturn it." if the plate follows the trend stock weakens on the day of the faucet, it will eat the faucet so that it can make up for the decline expectation the next day.

At the same time, it is difficult to reverse the leading stocks without plate effect? Of course not, simply say one of the key points, that is, the leading stocks with independent trends were the strongest in the market at that time.

Future analysis

In terms of the index, as of the close, the Prev index was up 0.75%, the Shenzhen Composite Index was up 0.58%, and the gem index was up 0.74%. Northbound funds bought a net 5.885 billion yuan today, of which Shanghai stocks bought 2.051 billion, Shenzhen stocks bought 3.834 billion, and northward funds bought net for the 12th consecutive trading day.

It may not be surprising that all three indexes closed higher today. First of all, brokerage analysts appease investors to be rational, or affected by this, today's pharmaceutical sector weak repair, and did not drag down the index; second, from the quantitative data, this year Prev up to 3 consecutive negative, and this Monday to Wednesday Prev has been 3 consecutive overcast, so according to the shock city's thinking, today's Prev naturally does not rule out the possibility of rebound.

In terms of sentiment, it rose 2977, an increase of 882 over the previous trading day; 88 (excluding St shares, unopened new shares), 4 fewer than the previous trading day; 23 fried boards, 16 fewer than the previous trading day; gem stocks / Science and Technology Innovation Board shares rose 11, an increase of 3 compared with the previous trading day; and 1 fell by the daily limit, which was the same as the previous trading day.

Today's high-level popularity stocks continue to strengthen, and the high-level stocks that broke off yesterday are also repaired collectively. At the same time, of the 22 stocks on the board yesterday, 14 stocks continued to rise by the daily limit. Today, more than 100 shares in the two cities are up more than 10%. These details show that the market speculation atmosphere is strong, and the market sentiment is naturally active.

Focus on market news

1. Domestic commodity futures closed up more than 4%.

December 16, domestic commodity futures closed, most varieties rose, asphalt and coking coal rose by more than 4%, fuel and urea by more than 3%, thread and soda ash by more than 2%, soybean meal and staple fiber by more than 1%, Shanghai aluminum and nickel rose slightly, starch and manganese silicon fell by more than 1%, and Apple and EB fell slightly.

2. National Development and Reform Commission: in November, nuclear power, wind power and solar power increased by 4.1%, 27.7% and 22.7% respectively compared with the same period last year.

December 16, a spokesman for the National Development and Reform Commission said on the 16th that from January to November, industrial power generation at and above the national scale was 7.3827 trillion kilowatt-hours, an increase of 9.2 percent over the same period last year, an increase of 11.3 percent over the same period in 2019, and an average increase of 5.5 percent over the same period in 2019. In November, the country's electricity generation was 654 billion kilowatt-hours, an increase of 0.2 percent over the same period last year. Among them, nuclear power, wind power and solar power generation increased by 4.1%, 27.7% and 22.7% respectively compared with the same period last year, while thermal power and hydropower decreased by 2.5% and 1.9% respectively compared with the same period last year.