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2024-12-13 11:49:24

The data shows that a total of 39 stocks entered the list. The high-quality stocks with sustained high growth are mainly mid-cap stocks, and there are two stocks with a market value of 100 billion, namely North Huachuang and Zhongji Xuchuang. Stocks with relatively high market value include Shandong Gold, Guodian Power, Desai Siwei and Tianfu Communication, all of which are higher than 50 billion yuan. There are 6 stocks with a market value of less than 10 billion yuan, namely Xueda Education, Shangsheng Electronics, Jinzai Food, Jiajiayue, GM and Runben.In terms of market performance, the overall performance of listed companies has stagnated, with an average increase of less than 26% since September 18. The biggest gainer was Jiajiayue, with a cumulative increase of over 64%. Xueda Education, Shandong Gold, Guodian Power and other stocks fell against the market, and Xueda Education fell by nearly 8%.The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.


The concept of continuous 20cm daily limit bean bag is on fire! Exposure of high-quality stocks with sustained high growth performanceData treasure screened out high-quality stocks with expected continuous high growth performance, with the following conditions: 1. The net profit growth rate in 2022 and 2023 exceeded 30%; 2. The number of rating agencies is more than 10; 3. The organization unanimously predicts that the net profit growth rate will exceed 30% this year; 4. The organization unanimously predicted that the P/E ratio this year would be less than 40 times.From the perspective of the consensus forecast of this year's P/E ratio, the P/E ratios of Otway, Guodian Power, Jiejia Weichuang, huadian power international, Bowei Alloy and Wanneng Power are less than 10 times, while those of Datang Power, Jiayou International, COSCO Haineng and General Motors are less than 15 times.


The industry believes that the news is expected to boost the market sentiment of domestic computing power and chips in a short period of time. In the medium and long term, the overall localization pace of domestic semiconductor industry is expected to further accelerate.The surge in AI applications is essentially the recognition of growth stocks. Caixin Securities said that at present, the A-share market is approaching the final stage of the shock adjustment period. With the full change of market funds, favorable policy expectations and the blessing of the restless market in spring, it is possible for the market to step out of the adjustment range in the near future. The market is expected to interpret the New Year's market, which can focus on the following directions: technology and independent controllable direction, the theme of mergers and acquisitions in the field of science and technology, AI application directions such as games, movies and advertisements, and brokerage sector.The popularity of bean bags is a bigger factor in the rise of stocks on the AI application side such as Lexin Technology. Quantum bit data shows that by the end of November, the cumulative user scale of Bean Bag APP has successfully exceeded 160 million in 2024, and the average daily download volume of new users has remained stable at 800,000, making it the second-ranked AI APP in the world and the first in China. In November, the APP DAU of bean bags was close to 9 million, with a growth rate of over 15%, far exceeding the 3 million of Kimi DAU, the second place.

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