标签归档 杭州后花园论坛

The shock closed down, and the turnover of the Shanghai and Shenzhen stock markets exceeded one trillion yuan for four consecutive days.

The three major A-share stock indexes were mixed on March 14th. In early trading, the two cities fluctuated within a narrow range, and in midday, they were mixed. In the afternoon, the two cities fluctuated downwards, and the Chuangzhi and Shenzhen Component Index quickly fell by more than 1%. The late session picked up and the decline narrowed significantly.

From the perspective of the disk, short plays, online games, low-altitude economy, consumer electronics, semiconductors, lithium batteries and Sora themes were among the top losers. Medical biology is strong and CRO direction is active; Gold, industrial metals and real estate rose against the trend.

By the close of March 14th, the Shanghai Composite Index fell 0.18% to 3,038.23 points. The Science and Technology 50 Index fell 1.24% to 804.86 points; Shenzhen Component Index fell 0.52% to 9555.42 points; The growth enterprise market index fell 0.64% to 1883.02 points.

Wind statistics show that 1,557 companies in the two cities and the North Stock Exchange rose, 3,583 fell and 211 were flat.

On March 14th, the turnover of the two cities was 1,007.2 billion yuan, which was 47.6 billion yuan less than the previous trading day’s 1,054.8 billion yuan, and broke through one trillion yuan for four consecutive days. Among them, the Shanghai stock exchange traded 436.3 billion yuan, a decrease of 6.2 billion yuan from the previous trading day’s 442.5 billion yuan, and the Shenzhen stock exchange traded 570.9 billion yuan.

According to Great Wisdom VIP, 57 stocks in the two cities and the North Stock Exchange rose by more than 9%, and 10 stocks fell by more than 9%.

Northbound capital inflows accelerated on the afternoon of March 14th, with a net purchase of 6.422 billion yuan for the whole day and a net purchase for five consecutive days. Among them, Shanghai Stock Connect bought 4.247 billion yuan and Shenzhen Stock Connect bought 2.175 billion yuan.

Nonferrous metals and medicines rose sharply.

In terms of sectors, the rise of international gold prices continued to drive the non-ferrous metal sectors to attack, with the daily limit of Jingui Banking (002716) and Northern Copper (000737), and the electrical alloy (300697), Western Mining (601168) and Tongling Nonferrous Metals (000630) rising by more than 6%.

Stimulated by good news, the pharmaceutical bio-sector set off a wave of daily limit in early trading. Nearly 20 stocks such as Tiger Pharmaceutical (300347), Shouyao Holdings (688197), Mengke Pharmaceutical (688373) and Northrop Grumman (301333) once had daily limit or rose more than 10%.

Environmental protection stocks strengthened, with Dadi Ocean (301068), Chaoyue Technology (301049) and Huahong Technology (002645) increasing by over 10%, while Huaxin Environmental Protection (301265), Taihe Water (605081) and Qiaoyin Shares (002973) rising by over 5%.

Semiconductors showed a marked correction, with Guanshi Technology (605588) falling more than 7%, Xinjieneng (605111), Shengong (688233) and Chengdu Huawei (688709) falling more than 2%.

Media stocks fell sharply, with Ciwen Media (002343) down, Palm Reading Technology (603533), Caesar Culture (002425) and Guomai Culture (600640) falling more than 6%.

The performance of the national defense military industry was poor, with Gaode Infrared (002414), Guoguang Electric (688776), Cisco Rui (688053) and Mengsheng Electronics (688311) falling more than 4%.

Pay attention to the opportunity of low absorption after the callback of the main line plate

Guotai Junan said that the index may fluctuate in the short term, paying attention to the low-sucking opportunities after the callback of the main line plate. In recent trading days, the market has continued to fluctuate and differentiate. With the previous low-level sectors, such as new energy, medicine and large consumption, most varieties of the market have accumulated some gains, and the upward momentum of short-term indexes may weaken. The shock of the current position is conducive to the further continuation of the subsequent rebound. From the mid-line point of view, the market microstructure is clear, and the reports of the two sessions clearly put forward "enhancing the internal stability of the capital market", and the bottom of the stock market has appeared. After the short-term shock, it is expected to continue to expand the space upwards. It is suggested to pay attention to the previous main line plate on dips during the index shock stage.

The investment theme suggests focusing on new quality productivity and focusing on low-altitude economy/domestic computing power/emerging hydrogen energy. The decision-makers frequently mention "new quality productivity", and the policy is expected to focus on the cultivation and development of new industries/new models/new kinetic energy. It is recommended that: 1) Low-altitude economy: policies at all levels lead to the acceleration of commercialization and are optimistic about aircraft manufacturing/parts and flight service companies. 2)AI computing power: led by the "artificial intelligence+"action, the construction of domestic intelligent computing centers is expected to accelerate, and we are optimistic about the domestic optical interconnection/computing chip/Huawei intelligent computing industry chain. 3) Emerging hydrogen energy: industrial policies are intensively introduced, and the hydrogen production-storage and transportation-industrial hydrogen link is opened. We are optimistic about hydrogen production/storage and transportation equipment and fuel cells. 4) Domestic substitution.

Guosheng Securities pointed out that the indices of the two cities have continued to rebound to a new high recently, but the Shanghai Composite Index has taken the lead in stagflation, and both have entered the resistance pressure zone. However, the current technical form remains good, and it can continue to do more. Once it falls below the important support such as the 3030 points of the Shanghai Composite Index, it is necessary to reduce the position and prevent the index from entering the adjustment rhythm, thus causing the profit to retreat. Therefore, looking forward to the market outlook, the index has entered a relatively high level, but the effect of making money in the market is still high, and the mood of doing more is still positive. You can continue to do more around the main lines of the market, such as artificial intelligence, semiconductors, new energy and other sectors. If the index shows obvious signs of weakening, you can lower your position and defend.

Central china securities pointed out that the average P/E ratios of the Shanghai Composite Index and the Growth Enterprise Market Index are 12.28 times and 31.15 times respectively, which are below the median level in the past three years, and the market valuation is still in a low region, which is suitable for medium and long-term layout. Boosted by many favorable factors, the overall stock index is expected to maintain a volatile pattern in the future, and it is still necessary to pay close attention to the changes in policy, capital and external factors. Investors are advised to pay short-term attention to investment opportunities in industries such as automobiles, communication equipment, software development, games and cultural media.

　　In the golden autumn and October harvest season, selenium rice is fragrant with local conditions. While celebrating the third "China Farmers Harvest Festival" in China, Beifo Village, Zhaili Town, Zichuan District, Zibo City, Shandong Province held the first "Selenium-enriched Millet Harvest Culture Festival" in Beifo Village.

Zhang Jibo, Party Secretary of Zhaili Town, Zichuan District, Zibo, and Wang Lin, Mayor of Zhaili Town, celebrated the bumper harvest with the villagers of Beifo Village.

　　The theme of the activity is "watching rural culture share the joy of harvest, and the natural selenium-enriched millet helps the industry to increase income", aiming to show the rich folk culture of Zhaili Town and promote the pace of rural revitalization.

　　According to reports, Zhaili Town is a provincial-level modern agricultural industrial park, a provincial-level agricultural product quality inspection demonstration town, and a municipal-level industrial strong town. Beifo Village is a key regional protection area of the national geographical indication of "Liaowu Xiaomi", located in the semi-hilly area, and the fields on the hillside are located on limestone, semi-sandy, and pure selenium-enriched soil, which is most suitable for the growth of millet. The selenium-enriched millet in Beifo Village has been planted for thousands of years. Every year, the millet is harvested and the seeds are left for sowing next year. The selenium-enriched millet in Beifo Village is naturally grown without artificial fertilization and irrigation, which has high promotion value and edible value!

Beifo village natural selenium-enriched millet

　　Beifo Village has a population of 835 households and 2,228 people. In order to help ordinary people grow millet for sale, Zhaili Town assisted Beifo Village to set up the "Judeyuan" agricultural products professional cooperative in Zichuan District, Zibo this year. The millet planting area in the village is 260 mu, and the millet output is 45,000 kg. Now it has sold 35,000 kg through various channels.

　　Zhang Jibo, secretary of the Party Committee of Zhaili Town, said: "There are 26,000 mu of high-quality natural selenium-enriched land in Zhaili Town. The Party Committee and government of Zhaili Town attach great importance to the development of selenium-enriched industry, actively implement the" double promotion "project of party building industry, build the party organization in the industry, and gather party member in the industry, so as to realize a good situation that party building promotes the industry and the industry brings wealth to the people. Through industrial development, the enthusiasm of party member cadres will be stimulated, and a strong entrepreneurial atmosphere will be formed, and the cohesiveness, appeal and combat effectiveness of party organizations will be enhanced. "

　　Xiaomi feast. Nearly ten special dishes, such as golden cake, golden spring rolls, gold and silver shrimp, millet balls, millet grains crisp, fried chicken with rice noodles, etc., are all made of local selenium-enriched millet, and the quality of millet products with the most regional characteristics in Beifo Village is vividly displayed.

　　Although the songs and dances are not flashy, they are full of celebration of the harvest. The villagers in Beifo sing and dance, playing new hopes for a better life and dancing hard to get rich. Ju Suping, president of Zibo Liaozhai Folk Music Research Association, blessed the harvest of natural selenium-enriched millet in Beifo Village with beautiful folk art and non-genetic inheritor Guan Li of paper-cutting art, unique paper-cutting and cultural art.

Selenium-enriched millet blends with rural culture and becomes a beautiful landscape at the event site.

At the event site, rural programs were loved by guests and villagers.

　　As a link between Beijing and Shandong, Beijing Zibo Enterprise Chamber of Commerce has never forgotten the feelings of mulberry and devoted itself to the two places. Zhao Jinlin, Executive President of the Chamber of Commerce, made a special trip to congratulate on behalf of the Chamber of Commerce, and said: "Beifo Village is an old district with a glorious revolutionary tradition. In recent years, the development and changes of Beifo Village are gratifying and encouraging. With the rural revitalization and development strategy of the Supreme Leader General Secretary, the overall environment of the whole country working together to get rid of poverty, and the joint efforts of the leaders of the town and village committees and the villagers, the days of the villagers will surely be flourishing and every family will be happy. At the same time, he said that the Chamber of Commerce will also use its own advantages to do some work for the promotion of selenium-enriched millet and actively assist in enhancing brand influence. "

　　On the morning of December 28th, the 2018 People’s Network Artificial Intelligence Partner Conference with the theme of "AI enlightens the future" was held in Beijing. Zhang Qin, member of the Standing Committee of Chinese People’s Political Consultative Conference and former vice chairman of China Association for Science and Technology, Ye Zhenzhen, president of People’s Network, Mars, inspector of Ministry of Industry and Information Technology, Luo Hua, deputy editor-in-chief of People’s Network, Dewen Li, deputy director of Information Center of Ministry of Industry and Information Technology, and She Guiqing, vice president of Beijing Internet Court, attended the event. The meeting focused on the great influence of artificial intelligence in economic development and social progress, sharing cutting-edge technologies, exploring commercial applications and looking forward to development prospects, with fruitful results and remarkable effects.

　　Mars, inspector of the Information and Software Services Department of the Ministry of Industry and Information Technology, said in his speech that the development of artificial intelligence in China is in a rare historical opportunity period. From the perspective of policy environment, China has taken a series of measures in scientific research and development, application promotion and industrial development, forming a strong synergy to promote the development of artificial intelligence. From the perspective of development foundation, it has laid a solid foundation for the development of artificial intelligence through in-depth implementation of strategic actions such as "internet plus", speeding up and reducing fees, "Broadband China", integration of industrialization and information technology, and innovative development of industrial Internet. Judging from the market conditions, China’s advantages as a big country and a big market have been brought into full play in the Internet era, which has directly spawned and cultivated a number of enterprises with international influence and competitiveness, and created favorable conditions for the development of artificial intelligence in terms of talents, technology and business models.

　　During the activity, People’s Network Artificial Intelligence Research Institute was formally established. Luo Hua, deputy editor-in-chief of People’s Daily Online, said at the inauguration ceremony that the establishment of the research institute is a useful attempt to combine scientific research, investment and media business, which will not only help People’s Daily Online to carry out in-depth cooperation with relevant institutions in the industry in the future, but also help the competent authorities to better promote the development of the industry and industry enterprises to better carry out related businesses. By building a research platform, on the one hand, we can recruit talents and gather wisdom from many sides to make suggestions for the development and application of technology; On the other hand, it can also effectively integrate all kinds of resources, thus cultivating or incubating high-quality projects and gestating opportunities for People’s Network to carry out strategic mergers and acquisitions in the field of artificial intelligence.

　　Luo Hua introduced that the next step of the research institute will give full play to the advantages of resource integration, build an industry research platform, make use of the influence and communication power of People’s Network, widely gather experts from all walks of life in politics, industry, learning and research, conduct in-depth research in scientific research institutes, industry frontline and competent departments, organize academic exchanges and seminars on a regular basis, analyze the problems and difficulties in the development of artificial intelligence in China, profoundly sum up existing experiences and lessons, build a communication bridge between industry, scientific research and decision-making, and optimize the top level for the central government.

　　Zhang Qin, member of the Standing Committee of Chinese People’s Political Consultative Conference, former vice chairman of China Association for Science and Technology, Professor Tsinghua University and academician of the International Institute of Nuclear Energy, gave a keynote speech at the meeting. He believed that the safety of nuclear power plants was very important, and it was necessary to conduct regular, high-frequency and strict troubleshooting of equipment failures. In order to solve the problem that false signals interfere with the fault diagnosis of nuclear power plants, we can use artificial intelligence technology to help workers judge faults, deal with them correctly and control risks. The dynamic uncertain causality diagram can solve the problems of uncertainty, dynamic characteristics, false signals and so on by analyzing the causal relationship between variables and components of industrial systems.

　　He said that artificial intelligence is at the third peak of development. Although there are some bubbles, it has made substantial progress in general and is being combined with the real economy. However, he also pointed out that although the big data that the industry is currently concerned about can be statistically analyzed, it is only a part of artificial intelligence, and the two cannot be treated equally.

　　Fu Sheng, CEO of Cheetah Mobile, pointed out in his keynote speech that since the rise of artificial intelligence, commercialization has always been an important issue in the artificial intelligence industry. He believes that there is a big gap from the emergence of a new technology to the landing of products and finally to the formation of industrialization. However, with the help and guidance of the state, the technology substitution may be shortened. At present, many companies talk about bottom-level innovation, but at least it seems difficult to achieve it now. On the contrary, there is a great chance to do a good job in the industry. "This is also an opportunity for small companies to achieve overtaking in corners."

　　At the meeting, Lenovo Group, Microsoft, Cheetah Mobile, Iflytek, Jianan Yunzhi, Mingluo Data, Alibaba Cloud, Yunzhisheng, Shangtang Technology, CMB International, Xunlei Group, Defiance Technology, Huiju.com, CCID Research Institute, Guoxin Fund, Analysys, Teslink, Squirrel AI, homework help, New World and Shengzhe Technology participated in People’s Network Artificial Intelligence. In the next step, People’s Daily will promote the formation of a multi-functional business structure of media, technology, capital and scientific research in the field of artificial intelligence, and carry out extensive and in-depth business cooperation with more partners from all walks of life at home and abroad.

　　In the round-table dialogue session, the guests discussed from three aspects: capital, technology and application, and deeply analyzed the opportunities and challenges of the next development of artificial intelligence.

　　In recent years, the valuation of artificial intelligence enterprises has been rising. Regarding whether there is a bubble in the market, Zhao Yahui, general manager of People’s Venture Capital, believes that the market bubble is just the turning point of the industry, and from the past law, any emerging industry needs to go through the process from birth to outbreak. Song Chunyu, vice president of Lenovo Group, believes that the bubble in the artificial intelligence market mainly comes from the public’s expectation of its future development prospects.

　　Lian Suping, member of the Management Committee and vice president of China Merchants International Finance Co., Ltd., also expressed optimism about the future development of artificial intelligence. She believes that the scientific and technological strength based on Internet big data has been formed, and the cold winter of capital cannot hinder the development of artificial intelligence. Tian Feng, senior strategic director of Alibaba Cloud Research Center, said that what remained after the bubble was just needed, and just needed can create value for the industry. Yu Yang, chairman and CEO of Analysys, put forward from the practical point of view of data intelligence company that grasping the needs of users and creating value for customers is more conducive to the growth of enterprises.

　　At present, artificial intelligence has gradually become a topic of the whole people, and it has gone deep into financial, government, education and other industries, bringing many changes to the lives of ordinary people. In this context, the industry has different views on whether the development trend of artificial intelligence technology is to run in small steps or to subvert and reshape. In this regard, Cui Jing, deputy director of the Institute of Electronic Standardization of the Ministry of Industry and Information Technology, said that the development direction of artificial intelligence technology at this stage is still inconclusive. Liang Jiaen, chairman of Yunzhisheng, believes that the current knowledge and big data have not been well combined, and there are still many problems in the application field of artificial intelligence. Xie Yinan, vice president of Defiance Technology, said frankly that despite the rapid development of AI applications, its technical system development has not yet achieved subversive innovation. Grace Wai Wong, vice president of Iflytek Consumer Business Group and general manager of Hearing Technology, also said that algorithmic intelligence, perceptual intelligence, sports intelligence and cognitive intelligence are still in the era of weak artificial intelligence. Ceng Min, senior R&D director of Microsoft Xiaobing in Microsoft (Asia) Internet Engineering Institute, suggested that AI needs to solve infrastructure problems, and the maturity of technology should be measured by the number of actual cases.

　　Regarding the application of artificial intelligence, Li Yazhou, co-founder of Machine Heart, said that medical care +AI will be very popular in the future, security +AI will also be very popular, and AI will also have a strong ability to change other industries. Xie Chao, vice president of TESLIN, believes that the application path of artificial intelligence is "+AI", and the core driving force for the progress and development of science and technology is to integrate with the industry. Liujing, vice president of Mingluo Data, distinguishes between "AI+" and "+AI". The essence of the former is super artificial intelligence or general artificial intelligence, and its foundation is technology-driven; The latter is industry artificial intelligence, based on industry and domain knowledge. Zhang Li, vice president of Jianan Yunzhi, said that whether it is "AI+" or "+AI", artificial intelligence will be realized at multiple levels and structures in the end. It is suggested that the industry should combine the cloud and the end to have a truly complete closed loop. Yang Xin, vice president of Huiju.com, believes that the most suitable application scenario is the key. From the user’s point of view, "+AI" and "AI+" are both means and paths. Jin Jun, CMO of Shangtang Technology, thinks that no matter "+AI" or "AI+", it means that AI cannot exist alone. AI itself is not a useful industry, only by attaching it to a certain industry,It is the time when AI really works when it has a polymerization effect with this industry.