European and American stocks and bonds both fell, tesla rose more than 9% after hours, silver fell by 4%, the dollar reached its highest level in nearly three months
European and American central bank officials called for caution in cutting interest rates, with US Treasury yields rising to pressure low-risk assets. The Dow and S&P indices fell by about 1% for the third consecutive day, NVIDIA initially dropped over 4%, cloud-based company Kujiale warned of profit slump nearly 3% in US stock, China concept index turned down, but Li Auto Inc. rose by nearly 4%. The 10-year US Treasury yield once rose above 4.26% to a three-month high, and the yen fell below 153 for the first time in three months. Oil prices fell by more than 1%, spot gold approached $2760 to hit a new high before falling by over 1%, and silver initially dropped by 4%.
【Data Overview】Long positions in IC and IM futures contracts significantly increased, while trading volume of multiple brokerages and penghua guozheng semiconductor chip etfs surged.
1. The main long positions of IC and IM main contract futures have increased by more than 4,000 lots, with the number of long positions exceeding the short positions. 2. Brokerage and semiconductor stocks have become the focus of market capital today, and the trading volume of multiple sectors' index ETFs has also significantly increased, with the trading volume of zhengquanetf (159841) increasing by more than 12 times compared to the previous period.
ETF fund ranking: Inflow of funds into Penghua Government Bond ETF and Guozheng Semiconductor Chip ETF, outflow from China Southern CSI 1000 ETF and 500etf.
On Wednesday, the three major stock indexes in the United States all fell. The Dow Jones fell 0.6% to 38,763.45 points, the S&P 500 index fell 0.77% to 5,199.5 points, and the Nasdaq fell 1.05% to 16,195.81 points. Nvidia fell 5.08%, Tesla fell 4.43%. The three major stock indexes in Europe all closed up, with the DAX Index in Germany up 1.5%, the CAC40 Index in France up 1.91%, and the FTSE 100 Index in the UK up 1.75%. Major stock indexes in Asia all closed up, with the Korea Composite Index up 1.83% and the Nikkei 225 Index up 1.19%. India's SENSEX 30 index.
Semiconductor Materials ETF, Semiconductor Chip ETF, and Semiconductor Equipment ETF have risen, while public funds have increased their holdings of semiconductors in the second quarter.
Huaxia Fund Semiconductor Materials ETF, GF Fund Chip Equipment ETF, HuaAn Fund Sci-Tech Chip ETF Fund, Guotai Fund Semiconductor Equipment ETF, Jiashi Fund Sci-Tech Chip ETF, Yifangda Fund Semiconductor Chip ETF, Fuguo Fund Chip Leading ETF, CMB Fund Semiconductor Equipment ETF rose more than 1.5%. On the news front, the Shanghai Municipal People's Government Office issued the "Several Opinions on Further Promoting the High-Quality Development of Shanghai's Venture Capital." Among them, it was proposed to continue to increase support for key industries such as integrated circuits, biomedical, and AI, which are the three leading industries. From the perspective of industry fundamentals,
Unexpectedly strong bid!
Large capital has set its sights on this direction.
344 billion, the third phase of the National Big Fund is here! Semiconductor equipment ETFs soared 4%
Significant incremental funding