The computing power stocks are strongly rebounding, and Nonferrous Metals are迎来 a new rotation opportunity.
Yesterday, the market withstood the impact of the drop in the external market and successfully rebounded from the lows, with all three major Index closing in the green. However, due to the further contraction in trading volume, the short-term market still leans towards chaos, and may face a choice of direction in the future.
Two Sessions Time | National People's Congress Representative, Lu Qingguo from Chenguang Biotech Group: Improve the quality standards of Chinese Patent Medicine, regulate the centralized procurement model for Traditional Chinese Medicine, and optimize the
① Lu Qingguo, Director of Chenguang Biotech Group and a representative of the National People's Congress, focused on several recommendations at this year's Two Sessions, including optimizing the procurement mechanism for Traditional Chinese Medicine, enhancing the quality standards for Chinese Patent Medicine, and standardizing the Traditional Chinese Medicine granule industry; ② In addition to recommendations related to the Traditional Chinese Medicine industry, Lu Qingguo prepared several suggestions on rural social retirement insurance, rural medical insurance, and increasing support for companies sanctioned by the United States.
This week, 11 more companies have been added! Youngor Group and several other stocks have disclosed their plans for shareholding and repurchase loans, with a complete list of related A-shares.
① The Share Buyback and Shareholding refinancing plan in the A-share market is steadily advancing. According to incomplete statistics from Caixin, 11 A-share listed companies announced and disclosed relevant information on Share Buyback and Shareholding refinancing this week (see attached table); ② Youngor Group has the highest special loan amount, totaling 0.7 billion yuan.
Youngor Group acquires the "Hermès of children's clothing."
Returning to the fashion main business.
OpenAI is entering the virtual assistant field, and Asia Vets are accelerating the move into commercialization.
① OpenAI has announced the launch of a beta feature called Tasks for ChatGPT, marking the company's entry into the virtual assistant field. ② Market analysis suggests that this beta feature from OpenAI signifies its move towards the era of releasing autonomous AI (Agentic AI), with plans to introduce a large number of AI agents in the future.
As the Spring Festival holiday approaches, the tourism Industry is expected to pick up, and these Concept stocks are frequently being investigated.
The Spring Festival holiday is from January 28 to February 4, 2025, totaling 8 days.