On Tuesday, A-shares collectively opened lower. The Shanghai Composite Index opened 0.06% lower, the Shenzhen Index fell 0.2%, and the GEM fell 0.36%. Rare earth permanent magnet concept stocks recovered after experiencing a sharp rise yesterday, and photovoltaics and liquor themes weakened; fintech, shipping, data security, and lithium mining concept stocks were active.

The trend of Hong Kong stocks diverged. After opening low, the Hang Seng Index rose 0.39%, while the Hang Seng Technology Index fell 0.36%. Most of the big tech stocks fell, and Tencent Holdings fell more than 1%. The performance of the real estate and new energy vehicle sectors was impressive. Xinyi Solar dropped nearly 13%, leading the blue chip decline. Tick Tick Chuxing opened nearly 15% lower the day after it went on sale.

In the A-share sector, brain-computer interface concepts are leading the way, and innovative medical care has risen and stopped. Aipon Medical, Sanbo Neurology, Guanhao Biology, and Nanjing Panda have all gone high. According to the news, the Ministry of Industry and Information Technology's brain-computer interface standardization technical committee announced plans. The post-establishment work plan includes optimizing and improving the standardization roadmap, speeding up the development of key technical standards, and promoting the implementation of standards.

The digital currency concept also showed a rise in early trading.

Shipping stocks rebounded collectively, and COSCO Maritime Holdings rose nearly 2%.

After the rare earth permanent magnet concept surged yesterday, there was a correction today.

Photovoltaic glass stocks also weakened.

The concept of lithography has also declined.

In terms of the Hong Kong stock sector, the coal and petroleum sector of Hong Kong stocks rose. Yancoal Australia rose nearly 7%, China Coal Energy and Yankuang Energy rose more than 4%, and CNOOC rose more than 3%.

Real estate stocks also rose sharply, with Shimao Group rising more than 8%.

Bank stocks also strengthened.

There was a correction in the semiconductor sector.

Treasury bond futures

After experiencing yesterday's roller coaster market, treasury bond futures generally rebounded on Tuesday. The 30-year main contract rose 0.1%, the 10-year main contract rose 0.02%, the 5-year main contract rose 0.02%, and the 2-year main contract remained basically flat.

Message side

China's assets suddenly turned out to be very beneficial! The latest sales data of many NEV companies surpassed expectations

On the evening of July 1, the latest sales figures released by a number of Chinese NEV companies surpassed expectations. Among them, BYD sold 341,700 new energy vehicles in June, up 35% year on year; Cyrus sold 41,457 units in June, up more than 631% year on year; sales data disclosed by Chinese NEV companies listed on Hong Kong and US stocks was also very impressive. NIO delivered 57,373 vehicles in the second quarter, exceeding delivery guidelines, up 144% year on year. Affected by this, the stock prices of new-power car companies have collectively soared.

The central bank announced that it will put into practice borrowing treasury bonds as a new monetary policy tool

An open market business announcement issued by the People's Bank of China on July 1 once again sent a strong signal that the bond market should “cool down” rationally. It is also viewed by the market as a “prelude” for the central bank to trade treasury bonds. Unlike the market's previous judgment, the central bank will start an operation to “buy” treasury bonds first. Currently, analysts generally believe that “borrowing” treasury bonds this time means that the central bank may “sell” them first. “Previously, the central bank mentioned many times that long-term yield points are too low and that institutional holdings are concentrated, but currently the remaining term of treasury bonds held by the central bank is mostly 3 years or less, carrying out treasury bond borrowing operations or paving the way for cash securities sales.” Zhou Guannan, chief fixed income analyst at Huacheng Securities, said.

Brain-computer interfaces welcome the blockbuster super blue ocean market, which is expected to open up!

According to McKinsey's estimates, the potential global market for brain-computer interface medical applications is expected to reach 40 billion US dollars in 2030 and 145 billion US dollars in 2040. Among them, serious medical care, which mainly treats diseases of the central nervous system, is estimated at US$15 billion in 2030 and US$85 billion in 2040; consumer medicine, which focuses on emotional assessment and intervention, is estimated at US$25 billion in 2030 and US$60 billion in 2040.