In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.
According to Caixin, on March 21st, the market experienced fluctuations and adjustments yesterday, with the Chinext Price Index leading the decline. The total transaction amount in the Shanghai and Shenzhen markets reached 1.44 trillion, a decrease of 24.9 billion compared to the previous trading day. In terms of sectors, Deep Sea Technology, Military Industry, Coal, and Wind Power saw significant gains, while Datacenter Power, Gaming, Baijiu (Chinese Liquor), and Consumer Electronics experienced significant losses. By the close yesterday, the Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index fell by 0.91%, and the Chinext Price Index fell by 1%.
In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.
Soochow: The commercialization of non-invasive Brain-computer Interface products is expected to accelerate.
Soochow pointed out that continuous breakthroughs in invasive technology will enhance awareness of Brain-computer Interface technology in the Consumer and Medical rehabilitation markets. By 2025, ongoing breakthroughs are expected, and the commercialization of non-invasive Brain-computer Interface products is likely to accelerate. It is recommended to pay attention to symbols that have leading layouts in Brain-computer Interface technology.
HTSC: The growth rate of package volume in the express delivery Industry this year may exceed expectations.
HTSC stated that since the beginning of the year, the express delivery industry and major companies have both exceeded expectations in terms of parcel volume. With the implementation of measures to boost consumption, consumer demand is expected to further recover. Coupled with an increase in online consumption penetration in remote areas, we believe that the annual growth rate of parcel volume may exceed expectations; however, the leading companies' desire to increase market share remains strong, and the risks of price wars have not yet been eliminated.
China International Capital Corporation: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.
China International Capital Corporation pointed out that since the release of DeepSeek, many government and enterprise entities have begun to successively access the large model. According to Statistics from Ai Analysis, as of February 21, 45% of state-owned enterprises have completed the deployment of the DeepSeek model. This reflects that the large model has met the requirements for large-scale application in terms of performance, cost, and security. In this context, the enterprise middleware is expected to rejuvenate, and it is recommended to pay attention to investment opportunities in the data Hardware Industry Chain (such as Sensors, Communications modules) and computing Hardware Industry Chain (such as chips, Servers, all-in-one machines).
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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