华龙证券：华龙内参2024年第211期，总第1770期（电子版）-20241121

Market Analysis - The market experienced a V-shaped rebound on Tuesday, with the ChiNext Index leading the gains, and the Shanghai Composite Index recovering above 3300 points, with over 4500 stocks rising across the market [1][5] - The total trading volume in the Shanghai and Shenzhen markets was 1.56 trillion yuan, a decrease of 199.6 billion yuan compared to the previous trading day [1] Sector Performance - Lithium mining stocks surged in the afternoon, with companies like Tianqi Lithium, Rongjie Co., and Ganfeng Lithium hitting the daily limit [3] - Robotics concept stocks also performed strongly, with companies such as Aishida and Keli Sensor reaching their daily limit [3] - Chip stocks showed a rebound, with Guoxin Technology and Huizhiwei also hitting the daily limit [3] - The sectors of lithium mining, humanoid robots, and controllable nuclear fusion saw the largest gains, while a few sectors like ST and coal experienced declines [4] Financing Data - As of November 18, the financing balance on the Shanghai Stock Exchange was 941.93 billion yuan, a decrease of 0.23 billion yuan from the previous trading day; the Shenzhen Stock Exchange's financing balance was 877.31 billion yuan, down by 3.065 billion yuan [7] Investment Insights - The market rebounded in the afternoon, driven by the ChiNext Index, with the Shanghai Composite Index finding support near the 3270-point level. However, overall trading volume has been shrinking, with five consecutive trading days below the five-day average volume line, indicating potential pressure on the index [8] Concept Highlights - In the field of autonomous driving, Baidu's CEO Li Yanhong announced significant advancements in AI model applications, particularly in autonomous driving technology, with the cost of their sixth-generation autonomous vehicle RT6 dropping to 250,000 yuan [9] - Baidu's Apollo autonomous driving service has completed over 1 million kilometers without major accidents, and the company provided approximately 826,000 autonomous driving services in Q1 2024, a year-on-year increase of 25% [9] Future Events Reminder - The 2024 World Internet Conference will take place from November 19 to 22, focusing on artificial intelligence [21] - The 2024 China (Xi'an) International Low-altitude Economic Development Conference will be held from November 22 to 24, showcasing new products and technologies in the low-altitude economy sector [21]