午后会迎来新行情了 大家，目前还相信牛市吗？ 如果，你不相信牛市肯定就等不到牛市了。证券已经拉升了，牛市旗手已经有一个提前上涨了，关键是等地产、白酒的补涨，只有联动上涨才会有大行情。 不要担心白酒的回调，目前就是用银行、证券的拉升对冲它的下跌，等它跌透了就可以一起拉升了，证券的空间远不止这个，特别是港股证券。 大盘指数还会继续拉升，大家炒股能不能挣钱与大盘指数涨跌关系有限，这是我们指数ETF玩家关心的事情，我们不可能去关注题材、概念、热点、游资、 龙虎榜吧。 大家不相信牛市而踏空行情，又因为不甘心而追涨。指数已经没有问题，关键是自己的选择筹码问题了。结构性行情，一定要踏准筹码节奏。 大盘指数上涨了，一样有很多行业下跌，白酒就是典型，只是它的跌幅太慢了，有人踏空大幅低开，放量跌停就好了。 今日的A股又缩量了，三大指数继续上涨，股票继续普跌。白酒砸盘的情况下，大盘指数震荡向上。证券、医疗再次上涨，港股恒生医疗再次大涨了。 这个位置的行情，我们指数玩家很容易面对，白酒如果跌到浮亏10%的时候补仓就完事了，市场还需要等它止跌反弹，与证券、地产等加速上涨。否则，没 有办法快速拉升上证指数，就不能放量…… 不出意外，接下 ...

Core Points - The central government has issued an opinion to deepen reform and innovation in Shenzhen, focusing on comprehensive reform pilot initiatives [1][3] Group 1: Key Initiatives - The opinion outlines four major initiatives: reforming education and talent systems, enhancing financial and technological support for the real economy, establishing a higher-level open economy, and improving governance models [3][4] - Guangdong province is tasked with creating conditions for Shenzhen's comprehensive reform pilot, including supporting education and technology reforms, financial market reforms, and enhancing international trade [4][5] Group 2: Industry Development Focus - Shenzhen aims to accelerate the development of artificial intelligence and low-altitude economy sectors, establishing itself as a national innovation hub in these areas [5][6] - The government plans to support the establishment of high-level innovation platforms and promote collaborative projects among enterprises, universities, and research institutions [5][6] Group 3: Financial and Technological Support - The government will enhance mechanisms for credit and insurance support for technological innovation, aiming to create a favorable environment for tech-driven enterprises [6][7] - There is a focus on improving the financial ecosystem for technology firms, including optimizing financing mechanisms and supporting the transformation of scientific achievements into marketable products [7][8] Group 4: Service Industry Opening - The opinion emphasizes the importance of expanding the service industry, particularly in telecommunications, healthcare, and finance, to enhance Shenzhen's role in the national service sector [8] - Specific measures include promoting digital services, increasing foreign investment in healthcare, and expanding the operational scope of financial institutions [8]

Group 1 - The core viewpoint is that Guangdong Province aims to deepen the opening of key service sectors such as telecommunications, healthcare, and finance, while encouraging the development of overseas gaming businesses [1] Group 2 - The government will support the opening and development of telecommunications services and related digital industries, exploring the expansion of value-added telecommunications pilot business scope, and promoting the establishment of cross-border service centers and technology service platforms [1] - There will be an increase in the level of openness in the healthcare and wellness sector, promoting cooperation in medical and elderly care institutions, and supporting foreign investment in research and application in areas such as human stem cells and gene diagnosis and treatment [1] - The financial sector will see a push for international cooperation, with a gradual expansion of the business scope of financial institutions and support for multinational companies registered in Shenzhen to conduct cross-border capital centralized operations in RMB [1]

Group 1 - By 2049, most smartphones will be replaced by smart glasses, creating a "mirror world" where users experience a blend of reality and virtuality [5][6] - The mirror world will serve as the next generation of the internet, enabling immersive experiences powered by AI, shifting human-computer interaction from traditional inputs to voice, gestures, and eye movements [5][6] - Companies providing data support for the mirror world will become the largest and wealthiest globally, as immersive experiences will lead to an explosion of content and user-generated experiences [6][7] Group 2 - The relationship between humans and AI will evolve into a partnership, with humans participating in AI operations rather than AI operating independently [9][10] - By 2049, everyone will have access to AI assistants akin to personal secretaries, integrated into smart glasses or wearable devices, which will become a key battleground for companies [12][13] - The workplace will face significant challenges as AI enhances efficiency, leading to a shift in job roles, particularly affecting middle management [15][18] Group 3 - The future will see a rise in two extremes of company sizes: large corporations employing over a million people and small one or two-person startups [25][26] - AI will facilitate entrepreneurship, making it easier for individuals to start companies, leading to a proliferation of new startups focused on specific projects [26][27] - The AI sector will likely be dominated by a few major players, with significant barriers to entry due to high research and development costs [29][30] Group 4 - The next 25 years will witness significant advancements in five key areas: robotics, autonomous driving, space exploration, life sciences, and brain-computer interfaces [72][73] - Electric vehicles are projected to comprise 60%-70% of all vehicles, with China emerging as a leading manufacturer in this sector [75][76] - The space economy will focus on near-Earth orbit for satellite and communication services, with a growing need for satellite deployment and space debris management [38][39] Group 5 - The publishing industry will be transformed by AI, enabling personalized content recommendations and creating interconnected knowledge bases [42][43] - The education sector will shift towards personalized learning experiences facilitated by AI, with a focus on lifelong learning and adaptability [50][51] - Healthcare will see advancements in personalized medicine through digital twins and AI-assisted diagnostics, improving access to quality care [62][63]

什么时候拉升，没有人清楚。股市不是我们的父母开的，不是天天都让我们挣大钱，一年有20%的时间能挣点利润就感恩吧！ 大盘缩量的情况下，依旧可以努力的守住3400点附近，说明已经很稳了，白酒砸盘就是为了更好的站稳3400点，不给空头的机会。 不是坏信号，反而是继续上涨的前提条件，目前还有几个权重行业有后劲，它们修复之前的下跌就回到3674点了，不值得期待吗？ 3400点，午后大幅缩量了，不过没有轻易的跌破它，港股证券、地产、医疗等反弹明显，A股的表现很逊色。 上证指数站上3400点，前高附近没有继续拉升而是盘整，这里就是心理博弈了，如果不能管理好仓位，没有持仓逻辑的情况下，很容易情绪化犯错了。 这个位置，大盘指数缩量了。 昨日的午后是放量急跌，今日缩量约1700亿就能理解了。大资金进场了没出货就锁仓了，未来的行情反而看好了，不相信就离场，我们持有ETF怕什么回 调，又不是持有股票跌了有可能涨不回来。 成交量缩量也是好事情，说明这里不是出货，3400点只是小阶段目标，市场依旧等待白酒、地产、保险的补涨，之后就是大行情了。 接下来，散户该怎么办？ 个人觉得只需要简单持股就行了，不要悲观也不要乐观，仓位管理、资产配置就 ...

Group 1 - The Shenzhen Municipal Committee emphasized the importance of deepening reforms and expanding openness, particularly in education, technology, and finance, which may positively impact the technology and finance sectors within the ChiNext 50 Index [1] - The ChiNext 50 ETF (159681) saw a rise of 1.36%, with significant gains from major constituents such as CATL (3.32%), East Money (2.77%), and Tonghuashun (2.86%) [1] - Shanxi Securities reported that the ChiNext Index outperformed the CSI 300 Index with a weekly increase of 2.32%, driven by strong performance in the non-bank financial sector, which is linked to the rise of stocks like East Money and Tonghuashun [1] Group 2 - The current valuation of the brokerage sector remains at historical lows, but there are potential risks from macroeconomic data and the pace of capital market reforms that could affect the volatility of the ChiNext 50 Index [1] - The active performance of related stocks on the same day indicates a positive market sentiment influenced by the recent policy direction [1]

Group 1 - Xiamen has prioritized the implementation of the central eight regulations, focusing on addressing grassroots and public issues through concentrated rectification efforts [1] - A total of 2,805 issues were identified, with 4,860 corrective measures formulated, demonstrating a systematic approach to problem-solving [1] - Key areas of focus include alleviating pressure on grassroots reception and addressing issues related to elderly care, campus meals, property management, and medical insurance [1] Group 2 - The healthcare sector is a significant focus, with the Xiamen Health Commission implementing seven specific measures to optimize medical services [2] - Initiatives include the "Thousand Doctors Down to the Community" program, improving access to quality medical resources for residents [2] - The introduction of a "credit medical" model has reduced average waiting times for patients by 35 minutes, enhancing the overall healthcare experience [2] Group 3 - The satisfaction rate for school meal services in Xiamen reached 94.5%, indicating positive feedback from the community [3] - Approximately 20 million yuan in overdue village collective asset rents has been recovered, showcasing effective financial management [3] - The launch of an online refund feature for outpatient prepayments has been well-received, improving convenience for the public [3]

Core Viewpoint - The recent document released by the Central Committee and the State Council marks a significant upgrade in Shenzhen's reform strategy, transitioning from technical breakthroughs to systemic innovation and from factor openness to rule-based openness, positioning Shenzhen as a national model for reform and innovation [1][4]. Group 1: Systemic Innovation - Shenzhen's reform is evolving from "single-point breakthroughs" to "systematic restructuring," with a focus on "integrated reform of education, technology, and talent" as a priority, creating a tightly interconnected innovation ecosystem [1][4]. - The introduction of a "project manager system for scientific research" empowers enterprises and research institutions with autonomy over technological routes, enhancing innovation efficiency [1][2]. - The "long-cycle assessment" approach allows for more patience in the transformation of technological achievements, facilitating progress through technological cycles [1][2]. Group 2: Rule-Based Openness - Shenzhen is advancing "institutional openness," moving from emphasizing the facilitation of factor flow to constructing a deep rule system, particularly in the data factor market [2][4]. - The exploration of credible circulation and benefit distribution in the data market aims to capture the "rule premium" of the digital economy, enhancing Shenzhen's competitive edge [2][4]. - The document emphasizes creating replicable models, indicating that Shenzhen's comprehensive reforms are entering a more complex phase [2][4]. Group 3: Urban Governance and Industry Upgrade - The proposed initiatives, such as three-dimensional land space confirmation and low-altitude economic regulation, address common challenges in urban governance and industrial upgrades across China [3][4]. - Innovations in port operations, such as fuel refueling settlement, aim to improve efficiency and transparency in response to the current international trade landscape [3][4]. - The establishment of entry mechanisms for AI medical devices reflects proactive attempts to accumulate experience in the healthcare sector amid the AI wave [3][4]. Group 4: Strategic Upgrade and Future Opportunities - The reforms outlined in the document transcend the needs of a single city, contributing to national modernization efforts, similar to the Tokyo Bay area's management practices [4][5]. - The document signifies a strategic upgrade for Shenzhen at a higher level, marking the transition to a 2.0 phase characterized by "system integration, institutional openness, and exemplary contributions" [4][5]. - Shenzhen is poised to enter a new phase of significant opportunities, leveraging its historical transformation over the past 45 years [5].

Overall Requirements - The document emphasizes the importance of adhering to Xi Jinping's Thought on Socialism with Chinese Characteristics for a New Era and implementing the spirit of the 20th National Congress of the Communist Party of China. It aims to deepen reforms and expand openness in Shenzhen, serving as a model for national development [2]. Education, Technology, and Talent Reform - The document outlines the need for efficient collaboration between industry, academia, and research, enhancing the role of enterprises in technological innovation. It suggests exploring new management systems for research institutions and reforming research funding management [3]. - It advocates for integrating education with industry needs, supporting the joint training of high-quality engineering talents, and optimizing the enrollment mechanisms for migrant workers' children [4]. - The document calls for improving support mechanisms for overseas talent recruitment, enhancing service policies for foreign professionals [5]. Financial and Economic Development - It highlights the importance of establishing incentive mechanisms for financial services to support the real economy, including trials for integrated financial services for technology industries [6]. - The document encourages innovation in supporting emerging industries and the establishment of a comprehensive service system for technology transfer and commercialization [6]. - It emphasizes the need for market-oriented reforms in data elements, including the establishment of trading rules and mechanisms for data circulation and sharing [7]. Open Economy System - The document stresses the optimization of goods trade and the support for new trade models, particularly in enhancing customs facilitation [8]. - It proposes innovations in service trade, including pilot projects for high-value-added services and the expansion of international express business [8]. - The document also discusses improving mechanisms for personnel mobility, including reforms to facilitate the practice of foreign professionals in Shenzhen [8]. Governance and Public Services - It outlines the need for enhancing public service levels, particularly in drug and medical device regulation, and improving the efficiency of social governance through digital reforms [9]. - The document calls for comprehensive management of natural resources and land, including innovative land use policies and the management of idle land [9]. - It emphasizes the importance of judicial reforms and the establishment of a diversified dispute resolution mechanism [10]. Implementation and Evaluation - The document stresses the necessity of strengthening the Party's leadership in the reform process and ensuring the effective implementation of reform measures [11]. - It highlights the importance of evaluating and promoting the experiences gained from the reform pilot, ensuring timely adjustments to ineffective measures [11].

Overall Requirements - The article emphasizes the importance of adhering to Xi Jinping's thoughts and the spirit of the 20th National Congress, focusing on comprehensive implementation of new development concepts and balancing development with security [1] Education, Technology, and Talent System Reform - The article highlights the need for efficient collaboration between industry, academia, and research, advocating for the role of leading technology enterprises as "problem solvers" [2] - It discusses the exploration of new compensation management systems for research institutions and the reform of research funding management [2] - The article calls for the integration of education and industry to cultivate high-quality, innovative talents, particularly in engineering and technology fields [3] - It mentions the importance of enhancing support mechanisms for overseas talent recruitment and providing greater autonomy to employers in managing talent [3] Empowering the Real Economy - The article outlines the establishment of incentive mechanisms for financial services to support the real economy, including pilot projects for integrated financial services in technology industries [4] - It discusses the innovation of systems to support emerging industries, including the establishment of a comprehensive service system for technology transfer and commercialization [4] - The article emphasizes the need for market-oriented reforms in data elements, including the exploration of data trading and circulation mechanisms [5][6] Open Economic System - The article advocates for the optimization of goods trade and the support of new business models, particularly in customs facilitation and trade logistics [7] - It highlights the importance of enhancing service trade and exploring pilot projects for high-value, environmentally friendly services [7] - The article discusses the need for improved mechanisms for personnel mobility, including reforms to facilitate the practice of professionals from Hong Kong and Taiwan in Shenzhen [7] Governance Model - The article emphasizes the need for improved public service levels, particularly in healthcare and drug regulation [8] - It discusses the reform of land and natural resource management systems to enhance efficiency and sustainability [8] - The article highlights the importance of judicial reforms to establish a comprehensive mechanism for resolving commercial disputes [9] Implementation and Evaluation - The article stresses the importance of strong leadership and coordination in implementing reform measures, ensuring that tasks are effectively executed [10] - It calls for the establishment of a robust evaluation and promotion system for pilot reform experiences, ensuring timely adjustments to ineffective measures [10]