A-share VR sector plummets after Apple headset releases, U.S. data storms, US dollar weakens, A-shares are expected to rebound

Pay attention to three major A-share news today:

• VR sector plummets

Last night Apple held the 2023 Worldwide Developers Conference (WWDC), commonly known as the "Apple Spring Festival Gala". The much-anticipated Vision Pro made its grand finale. This product can be called Apple's most important new product in the past 10 years. product. The Vision Pro is expected to be available in early 2024 and will cost $3,499, which is significantly higher than similar products from competitors.

However, this product did not exceed market expectations. One is that the price is too high, and it does not combine AI to make attractive applications. Well-known Apple analyst Ming-Chi Kuo said that Apple demonstrated the vision of spatial computing and design innovation of AR/MR devices, but did not demonstrate the necessity of using Vision Pro in daily life. In comparison, ChatGPT/AIGC is currently more convincing in changing human life in the foreseeable future. The higher-than-expected selling price and release date require waiting for more than half a year, which is detrimental to investment sentiment in the short term. What needs to be closely observed is the pre-order demand and whether Apple can provide more attractive applications/content/ecology before release.

As Vision Pro fell short of market expectations, Apple plunged and closed down in late trading, and A-share related concept stocks also suffered heavy losses. Zhaowei Electromechanical and Sanlipu have dropped to the limit. In fact, A-shares have been speculating on the Apple MR industry chain since February. Domestic institutions have already scooped up relevant industry chain stocks, and related stocks have also risen a lot, let alone this time Vision Pro is lower than expected. Even if it is in line with expectations, it may open high and go low. A-shares like to play this kind of game.

• Liquid cooling

The three major operators jointly released the "White Paper on Liquid Cooling Technology for Telecommunications Operators" in conjunction with the representative companies of the liquid cooling industry chain. The white paper pointed out: Technical verification will be carried out in 2023 to lead the formation of decoupling standards; scale tests will be carried out in 2024, and 10 new projects will be built. % scale pilot liquid cooling technology, promote the decoupling of liquid cooling cabinets and servers, promote the maturity of the industrial ecology, and reduce TCO; by 2025, carry out large-scale applications in more than 50% of projects.

Boosted by this good news, the A-share liquid cooling sector strengthened today, with Intel Technology, Invic, and Jiali trying to reach their daily limit. Analysts pointed out that the trend of liquid cooling is confirmed and it is an incremental market of 0-1. The increase in chip power consumption and cabinet power density, combined with the superimposed energy consumption requirements, will inevitably lead to the upgrade of cooling technology from air cooling to liquid cooling. Focus on technology A manufacturer with leading production capacity.

• US data falls short of expectations

The May Markit service PMI, ISM non-manufacturing PMI, and April factory order rate released by the United States last night were all disappointing, causing the U.S. dollar index to weaken and fall below 104.

Specifically, as of press time, the Shanghai Composite Index has increased by 0.10%, and the GEM Index has decreased by 0.70%. The transaction volume of the two cities shrank slightly, and northbound funds sold a small net amount of 309 million.

In terms of industries, real estate, coal, building materials, banking, construction decoration and other industries led the gains, while electronics, public utilities, national defense, environmental protection, medicine and biology and other industries led the decline.

risk warning:

There are risks in the stock market, and investment needs to be cautious. This article does not constitute investment advice, and readers need to think independently

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