一 | 本篇评级为★★★，主要围绕以下内容展开： 1、大基金减持，科技抱团面临拐点? 2、市场变奏，接力棒给到谁？ 如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。 Balakrishna’s film Akhanda 2 was originally supposed to hit the screens on December 5. Back then, as the film neared its release, the advance bookings and ticket sales were average at the box office. But after the film was postponed by a week, Akhanda 2 is witnessing a massive turnaround for advance booking. Akhanda 2 buzz is palpable A couple of weeks ago, the buyers of Akhanda 2 were under the impression that Balakrishna was overdue to deliver something big. They felt that Akhanda 2 wasn’t generating the desired buzz to trigger ticket sales, especially after the first instalment was a blockbuster. But things have changed dramatically within a week. The postponement of Akhanda 2 by Madras High Court due to an unpaid earlier arbitration by the producers became the hottest topic. Filmmakers’ subsequent negotiations with concerned stakeholders, followed the court clearance have all added to film’s the buzz. The advance bookings that have opened in Telangana (Nizam), Andhra Pradesh and overseas is a clear indication of the development. Earlier, before the December 5 release, the numbers weren’t this staggering. But the buzz is palpable as the film is set to open in record numbers. Akhanda 2 ticket prices Earlier, the G.O. was not issued by Telangana even hours before the scheduled premieres. But now it has issued a fresh G.O. in relation to the ticket rate hike for Balakrishna’s Akhanda 2. The bookings for the premiere shows are scheduled from 9 PM (Thursday) and will be priced around Rs. 600. The hikes are allowed only till the first three days. For regular shows, the ticket prices have increased by Rs. 50/- (including GST) in single screens and Rs. 100/- (including GST) in multiplexes. So the new fares are set at Rs. 395/- in multiplexes and Rs. 227/- in single screens. The revised G.O. also makes it clear that Akhanda 2 team should give 20 percent of the incremental revenue to the ‘Telugu Film Industry Employees Federation’ (as suggested by Chief Minister Revanth Reddy). In Andhra Pradesh too, the government gave permission for premiere (December 11) tickets to be priced at Rs 600 (including GST). From December 12, for the next 10 days, an approval of Rs 100 and Rs 75 for multiplexes and single screens respectively, were approved.Also Read: Akhanda 2 Release Crisis: Balakrishna to Cut Down His Remuneration?。 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 1、大基金减持，科技抱团面临拐点? 这个周末市场上浮现了更多的消息，仿佛指向市场开始出现变盘，到底怎么看？首先科技赛道之前涨得顺风顺水，接下来还能不能持续？如果它不持续，谁来拿下一个接力棒？我们一起来梳理一下。
二 | 先看一下上周五科技赛道的下跌幅度，半导体和人工智能赛道当天跌了将近6%。直接的触发因素是国家大基金宣布减持三家半导体龙头公司的股份，减持的比例并不是很高，但在市场上容易造成一种恐慌，原因就是前期的涨幅确实过大了。
三 | 再加上一周之前别的一些“聪明资金”也开始宣布集体减持，包括7家半导体公司的股东和高管几乎在同一天宣布减持。另外，还有两家龙头存储芯片公司正在排队上市，如果进度快的话，在6月底7月初就会来到市场上。僧多粥少，资金被虹吸走的话会造成向下的压力。这些消息放在一起看，就容易被市场解读为大资金、“聪明资金”现在都认为市场过热了，都是一个减持或者是上市的好时间。谁来接盘呢？就是散户。 本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读体验机会，在妙投APP-我的-权益兑换 输入“妙投888”即可领取。
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