A-share quotations are really like a girlfriend’s mood, which is uncertain. Don't guess her, because you can never guess it right. And people in A-shares are like straight men. What those financial Vs say comes true, and it’s all nonsense.
Back to the topic, if something goes wrong with , there must be a demon .
Let’s first talk about the reasons for yesterday’s decline in new energy:
First, The external stock market is chattering , US stocks fell again yesterday, Nasdaq oversold 3% yesterday, and the Dow Jones oversold 1.5%, and it also fell. It's a complete mess, with no rebound at all. It's very similar to the trend of GEM . It is precisely because of the sharp decline in U.S. stocks that investors have panicked about the recent market, leading to severe selling.
Secondly, new energy has increased too much recently and , represented by new energy vehicles, has reached a new high in one day.
Take a certain GF China Securities All Index Automobile Fund as an example. The top ten holdings are all new energy vehicles, such as SAIC Motor Group , BYD , Changan Automobile and so on. This fund has recently increased by as much as A terrifying 60%. I remember that the most awarded fund champion last year was Jinxin, who invested in semiconductors, and it also increased by 50% in about two months.
And this 60% started around mid-April and continued to increase until yesterday, a total of two and a half months. The income is amazing.
It is precisely because the increase has been too large and the upward pressure is increasing that new energy, which has never been well adjusted, is given a break.
Third, the performance of affects . The mid-quarter reports of listed companies are released from July 1 to August 15. The impact of the Shanghai epidemic this year and the lack of core and soul of and have led to sluggish production, the production capacity of car companies has been suspended, delivery is difficult, and dealers have no cars to sell. A major problem facing the industry. This year's new energy vehicles will definitely not be as good as last year, so a decline in performance is inevitable, and A-shares are expected, so everyone can think about the next scene.
Fourth, there has never been any decent adjustment to during the rise of new energy sources in . From a technical point of view, it is no longer possible to watch this round of bull market, because it has always been in the state of diverging from . Many financial big Bs are saying that it is going to fall. There is a reason why it is going to fall. There are many people on the Internet scolding "Liu Beili" This is evident. The decline of
this time is to drive the index to cover the gap, in order to better increase the price of .
This reason, I would like to believe, and I don’t want to fall. I haven’t made enough money yet, so I pretend to deceive myself. I hope God can make me wish.
The power of new energy is too great. When opened in the morning, many stocks turned red. In less than an hour, new energy vehicles fell by 6 points, driving the entire market to also turn green, and then technology stocks Not anymore.
New Energy, as the most beautiful kid this year, is as good as last year’s semiconductor . It has a huge impact on the market. No one knows what will happen next. If New Energy continues to fall tomorrow, the market outlook will be very difficult. , mainly short-term light positions. Don’t forget the panic caused by the decline of semiconductors last year, and the market plummeted.
The stock market is risky, so investment needs to be cautious
