Sunday is here, and our weekly review time is finally here. Happy weekend, dear readers! In this review, we will start from three aspects: interpretation of important news, market deduction next week, and fund response strategies, so that everyone can have a rough grasp of the next market! I hope Xiaogao’s sharing can be of some help to you! If you can, please like, follow and support Xiaogao, thank you in advance!
Interpretation of important weekend news:
1. Five departments: Cultivate a batch of new products, famous products, and high-quality products to promote consumption development!
has released a specific action plan this time, so his efforts should not be small. The core is one, which is to boost consumer confidence, release consumer demand, promote consumption development, and allow the consumer economy to recover as soon as possible. This news is good for the consumer sector.
2. Photovoltaic Midstream and downstream companies suspended production to protest rising silicon wafer prices: Listed companies: Rumors!
The news is that in order to protest the increase in silicon wafer prices, many companies have begun to suspend production across the board or reduce operating rates. However, many photovoltaic companies, including LONGi Green Energy, said this was a rumor and that production and operations are currently normal and there are no plans to lower the operating rate. This news has little impact on the photovoltaic sector.
3. National Development and Reform Commission: Interview with large pig companies next week, prohibiting price gouging!
According to data, the price of three-yuan pigs at home and abroad rose from 16.06 yuan/kg on June 1 to 20.39 yuan/kg on June 30. The increase during the month was close to 27%, which was 73% higher than the low in March. %! The interview will only have a certain negative impact on the pork opening , but will not have a medium to long-term impact. The price of pigs should continue to rise in July.
4. Tesla delivered 254,700 vehicles in the second quarter, ending two years of growth! The delivery data of
dropped by 17.9% month-on-month, which is indeed not very good. However, I see that the delivery data of domestic new energy vehicle companies such as BYD , Xpeng , and Ideal still maintain strong growth , indicating that it is likely that Chinese people have begun to love buying domestic brands, and it is not a problem for the entire new energy vehicle industry. .
Summary: The weekend news was both good and bad, but there was no big news that could determine the trend of A shares next week. mainly stimulates the consumer sector and suppresses the new energy sector . The impact is local and short-term, and will be digested after the opening!
Next week’s market forecast: The market fluctuated for three days after breaking through 3400 points. By analogy with the six-day trend after the market broke through 3300 points, the current shock and consolidation is really acceptable. It's just that some investors are still too impatient and want to rush up and rush to the top. During the rise, proper shock digestion will help the market go further. A shares will continue to fluctuate and rise next week. After successfully breaking through and standing at 3,400 points, the trend will likely accelerate!
The following is the analysis and response strategies of the mainstream direction:
1. Liquor and medical treatment: Recently, many promotional fee policies have been introduced, and liquor is the representative of major consumption, so naturally there are good incentives. According to the data currently obtained by Xiaogao, most liquor companies experienced revenue growth of more than 10% throughout the second quarter. This shows that despite the impact of the epidemic, the resilience of liquor companies is still very good. Therefore, Xiao Gao is optimistic that the liquor sector will fluctuate and make up for the gains in the second half of the year, and the valuation of the sector will slowly rise with the steady growth of performance!
The CSI Medical Index has rebounded from the low point on May 26, with a cumulative increase of 17.6%. And this wave of gains successfully broke through the half-year line suppression, opening up new room for growth. Therefore, it is normal to digest short-term adjustments, as long as it does not fall below the moving average support. The medical sector will continue to continue its volatile upward trend, so don’t worry!
2. Photovoltaic and new energy vehicles: The photovoltaic and new energy vehicle sectors have undergone certain adjustments this week. The main reason is to digest the previous profit margins. What is strange is the photovoltaic sector. The background fund tracking shows that all big funds are buying. Maybe the photovoltaic sector will continue to rise next week. The new energy vehicle sector is mainly affected by the adjustment of the automobile sector. It is expected to fall back to the annual line next week to confirm the strength of support. If the support is effective, it will continue to rise!
3. Semiconductors , military industry, pork: News came out over the weekend that TSMC was cut off by three major customers. But Xiao Gao took a look at the details and found that Apple cut orders by 10%, mainly because it lowered iPhone 14 shipment expectations. AMD and NVIDIA have adjusted their order planning due to the subsidence of the mining boom. is mainly negative for TSMC’s stock price to a certain extent. The impact on the domestic semiconductor sector may be limited to the opening of the market, and the market will continue to operate normally after the market opens. The military industry sector as a whole is on a step-by-step upward trend, so don’t worry. Although pork has been affected by news about price controls, the overall trend will still be upward!
4. Brokerages, banks, insurance, real estate, infrastructure: The brokerage sector has been relatively quiet recently, mainly due to the obvious suppression of the half-year line. However, the support effect of the 20-day moving average below is obvious. It may choose to change upward next, so we just have to wait patiently. Banks, insurance, real estate and infrastructure mainly have circulation market value is too large, funds are under great pressure to continue to increase, so Xiao Gao personally is not willing to spend too much energy on this, everyone is free to choose!
5. Coal, steel, non-ferrous metals, rare earths: As international crude oil prices stabilize near the half-year line, signs of price increases for commodities are becoming more and more obvious. The coal sector is also logically driven by the coal consumption peak in summer, so there is a possibility of a second peak in the future. Nonferrous rare earths are closely related to the new energy vehicle industry chain, and the upward trend is likely to continue. The steel sector is affected by the clean production review of Tangshan , and its production capacity is limited. In the short term, it is also expected to be driven by price increases and rise in shock!
6. Hong Kong stocks , US stocks , Vietnam market: Hong Kong stocks are currently maintaining a concussive rising rhythm, and it is expected that this rhythm will be the same in the future. US stocks are expected to raise interest rates . Don’t expect too much about future performance, just stay on the sidelines. The Vietnamese market first declined and then rose this week, but the overall market still fluctuated at a low level. There is no sign of a breakthrough on the right side, so just keep waiting and watching!
Summary: With market turnover remaining above one trillion, A-shares are expected to continue their upward trend and maintain a good money-making effect. Market funds will continue to rotate in the main direction in July, and we still need to grasp the market rhythm. The overall center of gravity of the market will continue to move upward, and the upward trend will not change! Xiao Gao will also start to actively respond, sell weaker-performing funds, replenish the main market funds, concentrate on big things, and strive to make as much profit as possible in July! friends, please like and follow, hold Xiaogao tight, keep up with the rhythm, and let’s make profits together!