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went out for two days over the weekend and observed that although the consumption scene has recovered somewhat, it is still far from being popular! Under the influence of the general environment, most people have an attitude of not buying a new mobile phone if it can be used. In the past two years, it seems that everyone has really not made much money in their pockets.
sector analysis:
car: leader Chuanyi Technology, sodium-ion battery concept, Shan Dongzhang Gu assists, Chuanyi Technology combined with the recent short-term atmosphere, the highest standard is not necessarily an advantage, especially as Friday is the same person The change of hands of the high-standard Xingmin Zhitong was so ugly when the board was broken, which also cast a shadow on the short-term high price. From this perspective, Chuanyi Technology, which has a high standard in the market on Friday, can easily become the leader and bear the emotional selling pressure of the market. Shentong Zhongtong Bus will resume trading next Wednesday. Funds may return to the automobile sector. You can pay attention to the early leading counterattack and the second wave of the automobile sector.
Outdoor energy storage Shenchi Electromechanical , as a new concept fermented in the market, the plate is a small god, there should be no problem in the short term, Mingpu Opto-Magnetic assists, I personally chose Mingpu Opto-Magnetic, it is easy to get on the car, the product is solid !
Pork: According to the news, large-scale pig enterprises will be interviewed next week, and it is proposed not to hoard and drive up prices to stimulate the economy and stimulate consumption. Currently, liquidity is being continuously released. Therefore, the only way to suppress pork prices is through administrative means. It depends on whether one or two of the three pork + oil + commodities can be controlled first.
Electricity: is currently short of power and is still fermenting. Ganneng shares are promoted, Jiantou Energy , Hangzhou Thermal Power, Xinzhonggang, Guidong Electric Power and other assists. The market for Ganneng shares was highly optimistic over the weekend. Good news, coal production has hit a new high, and price cuts are imminent. The thermal power sector is expected to reverse course and continue to rise sharply. The normal expectation for is to open higher and hit the daily limit quickly, or even open straight. Flat opening is not as good as expected. If it is not as good as expected, be careful about !
chip: Semiconductor sector, there is bad news on Friday. This is considered a bottom-line bad news. There is still a shortage of automotive grade chips in the market. Most people’s expectations for the weekend are adjustments!
robot: Harbin Institute of Technology is the first to hit the limit. It is a robot superimposed on military industry , and is already a two-connected . will accelerate on Monday. Dinglong Culture, New Beiyang assists, especially giant ship The back-package of Smart and Zhenbang Smart is a boost to sentiment. Julu Smart has Heping Road in operation. Zeng Teli and Zhejiang Construction Investment are the main players. The stock will not move at the daily limit on Monday, but judging from the trends of hot money and , it still has a soft spot for intelligent robots, and there are still expectations in terms of time! Moreover, the weekend was good for the robotics sector. itself was also the strongest theme last week. The second wave is expected again. Big bosses are boasting about the special capabilities of the new generation. It is understandable that the anti-packaging is the strongest. It mainly depends on the height of the anti-packaging of Greatoo Intelligence.
Infrastructure + construction machinery: Zhongtian hardcover, infrastructure concept, Nanling civil explosion , infrastructure cannot be separated from explosives, civil explosion concept, Xuefeng Technology hit the intraday limit on Friday but exploded later, Shan The concept of promoting shares and XCMG shares is originally the construction machinery sector. The only good trends are Xuefeng Technology and Nanling Civil Explosion. The construction machinery sector moved up on Friday. Let’s see the sustainability!
Mid-term report performance: Expected market Phosphorus chemical industry is very eye-catching, Phosphorus chemical companies have fully benefited from the price increase of chemical products such as fertilizers , performance will be very good , especially Yuntianhua , Hubei Yihua and other leaders.
COVID-19 drug: On the premise that Azivudine ensures basic effectiveness, I am still optimistic that this big topic will definitely have a second round. On Friday, the leader this time is China Resources Double Crane, and there will be overlay weekends. What is definitely expected to be good is the new crown protection drug! Take a look at the relevant stocks to know whether the sector is favored by funds. The front row priority is China Resources Shuanghe, Aoxiang Pharmaceutical, and Tuoxin Pharmaceutical!
Photovoltaic: Jingyuntong hit the low limit, and the midpoint Taijia shares and Zhenbang Intelligent joined hands to reverse the package. The leader Baoxin Technology once again hit the limit on Friday. Over the weekend, some brokers boasted a market value of 10 billion, but at such a high position, other The heart can be killed. Baoxin Technology was in a bad state throughout the day. At the end of the day, orders and orders were getting less and less. It seems that the market’s anti-packaging attitude towards him is a question mark. However, the Dragon and Tiger List shows that the big man who controls hot money has run away. As the photovoltaic sector recedes, is expected to fall to the limit of on Monday.
Judging from the futures dragon and tiger list after the market opening, not only did the CITIC futures index not add short positions on Friday, but it added 655 long orders (IF+IC). Since the index fell on Friday, these short orders have also been digested, so the impact on tomorrow's index will not be great.
predicts that next week it will be the first to rise and then fall. It will attack the annual line again at the beginning of the week, but the annual line of 3435 will not be easily crossed and needs to fluctuate repeatedly, because this point is the lock-up area after the year. If you want to break through, Beishang Capital and Securities must work together to attack, but Beishang and the main force of Securities are now worried about gains and losses! The overall bullish trend of is still reversing at the daily level. The support of 3378 is critical, and the follow-up 3363 is also a strong support.
Evening news:
1. Release of important documents, "national tide" ushering in great opportunities!
The biggest benefit of the weekend is the "three-product" action plan released by the five departments to help digitalization in the consumer goods industry. There are two main directions. One is the concept of "national trend", which proposes to focus on promoting brand building; the second is in textiles and clothing, household appliances, Cultivate 200 smart manufacturing demonstration factories and build 200 brands in industries such as food, medicine, and consumer electronics.
directly stimulates the textile and clothing sector. The national trend directly stimulates the textile and clothing sector, such as Jialinjie , Hailan House , and Taimushi! Looking at the sectors that will benefit from
, the first is digital transformation, including hardware robots, smart manufacturing, and software industrial software; the second is C2M model listed companies, and the third is consumer brand smart factories, such as Haier , Midea, etc.! ’s theme for July is robots, because there are many benefits.Let’s take a look at Monday’s emotional relay first!
2, 200 billion giant Ganfeng Lithium Industry was investigated, and 220,000 shareholders were stunned!
Listed companies that have order + contract relationships with Ganfeng may also be involved in this insider trading case. Be careful about thunder (confirmed to be Jiangte Motor ). There will also be pressure on track stocks next week, and the new energy vehicle sector , the pressure for a short-term correction is mainly because it has risen too much! Plus there were some bad news over the weekend! After the sales volume was announced on May 5, the new car-making forces in the U.S., , NIO, and others, plummeted. If you can avoid it in the short term, avoid it first!
3. We will meet with large-scale pig slaughterhouses next week and propose not to hoard or raise prices!
It is rumored that there will be an interview meeting tomorrow. Although it has not been confirmed yet, it should be close to ten. The price of pork has increased sharply, and we don’t want the price to get out of control. This means that pig companies are starting to make money, and the stock price will see a round of recovery in the future! But after short-term interviews, pork stocks have opportunities in the second half of the year because inflation is not so easy to suppress. Even if there is short-term pressure, there is still room for recovery in the subsequent stock price!
The external market rose slightly by nearly 1% overnight on Friday, and Big A is looking forward to next week. Although the start of July is dark, we can still look forward to the seventh turn! Be optimistic, the stock market will not be bad this year!
Tomorrow’s strategy:
Next week, it mainly depends on the attitude of the Northbound. The track here was volatile for a few days last week, and the half-year performance of the track at the end of Friday was going well. Zhongtong Bus and Zhejiang Shibao will be released next week. If the short-term sentiment is too ugly, it will only make things worse. The epidemic has also fermented over the weekend, and the direction of economic recovery is under severe pressure. There will also be a new crown medical counterattack.
Monkey Brother (little monkey discusses the market) deduces that in the short term, pay attention to the robot and automobile sectors. For other sectors, you can pay attention to the expected increase in the mid-term report, or phosphorus chemical lithium batteries, etc.!
