Last week, the overall trend of and was still good. Especially with the recovery of the high-prosperity track, the market sentiment was obviously much more active than before. However, when facing the pressure of 3400 points, it is obviously unrealistic to achieve success overnight. The index fluctuated today. After that, it finally turned red and headed towards a stable 3400 points.
Let’s talk about today’s K-line trend first. In the morning, the market opened and then quickly dived . Then, driven by the strong lithium battery, it gradually began to stabilize. It fluctuated and turned red at the midday closing. At the afternoon opening, the index was in a narrow range. After the shock, the three major indexes finally closed up, with the Shanghai Stock Exchange Index rising by 0.53%, the Shenzhen Stock Exchange Component Index rising by 1.29%, and the ChiNext Index rising by 1.9%.
From a sector perspective, the trend of pork concept stocks is relatively strong, with the pharmaceutical and battery sectors also leading the gains, while semiconductors and automobiles are at the forefront of declines.
Let’s take a look at the news:
The monthly increase in capital from Beijing reached the third place in history, with purchases exceeding 10 billion in three days. The large consumer sector is favored.
BYD aspires to be the world's new energy vehicle sales champion: sales in the first half of the year surpassed Tesla ; Tesla's quarterly delivery volume fell month-on-month for the first time in the past two years, and was far lower than expected at the beginning of the quarter.
Ganfeng Lithium Industry was investigated for buying the company's stocks during the merger and acquisition of Jiangte Electric .
Originally this weekend was relatively calm, but because during Ganfeng Lithium's merger with Jiangte Motor, the company's stock purchase directly became the hottest topic on the weekend. To be honest, if it were other stocks, people might not pay attention to it. There will be so many. The problem is that this is Ganfeng, one of the two heroes of Lithium Mine and , and it is easy to become popular.
There are already too many analyzes of Gan Feng on the Internet. Let me just mention the key points. As an upstream resource company that enjoys the development of electric vehicles the most, there is no need to take this risk. I wonder if there is any negligence in some process. However, judging from the current fundamentals, there is still room for imagination in lithium mines. This is why after the limit was hit today, was quickly pulled up. When the news first came out, those investors who shouted to place the limit order early, I am probably surprised to see such a trend. On the other hand, it also shows that in the stock market, capital is king, and large institutions have a more comprehensive view of problems.
The one that performed relatively weakly today is the semiconductor sector. Since this round of rebound, semiconductor has been relatively weak, and even a little ashamed of the attribute of the high-prosperity track. The main reason is that from the beginning of the popularity of semiconductors, to the sudden news of consumption in recent days The demand for electronics is weak, and empty MCU orders have been cut. The previous shortage of semiconductors during the boom seems to have turned into oversupply and signs of loosening prices. As a result, the semiconductor sector was affected by this news today, and the trend is quite weak. As for what is going on here? Whether this is an inflection point for semiconductor prices remains to be seen.
In addition, the recent trend of pharmaceutical CRO has been relatively strong. As the same high-prosperity track last year, the cumulative increase in this wave of rebound is not very large. The recent strength can be regarded as the funds in the high-prosperity track have seen familiar targets again.
Generally speaking, the market is currently at 3400 points, and the selling pressure is still very high. What is needed at this time is patience. Don’t chase the rise and kill the fall. Wait patiently for the rotation of the sector. As long as the stocks in your hand are If the performance is outstanding, then the upcoming performance report may be another wave of driving force.
It’s still the same sentence: Folks, hold on!
The above content does not constitute any investment advice. The stock market is risky, so be cautious when entering the market.
————Finance King Dana, for more investment thoughts and logical analysis, welcome to follow us!
