[8·15 Morning News] Last week, both the US CPI and PPI fell. The peak of inflation may shake the Federal Reserve's determination to radically raise interest rates. Encouraged by this, US stocks rose sharply. That week, U.S. stocks led the gains, and global stock markets made a de

[8·15 Morning Talk]

Last week, the US CPI and PPI both fell. The peaking of inflation may shake the Fed aggressive interest rate determination. Encouraged by this, US stocks rose sharply.

That week, US stocks led the gains, and global stock markets fought back.

Looking back at A shares , last week, A shares had three yangs and two yins, and the market weekly line was also red.

The two yangs at the beginning of the week are both winding and crawling red, which belongs to the "maintaining and stabilizing yang". The yin on Wednesday was to take advantage of the bad news after three consecutive yangs; on Thursday, it pulled out 51 points and the net inflow of northbound funds was 13.29 billion, just as the People's Liberation Army announced that it had completed various tasks (encircling islands and punishing independence). A celebration ceremony; closing a high lightning rod on Friday, or waiting for the release of the delayed financial data that is expected to be shocking, so it is respectful to fall first on Friday.

The biggest background of A-shares last week is that the PLA’s island encirclement and independent punishment exercise continued for three days after three days.

The biggest feature of the market last week was the maintenance of stability. The Shanghai Stock Index's amplitude was 23 points on Monday, 21 points on Tuesday, and only 16 points on Friday.

Let’s look at the data.

shrank again last week. The average daily turnover of was 987.5992 billion, and

(9526.04+9530.03+9661.78+10666.74+9995.37). Compared with the previous week’s average daily turnover of 1,036.9488 billion, the average daily volume decreased by 49.3496 billion.

Foreign capital has been outflowing for three days and inflowing for two days, with a cumulative net inflow of 7.645 billion,

(-10.75-22.12-62.36+132.9+38.78), compared with the previous week’s net outflow of 1.233 billion, can also be considered a comeback, but , I don’t know. Real foreign capital, or fake foreign capital!

Last week, stocks and all showed an increase. averaged 4751 stocks traded online, with an average increase of 2.99% (+1.33%+0.39%+0.36%+1.33%-0.42%), compared with the average decrease of 0.84% ​​in the previous week. It was a turnaround.

The top ten bull stocks of the week

Buco shares (electrical appliances) rose 56.53% on the week,

Dongxu Lantian (new electric power) rose 53.04% on the week,

Lushan New Materials (plastics) rose 51.49% on the week,

Saixiang Technology (Chemical machinery) rose 42.54% in the week,

Guoguang Electric (components) rose 39.72% in the week,

Maiquer (dairy products) rose 37.68% in the week,

Yida Shares (chemical raw materials) rose 37.35% in the week,

Wei Teng Electric (electrical equipment) rose 36.98% on the week,

Dagang shares (semiconductors) rose 36.69% on the week, and

Baota Industrial (mechanical basic parts) rose 36.28% on the week.

(Top ten strong sectors: silicone html rose 10.83% in 4 weeks, coal rose 8.76% in the week, cultivated diamonds rose 8.39% in the week, chemical fiber rose 7.58% in the week, gas supply and heating rose 7.30% in the week, shipping concept rose 6.57% in the week , Diversified Finance rose 5.28% on the week, fertilizers rose 4.81% on the week, securities firms rose 4.54% on the week, and oil rose 4.18% on the week)

Top Ten Bear Stocks of the Week

*ST Jitong (entering the delisting period) fell 37.49% on the week,

Green Kangshenghua (oversold) fell 17.86% for the week,

Ganneng shares (bull stocks pulled back) fell 17.42% for the week,

Shenma Electric Power (oversold) fell 16.68% for the week,

Tianwo Technology (goodwill impairment risk) The week fell 16.08%,

Jingjiawei (shareholders reduced their holdings) fell 15.32%,

Tianze Information (shareholders reduced their holdings) fell 14.92%,

Zhongdali De (shareholders reduced their holdings) fell 14.90%,

Bai Chu Electronics (oversold) fell 12.64% for the week, and

Riying Electronics (oversold) fell 12.54% for the week.

(Top ten weak sectors: agriculture, forestry, animal husbandry and fishery fell by 1.91% for the week, semiconductors fell by 1.61% for the week, automobiles fell by 0.75% for the week, MCU chips fell by 1.71% for the week, driverless driving fell by 1.60% for the week, operating systems fell by 1.38% for the week, gallium nitride html fell 1.31% for the fourth week, automotive chips fell 1.20% for the week, titanium metal fell 0.80% for the week, and domestic software fell 0.49% for the week).

Last week, the performance of major global stock indexes:

⑴, US stock S&P 500 index html rose 3.26% in four weeks,

⑵, US stock Nasdaq index html rose 3.08% in four weeks,

⑶, US stock Dow Jones index html rose 2.92% in four weeks,

⑷, Germany's DAX30 index html rose 1.63% in four weeks (four consecutive positive weeks),

⑸, A-share Shanghai Composite Index html rose 1.55% in four weeks

⑹, South Korea's KOSPI index html rose 1.49 in four weeks (four consecutive positive weeks),

⑺, the Nikkei 225 index rose 1.32% on the week,

⑻, The French CAC40 index html rose 1.26% in four weeks (6 consecutive positive weeks),

⑼, the A-share Shenzhen Component Index rose 1.22% on the week,

⑽, and the British FTSE 100 index It rose 0.82% on the week (four consecutive weekly gains),

⑾ and the A-share GEM Index rose 0.27% on the week, and

⑿ and the Hong Kong Hang Seng Index fell 0.13% on the week.

Nao Nao

The news over the weekend was indeed quite negative.

Five state-owned enterprises including PetroChina announced their delisting from the United States at the same time;

Ugly China announced that it would impose restrictions on EDA software, gallium oxide , and diamond starting from the 15th of this month. Implement export controls. The main target is our country;

Biden may sign the "2022 Inflation Reduction Act" this week, and the core point is to boycott our photovoltaic ;

Last night (14th), another US congressman flew to Taiwan, China, on a military plane.

China Merchants Securities received a filing notice from the China Securities Regulatory Commission last Friday;

Huawei ’s revenue and profits fell sharply.

There are also 5 positives

China Banking and Insurance Regulatory Commission : Talking about "Guaranteed Property Delivery" to effectively meet the reasonable financing needs of real estate companies;

Six departments including the Ministry of Science and Technology issued documents to encourage the high-level application of artificial intelligence ;

Shanghai Lingang New Area Released an action plan to accelerate and expand the development of the entire integrated circuit industry chain;

CATL : 50 billion invested in Hungary new energy battery project;

BYD : blade battery has been confirmed to be carried by Tesla German model Model Y .

The focus of attention this week, Yangma’s 600 billion yuan MLF, will it be scaled down and continued? China's July economic data, four conferences including 2022 World Robotics, Metaverse, and Semiconductors.

Regarding last week, this blog made a comment before last Monday's market opening: "The A-share market this week has ups and downs, and the road is often wide and narrow." Isn't it? It took three days to move forward, one day to fall and the other to rise, which is completely in line with last week. Prejudgment.

This week, despite the accumulation of negative news over the weekend, the pattern of shocks has not changed.