Today is October 13, 2022, I am Monkey Brother from Xiaohoulun City. Monkey Brother focuses on market sharing and provides market inventory after the market. Who doesn’t know Brother Monkey, don’t worry about having no friends on the road.
both fell by more than 1% during the session. In the afternoon, the three major stock indexes "V-type " rebounded, and collectively rose and staged a miracle. The overall market showed a general increase pattern. A total of 4,541 stocks in the two markets rose, and the market exceeded 100 stocks hit the daily limit. The software and chip sectors had a high daily limit, and the stock sectors in the Fengguang Storage Track were incredibly good for a while, and the market broke out again.
Big A is shockingly reversed, and the little sans burst into tears, and their eyes were filled with joy, with long-lost happiness on their faces! How can a group of cute and kind people pay so much to this miserable stock market? The world has been suffering for a long time. It is just an oversold rebound at present. Don’t expect too high!
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sector analysis:
Intelligence: The hype drives this direction, there is no clear statement in the market for the time being. I am more inclined to the construction expectations of digital economy . 21 stocks in the sector hit the daily limit, leading the leader Guomai Technology 3 consecutive boards, and the competition reached 6 days of 5 boards, Gaohong Co., Ltd. and Far East Co., Ltd. 2 consecutive boards, Hengwei Technology , Nantian Information, massive data , Zhengtong Electronic , Meiliyun , etc. have all hit the daily limit. At present, INtelligence is the main line, and the digital economy is considered a branch, and the market uses sectors as a breakthrough to ignite sentiment. It is difficult to chase high leaders at high prices, or they can’t buy them in a word. You can pay attention to the mining and fermentation of low-priced stocks. On Thursday, I expected that the teacher born in the 1990s was the best in the evening of Xinchuang. I felt that the emotionality was serious, and it was difficult to catch up with the high position. The leader Guomai Technology, the leader is expected to be 4 million overnight orders on Thursday, with a word of at least five boards! The core leaders of are Guomai Technology and Nantian Information. It is difficult to catch up with highs in the competition. Pay attention to 1 entering 2. Who can get out in the end? The market has the final say. is best to switch to low levels to find some leaders during the speculation of the East and West at that time to see if there are any arbitrage opportunities for to make up for the rise in the first round of .
Quarterly Report: This is an unexpected direction. Cambridge Technology continues to open a large order, and Guomai Technology tops the third board to advance. The feedback from the third quarter report is still relatively positive, and there should be room for fermentation in the future. There will be low-level developments. The best situation at present is to look at highs and go lows. Those who are interested in playing games can pay attention to it. 60,000 square meters of development of in the direction of ST, which is the direction of , which is the direction of , which is weak and strong. The direction of superposition is currently mainly 5G, photovoltaic , and wind power.
track: wind and light reserves can only pay attention to wind power sector today leads new energy sector recovery, Dajin Heavy Industry , Wuzhou New Year, Days Shunfeng Energy , Hengrun Co., Ltd., Zhenjiang Co., Ltd., Liande Co., Ltd., Tongda Power hits the daily limit , track CATL leads the oversold rebound, basically there is no great sustainability, wind power installed capacity is mainly concentrated in the fourth quarter, especially December!
photovoltaic Yijing Optoelectronics, Qingyuan Co., Ltd. hit the daily limit, sodium ion battery , automotive thermal management, integrated die-casting and other directions have rebounded one after another. Tomorrow, we will pay attention to the sustainability of these directions. Keyuan Smart and Baoxin Technology are expected to be blown at night, but the sustainability is not very good. The track is mainly due to the rise, and it is better to buy some wind power that has not risen.
Real Estate: In the afternoon, real estate was nowhere to be heard. Under the leadership of the development of the leading real estate stock Haitai, the index sounded the clarion call for a counterattack.The weight has been set up on the stage, so just continue to pay attention to the development of the leader Haitai!
chip: Korean chip manufacturers Hynix and Samsung also received temporary exemption from the United States to supply and develop and produce DRAM semiconductors to factories in China for one year. The semiconductor sector, which has been suppressed for a long time, ushered in a retaliatory rebound, and the semiconductor chip sector ushered in a rebound, and the Yingfangwei , Saiteng Co., Ltd., Huaya Intelligent, Nasda and others hit the daily limit. Let’s look at the rebound for the time being, mainly focusing on the business being less affected!
European energy crisis: Recently, Rainbow Group also said last night that can at most try a five-day market. Those who are brave can continue to try the waters. It is difficult to say whether to go to the daily limit on Wednesday or not. It depends on Thursday, because the market ended with breakthroughs like the previous Xinhualian , which is very similar to the daily limit of Rainbow Group. It seems that this sector can only look at the oversold in the future or the end of the previous rebound. It is better to leave after pulling up. Here, trend strengthens, pay attention to Wanhe Electric and Aojiahua, Amazon does have related products sold. According to Amazon's sales data on electric blankets in previous years, the peak season for electric blankets in previous years was December!
brokerage firm: This sector brokerage firm sector reviewed last night and also said that market sentiment repair requires a breakthrough, and brokerage firms are also the key to the index's victory! This is the reason why Hongye Futures hits the daily limit, Zhongtian Finance assists, diversified financial concept. securities make an indelible contribution. We still need to pay attention to the trend of this trend in the future. can only see more whether banks or insurance companies will continue to protect on Thursday. This point still needs to be maintained by big finance.
Important news:
1. Solidly carry out the pilot work of digital currency research and development!
Regarding the industrial chain of the digital economy, domestic software, information technology, 5G, etc. have all risen sharply, including digital currencies. Could it be that the news leaked? It will definitely be considered a good deal and will stimulate the sector! Continue to pay attention to the leading stocks in the front row of Innovative and Digital Currencies.
2, Kweichow Moutai : It is expected that net profit in the first three quarters will be about 44.399 billion yuan, a year-on-year increase of 19.1%!
Liquors in the evening announced their performance in the first three quarters, and the performance of these companies announced was pretty good. Does liquor have to take on the task of maintaining stability of 3,000 points? Moutai also announced a nearly 20% increase in performance tonight, which is beneficial to Moutai's oversold rebound and is expected to drive the oversold rebound of the liquor sector. The other day, Monkey Brother (Xiaohou On Market) also said that when the time comes to invest in in batches, the Shanghai Stock Exchange 50. At the same time, it means that with this opportunity, the index has the hope of stabilizing around 3,000 and continuing to rebound.
US stocks opened low and closed high, and now it is all red. Chinese stocks have also risen well, and the outside world is in a recovery rhythm. Let’s see if A shares have a chance to continue the rebound! Next two things will have a certain impact on global stock markets:
1. At 2 a.m. on the 13th, Federal Reserve will release the minutes of the September interest rate meeting!
2. The market will still be somewhat worried about the release of the US September CPI data tomorrow night.
Yesterday, the strong sector track sector relay continued to rise, driving the market index to counterattack. The strong sentiment of long funds in the afternoon further laid the foundation for today's market's beautiful closing. I did not see any official positive news after the market, and the foreign market did not stop falling. This rebound is probably difficult to sustain, and maybe it will be in place on Thursday and Friday and will start to pull back again.
The current mainstream market expectation is that the Federal Reserve will raise interest rates by in November and 50 basis points in December. That is, the strength of the Federal Reserve's interest rate hike at the end of the year is expected to slow down. In terms of valuation, the current valuation of A-shares is at a historical low and has a good investment cost-effectiveness.
index analysis:
index finally knocked out 30 short-selected from 3233. First look at the support level on Thursday to see 2993-3017. For important support, as long as you keep 2993, is to play 30 short-selected. First look at the target 3055. The focus of upward pressure level should be 3047-3063. Next time 30 breaks again, it will retrace back again, so you need to come out first!
Strategy:
A shares staged a miracle of big reversal. So, has the bottom established and started the reversal market?
Indices, the adjustment is coming to an end, and the market bottoms out, but the rebound does not mean that the market has begun to reverse. The turnover of the two markets was 711 billion yuan, with a month-on-month increase of 150 billion yuan. Overall, market sentiment has recovered, and individual stocks have shown a general upward trend, with more than 4,500 stocks in the two markets turning red. On the market, the Intelligence, Semiconductor, and East Data and West Calculation sectors have the highest growth rate. In terms of operations, observe, if it doesn’t work, you may reduce your position at highs!
