text/Yang Yan
One of the best: On October 10, the first trading day after the National Day, Shanghai Composite Index opened high and closed low, easily breaking through the important psychological threshold of 3,000 points.
comment: 's rise for three consecutive days is probably forgotten that it is disappointed after falling below 3,000 points.
Someone who is interested in this posted online this is the 49th time that A shares has fallen below 3000 points, and predicts the time to fall below 3000 points this time. It seems as easy as breaking the 3000 points of
to break the 3000 points, and it seems as easy as recovering 3000 points, and there is no big resistance at all.
once again explains that no matter how good the technical analysis is or how important the psychological point is, it will be invalid.
It is extremely difficult to walk in this market by relying solely on technical analysis.
Two Essentials: The latest regulations announced by the United States that anyone with a US green card shall not support the ability to develop or produce integrated circuits in mainland China without permission. Affected by this, shortly after opened on Monday, semiconductor giants such as North Huachuang , Anji Technology, and Shengmei Shanghai hit the daily limit.
comments: The US is not dead, it is necessary to kill all of us, and swear to kill our country's semiconductor industry in the "young" stage.
It’s a pity that our semiconductor industry is not doing well. There are corruption on the top and many semiconductor technology executives under the bottom are unwilling to let go with green cards.
If our semiconductor industry is strangled, it is definitely not because the enemy is too strong, but because the disaster is caused by Xiao Wall.
Looking at the semiconductor giants pressed on the limit down on Monday and Tuesday, I felt that my heart was bleeding. The last time the United States issued the "Chip Act", it could still inspire us to replace semiconductors in domestically produced semiconductors. Why are you so timid this time?
Three Sorrows: Cailianshe, October 11, Shanghai issued the "Shanghai Action Plan to Build a Highland for Future Industrial Innovation to Develop and Strengthen Future Industrial Clusters".
Comment: This "Action Plan" covers almost all cutting-edge and popular scientific research at present, including brain-computer interface , new microorganisms, pathogen rapid identification, non- silicon-based semiconductor materials , energy storage technology , extended reality (XR), quantum technology, 6G network, AI+ drug development, AI+ new materials.
is still busy clearing the new crown in other cities, and Shanghai is already focusing on the most cutting-edge technology industry.
shows Shanghai's ambitions in the field of high-tech. If Shanghai can continue to promote the research and development of these emerging technologies, more technology unicorns will be born in Shanghai in the future and become China's technology and high-end manufacturing center.
Four Serious Ones: On the evening of October 12, Moutai disclosed its performance forecast, with a net profit attributable to shareholders of the third quarter of the third quarter of the year-on-year increase of 15.8%. On October 13, shortly after the opening, Moutai's stock price fell below the 1,700 yuan mark.
comments: Danbin , Linyuan , and others have won the title of "Moutai" by buying Moutai. Moutai liquor has been awarded the title of "Moutai" in the liquor market, and Moutai stocks have also been awarded the title of "Moutai" in the A-share market.
It should be said that in the face of the economic situation of sluggish consumption this year, Moutai's large-scale profit can still grow by 15.8%, and it is definitely a rare consumer sector in the A-share market.
But investors are greedy, and this performance may really not satisfy their appetite. If you vote with your feet, you will knock Moutai down below 1,700 yuan.
But Moutai is Moutai after all, with countless fans in China and cannot shake its market position for the time being.
Five Greatest Sages: On October 12, after 11:30 pm, A-shares ushered in a long-lost big rebound, but northbound funds still flowed out more than 5.7 billion yuan that day, and net sales of 7.9 billion yuan on the 13th. On the 14th, northbound funds followed the trend of market , which tremendously flowed in 9.6 billion yuan.
comments: northbound funds have always been regarded as the smartest funds in the market, and are best at buying at the bottom of and touching the top of . This time it seems a bit of a mistake.
The surge on Wednesday, and Hong Kong Ali will run away 5.7 billion without hesitation. It continued to leak out sharply the next day, and on the third day, it seemed to be back on the spot, so I quickly chased high and bought it.
is very similar to our ordinary retail investors who encounter a big rebound in weak markets and think it is just a rebound.We had to stop the food after one or two days. When we saw the market still strong on the third day, we finally couldn't hold back and bought a large amount.
As for the fate in the future, we will not guess and wait and see!
Six Serious: Hong Kong stocks Tencent Holdings hit a five-year low and fell below HK$250, with a low of HK$246.2. Big Boss Duan Yongping is buying the bottom Tencent again.
comments: Tencent has started to fall and fall since it hit a record high of HK$775.5 in February 2021, and it has buryed many large and small businesses.
Even Duan Yongping, known as "China Buffett", continued to buy at the bottom in February, March, April and August this year.
Two days ago, I saw Charlie Munger at $230 and started buying the bottom Alibaba . Now Alibaba has fallen to more than $70.
suddenly found out that the big guys are also human beings, and like us retail investors, they also like to buy at the bottom. The difference between
is that the big guys have a lot of money and can buy at the bottom again and again, and then have great patience to wait until the glory is restored.
Seven Quarter: On October 14, the long-standing medical and pharmaceutical sectors set off a wave of daily limit.
comments: 's tortured pharmaceutical sector has finally ushered in its highlight moment. The pharmaceutical stocks that dogs used to dislike have now become popular.
As the shadow of centralized procurement gradually faded, pharmaceutical stocks showed signs of bad luck, and even the "stupid" Hengrui Medicine could hit the daily limit. It has to be said that this is a significant signal, giving the pharmaceutical sector a dose of a booster injection.
once again verifies the eternal truth in the stock market: everything will turn back.
Sometimes thinking about it may not be a bad thing to hold on to the incompleteness. Who knows when it will work? The salted fish has turned over!
