Today is October 17, 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.
In the past week, the Shanghai Composite Index rose 1.57%, and the GEM rose 6.35%.
sector analysis:
Info: This direction has become the main line in October, and this direction has continued to be strong. Among them, Science and Technology Innovation Information has reached the daily limit of 20CM, Guomai Technology 5 board, Cambridge Technology 4 board, Infeituo and Nantian Information 3 boards, the latter has the concept of medical devices, and Jingyeda has completed the time-travel, and China's software continues to hit the daily limit. On Friday, , 5 Zhengtong Electronic assists, all of which are preparing for the return of next week's Xinchuang sector, so if there are differences in the Xinchuang sector on Monday, it is still still an opportunity! Guomai Technology is currently on the board of heights, and Guomai Technology will likely open on Monday, and there will be pressure in the early trading. The bidding and opening performance of key tickets, Guomai Technology, Jingyeda, Infeituo and Nantian Information. The bidding and opening performance of key tickets, Guomai Technology, Jingyeda, Infeituo and Nantian Information. After strong differentiation, funds will flow back, and there will be opportunities for low purchases in different ways. Pay attention to the digital economy direction. The direction of may usher in a strong differentiation in the future. You can pay attention to the market's acceptance strength. The back line is seriously behind, and if funds do not return next Monday, it will have an impact on the expansion level.
Education: The leader of sector, Guomai Technology, has superimposed the concept of education, and the educational attributes of Guomai Technology also led to 6 daily limits in the online education sector on Friday. Borui Communication , Zhonggong Education , Kevin Education, etc. hit the daily limit. The above may have the concept of superimposed innovation + education. From this direction, if Guomai Technology continues to exceed expectations, then this direction linkage should assist stocks . Pay attention to whether online education continues to be strong?
Oil Transportation: talks about sectors, oil prices fell, petrochemicals and oil and gas mining sectors, etc. Oil prices fell, petrochemicals and oil and gas mining sectors, etc.
Quarterly report + track: The feedback from This third quarter report is quite positive, and there should be room for fermentation in the future. There will be low-level players coming out, Jiantou Energy Jiantou Energy Second Board, Ganneng Co., Ltd. first board, Huangshi Group assists.
Photoscopic sector: The opening in the afternoon was a big change, and Jinjing Technology , Deli Co., Ltd. , Bowei Alloy , Yihua Co., Ltd., Aixu Co., Ltd., and Quartz Co., Ltd. all rose and closed the board. The direction should be a "beautiful misunderstanding". An old news released in June that "the United States will give a 24-month tariff exemption on solar modules purchased from Cambodia , Malaysia , Thailand and Vietnam" was circulating among investors.
Pharmaceutical: Pharmaceutical sector hit the daily limit on Friday, 46 stocks in the Science and Technology Innovation Board +GEM 12 20cm hit the daily limit, and large-cap stocks WuXi AppTec , Changchun Hi-Tech, Kailaiying , Hengrui Medicine and other daily limits. Among them, the largest increase in is medical devices, and there are 3 stocks with the sector index close to the core of the daily limit: Shuangcheng Pharmaceutical , Wanfang Development, Dabo Medical , and it is not clear who is the leader at the moment. Shuangcheng Pharmaceutical should be a big single-character board on Monday, Wanfang Development and Dabo Medical! Convertible bonds can be considered for the opportunity of Shangrong convertible bonds and Panlong convertible bonds.
has a certain seesaw effect compared to the market. Wanfang Development should not give you a chance next Monday, and you should not give you a chance next Monday, and you should not give you a chance next Monday. Focus on the bidding and opening performance of Wanfang Development, Dabo Medical and Shuangcheng Pharmaceutical, which broke out on Friday.
European energy crisis: Rainbow Group has doubled, and surged and fell back to on Friday. Against the backdrop of the sharp rise in Xinchuang and pharmaceuticals, the sector is about to end, and it is very likely to face adjustments in the future.
Brokerage: This sector continues to require the continued care of big finance.
From the futures dragon and tiger list after Friday's trading, the CITIC futures index continued to add 2265 long positions (IF+IC) on the same day.It is worth noting that since IF2211 has just entered the Dragon and Tiger List, judging from the absolute increase in the long and short gap, 2021 long positions were added on Friday. The Shanghai and Shenzhen 300 rose sharply, and these long positions have basically been digested and have no reference value for tomorrow's index.
Important news:
1. Research and clarify the application of specific short-term trading systems for foreign capital to facilitate foreign investment in A-share market !
Two positive news suddenly occurred over the weekend, 1. Lower the repurchase threshold, 2. Lower the short-term threshold for foreign capital, and I feel that the market will stabilize again next week. Everyone can understand the repurchase and increase holdings, but what does this mean to allow foreign capital to conduct short-term trading? It seems that foreigners should not be the main theme. The spring of blue-chip stock is here. Shanghai Stock Exchange 50 should be stabilized!
2, CITIC Securities : The comprehensive repair of A shares has started and is expected to last for several months!
The securities firms sang one-sidedly over the weekend. First, CICC said that the lowest point on Wednesday was 2934 points, which was the historical bottom; then CITIC Securities said that the A-share market has been fully restored and is expected to last for several months! Although both CITICs are famous "anti-references", can they be corrected once?
3. Dental implants are not considered in the scope of medical insurance payment!
Good news, centralized procurement is easing, 1.7 trillion interest-free loans, etc. The meeting also mentioned improving the public health system. It seems that the pharmaceutical sector has made great achievements! 4, and more than 120 repurchase announcements for increasing holdings are flooding the screen! Real money! is real money after all, and it can bring a certain boost to the stock price! Historically, for example, in June 202020 and December 2020, there was a wave of active repurchase, and a big rise was achieved.
New stock issuance slows down? There will be only 7 new stocks to be subscribed next week, which is emotionally beneficial to the nearest secondary new stocks! It was already late at night, and after the US stock market rose rapidly on Thursday, it quickly plummeted on Friday. In this way, there was no real turning point.
Short-term Big A may find it difficult to continue to strengthen! But in the medium and long term, it is now the bottom area. I feel that the market will stabilize tomorrow, and I will definitely not fall sharply with the US stock market. I feel that the market will stabilize tomorrow, and I will definitely not follow the sharp drop in US stocks. It is expected that the market will open low and move high.
has been reflected in new energy, medicine, and real estate. However, those with larger expectations such as Information Technology, Military Industry, Medicine, and agriculture are still relatively low and are more likely to be favored by funds.
index analysis:
index will have a process of retracement next, but considering the special period, the probability of market falling sharply is not high, and the overall market will still be safe next week should have a process of retracement next week, but considering the special period, the probability of a market falling sharply is not high, and the overall market will still be safe next week should have a process of retracement next week, but considering the special period, the probability of a market falling sharply is not high, and the overall market will still be safe next week should have a process of retracement next week. The meeting is underway, and the 2934 points are not broken. We firmly focus on and the direction is still a big upward trend to find opportunities.
Strategy: What will happen if
open the door on Monday? There was a lot of pressure on Monday, and the index is expected to see a slight pullback, but overall, it should be a market that will first decline and then rise last and next week.
