has been in a row after 5 consecutive positive moments, Big A can no longer rise. With the sharp rise and general rise on the outside, A shares have emerged from rising and falling back to . Shanghai Composite Index reached 3099.92, just 0.08 points away from breaking through. It can only be said that the main force is too bad ! In order to slow down, played around and did not attack, and grasped the emotions of retail investors tightly.
Although Shanghai Composite Index is slightly tired, GEM continues to be strong and has already soared for 6 consecutive positive momentums. The market has ushered in differentiation, with a total of 2,108 companies rising and 2,511 companies falling, and stock rose and fell almost half of each. However, the sentiment is still hot, with 75 companies hitting the daily limit, and the money-making effect is still not bad.
foreign capital continued to sell nearly 4 billion yuan. This month, only 2 days ago, net bought , and 15 billion yuan in net sold for the whole month, which was confusing! The China Securities Regulatory Commission lowered the short-term threshold for foreign capital. Goldman Sachs shouted that it was bullish on A-shares, which became a reason for foreign capital to smash the market?
In the past, foreign investment was the weather vane, but now it is a big A-oriented oil bottle, which is unexpected. Foreign investors smash the market every day, and their weight is also unlucky. Moutai, China Merchants Bank , Ping An and other white horse leaders continue to to sell down . What about the promised value investment!
Blade wants to praise the domestic institutions, and has performed relatively toughly recently, not only pulling the index back to around 3100. It also created two main lines: Information Technology Innovation and Medical Science, which triggered the market's money-making effect and stimulated everyone's enthusiasm for trading.
Among them, the pharmaceutical company made great contributions. has risen for 5 consecutive days, and the CSI Medical Index rose by 14.16%, which has emerged with a very exaggerated increase . innovative drug leads the big brother BeiGene 4 days 38.29%, Mindray Medical , WuXi AppTec , Aier Eye Hospital and other lows all rose by more than 20%.
Today, the strong branches of the pharmaceutical sector are new crown drugs, anti-cancer drugs, traditional Chinese medicines, etc., with the rises exceeding 3%. After being seized from the C position for only one day, medicine has become the most beautiful boy again! The trading volume has also increased significantly, indicating that mainstream funds have been deeply involved.
Blade said yesterday that in the history of A-shares, every new round of market trends will definitely produce a new main line. This time the PK between Pharmaceuticals and Intelligent Innovation, pharmaceutical stocks have already gained the upper hand, and it is very likely to become the main line! I hope to continue playing music and dancing.
has several main reasons. First, this bear market has fallen large enough, and there will be a 2-3-year pharmaceutical bull market after each bottom; second, the valuation is historically low, which is lower than 2018; third, public offerings have severely low allocations and there is a demand for compensation.
However, from a short-term perspective, it is not reasonable to participate in medicine at present because it is a bit crazy. As a long bull sector, there is never a shortage of opportunities to get on the bus! If you want to play medicine, wait and pay attention to it after adjustments.
The logic is also applicable to education, domestic software, network security and other sectors. Everyone has called for a fight before, but it has become a hot commodity in the past few days! But when you find out, the index has soared for 5 consecutive days, with a cumulative increase of 15%-20%. If you chase again, it is easy to get trapped in the short term.
There is another sector king returning today, that is, the new energy track. The energy storage sector took the lead, with a bunch of daily limit surges such as Desai Battery , Tongli Risheng, and Kelike! Xinfengguang, Nanwang Technology and others rose by more than 10%, and Tongfei Co., Ltd., Cosda and others set record highs.
On the news front, 1. Recently, many provinces have introduced shared energy storage policies, and shared energy storage leasing has also achieved a "zero" breakthrough. 2. The media said that some energy storage companies "has suspended taking orders due to the insufficient battery supply. Driven by several major emotions, the energy storage sector exploded again!
photovoltaic also came to benefit . at the third quarter photovoltaic industry development situation symposium held by . Relevant leaders of the Ministry of Industry and Information Technology pointed out that the next step will coordinate the promotion of high-quality development of the photovoltaic industry, which will make the industry a final decision.
In addition, BYD 's third-quarter performance exploded. Today, opened and rose 7% directly, closing up 5% ! The results of Ningwang announced his performance two days ago, driving new energy into a wave; today, "Diwang" has returned to the king, driving new energy into a wave.
is not only good performance, but also BYD exhibits three models: Tang, Han and Yuanplus! Among them, the pre-sale price of BYD Tang is 72,000 euros, which is approximately RMB 510,000 (less than 300,000 in China), which is close to Audi Q7! Although it may not be possible to sell a few cars, it is amazing to give BYD a thumbs up.
Interestingly, French President Macron appeared at the BYD booth with a bit serious expression! doesn’t know what he is thinking, maybe he is thinking about how a Chinese brand is so powerful. Previously, Macron had proposed that France achieved 100% electric vehicles in 2035, which is currently 13%, which is far behind.
Due to its large market value (800 billion), high valuation, and Buffett 's share reduction, many people have criticized BYD in recent months! No matter how many cars are sold, they will become stronger in making money, and they will be ignored. This is from one extreme to another.
Blade wants to say that the three logical blessings of National Light + domestic substitution + overtaking on the curve are quite scarce in Big A. BYD has good prospects, and we are more confident in our own company. Of course, the target price of Citi is HK$640, which is more than three times the current one. Could it be that it cooperates with Mr. Ba to reduce his holdings, right?
New energy is definitely a high-prosperity industry, and performance, etc. are still being released. But it will definitely not replicate the big rebound at the end of April. The main reason is that the track is still too crowded, and if it rises, there will be a wave of trapped markets to be released. In the fourth quarter, the performance competition is relatively high in low-level pharmaceuticals and consumption, and it is difficult for new energy to join forces consistently. Be cautious and optimistic!
Overall, the market is still in a recovery period. As the Big A stabilizes, foreign banks have also begun to sing more. Today Goldman Sachs said that investors should sell the United States, buy Hong Kong stock , and are more optimistic about A-shares...welcome to the catch-up market of Chinese assets.
Of course, the rebound does not mean that it rises every day, it is more about rotation! For example, the education, industrial mother machines, information technology, medicine, etc. that dominated the list yesterday have begun to differentiate today. Including the receipt of the letter of concern by the leader in Information Technology and Innovation, the market's board explosion rate has a certain impact on high-standard stocks. Today, the market's board explosion rate is 35%, the highest since this wave of rebound.
In short, , the market cannot rise more than 3,000 stocks every day, and nearly 100 stocks hit the daily limit. It is normal for some differentiation or even local money loss effects to occur after orgasm. If you haven’t made much money recently, don’t be impatient. Stay calm and it will be your turn sooner or later.
Tonight US stock opened again, with all three major indexes rising 2%, Chinese stock index rising more than 3%, is warm and full of warmth. A-shares were the first to rebound, and they rose for several days. It is not a bad thing to fluctuate and consolidate today!
But the outside world is so hot, I hope that A-shares will be successful tomorrow and don’t play the independent decline again. Otherwise, it will be less harmful, but it is very insulting. What do you think?
