htmlOn the first trading day of November, A shares ushered in a Jedi counterattack. Shanghai Composite Index rose 2.62%, ChiNext rose more than 3%, and Shanghai Composite Index 50 rose more than 4%! happiness comes too suddenly, this market is inspiring and proud.
stock also performed very strongly, with a total of nearly 4,500 companies rising, 89 companies hitting the daily limit, with a median rise and fall of 2.26%. Mao Index became the most beautiful guy in the market. Moutai rose 8.3%. China Duty Free, Oriental Yuhong , Sany Heavy Industry and others all hit the daily limit, sweeping away the decadent spirit before!
As China's core asset, A50 has an extremely low valuation and extremely high dividend, but it has been shorted by funds and is confused! I finally got tough today. is not just A-shares, Hong Kong stocks , foreign exchange, A50, these indexes representing Chinese assets are all rising sharply. What exactly happened?
Actually, don’t be too careful about those rumors. The main reason for Big A's retaliatory rebound is that it has fallen a lot and continues to reach the moment of despair; it will always give an big positive line , which means "Don't leave with fellow villagers"! After all, there are 200 million shareholders, and no one will play with the fellow villagers when they leave, so they have to give some sweetness.
1, the five departments jointly released a 5-year action plan for virtual reality! By 2026, the overall scale will exceed 350 billion
and the Ministry of Industry and Information Technology and five other departments will issue the "5-year plan for the Integration of Virtual Reality and Industry Applications", proposing that by 2026, the overall scale of my country's virtual reality industry will exceed 350 billion yuan, and the sales of virtual reality terminals will exceed 25 million units, and 100 backbone enterprises with strong innovation capabilities and industry influence will be cultivated.
Comments: The theme is good tonight, and it is the virtual reality concept! The five departments have issued action plans. By 2026, the overall scale of the industry will exceed 350 billion and the terminal sales will exceed 25 million units. This volume is about 8 times that of ! That is, it will grow 8 times in four years, with an annualized growth rate of 70%, and there is still a lot of room for it.
There are many people who are boasting about virtual reality tonight, which is also one of the branches of digital economy , mainly VR, meta-universe, etc. From the perspective of hype, it is the extension of the information technology industry, which means it may be sought after by funds!
Aigujun believes that there are two main directions for the implementation of the digital industry chain. One is the construction of the underlying foundation mainly based on domestic software and semiconductor ; the second is the extended scenario application, games, virtual reality, digital currency and other ! But in virtual reality, hardware is the first priority, the chip side, screen side, and the overall foundry listed companies can explore it.
2, Tongfu Microelectronics private placement results: Da Fund second phase allocated nearly 300 million
Tongfu Microelectronics disclosed the results of the private placement. The issuance price is 14.62 yuan per share, and the total amount of funds raised is 2.693 billion yuan, of which the second phase of Dafu Fund was allocated nearly 300 million yuan.
Comments: Tongfu Microelectronics has added this time, raised a total of 2.7 billion yuan, and the big fund was allocated nearly 300 million yuan in the second phase. Although the amount of funds in is not large, it is of great significance, at least it shows its attitude, which is the direction of national support!
The technology rebound momentum has been good recently, especially , the science and technology innovation board is very strong. This news is a stimulation to semiconductors and chips, and is expected to continue to explode! Focus on the performance of Tongfu Microelectronics, and then get on the bus at the right time.
Of course, the current share price of company is 19 yuan, the private placement price is 14.62 yuan, a discount of nearly 30%, and the lock-in period is only 6 months. was originally planned to raise 5.5 billion, but only half of it was raised at such a discount. It seems that the institutions are not so optimistic. Don’t be on the tech scumbag, and try not to chase the rise.
3, Tencent Major shareholder: The news about CITIC group acquisition of Tencent shares is false
Tencent’s largest shareholder, South African Naspers Group Dutch subsidiary issued a statement saying that CITIC is in the group to negotiate with Naspers to acquire all Tencent shares held by it. This article is speculative and does not conform to the facts! The company reiterated that it still has confidence in Tencent's long-term prospects.
Comments: Today, Hang Seng Technology in Hong Kong stocks soared nearly 8%, of which Tencent rose by more than 10%, which has something to do with CITIC Group's acquisition! However, after the market, Tencent’s major shareholder + CITIC both denied the rumors, saying that this was fake news.
includes China Mobile's possible investment in Tencent before, and it was confirmed that the news was untrue. But why are there so many rumors? The main reason is that the price has fallen too much, and it is already a bargaining price . Tencent Alibaba major shareholders are all foreign investors, and everyone thinks this is a great opportunity to get it back!
Although it denied it, the major shareholder also said that it would continue to reduce its holdings slightly, Tencent's stock price is likely to bottom out. , its trading volume is over 10 billion every day, which means that there are a large army going south to form a group to to buy the bottom ! As long as Tencent, Alibaba and others stabilize, Hong Kong stocks will also bottom out, so there is no need to be pessimistic.
4, Yan Ning : I am about to resign from my teaching position at Princeton University and founded the Academy of Medical Sciences in Shenzhen
htmlOn the morning of November 1, at the live broadcast of the 2022 Shenzhen Global Innovation Talent Forum, famous scientist Yan Ning announced that he was about to resign from his teaching position at Princeton University and founded the Academy of Medical Sciences in Shenzhen.
Comments: Yan Ning is a top talent in the medical field. He is going to return to China to establish the Shenzhen Academy of Medical Sciences, bringing back new technologies, and when the competition for talents has become the lifeblood of competition among major countries, top talents are undoubtedly a good thing.
From another perspective, the country has further increased its investment in scientific research: University procurement, industrial master machines, innovative drugs, medical devices, semiconductors and other independent controllable themes , and there is still great potential in the future market.
Daily chat:
A-shares rose sharply today, but they could not drive US stocks , and opened high and closed low and turned green ! Chinese stocks listed in the list of index once rose 7%, but now it has fallen to 5%, A50, and the RMB has also fallen back one after another.
The face change of US stocks was mainly due to the interest rate meeting of the Federal Reserve on Thursday, although the market expected to slow down hike rate , from 75 basis points to 50 basis points. But this is not a solid piece, and the US stock market rose a few weeks in advance, so it became a positive news again!
But overall, China's assets are still quite strong, so don't worry too much about the market tomorrow. market has become active, popularity has returned, funds have returned... Even if the index does not rise sharply, the money-making effect should be good!
yesterday closed with you, and the probability of rising A-shares in November is 80%. Today I will give you another good news. The bottom reversals in A have all happened in the period from November of that year to April of the following year. Will be the starting point of the sixth time today?
No matter what, what everyone feels this year is that it’s a loss. But there is always a sense of ritual, such as the meal market at the end of the year, which will never be absent! Everyone, be patient.
