is another day of the electric fan market, , but this time it is a 2-man round, big consumption and medicine take turns to perform, and other sectors are all foiling! yesterday, the medical market dominated the list, and consumer junglers were playing; today is the big play consumer dominant list, and medical school was a sneak attack on at the end of the market. They both had a lot of fun, but the other sectors were in trouble and their blood was taken away.
sold 816.9 billion today, and it still exceeded one trillion last Friday, and this sentiment changed too quickly. In the case of severe shrinking volume , the pharmaceutical sector accounts for nearly 120 billion, tourism, hotels and catering accounts for 110 billion, and pork and liquor accounts for 40 billion. Consumption and medicine account for almost half of the market, and this group is too speechless!
stocks 2000 rose, 2900 companies fell, median -0.43%, and foreign capital net outflows of 1 billion. Recently, The market is a little confused. Although the index has not fallen much, it is easy to lose money if you fail to catch the mainstream, which makes you feel upset.
The drug fell sharply today, with antigen testing, ursodeoxycholic acid , new crown treatment leading the decline. After half a month of speculation, many funds began to be cautious about them! But the pharmaceutical industry chain is indeed too big. antigen and others are no longer frying, and raw materials and traditional Chinese medicines have made a comeback, especially in the direction of raw materials, which is crazyly sought after by funds!
mainly doubled the price of Forsythia. When the main force uses a calculator to calculate, the performance will be overwhelming. So Zhendong Pharmaceutical , Duori Pharmaceutical 20CM closed the board, the leader Xinhua Pharmaceutical advanced to 5 consecutive boards, North China Pharmaceutical , Northeast Pharmaceutical in the afternoon hit the daily limit . Others such as Hengdi Pharmaceutical, Jinshiyao and other cold medicines and raw materials also rose sharply.
However, after-sales supervision has also come. First, Bozhou relevant departments strengthen the price control of traditional Chinese medicinal materials involved in the epidemic; second, the State Food and Drug Administration held a video scheduling meeting to strengthen the quality and safety supervision of antigen detection reagents for the new coronavirus. Norvezan , Oriental Bio , Yahuilong and other main leaders participated, and the knocking meaning is very strong!
Blade said before that a lot of money can be made by selling antigens in the United States like Jiuan Medical , which is not feasible in China. We are a game of chess in the country. Whether it is antigens, raw materials, masks, etc., if you make too much money, you have to calm down and make some concessions, otherwise it will arouse public anger. Typically, nucleic acids are.
The big market for pharmaceutical stocks is approaching the craziest stage. From a time perspective, predicts that the national peak will only reach its highest peak around the Spring Festival; pharmaceutical stocks may still be repeated in the later stage and will not end easily! But this wave is a big top in history! For example, the concept of "bear go" Shanghai Kaibao almost hit the daily limit of 20cm today. Do you really use bear bile powder as a special medicine for the new crown?
If medicine is still at a low level, it should be vitamin ! Vitamins are mainly to enhance the human immunity . Recently, major pharmacies have also sold out. Treatment is the core, and increasing immunity is prevention. As we all know, most of the infected people are middle-aged and young office workers, and many elderly people have not been infected in large quantities. enhances immunity and will be more and more people's attention.
After the medical sentiment climax today, some funds turned to large consumption. Pork and chicken, domestic dairy industry, aquaculture, tourism and hotels, duty-free retail, liquor, etc., have all risen sharply ! The consumer sector is gradually recovering and expectations are relatively clear. First, the stimulus of the full liberalization, and second, the next conference may have policies to support domestic demand and consumption.
After all, from the perspective of time, next weekend is Christmas , next weekend is New Year's Day, and three more weeks after New Year's Day will be the New Year! What New Year’s goods, bus tickets, air tickets, and tourist attractions have been arranged.
The more familiar friends around Blade are basically Quanyang. According to the recovery period of about 7 days, the commercial venues in the imperial capital will be able to resume passenger flow as early as next week.After turning to the dark, it is reasonable to ask the brothers who are Yang Guo to have a meal or have an appointment to go out for a trip! During Christmas and New Year's Day, the first consumption peak will be ushered in!
But you have predicted your predictions early, and many recovery themes have been speculated to the sky. For example, the tourism and hotel sector rose 3% today, setting a new high since April 2017, and has soared by 33% since November; the aviation and airport sector rose 2%, setting a new high since August 2015, and this wave of rose by more than 20%.
There was no epidemic in the past, and no one speculated in tourism, hotels and airlines. Now the epidemic has just been released, but it has hit a new high? I can only say that A shares does not require logic, funds are the king! It is estimated that in less than half a month, you can clearly see whether the industry will really recover or raise the shipment market.
There is a big news after the market. Media said that is developing a semiconductor industry support plan with a scale of more than 1 trillion yuan (US$143 billion). may be implemented as early as the first quarter of next year!
Affected by this short composition, Hong Kong stock Huahong Semiconductor rose more than 17%, and SMIC rose nearly 10%. Although the technology scumbag is a scam, the market chose to believe this time; many Hong Kong stocks are foreign capital, and the information is more informative.
It is worth mentioning that the Ministry of Foreign Affairs has also criticized the United States for abuse of export control measures, causing distortions to the global semiconductor supply chain. The wrong practice of decoupling and cutting and technology suppression must be stopped. Today you can carefully consider this sentence!
Since the Americans can’t count on what they can only do miracles. The trillion-dollar support plan is not groundless. For A-share technology stocks and , the most direct benefit is the wafer foundry, then semiconductor equipment and material manufacturers, followed by design and packaging and testing manufacturers. The entire industry chain is still very large.
In short, semiconductor chip shares, and there are catalysts next. First, the latest statement of the economic work conference; second, the Netherlands restricts the lithography machine ! If the restrictions are completely restricted, it will be a bad news for the entire industrial chain; if only some advanced process lithography machines are banned, it will be a good news.
Tonight, the two major new crown special drugs are available for sale online. Pfizer Paxlovid is priced at 2980 yuan/box, and the domestic Azfuda is priced at 330 yuan/bottle, which is close to 10 times the price difference! Blade looked at it and India only sold for more than 1,000 yuan. It felt that the domestic price was too expensive, which was much higher than the medical insurance purchase price of medical institutions of 2,300 yuan.
Pfizer's medicine is so expensive, and after the full release is fully released, it is estimated that it can only be left at your own expense. Everyone wants to use special medicine, and it is impossible to reimburse them all! I would like to remind everyone that this medicine cannot be used for prevention and is only used for the treatment of confirmed patients. Therefore, elderly people with good family conditions and underlying diseases can consider stocking up two boxes, and young people will carry it by themselves.
Tonight The big positive for US stock , as the data of CPI in November was 7.1%, lower than the expected 7.3%, and fell sharply from 7.7% in October. US stocks futures burst straight, Nasdaq rose nearly 4%, Dow Jones Industrial Average and S&P both rose more than 2%. Tonight is another global counterattack day!
This Thursday Federal has filed interest rates. Now inflation has gone down, then the probability of more than 90% is only Rate hike 50BP! This round of interest rate hike cycle is about to end, which is obviously beneficial to growth stocks, such as Big A's new energy, semiconductors, and military industry. It depends on whether the funds are willing to do it.
The recent big A is half dead every day and does need some external stimulation. I can get a medium-positive line tomorrow. In addition, tonight is still the World Cup. Come on Argentina, come on , Messi and , but I am more optimistic about France winning the championship!
