Something sad this week: people are yang, but the account is not yang! In fact, the index has not fallen much this week, but the stock has a great loss effect. Just like today, the Shanghai Composite Index almost turned red, with only more than 1,300 rising companies, hitting the daily limit 41 hitting the daily limit 13, median -1.34%, can be regarded as the market freezing point in the near future.
Today, the transaction volume of continued to shrink to 760 billion, and foreign capital bought more than 4.3 billion against the trend. Every time during the market recession, , domestic capital is constantly running away, and foreign capital is constantly buying. It’s no wonder it is already happening! But what’s strange is that today foreigners bought Moutai for 850 million, Wuliangye for .62 billion, and Ping An .3 billion. At the beginning, it was faster than anyone else's 1,500 yuan, but now it's 1,800 yuan to chase Moutai. What are the medicines that foreigners sell in their gourds? Can white wine really protect against new crown ?
Now there are two sectors that are popular, including medicine and big consumption, and are very popular. Basically, I survived after one day of adjustment, and many of them continued to hit new highs! Other chips, real estate, etc. are all cheating, and they ignore Goujiu in the new energy track and have been completely abandoned.
The strongest in the two markets is taking medicine. China Pharmaceutical bidding hit the daily limit in one second, igniting the enthusiasm of funds! ursodeoxycholic acid , new crown medicines, fever drugs, cough medicines, and even blood products sectors have all exploded. , but the blade is not very good at understanding. The cemetery concept Fucheng Co., Ltd. actually hit the daily limit, which is a bit... I hope it's just a concept of cooking pre-made dishes!
Among them, the concept of ursodeoxycholic acid is the most eye-catching, Guangshengtang hit the daily limit by "20cm", Hengdi Pharmaceutical, Shanghai Kaibao , etc. rose by more than 15%! This subject is a bit nonsensical, but it is so sustainable. It is comparable to some of the previous supply and marketing cooperatives , and it is impossible to accept it.
The new crown drug sector rose by nearly 5%. In addition to China Pharmaceutical, which has been on the two consecutive boards, Minova , Xinhua Pharmaceutical , Zhongsheng Pharmaceutical , etc. have all hit the daily limit, YaBen Chemical and Shutaishen also rose by 14%, which is very strong! , the leader in Xinhua Pharmaceutical, 8 boards in 10 days, setting a new record high, while , Hong Kong stocks, , Shandong Xinhua Pharmaceutical soared 27.6% in the late trading!
In short, if medicine does not rise, it will be over, and once it rises, the chickens and dogs will rise. Today, 14 of the top 15 sectors in the list are about medicine, and the power of taking drugs for the whole people is outrageous! But there is no way. The main line of the market is still the big consumption of medicine + recovery, and the big event that people across the country are paying attention to. Everyone is either in Yang, waiting for Yang, or thinking about where to go to Yangkang in the future... New energy, semiconductors and military industry can't control it.
From the perspective of the market, the institutions have rested. Now, is hot money shoots another place, and investors follow, so the popularity of medicine is naturally the strongest. But the fluctuations are also the most important, so you mainly buy low and you cannot chase highs if you rebound!
Blade is still the same, the main upward wave of in medicine has passed, but it can still be stir-fried in some parts. ’s operations on this sector are either not believed or believed in them all. Those who make money can keep getting medicine, and those who don’t participate in the medicine try not to go! When cannot make huge profits, it is your turn to pay for it if you get beaten! Be cautious at the end of the year, and it is also good to be a salted fish.
Big consumption continues to be active today, but Moutai, Wuliangye, China Duty, etc. are not going to rise much. Now the small-cap monster stock is performing, the leader Xi'an diet has achieved 5 consecutive rounds of boards, and the follower's younger brother Hei Sesame has 4 rounds of boards in 5 days, Renrenle accelerates directly after 7 consecutive rounds of boards, and this wave has easily doubled!
Friends said, what is a successful stock investor? On Kuaijishan , drinking Lanzhou Yellow River , eating Quanjude roast duck , adding a little black sesame seeds, and listening to a Xi'an girl on the phone kept saying, "I miss you so much, miss you so much."
In addition, the market also has a hidden line of state-owned assets reform, Renrenle , Gree Real Estate , Xi'an Food, China Communications Real Estate , China Science and Technology Transmission and other bull stocks! All of them are superimposed on the theme of state-owned assets reform, so we can explore this carefully.
Real estate was once again classified as a pillar industry last night. Today, real estate stocks and real estate chains rose sharply, but China Communications Construction Real Estate and others smashed the board! Blade thought at the time that Central Economic Work Conference would definitely mention "housing for living, not for speculation". It was indeed implemented tonight, and emphasized that housing should not be speculated for five consecutive years.
This shows that the overall central government’s attitude towards real estate has not changed and there will be no strong stimulation. In the direction of "high-quality" development, it emphasizes the self-reliance and self-improvement of science and technology, and highlights the main position of enterprises in technology innovation ! For the new energy and semiconductor that Goubuli have recently, it is undoubtedly a heart-warming agent. Although the press release has not been released yet, the general focus is as follows:
. Restoration and expansion of consumption should be given priority, and housing improvement, new energy vehicle , elderly care services and other consumption.
. Vigorously develop digital economy to support the platform economy to show its strengths in leading development, creating jobs, and international competition.
. Vigorously boost market confidence and promote the overall improvement of economic operation .
. The positive fiscal policy should be strengthened and effective, and the prudent monetary policy should be precise and powerful.
5. Industrial policies should be developed and safe at the same time, and science and technology policies should focus on self-reliance and self-improvement.
From the perspective of the stock market, : six directions: technological innovation, new energy vehicles (expand consumption), real estate stability maintenance, digital economy, e-commerce platforms, and elderly care services ! The coverage is still very wide, and the files that expanded the domestic demand for two days ago are half a dozen. But now the transaction volume of A is more than 700 billion, and there is also an expected difference in pulling, so we give priority to technology, new energy vehicles, and digital economy. I feel like I can rest for a while in consumption and real estate!
After the market, the China Securities Regulatory Commission also put forward a big move and officially implemented the reform of currency and bank countermeasures on December 26. ’s purpose is to further attract foreign capital to the Chinese market and expand the high-level institutional opening to the outside world. I don’t understand what the deal with the money is, but it’s the right thing to do. Domestic leeks can’t handle the market, so foreign leeks come over quickly.
Say one more Platform economy . This time, the positioning is to show its strengths in "leading development, creating employment, and international competition", which means that the policy has shifted! Chinese stocks listed in the listing of have basically been resolved, which can be said to be a double benefit. Yesterday, Chinese stocks listed in the US were and . Let’s see how they perform tonight.
US stocks fell sharply yesterday, and the Nasdaq fell by -3%+, which was bloodbathed. is mainly a ghost story. The second season of the year has come. The previous decline was hike rate , but now it is an economic recession. The sharp drop in US retail data in November has caused market concerns.
Although the US stock market fell sharply, Big A is still tenacious today. Especially in the last three minutes of call bidding for , the three major indexes suddenly soared, and northbound funds were also rushing to grab funds! The money is betting on the big meeting, but it is implemented tonight. Do you think it is a big benefit?
In the medium term, there is definitely no need to be pessimistic about Big A, but in the short term, no callback is in place. First, the policy has been basically released, and protects should be fulfilled. Second, at the end of the year, many people are fighting and withdrawing, and the trading volume has dropped from one trillion to more than 700 billion, and one-quarter of the funds have left the market.
, and the market has been very torn apart recently. We often say: when no one cares about it, when people are selling! But medicine and consumption are crowded every day, and no one cares about new energy and semiconductors every day... Who can stand this? Will your mentality explode?
In short, this week's medicine and recovery line are rolling inward, making the track stocks with tears in their hands. But this is the great urinary nature, and you can fight to the death in one direction! At this time, the time to test your concentration has come. If you don’t believe it, never believe it; if you persist, just persist for a while! Fennie can not only lose money but also affects mood.
It’s the weekend. No matter how much you lose and make money in stock , it’s not as warm as your family’s company. Have a good rest and fight next week!
