Today is January 3, 2023, I am Brother Monkey of Xiaohou Lunshi. Brother Monkey focuses on sharing the market and providing market inventory after the market. Who doesn't know Brother Monkey? Don't worry about having no friends.
Looking back on 2022, it will not be easy. In the first half of the year, there was the Russo-Ukrainian war, Shanghai was closed due to the epidemic, in the second half of the year the Federal Reserve continued to raise interest rates, and at the end of the year the epidemic broke out in full force. For every major event, it was A-share investors who reimbursed invoices. Big A and Chinese football really compete with each other. They are both tenacious and hardworking. Chinese football will always fight to qualify in the group. Big A will always defend the 3,000 points!
Tuesday is the first trading day in 2023. Here is a special blessing for you in 2023: short-term stock practitioners wish you in the new year: smile often, good luck, everything goes smoothly, all your wishes come true, you are strong and prosperous! I wish you, my dear, everything you wish for in 2023! Happy New Year, (๑′ᴗ‵๑)ＩLᵒᵛᵉᵧₒᵤ❤ We can continue fighting tomorrow Tuesday, hehe!
sector analysis:
Big consumption: The big consumption sector continues to be active today, among which Maiquer, the leader in the dairy industry, has gone further and promoted to 8-link board, ZTE Commercial 5 link board, Zhongke Cloud Network , Guifaxiang 3 continuous board, Xinhua Department Store , Tongcheng Holdings 2 consecutive boards, Jiahe food, Xujiahui , Nanning Department Store, Black Sesame and other stocks have reached their daily limit. It can be said that in the current environment of stock games, if funds want to obtain excess returns, they can only choose the direction of group consumer stocks. In the future, there is hope that the trend of the strong will continue to be strong. It is worth noting that once the subsequent capital grouping loosens, the time and space for subsequent callbacks and consolidation in the large consumer sector may be further extended. At that time, be sure to pay attention to corresponding risk control. All the core and high standards of large consumption are monitored intensively. Maiquer, Xi'an Food , Xi'an Tourism, ZTE Commercial, etc. are monitored intensively. Quanjude suspended trading of . Low-level Guifaxiang and Tongcheng Holdings are expected to become new supplementary gains in the consumer sector. Among them, Guifaxiang's shrinkage second board on Friday should have some differences on Tuesday!
Media: The media sector has become a new hot spot today, among which the web3.0 and game sectors were among the top gainers during the session. Looking at the direction of individual stocks, Tiandi Online, Fengyuzhu, Ciwen Media , Youzu Networks, and Beijing Culture have reached their daily limit. Overall, the rising logic behind media and entertainment is more inclined to the extended hype of the consumption repair line. The current response is mainly to buy low, and do not chase the rise emotionally.
photovoltaic + track: Aotejia in the direction of track cars. Yaxing Bus has hit the daily limit, photovoltaics, and Zhongke Cloud Network (superimposed on Beijing Catering) have hit the limit.
times new: Weigang Technology continued to advance on Friday, the trend of Capital Securities is somewhat similar to Hongta Securities , was closed in late trading, and was closed. Come back on Tuesday to see if Weigang Technology has exceeded expectations.
digital economy : news digital assets trading platform will be launched on January 1, 2023, Anne shares , 3 boards! One word board, one word big, continue to hold it. Brother Monkey said last Thursday that Annie, the concept of intellectual property, games, and data rights confirmation, this stock has the expected difference to become a high standard for trust innovation! The digital economy's Infineon has been on the platform for three consecutive days. It should continue to explode next week. It was listed on the market at a reduced volume on Friday. It escaped key monitoring over the weekend, and this stock also avoided the standard of five changes within 20 trading days. In addition, the digital economy's Annie shares can continue to pay attention. It can be said that driven by Infineon, the concept of digital economy is one of the directions with higher continuity in the current market, and it is expected to be active again in the future.
Medicine: In the pharmaceutical sector, pharmaceutical stocks led by COVID-19 Pharmaceuticals rebounded during the session. Among them, Shanhe Pharmaceuticals hit the 20CM daily limit, Hanyu Pharmaceutical and Weikang Pharmaceutical rose by more than 15%, Lukang Pharmaceutical , Weiguang Biotech, and Weixinkang hit the daily limit. For example, the blood oximeter direction that led the rise yesterday has collectively declined today. Aojiahua did not open a single word and the volume exploded. This volume is expected to make up for the decline tomorrow. It can be seen that although there are certain opportunities for rotation in various hot spots in the current market, we will treat it as a rebound for the time being. The overall selling pressure above is relatively large, and the height and sustainability should be relatively limited. Observe whether pharmaceutical stocks can break out again. Pharmaceutical stocks will have another market change window in the near future! The subject of Mongolia detachment is indeed sold out now, and related stocks will definitely be speculated! Those are the companies that produce montmorillonite powder! What you can buy is probably a trap, so don’t get too carried away.
From a technical point of view, pharmaceuticals will have a oversold and retracement in mid-to-early January, because apart from pharmaceuticals in the first half of the year, which sector has such high performance certainty. This wave of unanimous correction in medicine has not rebounded. I believe many people are desperate, but I believe in common sense. Medicine will make a comeback. The despair now is the driving force for future rise. The new strain of XBB1.5 is coming. Will it become an accelerant for the backlash? You can focus on medicine as a potential direction. There is no problem in starting from a high position and making an expected difference.
brokerage : First Securities is still the anchor of attention, but the news of Huatai's share placement in the sector has brought negative feedback to the securities sector. Tomorrow, will kill ! If the trend goes bad or weak, it may be better to avoid it first.
Judging from the futures dragon and tiger list after the market opened on Friday, CITIC futures index backhand added 362 long orders (IF+IC) on Friday. Since the CSI 300 rose on Friday, these long orders have been digested and have no reference value for tomorrow's index. In addition, on Friday, CITIC Futures Index added 89 short orders to IH. Although and Shanghai Composite 50 rose by 0.50% that day, these short orders were too few and have no reference value for tomorrow's index. At the same time, CITIC futures index added 293 short orders to IM, and CSI 1000 rose 0.32% that day. These short orders will have a certain negative impact on the index tomorrow. Analysis of
popular high-standard leader:
Anael: opens high, fluctuates, changes hands to , pulls the board at the end of the session, capital control is obvious, and we will continue to be bullish in the future. The main force is aiming for the long term, with an upward trend and a target of breaking through the previous high next week.
Infineon: The soul stock of the data direction opened higher than expected in early trading. The intensity of capital pursuit is high. The trend attracts all kinds of hot money . It can be scrolled before accelerating. Now it can be regarded as demon stock .
Weekend news:
1, National Development and Reform Commission: Prioritize the recovery and expansion of consumption, support housing improvement, new energy vehicles and other consumption!
There are crowds of people everywhere, duty-free sales in Hainan, although Quanjude has been suspended, and the Shenzhen Stock Exchange has named many popular consumer stocks, but the highs are not as bad as expected, and funds will be withdrawn from high-performing consumer stocks!
2, Quanju Deming will suspend trading for verification: the first company in 2023 is here!
Not only Quanjude, but also the five major consumer stocks ZTE Commercial, Maiquer, Xi'an Tourism, and Xi'an Catering are under supervision at the same time. Big consumers should be careful about a big ebb. In the short term, they are relatively optimistic about tourism and film and television games.
3, promote the rectification work of Futu Holdings and Tiger Securities illegal cross-border exhibition industry!
The big news after the market opening is that the China Securities Regulatory Commission has stepped up its efforts to promote the rectification of illegal cross-border business expansion by Futu Holdings and Tiger Brokers. To put it bluntly, they are not allowed to open new accounts, and existing customers are not allowed to add more money to or ! This incident was a big blow. Domestic business will no longer be possible. Both companies plummeted in and . Only real estate and A-shares can be taken over, and the business of Futu and Tiger is restricted. The purpose is to prevent funds from running out and only allow domestic transactions, which is good for the capital side of A-shares.
4. Huatai Securities: The proposed allotment financing will not exceed 28 billion yuan!
Huatai Capital’s swiping news is bad for brokerage stock , just get used to it.Looks like shareholders will be voting with their feet on Tuesday too!
On Friday, the U.S. Nasdaq Index in the external market was -0.10%. A-shares ended positive in the final battle on Friday, and finally lived up to the 200 million leeks. The number of IPOs in the year was 416, and the financing amount was approximately 587 billion yuan, ranking first in the world!
Strategy:
Generally speaking, due to the pre-holiday effect, the recent transaction volume of and has been hovering around 600 billion yuan. Obviously, such transaction volume cannot support its market rebound. In the context of the stock game, the high-level grouping of funds and the frequent rotation of hot spots have become the main theme of the current market. Pay attention to opportunities in the digital economy or new energy track. The overall observation is mainly to see if there are any low-level stocks that are separated from the high-level stocks!
