Over the weekend A shares did not open , but the news in the securities market exploded. Among them, the US Department of Commerce did something bad again. Russia's important pipeline to Europe was cut off, and the restart time is unknown! 2 million people reserved Huawei Mate50, causing huge controversy in the market! Can A-shares clear away the gloom today and buck the trend and strengthen? The article in this issue gives you a clear interpretation. Friends who agree with it will follow, like and comment. Next time, the system will push the latest article to you as soon as possible!
News 1. The US Department of Commerce: Sanctions on China's semiconductor technology will be further expanded in the future.
Interpretation: The United States’ pursuit of the high-end semiconductor industry will not stop . Currently, various restrictive measures are aimed at the domestic semiconductor industry. In the short term, both Chinese and American companies will be harmed, which will directly lead to an increase in industry costs and will intensify the overall semiconductor consumption. Short demand decreases. The main factor in the current sluggishness of the semiconductor industry is that the supply and demand pattern has not improved. The competitiveness of the semiconductor industry mainly comes from technological innovation, and technological innovation requires a large amount of capital investment. Why has wind and solar energy storage developed so well in the past ten years? The main reason is that a large amount of subsidy funds are invested every year. Chip Semiconductor has established a large fund and reduced its holdings crazily in the secondary market, instead of becoming industrial capital and supporting the long-term development of enterprises. The localization of chip semiconductors has a long way to go, but it still has to bear the burden. Move forward, otherwise you may be stuck with at all times in the future.
News 2. Market worries come true! Russia extended the "gas cutoff" of important pipelines to Europe and the restart time is unknown.
Interpretation: There is no doubt that Russia’s extension of the maintenance time of the Nord Stream 1 pipeline is not good news for European countries . Although there was an expectation of an extension before, it is still a bit difficult when the problem is in front of you. Accept that the biggest problem in Europe is that industrial companies rely heavily on Russian natural gas. Europe's biggest worry is that industrial companies are short of energy. Once Russia loses gas, many European companies will face bankruptcy. In the past, the storage of natural gas in some European countries has reached more than 85%, but a large part of it is canned and cannot be used directly. You need to purchase new equipment to use it. In fact, there is no data. It looks so optimistic. Moreover, the consumption rate of natural gas depends to some extent on weather factors. If this year is a cold winter, the consumption of natural gas will intensify and the energy supply will have a huge impact. By then, traditional energy may be hyped again !
News 3. Galaxy Securities : Public funds lost 640.183 billion yuan in the first half of the year.
Interpretation: It is better to buy funds than to speculate in stocks. This is a widely circulated slogan among investors. . When institutions formed a group in 19 and 20, the pharmaceutical, large consumption, and track industries where the institutions gathered have been booming. The reasons behind this The continuous influx of institutional funds has pushed the sector to continue to strengthen. However, since last year, these market-leading funds have begun to retreat, and correspondingly, large consumer goods and pharmaceuticals have also continued to decline. As the wind and solar storage industry has strengthened this year, related funds have also made a lot of money. Data in the first half of this year revealed that the management scale of public funds exceeded 27 trillion, the number of funds reached 10,123, and the losses reached 640 billion, which made many people I feel that fund managers are just like this and will still lose money. But if you look at the loss ratio, you will find that it far outperforms the Shanghai Composite Index . You must know that the market environment this year is actually not good, so some fund managers who have experienced bulls and bears should have more patience and confidence !
News 4, 2 million people made reservations! Huawei Mate50, which “breaks the sky”, has become popular.
Interpretation: Huawei Mate50 will release on September 6, which means that it will meet with consumers tomorrow. At present, reservations for Huawei Mate50 are hot and more than 2 million people have made reservations. This time, the new model has not been released yet, but it has been exploded. A breakthrough in communication technology, Huawei Mate50 series will have satellite communication functions.It has triggered hype in the secondary market. You must know that the demand for consumer electronics in the current market is relatively weak. But judging from the number of pre-orders, this new mobile phone has become popular. This is a stimulus to the mobile phone industry. Apple mobile phones are in There will also be new models released in September. The two major mobile phone brands will compete in September, which will most likely improve industry expectations. In the third quarter This is the traditional peak season for consumer electronics. Next, we need to pay attention to the new technologies released by the two major brands of mobile phones. Satellite communications have already been warmed up. If new technologies emerge in the future, will be hyped by the market. If mobile phone sales can exceed expectations, , the fundamentals of the consumer electronics industry are expected to continue to recover.
News 5. Plunge 20%, the 40-year bull market ends. Legendary investors warn: The "super bubble" is about to burst! What's the impact?
Interpretation: Since the beginning of this year, the Federal Reserve has been raising interest rates crazily, and the global financial market has experienced tremendous changes. Especially in the bond market, bonds with relatively stable returns have fallen by more than 20% from their 21-year high and entered a bear market. In addition to the bond market, other financial products have also undergone substantial adjustments. Some people even say that the 40-year bull market is over. , is about to enter a bear market cycle! The previous bond bull market benefited from the economic downturn and loose monetary policy, so the bond market continued to rise. The factor that is now weakening is the Federal Reserve's interest rate hikes monetary policy tends to tighten, so the bond market continues to weaken. Compared with the external market , from the perspective of our monetary policy, China's liquidity is still at an absolute low after the outbreak, and China's monetary policy will remain relatively loose in the future. Bonds are short-term shocks, but they will not change the long-term slow bull market .
News 6. The scope of the epidemic continues to expand, and 33 cities across the country are under partial or full area control.
Interpretation: Currently, 33 cities are under partial or full static management due to the epidemic, with more than 65 million residents affected. On September 1, 103 cities in 26 provinces, municipalities and autonomous regions reported epidemics across the country, setting a record since the outbreak began. Suddenly the epidemic has become serious again. Every time I hear about the spread of the epidemic, I always feel very disappointed. I have lost too many things due to the epidemic in recent years. I hope it will get better soon. But in the short term, for aviation, consumption, film and television , tourism and other industries are still negative. These sectors may be under pressure again this week. . Epidemic prevention and control in various places has become normalized. I believe everyone is accustomed to it. If you are in an epidemic prevention and control area, you must actively cooperate and do a good job for individuals and families. Protect and contribute your part to epidemic prevention!
Next, let’s talk about the market strategy:
This week as a whole, we are looking at the continued rebound trend , because from Judging from Friday's performance, sentiment has been recovering, which means that the market's short-term atmosphere has improved. Sentiment has bottomed out before the index. News of the spread of the epidemic over the weekend has made the index likely to come under pressure. However, at this stage, there is room for a correction in the index. Limited, so just pay attention to market sentiment . At this time, it depends on which direction the pull up after the low opening is driven.
A satellite communication came out on Friday. This is the direction with the most potential in recent times. There is a high probability that it will face a divergent trend on Monday, so if you have the opportunity, you can participate in the front row, and don’t chase higher in the back row. The significance of the satellite communication sector is to reverse short-term sentiment when sentiment is at a freezing point. The bottom of the market is a range, so there is a high probability that it will still fluctuate back and forth. Under this background, if new themes appear during the day, can be active Go and operate, separate warehouses, and focus on hot spots during the day. I believe you are about to enter a wonderful short-term time !
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