index did not fall much today, but stock is relatively miserable. Nearly 3,500 companies in fell in the two markets, hit the daily limit 54 hit the daily limit 5 , and the median number of -1.04%. Most people eat noodles a day, Aigujun is also happy in the morning and is defeated in the afternoon!
Foreign capital bought 5.1 billion, and net inflows for the sixth consecutive day! Although foreign capital is fighting so hard, , domestic capital, , has been smashing the market and has fled sharply for 3 days; it has sold nearly 30 billion yuan today. Are you planning to make a big deal?
This market is really weird. After staying in the bear market for a long time, I am trembling every day and always have great doubts about the sustainability of the market! So if you have to retreat for a few days, you have to retreat for a few days. This is why the Big A has been defending the 3,000 battle.
Actually, the market of is not bad this week, but it is very tiring to do it, and the hot spots are faster than electric fans! After a while of medicine, information and innovation, education, semiconductors, and a miserable week is new energy. Anyway, you have a pattern, just hammer it; if you cut it, you have backpacked it again, you can't help but chase it, and you're trapped again...!
Reviewed in the evening and found that there were only 30 trading days left in 2022, and it was another year of nothing. Although it rebounded from 2900 to 3100, it recovered 200 points! But it is far from enough, I hope it will be easier to increase.
1, Ministry of Culture and Tourism : No epidemic area. In principle, no restrictions on the number of audiences in large-scale commercial performances such as concerts and other activities
Ministry of Culture and Tourism issued the "Guidelines for the Prevention and Control of the New Coronavirus Pneumonia Epidemic in Travel Agency (Fifth Edition)" and other guidelines: In principle, no restrictions on the number of audiences in large-scale commercial performances such as concerts, music festivals, and live tourism performances are not allowed.
Comments: The Ministry of Culture and Tourism has sent another favorable situation, such as script killing, theaters, concerts, live performances, etc., which can be released if conditions permit. This means that basically all those who can be let go are let go. Are you excited?
You can look forward to it. Next year, you can take a trip that you can go on and off. You can hear the concert of Jay Chou and Eason Chan offline! is a good thing for tourism hotels, civil aviation airports, live performances and other sectors, but today it is leading the decline in the two markets. It seems that I didn’t know the news in advance.
However, the biggest problem in tourism, hotels, aviation and other sectors is that they have not fallen much in recent years. Some stock prices are higher than those before the epidemic of 2109, and the expectation difference is not very large! It is easier to fulfill it if you let it go.
In addition, the epidemic situation has been quite serious these days. Aigujun is in Beijing and advocates staying at home for weekends. still feels under certain pressure; will you go on a trip at this time? Watching the concert is a bit more luxurious.
The post-epidemic sector has a very similar dilemma to real estate. Both the supply side are slowly loosening, but the demand side has not recovered! Of course, compared to buying a house that costs one million yuan, it is still easier to consume. When everyone dares to go out, it is convenient to go out, and it is still possible to consume.
2. Two departments: lithium battery industrial chain avoids low-level homogeneous development and vicious competition
, the Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a notice to guide lithium battery enterprises to reasonably formulate development goals based on actual conditions and industrial trends, and on the premise that key materials supply is stable, sufficient investment in R&D and innovation, and appropriate amount of supporting funds, moderately expand production scale according to time and needs, and optimize the regional layout of the industry; avoid low-level homogeneous development and vicious competition, and establish a development pattern of innovation-led, technology-first, fair competition, and orderly expansion.
Comments: two departments made a major statement and strictly investigated and punished the upstream and downstream of the lithium battery industry, price gouging, etc. No wonder new energy fell for two weeks, and large institutions sold lithium ore shares led by Ganfeng and Tianqi Lithium Industry every day! has smart funds running away in advance.
However, this time it is just a standardization of the industry, not a suppression. Encourage lithium mining companies to expand the capacity of , avoid homogeneity and vicious competition, and sign long-term orders, which is a good thing for the long-term healthy development of the industry.Now everyone wants to get a share of the lithium battery chain. This policy is equivalent to resolving overcapacity in advance!
Lithium ore pricing power is in Europe and the United States. It is not something that can be suppressed by domestic pressure. As for , it is said that production capacity is overcapacity, so the expectations are gone, the prosperity is not enough, and the stock price will fall sharply...! can only say that the institution is not kind-hearted , lithium carbonate exceeded 600,000 yuan/ton, and the Australian auction also hit a record high! If you have a mine at home, you still make money while lying down.
so don’t worry about the upstream of lithium batteries next week. This news is that the boots are landed, and you can rebound with confidence next week. After all, the lithium ore and salt lake lithium extraction sectors are all adjusted very well, and if there is too much decline, it will rise!
Aigujun is actually not optimistic about new energy, and the highest moment of light has indeed passed. But it does not mean that there will be no rebound. New energy should have a recovery next week. The market style may be biased towards the track, and short-term game is OK.
3. Regulatory requirements for private equity to prohibit inquiries and disseminate false, false, misleading information
The reporter learned that on November 18, the China Securities Investment Fund Association issued a notice that when private equity conducts securities investment and research activities, it prohibits investment and research personnel from actively inquiring inside information, disseminating false, false, misleading information, and prohibits engaging in or participating in insider trading and manipulating securities market activities.
Comments: regulatory authorities took action, obviously targeting "small composition", which stopped a few days ago. Today, all kinds of flying in the sky were flying again, the education sector rose sharply during the trading session, and the abnormal movement of electricity stocks were all related to rumors! There are also benefits such as medical beauty , liquor, military industry, etc., and I feel that there are not enough leeks.
Aigujun wants to say that intervention is right, does not have the impact of "small composition", A shares is not so emotional and extreme. The so-called rumors, "composition bull", and "joke bull" look beautiful, but they will be returned sooner or later. What you harvest is the leek that you realize after you realize it!
is not very beneficial to the subject matter and is conducive to the rebound of blue chip white horse. So for the high-level monster stocks , including medicine and information technology, please be more careful! At least don't chase highs, it's easy to lose.
In short, it’s better to have less routines and be more sincere. Don’t be too stupid or naive. can’t send you a message saying, “Are you there?” and you give her the bank card. It’s not like this. The rumors you know about, will others not know? There will be no pie falling from the sky.
4, Tongce Medical : Actual controller Lu Jianming is suspected of illegal disclosure violations and regulations. The case was filed by the China Securities Regulatory Commission
Tongce Medical Announcement, the actual controller and chairman Lu Jianming received the "Notice of Case" from the China Securities Regulatory Commission today. Because Mr. Lu Jianming was suspected of illegal information disclosure, China Securities Regulatory Commission decided to file a case against Mr. Lu Jianming. According to the company's preliminary understanding, the relevant content of the case filed mainly involves the information disclosure of Zhejiang Tongce No. 1 Investment Partnership (Limited Partnership).
Comments: Yamao Tongce Medical has fallen for more than a year, and its share price has been cut in half again. Recently, it has finally rebounded and something has happened again. The chairman + actual controller was investigated by the China Securities Regulatory Commission, which is said to be related to an illegal transaction of 143 million yuan!
A shares have some risks that cannot be prevented, and more than 90,000 shareholders are trembling again. They will not fall to the limit on Monday, right? is definitely a negative, but it should not fall sharply. First, this investigation is only aimed at the actual controller himself, not the company; second, the early has issued an administrative supervision measure decision, and there are certain expectations.
In short, for Tongce, the biggest negative is not the epidemic or the centralized procurement or the actual controller, but the excessive competition in dental clinics, which leads to the company's first bonus disappearing, which is the biggest test. As long as the fundamentals of can stabilize, it can be repaired if it hits a huge pit, otherwise it will only fall a long time ago.
Daily chat:
Today is Friday, and the market has passed again. The mood of Ai Stocks is in this joke:
US stock opened high and closed low, but it basically did not fall. Chinese stocks listed in the list of index fell 2.5%, A50 and RMB exchange rate volatility did not fluctuate much ... The overall external market is fluctuating, so it is a so-called soy sauce.
The World Cup will be opened this Sunday night. Many people watch football, even bet on football... I guess they won’t trade much stocks. In addition, next Wednesday, China Merchants Securities will hold a strategic meeting. Can A-shares withstand these two curse?
is a little tired today, so I won’t say much! The girl said that when she is in a bad mood, she should look up more often.
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