The Shanghai Stock Exchange rose in the last second today. Some funds are too good at protecting ! , but the money-making effect is not good. The two markets have risen for less than 2,000 companies for seven consecutive trading days. The median is both negative , which is a market that loses money silently.
The trading volume of the two markets is still only over 800 billion, and it is still a seesaw market for consumption and medicine. Semiconductor opened and was once stuck, directly killing the medicine; but it only assisted big consumption and created a scam on its own!
Blade does not want to complain about the technology scumbag , trillion investment plan last night was good, and today it opened for one minute to travel. It is such a scumbag . borrows information to trap people, A shares has been very strict, specializing in treating all kinds of dissatisfactions.
But semiconductor chip stocks are gone, it is not necessarily true. The industry also has catalysts. First, the latest statement of the economic work conference, second, the restriction measures of Dutch on lithography machine ; third, SoftBank's ARM has also begun to ban sales! Core technology is urgent to achieve self-reliance, and miracles must be achieved.
In short, the rumors about roadside clubs are often not groundless. Thinking about the news that was released at the time, it was confirmed to be true! In addition, judging from the sector rotation , pharmaceutical stocks have finished their climax, and big consumption has also risen sharply. Where will the funds go when they come out? Semiconductors and new energy have fallen for so long, and it’s time to make a round. Buy at a low price and chase high prices!
pharmaceutical stocks dominate the screen again today, , but this time it was on the decline list, with traditional Chinese medicine, ursodeoxycholic acid , antigen , new crown drug sectors leading the decline! , which was hotly speculated in the early stage, plummeted by 14%. Kangzhi Pharmaceutical, Gonggong Pharmaceutical, , Xiangxue Pharmaceutical, Panlong Pharmaceutical, all fell by more than 10%, while Shenqi Pharmaceutical, Hengdi Pharmaceutical and others all fell by nearly 10%.
The leading pharmaceutical industry leader Yiling Pharmaceutical was once smashed by a small essay from a certain Health Commission to hit and hit the limit , and eventually fell nearly 7%! Sure enough, there are many disputes in stocks, and various negative comments have begun to overwhelm, which has shaken everyone's beliefs. According to the logic of Big A, Yiling Pharmaceutical hit the limit down in volume, or closed in volume, and the speculation will basically end.
Overall, the leaders have such virtues, and the entire pharmaceutical sector has completely stopped today. The concept of big consumption continues to rise sharply, with tourism hotels, liquor, duty-free, dairy industry, new retail, pre-made vegetables, etc., all of which exploded, and the screen was full of food, drink, and fun!
Among them Xi'an Food 3 consecutive boards, Xi'an Tourism 2 consecutive boards, Panda Dairy rose by more than 14%, and the manor and ranch once had a ceiling. In terms of food, black sesame has been boarded for three consecutive boards, in terms of retail, in terms of Renrenle 7 has been boarded for consecutive boards, in terms of BBK has been boarded for two consecutive boards, in terms of duty-free, in terms of Gree Real Estate 4 has been boarded for consecutive boards, and in terms of Hainan Coconut Island 2 has been boarded for consecutive boards! Another bunch of monster stocks has risen.
The Chinese army liquor sector has risen again, Kuaijishan and Jihong Co., Ltd. both went on the board, Luzhou Laojiao , Yanghe Co., Ltd. , and Wuliangye have good trends. Moutai rose more than 1%, and the share price of is approaching 1,800 yuan, with a market value of 2.22 trillion yuan! starts from the bottom of 1333 yuan, and Moutai rebounded by nearly 30% in one and a half months. Mao Wang is Mao Wang.
Moutai has also made a big move tonight, and is preparing to spend a large price of 15.5 billion to develop a production expansion plan, with an annual output of nearly 20,000 tons and can save 85,000! is the biggest benefit. Think about how much it costs to sell 20,000 tons? A real money printing machine.
After Moutai expands its production, is it time to raise the price next? The ex-factory price is 1,499, and now the retail price is nearly 3,000. You can’t keep allowing middlemen to make a difference! I have to say that Moutai is very political. As soon as the country announced its strategic plan to expand domestic demand, the company announced its expansion of production, which effectively supports the domestic circulation!
Some people may wonder, now few people are going out, what are consumer stocks speculating on? For example, Beijing Roast Duck Quanjude, a friend happened to pass by Quanjude Restaurant. Looking around, there was no customer! is obviously very miserable.
is actually simple, this is the anti-humanity of Big A. This is how stock trading is. What you buy is expectation and what you sell is realization. Although restaurants, attractions and cinemas are now deserted, it is expected that they will be retaliated for consumption soon, so the funds will be placed in advance. The stock is very low in the tourism and catering industry, and the hot money is not stressed.
So, Blade said that the pharmaceutical stocks are about to recede because the situation of "can't buy medicine" is about to end. The Ministry of Industry and Information Technology is fully organizing pharmaceutical companies to expand production and ensure supply, and the market expects that the supply and demand relationship will soon reverse. The same logic is the same for hotel tourism consumption. When the traffic is really crowded, the market will reach its peak!
In addition, consumer stocks have been rising sharply, and it may be that someone has learned about the positive news in advance. Tonight, the Central Committee of the Communist Party of China and the State Council issued the "Strategic Plan for Expanding Domestic Demand (2022-2035)", and the major policies have been implemented.
It mentions: Accelerate the cultivation of a complete domestic demand system, promote the formation of a strong domestic market, and support the smooth flow of domestic economic circulation; look forward to 2035, consumption and investment scale will reach a new level, and a complete domestic demand system will be fully established.
stock trading follows the policy, and this important document is released. means that the consumer sector is one of the main lines of 2023. It is already a clear card for driving the economy by promoting consumption growth! At present, many places such as Beijing and Guangzhou have announced the issuance of consumption coupons, with the cumulative subsidy amount exceeding 1 billion yuan. It is expected that in the next period of time, many big moves to encourage consumption will be introduced!
However, the continuous surge in consumer stocks, there must be funds ambushing ahead of schedule, so be more concerned about those who rise higher! At present, the number of infections in various places has surged, and consumption has been suppressed, and it will only improve in the first quarter of next year at the earliest! Therefore, it is not ruled out that funds will be borrowed to sell goods, and it is not recommended to chase them tomorrow.
For high-standard stocks that are in decline, regulatory stick is here again tonight. , which has been on the board for six consecutive times, received a letter of concern, requiring verification of whether there are suspected insider trading. 7 has also received a letter of concern, and BBK has made trouble for two consecutive boards. The company's store adjustment loss is about 300 million to 500 million yuan.
coincides with the tide of the pharmaceutical sector, and consumer stocks also have expectations of fulfilling their performance. Can these monster stocks still be excited? In short, tomorrow we must be careful of the main force’s core button .
The recent market, the sector is rotating like an electric fan. Yesterday was Xiao Tiantian, but today it may be Mrs. Niu! If you don’t get the main medical and resuscitation themes, then the feeling should be very painful! Obviously, the funds are a little confused, so the directional choice is to go up or down.
At 3 a.m. tonight, Federal has a December interest rate meeting to announce the results. I guess there are more people watching because you can watch the World Cup! But there is no suspense in the result. US stock rose yesterday and also fulfilled the positive news.
For A-shares, tomorrow is a dark Thursday, and Friday is the delivery date of futures index . In addition, the important meeting should be held this weekend. Will there be greater stimulus policies? retail investors don’t need to guess , they will understand roughly by looking at the market.
Friends said that this week, not only is the market domestic investment vulgar, but foreigners also don’t have that much passion, it’s time to get rid of the blood. For example, to stimulate consumption, learn from Hong Kong, pay 5,000 yuan a month, and send it for 3 consecutive months. Domestic demand should be rushing!
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