The news over the weekend was relatively calm. The epidemic in Shanghai has entered a critical battle, and the number of new infections in Beijing has dropped significantly compared with yesterday. Especially for the first time in this round of epidemic, the public has been cleared, which is gratifying! As long as the social situation is cleared for more than three consecutive days, social transmission is basically cut off and it is controllable.
Although Shanghai has postponed the college entrance examination, it does not mean that Shanghai will really be closed until July, but that it will return to normal before June 7 at the latest. Because "candidates must be given a period of time to study in school, stabilize their mentality before the exam, and adapt to the exam environment." Daofeng estimates that this study time at school should be guaranteed for at least a month. Today, the number of infected people in Shanghai is still more than 3,000, and there is a long way to go to complete the goal of clearing it to zero within a month. Come on Shanghai!
1
Bytedance established Douyin Group and will be listed in Hong Kong Douyin
html News on the morning of May 8th, it was reported today that on the Hong Kong Company Registry website, Bytedance (Hong Kong) Co., Ltd. has changed its name to Douyin Group (Hong Kong) Co., Ltd., effective on May 6, 2022. In addition, several other companies under ByteDance have also changed their names to "Douyin". It is suspected that ByteDance will reconsider making Douyin and other domestic businesses independent and list them in Hong Kong as Douyin Group. In this regard, the relevant person in charge of Douyin said that he would not comment.
The concept of Douyin first started to be hyped two years ago. At that time, the Internet celebrity live broadcast was the first to be speculated. Later, Douyin became the most popular social software in foreign countries. It spread very quickly and became the most potential unicorn company . Later, it was crippled by the United States, and all overseas servers were moved to the United States. It was not easy to become a global social software giant. It listens to the United States in everything it does. It feels useless just thinking about it.
It is precisely because of the suppression by the United States that ByteDance’s road to listing has been very bumpy. Kuaishou has been on the market for more than a year, but Douyin has no signs of it. Now that the short video industry has passed the period of rapid development, and Byte's valuation has reached US$400 billion, there may not be much meat in the secondary market now.
A-share Douyin has more concepts. It has also fallen miserably in the past two years. If there is speculation next week, it will only be an oversold rebound and is not suitable for relay speculation.
2
China Resources Double Crane: Signed the "Strategic Cooperation Agreement" and the "Azivudine Tablets Entrusted Processing and Production Framework Agreement" with Real Biotechnology
Last weekend, Xinhua Pharmaceutical issued an announcement and signed a cooperation agreement with Real Biotechnology. On Monday, Xinhua Pharmaceutical The market opened at the daily limit of , and . China Resources opened directly with and lowered the limit of , but then China Resources also issued an announcement saying that it was still negotiating with Real Biotech, which gave the market confidence and financial speculation.
Now that China Resources has announced a cooperation agreement with Real Biotech, there is an opportunity to unwind the funds trapped by the limit on Friday. As for how much it can rise in the future, it is impossible to guess. China Resources has risen nearly three times since the bottom. This position is not suitable for betting stupid . Xinhua Pharmaceutical has just doubled, and the one-word market can still hold its share for a few more days.
The concept of COVID-19 medicine has been speculated for several rounds. Recently, there has been a lot of rebound today, which is also affected by hepatitis. Many pneumonia concepts overlap with hepatitis concepts. It is necessary to distinguish what stocks are speculating on. After an oversold rebound, the market will continue to fluctuate.
3
Changsha City established an investigation team to investigate the gas emission problem of BYD's Yuhua District factory
html On May 8, in response to public reports on gas emissions from BYD's Yuhua District factory, the Changsha Municipal Party Committee and Municipal Government have established an investigation team to organize government functional departments, third parties Testing agencies and relevant experts stationed at BYD's Yuhua District factory to conduct an investigation.
BYD's stall is in trouble. It has been on the hot search twice this weekend. It is because the gas emissions from the Changsha factory are suspected to have caused some children's noses to bleed. BYD has already refuted the rumor.
This refutation is not convincing. If there are environmental issues, they will be solved. Question, is it still a problem for others to question?
Blade has always been optimistic about BYD, mainly because BYD's new energy vehicle sales are very good. Today's news is that BYD Dolphin Auto sold 12,040 units in April, a month-on-month increase of 14.7%. Good car sales have nothing to do with corporate environmental responsibility. Companies still have to fulfill their obligations and responsibilities. I hope BYD will solve the problem as soon as possible.
BYD’s stock price will start low tomorrow and cannot escape, but this is only a short-term disruption. BYD is still an excellent growth stock and is still worthy of investment in the long term.
4
The First Lady of the United States Jill Biden Unexpected visit to Ukraine Ukraine
According to media reports, the convoy of the First Lady of the United States crossed the border and entered Ukraine for a secret visit to Ukraine. Jill Biden met with Ukraine's first lady and visited schools.
It is a rare move for the spouse of a sitting president to enter an "active war zone." Russia is still besieging the Azov Steel Plant in Mariupol. It is rumored that there are big fish from NATO inside, and there are even rumors that Biden 's youngest son is also inside. Now the US First Lady's secret visit to Ukraine may convince more people that the rumors are true.
Blade believes that the rumors are most likely false and should be lies fabricated by Trump supporters. The conflict between Russia and Ukraine is no longer the main factor affecting A-shares. It is still unclear whether the visit of the US First Lady will cause a new disturbance. But the market has been numb to this, and its impact on A shares has been limited.
Regarding the market outlook , from a weekly level, last week’s index rebound left a lower shadow, and the lower shadow of the Shanghai Composite Index is stronger. However, it is impossible for this form to reverse V-type . For any level of big positive line , we must first consider reducing positions first. In particular, the GEM index has fallen for five consecutive months, which is very rare. The short-term oversold rebound pattern is still there.
US stocks did not continue to fall sharply on Friday night. The Dow Jones fluctuated and fell slightly, Nasdaq also closed its lower shadow, which will have little impact on tomorrow's opening. The main reason for A-shares is that they have fallen enough in the past and have a certain degree of resilience compared to U.S. stocks. The biggest factor hindering the rebound of A-shares, the epidemic, has improved. It withstood the sharp decline in U.S. stocks on Friday and will have a chance to rebound tomorrow. The lack of short-term capacity of is the main factor restricting the rebound. Wuliang can only maintain fluctuations. If you want a beautiful rebound, the trading volume must return to 900 billion. Wuliang does not recommend chasing higher.
In terms of topics, because on Friday the General Office of the CPC Central Committee and the General Office of the State issued the " Opinions on Promoting Urbanization Construction with County Towns as an Important Carrier", there will definitely be a short-term response to the big infrastructure and real estate tomorrow. In addition, the document also mentioned many branches, including Green Photovoltaic buildings, charging piles, elderly care and child care, medical and health construction , etc., so it is not easy to speculate.
Other topics, such as new coronavirus drugs, unexplained hepatitis, and camping, mostly focus on the speculation of a few stocks and do not have a strong sector effect. Therefore, there are not many opportunities to make money in the short term. There are no major themes, and most of the focus is on individual stocks.
When doing short-term trading, you must adhere to the "fast" principle, and control the position of and . No matter whether you make money or not, you cannot miss . If you can't do short-term well, track stocks can lurk. As long as Ning Wang stops falling, track stocks can rebound for a few days after oversold. The principle is to stop when the situation is good. There is currently no theme suitable for long-term investment.
