Each editor: Zhao Yun
is wonderful! On the last trading day of this week, this kind of market is really exciting. Not only did the market index move out of the real positive line approaching the previous high, but the two cities also exceeded the daily limit of 100 stocks for two consecutive days (116 stocks yesterday and 117 stocks today), giving a lively feeling of a hundred flowers blooming.
In early trading today (June 24), the Shanghai Composite Index fluctuated and rose, and the ChiNext Index once rose by more than 2%. Bulls continued to favor the popular track, Kweichow Moutai , CATL both hit new highs in several months. The market's half-day turnover was 729.7 billion yuan, compared with 612.3 billion yuan in the same period the previous day.
On the market, CRO, photovoltaic , home appliances, and wind power sectors led the gains, Asymchem was listed, WuXi AppTec , Pharmaron Chemicals, Tigermed , Midea Group , Gree Electric , Haier Smart Home , Longi Green Energy. Tongwei shares , Trina Solar , Sungrow collectively rose, lithium battery, military industry, pharmaceutical, liquor, automobile sectors were in good trend, Guyue Longshan, Xiaokang shares rose by the limit. Real estate, oil and gas, construction machinery, securities firms, and coal sectors were resting, with Wanbao Zhaojin, CITIC Construction Investment , China Shenhua , and PetroChina declining.
A while ago, A shares would open higher in the morning and move lower in the afternoon from time to time (such as this Monday), but today is different.
In the afternoon, the three major indexes fluctuated and rose. As of the close, the Shanghai Composite Index rose 0.89%, the Shenzhen Component Index rose 1.37%, the ChiNext Index rose 2.33%, and the Shanghai and Shenzhen Stock Exchange's full-day turnover was 1.1603 billion yuan. Sectors such as attractions and tourism, HJT batteries, hotels and catering, and CRO concepts were among the top gainers, while sectors such as education, coal mining and processing, oil and gas extraction and services were green.
More than 3,000 stocks rose in the two cities, with northbound funds buying a net 9.617 billion yuan throughout the day.
On the market, the attractions and tourism sector experienced a big explosion in the afternoon, with the sector rising by more than 7%, and Western Region Tourism rising by more than 13%. Zhangjiajie, Guilin Tourism, Yunnan Tourism , Jiuhua Tourism and other stocks hit their daily limits; HJT battery sector Among the top gainers throughout the day, Diamond Glass 20cm hit the daily limit, and nearly 10 stocks including Baoxin Technology, Lushan New Materials , Jinchen Shares, and Xingshuaier hit the daily limit; the education sector fluctuated lower in the afternoon, and Qinshang Shares , Doushen Education both fell by more than 8%; Kweichow Moutai rose by more than 2%, regaining the 2,000 yuan mark again after 5 months; Zhejiang Shibao hit the daily limit again today, going out of 10 consecutive boards.
Such a lively market means that after a few days of consolidation, the Shanghai Composite Index has restarted its upward attack to 3360 points or even 3400 points. Maybe we can see it next Monday? Can look forward to it.
Recently there is a phenomenon worthy of attention on the Internet, that is, "empty walkers" are becoming more and more laughed at. Some people say that since the end of April, he has been following a big V who is bearish on the market on a certain stock software:
. At the beginning, he was really proud of himself and praised him to the sky.
As a result, the market rebounded, and he called out the scam without hesitation! Fake! all fake!
As the market evolves and becomes more and more out of control, the scolding wars between this big V and his fans become more and more frequent... He is eager to give more than 20 reasons every day to prove that A-shares are about to be doomed. .
As a result, last night, he finally couldn't resist the pressure and closed his comment area.
The author also likes to watch short videos. I also follow a few financial self-media on a certain website that have recently insisted on being bearish and not entering the market. As A-shares have rebounded all the way, the big correction they were looking forward to has not happened so far, so the comment area is full of ridicule and weird voices.
Actually this is not necessary. Holding the currency and waiting, or "going short", means not losing money. The biggest goal of everyone in the stock market is to make money ≈ not losing money. After all, if those who hold shares do not choose the right direction, they will still lose money in the bull market.
Besides, people who are short will also feel bad psychologically. If they are short of funds, they will always choose to enter the market. Today's short and will be tomorrow's long, right?
So instead of ridiculing, in a place like the stock market that challenges human nature, it is better to be more rational and think about where the next investment opportunities are.Today I would like to ask you some questions:
Do you think the new energy vehicle sector can still be pursued next week? If not, which sectors are you optimistic about?
Automobile stocks have seen frequent positive news recently. The Standing Committee of the State Council on June 22 pointed out that consumption is the main driving force of the economy and is currently an important driving force for bringing the economy back on track. Policies to promote consumption can be used in every possible way. The meeting determined policies to increase support for automobile consumption, including activating the second-hand car market and promoting automobile renewal consumption; supporting new energy vehicle consumption, and considering the current actual study on the extension of the policy of exempting new energy vehicle purchase tax .
The main driving force for the market's rise this Thursday is the surge in the automobile industry chain. Today, the new energy vehicle sector continues to be strong, with nearly 40 stocks hitting their daily limit.
In just two months, the automobile sector index has reached a record high. Such a collective climax actually tests the rationality and determination of investors.
Our old friend Zheng Yanyan said yesterday:
As far as star automobile stocks are concerned, considering that the accumulated growth of a large number of automobile stocks or automobile industry chain stocks is quite astonishing, it cannot be ruled out that such stocks will fluctuate first in the future. possible. If this happens, investors may take advantage of the situation to participate in bargain hunting, because after all, the fundamentals of automobile stocks are relatively solid.
I personally feel that the mid-line trend of individual stocks in the automotive industry chain is not a big problem in the future, but the trend of chickens and dogs rising to the sky in the short term is somewhat disturbing. Even if investors can't help but want to participate in the automobile industry chain stocks, they must find some stocks with solid fundamentals and performance, and try to avoid touching the concept stock as much as possible.
For automobile stocks with huge gains, investors can generally wait and see in the short term and look for other opportunities to intervene in the mid-term. If investors with spare money can't bear the loneliness, they might as well try to participate in high-quality stocks that rise at a slightly slower pace, such as consumer stocks.
Another old friend Daoda said:
The current rise in automobiles and their industrial chain is mainly affected by the continuous introduction of stimulus policies. In just two months, the automobile sector index has hit a record high A record high. But judging from the current situation, this increase in speed also faces great adjustment pressure, and the risk of a hard landing cannot be ruled out.
If you miss the feast and don't want to be a short-term investor, you can only wait patiently. Chasing highs will be very uncomfortable. If you don't eat enough and get beaten, your mentality will easily explode. If it doesn't work, just wait for the correction to do the second wave. It is much better than "hanging the flagpole". If it has doubled and then talk about the value, there is obviously a problem.
Today's vehicle and automobile sales have a collective climax, and there is a high probability that there will be a divergence tomorrow. This differentiation means that some funds will outflow. Whether to switch to other sectors on the boom track or switch to sectors with small recent gains remains to be seen. How much short-term space there is for the
boom track is related to how far the index can go. From the perspective of technical analysis, the current position of the Shanghai Composite Index is very critical. Once it breaks through, it will be around 3700 points above. According to Da Ge's experience, this position does not have sufficient shocks, and it may not be that easy to make a quick breakthrough in the short term.
follows the idea of market fluctuations, stay cautious, reserve a certain position of and , sell high and buy low, and wait for the market to release an opportunity.
Finally, I would like to share with you the latest views of some institutions.
The latest research report of CITIC Securities believes that under the game of great powers, it is recommended to pay attention to the export of large manufacturing advantageous industries and energy security. High-quality development requires our country to promote industrial upgrading, optimize the export structure, and build a modern energy system . Looking forward to the second half of 2022, it is recommended to focus on three main lines: Main line one, benefiting from the tariff reduction and expected major industrial chains represented by machinery, power equipment, automobiles, and communications; Main line two, global competition in my country's high-end manufacturing industry An export-oriented enterprise with advantages; the third main line is to ensure energy security and to be a high-quality enterprise in the five major segments of the clean energy revolution represented by photovoltaics and hydrogen energy.
CITIC Construction Investment’s research report pointed out that for Internet companies, various early pressures are gradually stabilizing and predictability is increasing. Among them, policies have stabilized, and with the recovery of macroeconomics and the epidemic, fundamentals will also usher in a new era. repair. At this point in time, re-examining the strategic investment direction of Internet companies will help reassess the investment value of Internet companies. Strategic investment by Internet companies has a supporting role in medium and long-term development.
Guosheng Securities pointed out that since the market bottomed out on April 27, every rapid decline has ushered in a repair opportunity. The correlation between the index trend market and the main theme is getting higher and higher, although the upward pressure on the index will be increasing. However, short-term benign adjustments can complete the exchange of profit-making funds and incremental capital chips. There are still opportunities for high-low switching and subdivided theme switching for track themes. Before the market shows an obvious peaking signal, , do not actively perform the operation of short selling on the left side of . It is recommended to pay attention to the rotation opportunities of the lithium battery, photovoltaic, and automobile sectors in the high-prosperity track, the infrastructure and real estate sectors related to stable growth, and the rebound opportunities of the coal and chemical sectors that have stopped falling and stabilized.
Daily Economic News
Daily Economic News
