Big A has been lingering for a day today, but in the end there is still no red disk . If you want to smash the market on a day like this, the main force has no moral ethics! The loss of money by stockholders was minor, but it affected everyone's happiness. We must find out who is causing trouble.
Of course, the index did not drop much, which can be considered a benign adjustment. individual stocks are not bad either. 1,900 individual stocks rose, nearly 2,700 fell, 79 stocks reached their daily limit and 30 stocks dropped their limit . It was a day for most people!
But is quite exciting. The tourism sector, which was rising by the limit yesterday, has fallen by the limit today! Yesterday, Dabaima hit Kweichow Moutai , AIER Eye Care surged, today it is the turn of Sany Heavy Industry , Yangtze Electric Power , etc. I am teasing you every day.
High Demon stocks continue to ebb. Qin'an shares, Songzhi shares , and Jitai shares are all lying on the floor. As high as they were before, they are now suffering badly. So don't envy others who eat meat, they deserve a lot of beatings.
Today is the weekend. I have been playing soy sauce for another week. I operate like a tiger every day. I only made 250 when I looked closely. It’s enough to play skewers on weekends, which can be considered a kind of happiness. Seeing how thoughtful the investors are, I wish you a happy July 1st!
1. TSMC was cut off by three major customers? Responded by saying he would not comment on market rumors, the stock price fell 6%
According to reports, TSMC rarely has three major customers adjust orders. Currently, mass production of Apple's iPhone 14 series has started, but the first shipment target of 90 million units has been cut by 10%. In addition, AMD and NVIDIA told TSMC that they had to adjust their order planning due to the sharp decline in PC market demand and the subsidence of the "mining" craze! Affected by this news, TSMC's US stock plunged 6%. The company said it does not comment on market rumors.
Comments: TSMC is rarely ordered by three major customers, plunged 6% in the US stock market, Qualcomm , Nvidia also plummeted, dragging the entire US stock market down ! The market is generally pessimistic and believes that the surplus of chips and will continue to worsen in the second half of the year, and the semiconductor industry is shivering in winter.
Why is this? First, has resumed work all over the world and can produce at full capacity; second, has high inflation in Europe and the United States, and the economy and consumption are shrinking; third, there is insufficient innovation in mobile phones, and people are unwilling to change their phones, resulting in a surplus of chips.
In short, semiconductors must also have cycles. When consumer electronics reaches its peak, it is crucial whether cars can support the downward cycle of the chip industry itself. Considering that TSMC’s stock price has halved and orders have been cut, it will put a certain amount of pressure on A shares technology stocks!
But now it is said that the chip recession cycle is coming, which is a bit of a panic. At least in China, only consumer electronics chips are cheap, but automotive chips are still in short supply. In addition, well-known Apple analyst Ming-Chi Kuo predicts that Apple iPhone 14 has strong demand in China, which may drive the consumer electronics sector! So panic, if semiconductor chip falls sharply next week, it will be a good opportunity to cover the position.
2. New car-making forces announced their June report card. Car sales increased significantly compared with the same period last year.
New car-making forces announced their June report card. Xpeng Motors : Deliveries in June were 15,295 vehicles, a year-on-year increase of 133%. Nezha Automobile : Delivery volume in June was 13,157 vehicles, a year-on-year increase of 156%. Ideal Auto : 13,024 Ideal ONE were delivered in June, a year-on-year increase of 68.9%. NIO : Delivery volume in June was 12,961 vehicles, a year-on-year increase of 60.3%. Xiaokang Shares: Sales of new energy vehicles in June were 12,418 units, a year-on-year increase of 185.41%. Leapmotor : The delivery volume in June was 11,259 vehicles, and the monthly delivery volume hit a record high. BYD and Geely monthly production and sales data have not been released yet.
comments: Auto stocks are improving today, Changan Automobile , Xiaokang shares, etc. have soared, and the money is betting on the sales data in June! As expected, everything was announced tonight, and overall it was pretty impressive.
Among them, Xiaopeng ranked first, Nezha ranked second, Ideal ranked third, Weilai ranked fourth, and Leopao ranked fifth.... The monthly sales exceeded 10,000 units. But none of them exceeded expectations. NIO, Xpeng, and Li Auto fell across the board in the U.S. stock market!
The biggest highlight is the well-off Cyrus, with sales in June reaching 7,658 units, 524% year-on-year and 41% month-on-month! Duoduo's sales are soaring, no wonder the stock price is so high. With the help of and Huawei , Cyrus is likely to become a hot model with monthly sales of tens of thousands, and there is a lot of room for imagination.
But what everyone is most concerned about is BYD's sales volume, whether it will exceed expectations. Overall, new energy vehicle sales grew rapidly in June, rapidly replacing traditional fuel vehicles! However, because the automobile sector has risen too much and the interim results are expected to be disappointing, I feel like it should take a break.
3. Is it rumored that photovoltaic module factories have stopped production on a large scale? People familiar with the matter: Not present. However, the operating rate in July was further reduced.
Today there is news on the Internet that photovoltaic component factories have experienced large-scale production suspensions. When reporters asked for confirmation, most leading companies denied the relevant rumors. Some market participants reported that currently component factories are still focusing on executing early orders. The production schedule of and in July will be adjusted, and the operating rate may be further reduced.
comments: yesterday Longi just increased in price, and reported bad news today. I wonder who this insider is? Large-scale production suspensions should be fake, at least not by first-tier manufacturers, but possible by second-tier and third-tier manufacturers. The reason for is that silicon materials have risen too sharply.
It is true that silicon material has soared to 290,000/ton, setting another record high! The price of will definitely be unbearable to downstream component manufacturers. How will html start construction in July? It remains to be seen whether the downstream of is really flat.
The photovoltaic sector has rebounded amazingly recently, with the growth rate second only to the automobile sector! However, the continuous price increase in the upstream is also a double-edged sword. Although it makes a lot of money, it is not conducive to the entire industry. For the photovoltaic sector, be careful when making huge profits at high levels, as you need to make crazy profits!
4, Bank of Nanjing clarified: The news spread online is malicious rumors. It has been reported to the public security agency
Bank of Nanjing issued a clarification announcement. Recently, the company has false information. The company solemnly declares: the relevant information is malicious rumors, the company has reported the case to the public security organs and will hold the relevant subjects legally responsible! At present, the company's operations and management are all normal and its operations are developing well.
comments: 's rumors during the day, Nanjing Bank urgently refuted the rumors. The news spread on the Internet was malicious rumors, and the case was reported to the public security agency. It seems that was really angry! After all, banks rely on credit. Once panic occurs, it will not end well.
But the line length changed a few days ago, and the official seal changed today, which is indeed a bit strange! refers to the previous China Merchants Bank . We can’t blame investors for being worried and voting with their feet first. The Bank of Nanjing once fell to the limit on Thursday, with a large volume of 3.7 billion transactions and the release of daily volume .
Recently, anti-corruption efforts have been strengthened in the domestic financial system, including the banking system and the securities regulatory system. This is a good thing for Big A in the medium and long term, but short-term impact is inevitable. Financial stocks will hold on next week and don't come out to smash the market.
Daily market talk:
A big news tonight is that the three major domestic airlines have jointly purchased nearly 300 Airbus aircraft for a total amount of US$37.2 billion. This is definitely a huge sum of money, nearly 200 billion yuan, why is it such a big deal!
As we all know, large orders for civil aviation aircraft procurement have always had obvious political implications. China has now given Airbus a big order to tell them that they are soft-spoken and need to be more cautious when it comes to China.
US stocks are jumping up and down tonight. once fell sharply due to the negative impact of TSMC, but now it is back and is almost going to be popular! Chinese concept stocks and A50 are already popular. Chinese assets are still global hard currencies and are highly sought after.
The external market is worry-free, and Big A is looking forward to it again next week. Although July is a dark month, we can still look forward to a turnaround in July! is more optimistic. The stock market will not be bad this year. Don’t just look at performance, but look at the historical process.
