Popular stocks analysis:
Baoxin Technology: The market core high theme stock , the funds that saw a sharp decline yesterday have almost all left the market today. There is already a lot of money after the high level, and there are expectations for stabilization and stopping the decline later.
Foran Energy: The core theme stock in the market, this is the Lao Zhuang stock . . It looks a bit similar to the previous Lopuskin, which is generally more dangerous when market sentiment gets warmer. Brief market analysis of
:
Today, the market has shrunk and rebounded due to the inflow of tens of billions of foreign capital. . .
Although major institutions such as photovoltaics and automobiles have rebounded in the track direction, the volume is still shrinking today, with a transaction volume of 834.1 billion. This volume currently cannot support the continued rebound of the market track. . Therefore, after rebounding in the morning, many core stocks fell sharply in the afternoon, such as Longi , Tongwei , Changan, etc. . Regarding
new energy, I feel that the expectations for this wave of rise so far have been too full, and many big stocks have risen too much, so if they can hold on, it is already a strong undertaking. Another rise is unlikely.
Now in the market, I see many people are talking about digital economy and , saying that the digital economy will take over new energy. .
I think it is more difficult. .
Because the market situation of large-scale sectors like this is not guided by the theme, but by the cooperation of institutions and the efforts of funds to carry the sedan chair, it is possible to get out. The logical shortcoming of the digital economy is that the performance realization logic of many digital economy stocks is complicated and complicated, and it is not as simple and clear as new energy. In addition, every time there is news about the digital economy, it is necessary to speculate. It won't work if the theme takes the lead and takes the lead. When , cloud computing, , or when IDC takes the lead, it will be possible to follow the market trend.
In terms of real estate, some people say that today's surge is due to the bailout meeting. . I don’t think so. There are two possible situations for the rise in the real estate sector. One is that the real estate sector has indeed been falling for a long time, and it is following the excessive oversold logic, which means it will fall when it rises. Second, there are real estate news that are known to market funds in advance, so they take advantage of the important meeting at the end of the month to get it first.
After the market opened, news of price increases from Longi and Tongwei emerged: Longi shares once again raised the price of P-type monocrystalline silicon wafers , among which the price of P-type M10 monocrystalline silicon wafers was 7.54 yuan/piece, an increase of 0.24 yuan; Tong The price of Wei Solar and 210 size battery cells increased by 5 points, with a quotation of 1.28 yuan/W, an increase of 4.07%.
The market is beginning to lead a new wave of photovoltaic market conditions. . Be careful here with , open high and go low with . Unless foreign capital bursts into and buys , it will be difficult for domestic institutions to form a joint force to rise. Everyone has their own plans. In terms of
themes, the mood of the themes has been too hurt by supervision. After the funds of many themes were injured, they went to ST stocks to play. . But this conflicts with the statement two days ago that " is better than ", so I guess the st section is not a place to stay for a long time. .
Dragon and Tiger List :
The picture below shows Baoxin Technology’s today’s list
Most of those who rushed into the seesaw yesterday have left the market today. . Stabilization is expected tomorrow.
The picture below shows Jingshan Light Machinery today's list
Labor Road Da buy , the strength in the afternoon should be his operation. However, the energy storage line market is not very recognized now, and raising this does not improve the mood.
money-making sentiment:
market sentiment:
turnover was 834.1 billion, with 56 companies at the daily limit, with 36 companies at the lower limit (excluding ST), 3,471 companies rising and 1,132 companies falling.
4 board 3, 3 board 2.
sentiment rebounded. But the market continues to shrink. Today's rebound seems to have been driven by foreign capital's explosion of and purchase of . Once foreign capital cannot sustain the inflow of tens of billions in the future, institutional confidence will still not be good.
Market sentiment (market): Cautious
Active board ladder:
Stocks with the largest retracement: (only those that have reached the daily limit in the past two days are counted)
Latest market themes:
Recent events:
