Today is September 26, 2022, I am Monkey Brother from Xiaohoulun City. Monkey Brother focuses on market sharing and provides market inventory after the market. Who doesn’t know Brother Monkey, don’t worry about having no friends on the road.
The current situation is to withstand the temptation of selling at a high level, and the panic of cutting off the losses at a low level. Do you still have confidence in this market next?
sector analysis:
rare earth permanent magnet: sector also moved abnormally in the afternoon, among which Yingluohua still rose by more than 6% after the explosion of the board, and Galaxy magnet , Hengdian Dongma , etc. followed suit. On the news side, the United States has decided not to restrict import of neodymium magnets. The second batch of rare earth mining, smelting and separation total control indicators in 2022, and the second batch of rare earth mining indicators are 109,200 tons, a year-on-year increase of 30%. The fourth quarter is the traditional peak season for downstream demand for rare earth permanent magnets such as consumer electronics, variable frequency air conditioners, and wind power. The operating rates of enterprises related to the rare earth industry chain are expected to rebound. Follow-up attention will be paid to the opportunities of stocks in the sector.
Semiconductor: leads the decline today, among which IGBT leader Star Semiconductor hits the daily limit with a large volume. Another semiconductor weight , Sanan Optoelectronics , has recently experienced 10 consecutive declines. The industrial logic of automotive power semiconductors does not need to be too pessimistic. After the negative news is fully released, it may be repaired.
Military Industry: This direction has shown a certain resistance to decline recently, especially with C919 industrial chain as the core. Some individual stocks have set a recent phased small high against the trend. The military industry sector focuses on the commercial use of large aircraft. You can buy low in batches when it is low.
Real Estate: sector showed a trend of rising and falling throughout the day. It fluctuated and fell when it once rose by 2% in the early trading stage. As of the closing, it fell by more than 1%. In terms of individual stocks, Zhongtian Service, which completed three consecutive boards yesterday, was directly hit by the limit down today. Against the backdrop of falling below the 20-day moving average, the medium-term upward structure showed weakening doubts. The sector opened high and closed low and showed that the main chips in the sector had some doubts about loosening, but there was still an opportunity to be repeated and active. Anyway, risk control was placed first. Xinhualian uses the index to rise and fall below the trend of the following trend dives . Whether can continue to strengthen will still need to be observed.
European energy crisis: The oil transportation pattern related to needs to undergo profound changes. For the oil industry entering the economic cycle, all fluctuations are actually disturbances. As for natural gas , coal and oil, it is difficult to see a sharp drop in prices under the European energy crisis. In addition, our country's economy will also rebound and rebound, and the demand for energy will increase again. Oil transport stocks have continued to adjust, so the following is still worth paying attention to oil and gas, chemicals, metals, grains, etc.!
Photovoltaic : sector rebounded, Yijing Optoelectronics 2 consecutive boards, Baoxin Technology, Great Wall Electrician , Qingyuan Co., Ltd. , and Yuan Co., Ltd. hit the daily limit. On the news side, EU will formulate a "digitalization of energy systems" plan and will be officially announced next week. The document proposes to install solar panels on the roofs of all commercial and public buildings in the EU by 2027, and install solar panels on all new residential buildings in the EU by 2029. Let’s look at the news-driven pullback for the time being. At present, the entire sector is in a downward trend, and the height and sustainability of this type of pullback may be relatively limited.
sodium ion battery : remained active, Tongxing Environmental Protection 5 consecutive boards, Xinzhu shares hit the daily limit and assisted, Chuanyi Technology and Weike technology rose nearly 5%. During this market downward cycle, this direction remains strong, so you can pay attention to whether this direction will be accompanied by completion of the crossing. Chuanyi Technology is the core target of the entire subject, and its stock price soared from below 10 yuan at the end of June to nearly 50 yuan now. The
index forms a relatively obvious support. In this context, we will pay attention to the 5-day moving average in the future. When the subsequent index can effectively stand on the 5-day moving average with the medium-volume positive line, it is expected to start a round of repair rebound. Otherwise, the structure of oscillation and bottoming will continue.A-share index has a ceiling upward and supports downward" as its main feature. It is recommended to be patient and wait for the market to gradually stabilize.
Index analysis:
Index The probability of stabilizing and oversold rebounding next week is relatively high. There is a technical support level of 3061-3055 below , but in fact, 3072 has opened to close the lower shadow line on Friday, US stock three major stock indexes also closed the lower shadow line. The probability of A shares bottoming out tomorrow is relatively high. The market at the end of September is a bit similar to the market at the end of September 2020, and it slowly stabilizes and rebounds at the end of September. In short, it is waiting for the oversold rebound next week. It may fall below 3,000 next, but it is considered the bottom area! Next week, the point we are focusing on is the support level of 3076 points, followed by 3045 points. If it is not broken, then this week will show a trend of first suppression and then rising.
futures dragon and tiger list after Friday. On that day, CITIC futures index not only did not add shorts, but instead added 1133 long positions (IF+IC). Since the Shanghai and Shenzhen 300 fell on Friday, these long positions have a positive effect on the Monday index. On Friday, CITIC Futures added 407 long positions to IH. On that day, , Shanghai Stock Exchange 50, rose, and these long positions have been digested.
At the same time, CITIC Futures added 1203 short positions to IM. Since CSI 1000 fell sharply that day, these short positions have also been digested. In fact, when the northbound funds were trading at at the end of on Friday, northbound took advantage of the index adjustment and secretly raised 1.4 billion yuan. This is a "big signal".
Evening news:
1. The momentum of real estate financialization bubble has been reversed!
In the next fourth quarter, three red lines will be loosened, real estate companies will support loans, and the floodgates will be opened again... These big moves should be used! Focus on high-quality leaders, and it is enough to do bands! Pay attention to whether the real estate and banking sectors can take a wave, and also drive the index.
2. Ao Chengwen, the former general manager of Nuoan Fund, was investigated!
was previously rumored that something happened to Manager Cai, but later he found a false alarm. Unexpectedly, it was the original general manager. If he continued to dig holes next, there would definitely be a wave of resistance rebound.
3. The personal pension benefits are coming! Many banks and funds will participate in system testing, and the scale will reach 12 trillion in the future!
The first batch of personal pension pilot funds are expected to enter the market in the fourth quarter, and the fastest should be around November. It is not ruled out that the Big A falls below 3,000 and enters the market early. It is generally impossible to lose pensions, and the market entry position must be absolutely low enough! The market is too bad, and the negative news will magnify. Now I finally figured it out!
4, The major benefits of 4 trillion yuan? The EU spends a lot of money to increase investment in new energy!
Highlight Europe’s determination to get rid of Russia and completely transform into new energy! It is a long-term positive for A-share photovoltaics, energy storage and other sectors. After all, we account for 80% of the world's share, so it's not OK to buy mine. To stabilize A-shares, track stocks must make efforts!
Other news and IPOs have indeed slowed down, with the issuance reduced from 15 to 10, and the 13 first-time listings reduced to 6. Hong Kong's entry epidemic prevention policy has been updated to implement "0+3", which also brings opportunities for post-epidemic concepts such as duty-free retail tourism! The U.S. stock Nasdaq Index plummeted by nearly 2% on Friday, which is a bit of a stock market crash! International oil prices also fell sharply, with New York crude oil futures falling by more than 6%, falling below $79 per barrel, hitting a new intraday low since January this year. Brent crude oil futures also fell by more than 5%. Worries about the risk of a global recession have put pressure on international oil prices.
Strategy:
sector, the market is in short supply of long momentum, the "seesaw" effect is serious, real estate stocks surged in the early stage, "blood draws" photovoltaics, and the track stocks counterattack in the afternoon, and the real estate sector accelerates its decline. The subject matter is extremely poor, and few can last for more than one day. The market has increased slightly, but the market is still dominated by rotation and has little change.
height board Tongxing Environmental Protection has increased its volume for 5 consecutive boards. During this downward cycle, Xinhualian and Liren Technology failed to break through 5 boards. Dongyi Risheng 3 consecutive boards, Yijing Optoelectronics, Tinzhuang Co., Ltd., and Beihua Co., Ltd. 2 consecutive boards, and the number and height of the consecutive boards are relatively poor.The information on weekend did not give a clear direction of attention, and this week we will still focus on defense!
sector game: (Monkey Brother) Xiaohou market simulation stock pool, for reference only!
Converted bonds: Tailin convertible bonds, Guiguang convertible bonds, urban convertible bonds
Real estate: Dongyi Risheng, Zhejiang Jiantou
Heat pumps: Liren Technology, 0,000 and Electric
Big consumption: Guisheng Co., Ltd. , Poly United
Photos: Baoxin Technology, Chuanyi Technology
Brokerage: Minsheng Holdings , Nanjing Securities
I wonder what friends think about the market? Welcome to interact and discuss with Monkey Brother in the comment area, and wait for you! ! ! Thank you for your support. Sharing the articles of Monkey Brother (Little Monkey Theory) to others and introducing them to those who are destined to be a kind of invisible affirmation of Monkey Brother!
has liked 100 likes in a single article or read 1,000, and the next article will be updated within 24 hours. I was ashamed and asked for it with shamelessness many times, but I still couldn't achieve it! It's hot, and I don't know what to do without you giving me a thumbs up. See you tomorrow!
