Hello everyone! I am Wang Qingzhang from "Niu Ben Finance"! Today is July 27. Today's article title is "After the market fell sharply, foreign-invested futures chips increased long positions, but northbound funds flowed out sharply. How should the market operate? 》
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[All opinions, do not make a basis for trading, the stock market is risky, investment should be cautious]
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1, [Big! GEM 's rise and fall 20% is coming! 】 The reform of the pilot registration system of the ChiNext is about to kick off. On the evening of July 24, the registration of the following enterprises' initial public offering of stocks on the GEM in accordance with the statutory procedures: Beijing Fengshang Century Culture Media Co., Ltd., Kangtai Medical Systems (Qinhuangdao) Co., Ltd., Yangling Meichang New Materials Co., Ltd., and Anhui Landun Optoelectronics Co., Ltd. The above-mentioned companies and their underwriters will negotiate with the Shenzhen Stock Exchange to determine the issuance schedule and publish prospectus documents one after another.
2, [Overnight Foreign Market] Last Friday, global stock markets were in decline, European and American stock markets generally fell, the German DAX30 index fell more than 2%, the Dow Jones Industrial Average fell 0.68%, the S&P fell 0.62%, and the Nasdaq fell 0.94%; in terms of commodities, international gold prices rose slightly, setting a new historical closing high; The price of light crude oil futures delivered on the New York Mercantile Exchange rose $0.22 to close at $41.29 per barrel, an increase of 0.54%!
2, market review
1, last Friday, under the influence of multiple negative news, the market showed a downward trend again! The three major indexes opened low and fluctuated and then plunged and fell back, the money-making effect was greatly reduced, and stocks hitting the limit increased significantly. The ChiNext fell sharply by more than 6%, and northbound funds flowed out sharply by more than 14 billion. From the market perspective, except for some national defense and military industry, other sectors closed down across the board, with the major-weight sectors led by securities companies, insurance and banks smashing the market. At the same time, the concept sectors led the decline in semiconductors, electronic manufacturing, medical devices, park development, energy mining and other sectors!
2, technically, the Shanghai Composite Index breaks through the 20-day line support and seriously disrupts the upward trend. The stock index fluctuates and falls. At the same time, the volume is significantly enlarged, which means that the market is in panic! The short-term mainly looks at the range support of 3150-3180. If it does not break, there is a need for a rebound, but the rebound is still mainly selling high. Pay attention to the pressure of the range of 3250-3300 above! If you fall below, you must continue to be cautious. Look at the support around 3100 below!
, in the short term, first, avoid the risk of stocks with poor performance at high and low performance. Second, be cautious in chasing stocks with high and high volume. Third, avoid sectors with negative and stimulus, such as shareholders reducing their holdings, performance is not as good as expected, etc.!
, capital trends
1, last Friday, the three major A-share indexes collectively fell sharply under negative news stimulation! As of the close, the Shanghai Composite Index fell nearly 4%, falling below the 3200-point integer mark, and the ChiNext Index fell more than 6%. The market trading volume increased, with a total turnover of more than 1.3 trillion yuan in the two markets, and net outflow of northbound funds exceeded 14 billion yuan. Industry sectors, securities, semiconductors, pharmaceuticals and other strong sectors in the early stage fell sharply. After the stock index rebounded in the early stage of last week, due to the continued shrinking trading volume and negative news stimulation, the stock index chose to break down and fall! In the short term, even if the stock index rebounds, it is still necessary to reduce its positions when it is high! Wait for the market to stabilize and buy low again!
2, [Foreign futures chip trends] [Last Wednesday and last Thursday, as foreign futures chips reduced their positions of 1038 long positions and 2412 long positions respectively, the stock index broke the position last Friday, but last Friday, foreign futures chips increased their positions of 4382 long positions. In the short term, the stock index needs to rebound ]. But continue to pay attention to the pressure above to rise and prevent the stock index from rising again at this position! Because sectors have been rotating too quickly recently, operations must keep up with the pace of the market.
, technically
1, last week, the Shanghai and Shenzhen stock markets were a volatile and declined market, rising at the beginning of the week, falling on Thursday and Friday.Moreover, last Friday, the Shanghai and Shenzhen stock markets fell significantly under multiple negative factors! Technically, both the Shanghai Composite Index and the SME Index fell below the 20-day moving average, while the technical indicators' daily MACD and KDJ resonate with dead crosses. The technical side still has requirements for looking for support downward. Looking at the support of the 30-day moving average below, you can pay attention to the gap support strength of the Shanghai Composite Index from 3152 to 3181 points. If this range support does not fall below, there will be a need for a rebound! However, the rebound continues to sell high and reduce positions. At present, the Shanghai and Shenzhen stock markets are in a range-to-range fluctuation. If you rise sharply, you will reduce your positions. If you fall sharply, you will gain support and lurk again. In terms of operation, you should watch more and move less, control your position well, and sell high and buy low.
2, due to the influence of the registration system, the market direction may change in the future market, and the possibility of choosing large stocks increases, such as large companies, industry leaders, good background, high performance growth, etc. Try to be careful about the poor performance of bears, there is no bottom at all! In the short term, you can pay attention to the varieties with clear growth in the semi-annual report performance when the dips are low. In terms of operations, you should control your positions, sell high and buy low, and stay away from poor-performing stocks and junk stocks.
, market hot observation
Food security has attracted much attention, and agricultural science and technology modernization is an important direction
Xinhua News Agency 24 broadcast commentator article "Solidify the foundation of food security and always firm China's rice bowl", which mentioned: In the face of the complex domestic and international situation, we must adhere to bottom-line thinking, enhance risk awareness, and do not relax to grasp grain production, ensure food security, and firm China's rice bowl. The key to ensuring grain production is to accelerate the transformation of agricultural development mode and promote the implementation and effectiveness of the strategy of "storing grain in the land and storing grain in technology". The lifeline of grain production lies in water conservancy, and the way out lies in technology. The People's Daily published on
26 also published a commentator's article "Maintaining good food production and ensuring food security", which mentioned: Food is related to national destiny and people's livelihood, and food security is an important foundation for national security. We must seize the major opportunity of implementing the rural revitalization strategy, adhere to the priority development of agriculture and rural areas, consolidate the basic status of agriculture, strengthen agricultural science and technology and equipment support, and deepen agricultural supply-side structural reform.
6, industry information
, countries accelerate preparations and the world's first "central bank digital currency " was born
Global digital currency development has further. Lithuania, located in northeastern Europe, issued the world's first CBDC, which is the "central bank digital currency" on the 23rd.
As early as 2014, the People's Bank of China initiated research on legal digital currencies. This year, the central bank's digital currency has been continuously entering people's vision. In July, companies such as Didi, Meituan, B site , Alipay , ByteDance successively reported to have established a "strategic partnership" with the Digital Currency Research Institute of the People's Bank of China, jointly committed to innovating and implementing the digital RMB that will be applied in the Internet field. The recent tests launched by the central bank with the above-mentioned companies indicate that the digital currency research that has been launched since 2014 has officially entered the step of opening the C-end traffic entrance. That is to say, digital currency has begun to be circulated in specific banks and applications in small and medium-sized areas, so this means that the central bank's digital currency is really not far away from us.
, the domestic large-scale amphibious aircraft "Kunlong" AG600 was successfully completed at sea for the first time
26, the large-scale fire extinguishing/water rescue amphibious aircraft "Kunlong" AG600, independently developed by my country, successfully achieved its first time at sea in the waters near Shandong Qingdao , laying the foundation for the next step of aircraft's maritime test flight subject training and verification of aircraft-related performance. As one of my country's "big aircraft family", the large amphibious aircraft AG600 is a large-scale special-purpose civil aircraft developed for the first time to meet the urgent needs of forest fire extinguishing and water rescue. It is a major aviation equipment urgently needed for the construction of the national emergency rescue system. At present, the AG600 aircraft has completed more than 360 hours of scientific research test flights, accumulated and obtained a large amount of flight test data. Combined with ground test verification, the development team has revised and improved the key design theories, design methods and verification methods such as air and hydrodynamic fusion of amphibious aircraft, further breaking through the key technologies for amphibious aircraft design.
, Huawei launches a new plan and $1 billion encourages developers to join the HMS ecosystem
23 On the 19th China Internet Conference, the opening ceremony of the 19th China Internet Conference was held online for the first time. Huawei announced the launch of the Yaoxing Pilot Plan at the opening forum and introduced the latest progress in the globalization of the HMS ecosystem and Huawei's application market (HUAWEI AppGallery). It is reported that the HMS ecosystem has achieved rapid growth worldwide. Huawei terminals have reached 700 million monthly active users, Huawei’s global registered developers have reached 1.6 million, and the number of applications connected to HMS Core worldwide exceeds 81,000.
At this China Internet Conference, Zhang Ping'an announced the launch of Huawei's Yaoxing Pilot Plan, inspiring outstanding domestic innovation partners to accelerate the global development with HMS, and support more Chinese Internet innovations to go global, so as not to let anyone fall behind in the digital world. Previously, Huawei has implemented the $1 billion Yaoxing Plan globally, encouraging developers to join the HMS ecosystem to carry out innovation, and has encouraged more than 10,000 innovative applications around the world.
7, new stock subscription
Xiyu Tourism: subscription code 300859, issue price 7.19 yuan/share, issue price-earnings ratio 15.28 times.
Gaote Shares : subscription code 787556, issue price 14.41 yuan per share, issue price-to-earnings ratio 80.67 times.
Huada New Materials: subscription code 707158, issue price 8.55 yuan per share, issue price-to-earnings ratio 20.66 times.
Sanshu convertible bond: subscription code 370554, rating A, conversion value of 95.75.
Guoguang Bond: subscription code 072749, rating AA-, conversion value is 98.54.
(For investors' reference only, it does not constitute investment advice; the stock market is risky, so investment should be cautious.)
8, information navigation
8, various countries are accelerating preparations and the world's first "central bank digital currency" is born.
cost support the opening of the upward space of Zhengyin and the leader is expected to continue to benefit.
commercial entry countdown, China Mobile starts centralized procurement of 5G message equipment.
The load of the Southern Power Grid has set a record high and the high temperature area continues to expand.
The Ministry of Industry and Information Technology stated that it would vigorously promote the construction of charging and swapping infrastructure.
Multiple departments jointly issued a document: Green building creation action will be carried out.
downstream demand increased during the peak sales season and glass prices rose sharply.
National Energy Administration stated that it will vigorously promote oil and gas reserves and production.
Food security has attracted much attention and agricultural science and technology modernization is an important direction.
Energy Bureau requires strengthening oil and gas exploration and development, and supporting suppliers to benefit.
is driven by multiple factors and the international gold price has reached the $1,900 mark.
Overseas palm oil may reduce production significantly in the fourth quarter, and palm oil prices continue to rise.
my country's independent research and development of amphibious aircraft at sea was successful, and related companies have attracted attention.
public funds allocate positions in the pharmaceutical industry to 23%, setting a record high.
The investment ratio restrictions on the public funds on the New Third Board will be lifted and the risk level will be lowered.
northbound funds net outflow was 16.357 billion yuan on the 24th, becoming the second largest single-day net outflow in history after the 14th of this month. The real estate work symposium held by
html on 24 emphasized adhering to the goal of "three stability" and implementing long-term mechanisms to ensure the stable and healthy development of the real estate market.The Ministry of Industry and Information Technology and 17 other departments jointly issued the "Several Opinions on Improving the System for the Development of Small and Medium Enterprises", proposing to steadily promote the registration system reform with information disclosure as the core and support more high-quality small and medium-sized enterprises to enter the capital market.
According to statistics from the Securities Association, 134 brokerages achieved net profit of 83.147 billion yuan in the first half of this year, while 131 brokerages achieved net profit of 66.662 billion yuan in the same period last year.
Hong Kong Real Estate Agency Association data shows that in one week after the new policy was released (July 13 to 19), the number of second-hand houses in Shenzhen signed online was 5,143 units, a sharp drop of 48.7% month-on-month.
17 departments including the Development and Reform Commission, the People's Bank of China and other 17 departments have issued 25 measures to improve the system to support the development of small and medium-sized enterprises, establish and guarantee the development of small and medium-sized enterprises, and propose to comprehensively use monetary policy tools such as re-lending, rediscounting, and differential deposit reserve ratios to guide commercial banks to increase the credit supply of small and micro enterprises.
