Big A finally turned red today, but the trading volume was only 650 billion, hitting a new low this year. stock performed well, with more than 13,700 html rising, more than 900 fell, and 60 hit the daily limit, with gains median increase +1.18%. 's performance is a little stronger than the index, and it is a day of recovery!
However, the volume shrinks too quickly, from 1 trillion to 800 billion, and then to more than 600 billion, in just one month. Where did the funds go? Now, A shares 4,700 stocks, 650 billion are spread out, and each stock can only be divided into 140 million. , and most liquidity is eaten by weight, white horses and track stocks. Many small stocks have been ized, and they don’t care about it at all.
Big A has more than 200 million investors, the only one in the world. People are also famous for being stupid, but they never thought that there would be a day when they lack liquidity! The main reason is that the speed of new leeks entering the market cannot catch up with the blood drawn by IPOs. The last time the A-share transaction was less than 650 billion yuan, it was 17 months ago. During this period, 895 new stocks were issued, and only 73 were delisted, which was equivalent to a net increase of 822 companies.
So, the transaction volume is still the same transaction volume, but the listed companies have 20% more; there are even fewer distributions to each company, and it is inevitable to continue to shrink the volume + low. However, there is no sign of easing the IPO. According to institutional forecasts, the number of IPOs this year will reach 330-380, while a total of 178 new stocks have been listed in the first seven months. The annual task of A has not been completed, so we need to continue to work hard!
The market has severely shrunk, which shows two problems. First, all the big funds are running, and there is no hurry to buy this position; second, all retail investors are lying flat; third, the off-market funds are waiting and waiting for the implementation of the Feder meeting on Thursday.
In the short term, you should still be cautious in the current operation. Even if there is a rebound in the short term, it may be a decline relay! Because Fed rate hike storm is still coming, and with the new variables in the Russian-Ukrainian conflict, 3,000 points are likely to be unable to hold on. But the blade is still the same point of view, you can be bolder when you get around 3000. Because this important support line will soon be pulled back even if it falls below it. It is a good time to buy at the bottom of !
Today, the track stocks returned, and concept sectors such as integrated die casting, photovoltaic battery , lithium ore , industrial mother machine, Tesla dominate the increase list. Among them, Lianhong Xinke, the adhesive film, hit the daily limit, Junda shares of large silicon wafers hit the daily limit, Lithium ore Tianqi Lithium rose by 8%, and the integrated die-casting in the automotive direction staged a wave of daily limit, which was remarkable.
The most eye-catching thing is that the lithium mine sector has risen sharply, Sichuan Energy Power hit the daily limit, Tianqi Lithium Industry, Shengxin Lithium Energy, Tibet Mount Everest, China Mining Resources, Ganfeng Lithium Industry , etc. once rose by more than 5%. According to the news, html battery-grade lithium carbonate was reported at 502,500 yuan/ton on September 16, which is very close to the historical high in March this year.
After the market today, the results of the 9th auction of Australian mines were released: the final transaction price was US$6988/ton, an increase of 10% month-on-month compared with US$6350/ton in early August, and the price increase exceeded expectations. At present, the upstream performance in the entire new energy vehicle industry chain is still the most stable. Lithium travels all over the world, and mines are not panic...!
However, the rebound of photovoltaic , energy storage and new energy, is generally a bit messy, and in the afternoon, there are still a bunch of rising and falling backwards . It means that it is just a rebound, not a reversal. It has fallen too much recently. It has added a little policy positive stimulus and has recovered a bit of old blood. Don’t think too much.
Although the index rebounded, blue-chip stock maintains a rhythm of collapse one day! It was today's turn for San'an Optoelectronics . In the afternoon, it suddenly crashed and fell by 9%, and fell by nearly 20% in the past 4 trading days. Judging from the after-hours dragon and tiger list , the four institutions sold a net sales of 688 million yuan, and the institutions fled again.
There are two main rumors, one is that the price of the fixed-increase given by the institution is too low; the other is that the director is taken away for review. However, the latter was clarified, saying that "there was no truth to the report" when the relevant person was taken away in the office at noon.
In short, at the moment of the market being fragile, any rumors may turn into ghost stories, giving investors a blow! From CXO to new energy, from big finance to yesterday's medical beauty , today's chip. needs 10,000 reasons to rise, and only one mouth is needed to fall. Who will be the next one?
Blade believes that institutions continue to kill white horses, which means that the negative feedback of of public offerings (or quantitative private offerings) has not ended, and the funds on the market dare not touch the large stocks that institutions have heavily invested. The weak market speculates in monster stocks , part hot money temporarily holds the market voice, and tries to create two leaders in Zhejiang Shibao and Xinhualian , , one is 4 consecutive boards and the other is 5 consecutive boards!
In addition, there are 8 consecutive board stocks today, including Julun Intelligent, Zhongda Lide, Qingdao Jinwang and other popular stocks in the early stage, which may have risen sharply, and short-term sentiment has improved! The seesaw effect of the market: the worse the institutional ticket, the more popular the hot money ticket may be. Next, you can pay more attention to tickets and subject matters, and emotions will be repaired faster.
several messages after the disk:
1, Li Jiaqi made a comeback, and more than 50 million people watched it. has been off the broadcast for 3 months, and Li Jiaqi has finally come back. The number of viewers on the broadcast has been nearly 5 million in half an hour, and currently more than 50 million are available. This eye effect has the opportunity to drive e-commerce, live streaming and other sectors, including large consumption!
2. It is reported that Tesla plans to deploy thousands of "Optimus Prime" humanoid robots in its factory. html Tesla Robot Conference will be held in late April, and today the robot concept will also rise collectively! This time Musk is coming, preparing to deploy thousands of "Optimus Prime" humanoid robots, with the ultimate goal being expanded to millions of units around the world.
But it is not that easy, and it is very difficult to mass-produce Tesla robots. Now the themes are all rising from east to west, and they can switch several times a day. Don’t take it too seriously, and don’t chase the rise.
There is another emergency, The Russian stock market collapsed, and it fell 10% during the session, and now it is still falling nearly 6%. also scared the European stocks and all went down. US stock also opened with green, with the three major indexes falling by more than 1%.
The reason is that Russian media revealed that the southern Khlsong Prefecture of Ukraine under Russia's control decided to hold a referendum on joining Russia. Medvedev also stated that it is necessary to hold a referendum to join Russia in Donetsk and Lugansk ! This referendum means that the conflict between Russia and Ukraine will intensify and turn into a protracted war.
In addition, under the encirclement of Europe and the United States, Russia's maritime oil exports fell sharply, and even India's procurement volume decreased by 40%. Russia's natural gas has embargoed Europe! The Federal Reserve's interest rate hike is imminent, and it can continue to crack down on oil and gas prices. The market is worried that it will ruin Russia's economy. The stock market is the first to respond to panic, and it is reasonable to plunge tonight.
Since the Russian-Ukrainian conflict, the Russian stock market has fallen sharply, with the last two times being February 21 and February 24 respectively. html The big A held back on December 21, but the sharp drop on February 24 was nearly 2%. I don’t know what will happen tomorrow?
As a responsible and responsible stock market of a major country, it is really too difficult for big A-share investors to pay for every conflict in the world! But this script should be changed. Let's continue to be harder tomorrow and take the independent market.
