Text/Shange
On May 25, , the world's largest foundry semiconductor manufacturer, said: It is currently trying to coordinate orders from other manufacturers and misappropriate part of it to Huawei .
From the text attitude, TSMC is quite loyal to Huawei this time. However, since their production capacity is currently full, they can only help Huawei, which has been banned by the United States, by deducting orders from other manufacturers.
But the mall is like a battlefield, and the driving force of any behavior is always inseparable from interests. Especially foreigners are full of strong enemy-China sentiment. To make competitors such as Qualcomm compromise, Huawei must pay high default payments, and at the same time let TSMC taste the big sweetness, because they are our only remaining rescuers.
In this way, although Huawei can solve the urgent problem, its costs will increase sharply, and finally affect the product price, Huawei may raise prices. At present, Huawei's biggest advantage is the 5G technology, and China's 5G infrastructure will be fully implemented in the second half of the year. Then Huawei will 100% not give up this opportunity. Even if the chip price rises, it will grit its teeth and buy it.
At present, China has another card that can help Huawei, which is to target Apple accordingly. Currently, Apple's product with the highest revenue share is the iphone series, of which the revenue in the United States accounts for 44%, the revenue in Europe accounts for 23%, and the revenue in Greater China accounts for 17%. China still has a certain weight.
However, the target method that can be thought of is only to increase import tax, and the actual impact may not be ideal. Judging from the fanaticism of old domestic Apple fans, the group of people waiting to buy the new 5G Apple model will not pay much attention to the price factor. After all, a pair of sports shoes with coconut and starry sky can be sold for tens of thousands of yuan. The consumption philosophy of Chinese people really only focuses on trends, not on price.
The new week has started. Today, the market maintained a narrow fluctuation. Although the money-making effect has rebounded from 17% on Friday to 46%, the intensity is still not as strong as Shan Ge's expectations. The Internet financial stocks predicted by Brother Shan last night failed to rebound as expected today. He bought Oriental Fortune at 14.15 yuan and was temporarily trapped 2 cents.
From the bottom indicator of China Securities , if the pullback continues in the short term, the stock will enter the safe low-price area. Regarding this stock, Brother Shan said that it is a high probability event to hit a record high in the future, because the historical market of A shares was back-tested, and every new stock in the financial industry has been created within one year. The lower the chip cost, the higher the expected future returns. All we lose is the cost of waiting.
From the 15-minute K-line chart of the Shanghai Composite Index, the market is currently in the second wave of trial breaking.
The previous round of market started the main decline (March 20), A-shares also had two waves of attempts to break the year-on-year warnings, so the situation is not optimistic in benchmarking the current pattern trend. Sandalwood still has to guard against the third main decline this year. Brother Shan thinks that it is better for ordinary stock friends to wait until the 15-minute K-line re-establishes the annual line before considering being a big agent.
Today, the concept of big consumption has once again become a safe haven for funds, and many food trend stocks that were consolidated on the platform last week hit new record highs.
It is worth noting that the K-line of Antarctic e-commerce has shown an accelerated offensive pattern. After nearly one year of sideways trading, it has recently completed a total increase of 64% in just 25 trading days.
As an e-commerce platform service company, although it also sells goods, such as the Antarctic brand underwear/home clothing, everyone should be familiar with it, but the core profit contribution business is still the mobile Internet media delivery platform business and brand comprehensive service business, and the proportion of goods sales accounts for less than 1%.
Affected by the epidemic, major domestic well-known manufacturers have been forced to vigorously develop online marketing channels, which has also brought huge performance contributions to companies such as Antarctic E-commerce that provide brand service business.It can be seen that the strengthening of any trend stock is accompanied by the logic of long-term with extremely strong certainty, such as Luxshare Precision and Goertek, a component supplier that benefited from Apple's popular wireless headphones in 2019.
So, when choosing trend stocks, don’t just be obsessed with the gorgeousness of the K-line chart, but think about the reasons why the stock is worthy of rising in the future.
In terms of the strong stocks that are abnormally moving, the hot spots are very scattered today, and the market volume can be reduced too much. Yesterday was 590 billion yuan, and today it is only a pitiful 490 billion yuan. If there is no bullet entering the market, the safest main line is the smallest new stock .
Today Huashengchang, Saiwu Technology, and Xinruida fell at the same time, Chaori Technology fell to the limit, and the near-end new sector ushered in major differences. At this time, you should be excited, not panic, because this means that the old era is over and a new wave of new hype opportunities have begun. Individual stocks that can resist the differences and rise against the trend are expected to become the next Huashengchang . Everyone should carefully review the several new stocks listed in the past two months in the evening, and it should be easy to find.
or above is the market analysis on Monday, and " tomorrow's market outlook " is in the third column. I think Brother Shan is writing pretty well. Remember to think Brother Shan clicks “ is reading ” and forwards the articles!
Analysis of stocks with daily limit on Monday
1. Number of stocks with daily limit: 44 (11 companies per day), the growth rate is weaker than the market, and the probability of fluctuating tomorrow is higher;
2. Number of stocks with consecutive boards: 8 (3 companies per day decrease), the board index has continuous false negatives, and the probability of repairing tomorrow is higher;
3. The hottest on Monday: lithography machine/gumming (localized in high-barrier industries), food (CPI rose 3.3% year-on-year in April);
4. The funds were highly recognized on Monday: Shentong Metro (stakeholder chip); the high dive on Monday: Tailin Bio (remote new).
strong stocks: ① Listed by backdoor Johnson & Johnson Holdings jumped out of volume and broke the board, losing the leader, and tomorrow we will focus on whether we can open low and turn red and stabilize low buying opportunities. ②Sharing the chip concept Shentong Metro One-word 6 consecutive boards will be promoted to the leader ③Asset restructuring concept AiSkai exploded and chip concept Chuangyuan Technology 4 will be promoted to the second consecutive boards. Tomorrow, we will pay attention to whether Chuangyuan Technology can be strong again. ③ There are 5 companies in Long San for two consecutive days, all of which are independent sectors. Tomorrow, we will focus on whether oriental network power can hit the daily limit as quickly as possible.
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Tuesday market outlook:
Today's A-shares rebounded as expected, but the recovery was weak, the growth rate of "number of daily limit companies" did not reach the "money-making effect", and the divergence of "number of companies that have been continuously on the board" decreased, reflecting the weak confidence of active funds to chase the rise. At the same time, the number of companies that have fallen sharply" has increased for four consecutive days, indicating that panic and market-smashing sentiment is still spreading. Judging from various indicators, tomorrow is expected to be fluctuating and bullish, and the atmosphere of chasing the rise is expected to recover, which is mainly reflected in the "number of strong stocks".
Tuesday Opportunity forecast: ①2 consecutive boards hit the daily limit first (candidate stocks: Oriental Net Li, Keming Face Industry) ② Securities and Internet financial popular stocks buy low (candidate stocks: Bank of China Securities, Oriental Wealth) ③ Repair of long sentiment in the near-end secondary stocks (low buying direction in the morning)
Note: The stock market is risky, investment should be cautious, for reference only, and is not used as a basis for trading. If you buy and sell based on this, you will be responsible for your own profit and loss.
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