Today, A shares performed well, and there was no significant pullback like other markets. Moreover, it went north and it was leaked out sharply for two consecutive days. A shares can withstand the pressure, which is worthy of praise. More than 3,100 companies rose, 1,500 companies fell, and 78 companies hit the daily limit, , up and down, median + 0.72%, and the market for stocks continued to recover! In the previous stage of falling unilaterally in , no matter where you buy at the bottom, you won’t have any good results. But these two days are different. The digital economy branch, which was prompted in advance from the market on Wednesday, has become the most beautiful scenery in the market at present. In addition, the food, beverage, real estate, tourism, hotels and airports represented by Moutai, which were reported at noon on Wednesday, also fell sharply for three consecutive days as expected. Even though Moutai’s performance was favorable last night, it could not compete with the trend decline. This is the logic and strength to predict industry opportunities and risks in advance.
In addition, tonight, the global capital market will pay attention to the September CPI data released by the United States. Regardless of the result, it will rebound this month for A-shares (if the data is too high, it will rebound slightly tomorrow, but will not change the upward trend this month). However, it was previously suggested that by around early November (such as to the 3170 area), you should start to be cautious again.
In addition, the digital economy has been the strongest as expected recently, but in the afternoon, financial IT still rose and fell back to , but the optimistic branches of industrial software and other branches continue to be strong. In general, the digital economy is an important strategy for my country's to be independent and controllable . One of the reasons why I am optimistic about IC is that IC is a national strategy, which is similar to my country's atomic bomb , domestic large aircraft, aircraft carrier , aerospace and other industries. Taking the domestic large aircraft as an example, from the establishment of COMAC to the release of aircraft model C919, to the first flight, test flight and obtaining domestic and foreign orders, the entire process has never been interrupted. "It is difficult to turn back when you open the bow", and information creation will also be a long-term independent industry.
More forceful national policy support may be on the way. Judging from the development of the information and innovation industry in the past three years, my country's information and innovation industry has basically reached an available stage, and domestic IT infrastructure and software and hardware have carried out a lot of adaptation work. After the trade war, the domestic company introduced the support policy for semiconductor and the semiconductor industry fund, which provided important support from policies, finance and capital markets. In the future, there will be strong policy and financial support for certain areas that are boring in the neck.
In fact, the inherent meaning of Xinchuang is its independent and controllable completeness, and there is feasibility to domestically produce chips. It is hard to imagine that a product of information creation only contains domestic software rather than domestic hardware. The basic requirement for independent and controllable is that both software and hardware should be independent and controllable. SMIC is currently able to provide 14nm process wafer foundry. In addition, in the field of integrated circuits, Shanghai companies have achieved mass production of 14-nanometer advanced processes, providing feasibility for the national production of chips.
What branches are optimistic about in Xinchuang? There will be live courses at 12 noon tomorrow, so you can pay attention to it.
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---Friday live class Preview---
bottoming up and preparing momentum Waiting for flowers to bloom
October 14 (this Friday) at 12 noon, the "Yicai Know" platform will continue to start exciting live classes. First Financial Radio host Wang Ying , First Financial Radio Commentator Jiang Yan will bring the theme of "Handling down and preparing momentum Waiting for flowers to bloom ".During the live broadcast, you will also give away national trend snacks and limited-time coupons!
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Author: Jiang Yan
Editor: Shi Lei
Producer: Wang Junji
This article is exclusive content of the WeChat public account "First Financial Radio". Please contact the backend to authorize before reprinting. This article involves stock for reference only, does not recommend trading, and is not responsible for personal income.
