Tonight, the US stock market is closed for a day due to Thanksgiving, and A shares investors can finally have a stable sleep at night. When I wake up tomorrow, at least there will be no black swans like the US stock market plummet.
The index is still calm today, and the main line of market daily limit is still the concept of venture capital or unicorn.
Yesterday, the Shanghai Economic and Information Commission issued a notice to collect Science and Technology Innovation Board companies. Today, the market speculation basically revolves around the list of the first batch of companies that may be listed on the Science and Technology Innovation Board. The focus is on the companies that Shanghai leaders and the leaders of the Economic and Information Commission have surveyed in the past few days or before. Companies in five key directions, including integrated circuits, biomedicine, artificial intelligence, aerospace, and new energy vehicles, have been paid attention to by funds. Cai Wenjun briefly put on a list of things last night, but unexpectedly there are still many fish that miss the net. It seems that they will have to do their homework tonight. After all, the market hot spots will definitely be here in the future. The focus is on companies frequently investigated by local enterprises in Shanghai and leaders of competent departments at all levels, and the concept of small-cap holdings is preferred. (Tonight, Ren Zixing, who was riding on hot spots, caused a sharp rise in stock prices, admitted his mistake. This is a signal. In the future, there will be fewer and fewer cases of interaction and riding on hot spots.)
From the market, the venture capital unicorn sector, Xinhua Media, which has staked in Shenlan Technology, has 5 boards for 6 days, the interactive venture capital concept Saixiang Technology has 3 consecutive boards, and Beiba Media has staked in two consecutive boards. Today's first board is Xiling Information (Yitu Technology Cooperation Concept, Yitu Concept Shensi Electronics issued a reduction announcement last night, and funds have taken a different approach), Shanghai Xinyang (the semiconductor company has won the leadership of the Shanghai Economic and Information Commission (the Shanghai Economic and Information Commission) Research), BAIC Blue Valley (the partner of the new energy vehicle unicorn singularity), Guofa Co., Ltd. (the share in Yingpu Medical), Shuanghuan Transmission (the share in Yunzhisheng), Jiuan Medical (Smart Health Crowd Space), Tianzhou Culture and Guangdong Media (the share in Yingpu Technology), Zhongke New Materials (the subsidiary Zhongkechuang Capital holds multiple venture capital funds equity), Haitai Development (interactively rides on the hot spots of the entrepreneurial park, and the market was sharp at the end of the morning session, and the afternoon second board led to a collective rise in some venture capital stocks in the afternoon.), According to the recent continuous development of venture capital unicorn concept stock , among the stocks on the first board today, several stocks with two consecutive boards are expected to emerge tomorrow.
Several other hot sectors today:
1 is the vitamin price increase concept. Several leaders in the sector have been bought by institutional funds. There is a high probability of a high premium tomorrow, but chasing highs is risky. The pharmaceutical sector has obvious rotation characteristics recently, especially the pharmaceutical stocks with venture capital, price increase, and high bonus and transfer expectations have attracted much attention. In addition to the vitamin price increase concept, today, Panlong Pharmaceutical, which has high bonus and transfer expectations, and Jiuan Medical, which has also hit the daily limit.
2: From yesterday to today, Zhengye Technology and Hanbang Hi-Tech have successively announced high bonus and transfer plans, but the market is not buying it today. Chuanjinnuo, the leader in high bonus and bonus in the early stage, once hit the limit, and many hot stocks in the early stage also surged and fell back. Looking at the performance of stocks with high bonus and transfer expectations in recent trading days, one obvious feature is that if stocks with high bonus and transfer expectations have risen sharply or rise continuously, the funds will not be willing to continue to relay, and the characteristics of high bonus and transfer speculation are very obvious.
It is worth noting that when many small stocks are struggling to explore high-reward and transfer expectations, a magical scene occurred in A-shares this year. One Niu San actually bet on the first two high-reward and transfer expectations stocks (Zhengyuan Wisdom and Zhengye Technology), and this niu San's name is Chen Haihua.
Tomorrow is Friday again, and there is no bond between US stocks. I hope the market will take advantage of the trend to give Thanksgiving red envelopes to all investors!
