20221117:A shares fluctuated for a long time and rose in the medium term. short-term relied on the news
market
I thought that big consumption would adjust in the second half of last week, but in fact the real adjustment should be today.
In the early stage, the rebound in consumption mainly comes from two positive factors: 1) The positive momentum of US CPI data, 2) There are signals of attempting to relax the prevention and control of new crown .
But today, the positive momentum and positive impact of the US imperial CPI data has gradually disappeared, and the domestic COVID-19 data has become bad again in the past two days. Under the influence of these two factors, it is normal for large consumption to end the rebound.
Personally, for big consumption, I have been waiting for two factors of reversal from beginning to end: one is the end of in the US interest rate hike cycle, but the reversal of the domestic epidemic. If these two factors do not reverse, it will be difficult for large consumption to be more bull market than , and it will be more difficult for large A-shares to be more bull market. I believe that these two factors should rely on turning points next year, at least the US imperialists' interest rate hike cycle should be nearing its end. Wait patiently for the upward trend of large consumption to be established.
Aimeike has dropped sharply, and technically waiting to approach the bottom of the platform 410.
In addition, Goertek , wait twice for to bottom , and to bottom , if to bottom , a new buying opportunity will be ushered in.
Regarding CATL , I personally think that this point is not very risky. I originally wanted to buy CATL's new small account funds of 100,000 yuan, but when I bought it, I realized that the small account did not have permission on the GEM. Of course, it is best to wait until you get close to 356 and then copy it without being late.
According to last week's view, I am waiting for the leading stocks in new energy vehicle industry chain to stabilize the decline. Judging from the trend of market and the trend of leading stocks today, the new energy vehicle industry chain is indeed expected to fall steadily. Today, the main force of the market fell by is still in big consumption.
After the market today, new energy has received good news, and there is hope for new energy to take a wave tomorrow.
16:11
[Three departments: Support high-energy-loading industries that meet the requirements to gather in the western clean energy advantageous regions] Cailianshe, November 21, the Ministry of Industry and Information Technology and three other departments jointly issued the "Notice on Consolidating the Recovery and Better Trend and Resisting the Industrial Economy", and the central and western regions strive to consolidate the rapid growth trend. Provinces with large energy and raw materials should focus on stabilizing production and increasing efficiency, and consolidate their rapid growth momentum. Provinces that are more affected by the power shortage should compare their growth goals and speed up planning measures to make up for the severity and compensation after the peak electricity consumption. Support the central and western regions to undertake industrial transfer, and in areas with basic advantages, promote the transformation and upgrading of the western regions through investment in central enterprises and key support for the national industrial transfer fund, and accelerate the cultivation and development of characteristic industries and clusters. Further optimize the business environment in the western region, and, under the conditions of meeting industrial, energy, carbon emission and other policies, support high-energy-loading industries that meet the requirements of ecological environment zoning control and environmental protection, energy efficiency, and production safety standards to gather in the western clean energy advantageous areas.
A-share market , the speculation on the new energy vehicle industry chain mainly or in other words, it was still speculated on new energy + cars, but never forget that new energy vehicles should be smart car . In the future, the intelligence of cars will be one of the key points of the new energy vehicle industry chain: smart cabin, autonomous driving, and vehicle networking, let’s wait and see.
