index is very strong today, the Shanghai Stock Exchange hit 3300, and GEM rose 1.7%. It seems lively, but the rises are weight stocks and the leader in the track. CATL rose 4.43%, Yiwei Lithium Energy rose 6.19%, and BYD rose 2.83%. Finally, the big guy took over all the ! The median is only +0.11%, and almost half of stock is green, so it is not easy to outperform the index.
Blade said yesterday that to break the market deadlock, you must make efforts in weight sector , especially securities companies must come out to perform. The scumbag really broke out today, with the sector rising by 2%, and West China Securities and Guoyuan Securities hitting the daily limit. Although securities companies are called scumbags every day, they still have to rely on them to break through the market and ; today's securities companies have not softened, nor have they risen and fall, so they have become hard! The rise of
brokers has led to banks, insurance and real estate! So when you are no longer scumbag, the effect will be very good. However, the style has been defensive in the past two days. Whether it is Ning Wangdi Wang Longhuang of New Energy, Goer Luxshare of Consumer Electronics, or Securities Oriental Wealth , it has been very steady and has become the biggest push to drive the market.
At present, the trading volume of has exceeded one trillion for two consecutive days, and foreign capital has also had a net inflow of nearly 7 billion today. The weight leaders have begun to make efforts. It is only a matter of time before the breakthrough of 3300 ! Recently, the market is not up or down and it is difficult to see the market. It is time to choose directionally. You can continue to be more optimistic! The most beautiful baby in the market today is still the direction of high-temperature power limit production shutdown. From the silicon material market of Tongwei shutdown, to virtual power plants, hydropower, coal, to photothermal power generation , to power grid equipment, ultra-high voltage, etc., the industrial chain has been fully fermented. With the assist from the news side, Sichuan once again issued a two-and-a-half-hour limit on civilian electricity during the session, which directly pushed the sector to a climax.
The weather has been outrageously hot recently. On the top 10 high temperatures in the national top 10 list, no 42.3℃ can't be squeezed into the list. The hottest of Chongqing Beibei has reached 44.6℃. Some netizens revealed that Chengdu Hi-tech Zone has begun high-temperature power limit, the central air conditioner of the office building has been cut off, and the office area uses ice to cool down, which is a long time to live!
Central Meteorological Observatory also officially announced that my country's high temperature heat wave incidents this summer have reached the strongest since 1961. However, starting from August 24, the scorching heat wave in South will be significantly alleviated, and the maximum temperature is expected to fall back to around 30℃, ushering in "coolness"! For A shares , this wave of speculation around "high temperature" may be cashed out at any time.
In addition, the hottest photovoltaic in the market also ushered in a strong differentiation today. On one side of is the rise of new branch solar thermal power generation, Sichuan Run Co., Ltd. has four consecutive boards, Lanke Hi-Tech has two consecutive boards, etc. The entire sector has almost hit the daily limit ! On the other hand, the cross-border photovoltaic small monster stocks collectively fell sharply, Lingda shares fell by more than 10%, Mubang Hi-Tech fell by more than 8%, Hangzhou Xiao Steel Structure , Huangshi Group and other explosive boards, leaving both ice and fire.
Photovoltaics has been popular during this period, but a bunch of companies have come to cross-border hot spots. For example, Huangshi Group, which sells milk, announced that it will develop photovoltaics, the third-child Madi Technology wants to develop photovoltaics, and Blue Light Development, which is deeply involved in the real estate crisis, has also begun to develop photovoltaics; Mubang Hi-Tech, which has no one, no money, has no technology, has spent tens of billions to squeeze into photovoltaics.
In short, pig raising, high-speed raising, real estate raising, and cattle raising are all here! This kind of cross-border is also a tradition of big A. 2015 Internet finance is popular, and various companies cross-border Internet + . After that, there are many cross-border companies, such as blockchain, meta-universe heat, robots, etc. Now that photovoltaics are popular, new energy + has become the most beautiful boy!
Since all the funds are gathering in photovoltaic , the trading volume of is also very high. Yesterday and today, they were more than 200 billion, accounting for 1/5 of the total transaction volume of A-shares. The crazy is like the new energy industry in last year's liquor and the beginning of the year. Everyone says that when photovoltaic YYDS, you should pay attention to the risk of stagflation , especially for companies that are taking advantage of the hot spots.
But Blade is still optimistic about new energy and photovoltaic energy storage industry chain. There are two reasons. One is that the goal of carbon neutrality must be achieved, and wind power and photovoltaics must take the lead; the other is the energy crisis that has emerged in Europe, which makes everyone realize that new energy is not only for environmental protection, but also a way to get rid of the energy crisis!
Therefore, the power limit measures in Sichuan, Jiangsu and other places will only accelerate the construction of photovoltaic wind power new energy, which is the main reason why new energy has been in decline. Judging from the technical figures, energy storage has broken through last year's high, and photovoltaic wind power is almost at a new high. Since the end of April, this wave of big market has basically not fallen sharply than . The main force is lofty, and this wave of hype is probably around the National Day. Don’t guess it easily!
Recently, there is a sector that is secretly strengthening, that is, consumer electronics. , especially Apple concept, has made small positive steps upward every day, and this wave of rebound exceeds 50%; has emerged trendy bull stocks such as Changying Precision , Desai Battery , and Aohai Technology. And it is unique and has almost not been affected by the market adjustment in July.
Among them, the big stocks in the sector are also dancing, Luxshare Precision , Pengding Holdings, Industrial Fulian went out of the bottom consolidated and began an upward trend. Goertek Acoustics , Lens Technology and others rebounded well, and they basically reached a new high!
This is enough to show that consumer electronics has paid attention to it, and institutions have even begun to build positions. But everyone should have also discovered that the strong branch of consumer electronics of is VR/AR. With the development of major leading manufacturers, the VR industry will usher in a new turning point ! This is the greatest hope for the next consumer electronics innovation cycle. Having hot products is enough to bring the industry back to the forefront.
The investment logic for VR/AR is actually the same as electric vehicles, cultivation diamonds, etc., and it is the logic of penetration improvement, and it is both an incremental industry. Usually, you buy when the industry trends, such as if the penetration rate exceeds 5%, and it will be sold until the penetration rate is 20%-30% (electric vehicles may be 50%). The increase in the middle will generally not be small.
There are two big news after the market. One is the Prime Minister's inspection in Shenzhen, Guangdong, and at BYD company , he said that new energy vehicle is emerging. should speed up the research and continue the relevant tax policies to support new energy vehicles and expand bulk consumption !
Another is Vice Premier Han Zheng went to on the 17th to conduct research and preside over a symposium, pointing out that effective response measures should be taken to ensure the safety of energy and electricity supply without any mistakes, and to resolutely prevent the shutdown and power limit.
These two things are the catalyst for the most popular new energy + high temperature concept recently! It just so happens that photovoltaics has increased too much recently, and new energy vehicles can come out to take over tomorrow. As long as one sector has and , another sector will come out to withstand without any hesitation. This is a manifestation of the strong market!
Tonight US stock finally fell, Nasdaq fell more than 1%, US bond yield soared! The reason is that at 2 a.m. tomorrow, the Federal Reserve will release the minutes of the meeting; market is worried about a 75 basis point interest rate hike in September, so it is fortunate to pay attention.
From the institutional forecast, the probability of the Federal Reserve raising interest rates by 75 basis points in September is 57%, but the US stock market is booming recently, which has made many Wall Street analysts confused ! There are even voices saying that the Fed has lost control of the market, which is a good touchstone tonight, just to see if the US stock market can continue to be tough!
Tomorrow is a traditional black Thursday, and it is time for Big A to go his own way. No matter whether the US stock market falls or not, we can continue to rise.
