On the first trading day of September, Big A opened high and then went low, hitting many people in the face! This decline is endless, and it is easy for people to feel despair. When will it end?

html On the first trading day of September, the big A opened high and moved low. started badly and slapped many people in the face! The transaction volume of the two cities was only 794.7 billion, setting a record for recent land volume. CATL 7 fell in a row, GEM also fell for 7 consecutive days ( fell by about 9% )! This endless fall can easily make people feel despair. When will it end?

The current dilemma in the market is that Maotai has kidnapped the Shanghai Stock Exchange, and Ningde has kidnapped the GEM. The two major leaders are smashing the market every day, destroying market confidence! , especially Ningwang's 7 negative lines, has a cumulative decline of 16%, which is simply heartbreaking; this also "tied" the longest consecutive decline record since listing . The market wants to reverse its pessimism, and the antidote lies in the hands of King Ning. Let’s see if the decline can be stopped tomorrow.

Big A is so weak recently, which is really annoying. Foreign capital has not done much to destroy the market in the past few days, it is domestic capital that is destroying itself; these domestic gangsters are very good at fighting in the nest! In addition, can IPOs be slowed down? They are so sluggish now, but the market is still issuing new shares. Let Big A take a breath, otherwise his confidence will be exhausted!

is just a complaint. Blade believes that this round of ’s killing of is nearing its end. There are two reasons. First, the trading volume fell below 800 billion, and the land volume and land prices showed that the market was almost unable to sell. Second, there were only 7 consecutive days for three consecutive days, which was the worst in the year, indicating that the mood had reached its freezing point. !

In short, we are now just one tipping point away from a rebound. And this tipping point may be the counterattack of New Energy led by King Ning! After all, real estate, agriculture, coal and other major industries are hard to make big waves. Big finance has become a troublemaker, and big consumption has been suppressed by the epidemic. Looking around, we still need to rely on new energy to restart the upward trend!

If people’s hearts are lost, it will be difficult to lead the team! But the more pessimistic you are, the less likely you are to lose confidence. Markets are always born out of despair. The same saying goes on the blade, below 3200 points, the opportunities outweigh the risks! It will definitely not fall below 3,000 points again this year. The double bottom pattern near 3155 points is trustworthy.

The market turned downward today, mainly due to the sudden negative news at noon today: Chengdu will carry out nucleic acid testing for all employees in the city from September 1st to September 4th. Starting from 18:00 on September 1st, all residents will be tested. Home.

Chengdu reported a total of 766 local positive infections this time, and the epidemic situation is indeed not optimistic. As a big city with a population of over 10 million, choosing to "close the city" directly is probably a helpless move! I hope the epidemic in Chengdu is not that serious and can be over soon.

Recently, the epidemic has recurred across the country: Shenzhen and Changchun are not optimistic, and new cases have appeared in Hebei and Beijing. The whole city of Chengdu was silent today. At noon, people went crazy to grab food. As a result, the market opened in the afternoon Hongqi chain second board; After the epidemic, tourist hotels and big consumers were directly frightened. It is really too difficult!

Liquor stocks, in particular, were originally expected to take over new energy and lead the market out of the quagmire. I never thought I would kneel down first, mainly because Sichuan is the base camp of liquor. Wuliangye , Luzhou Laojiao , Shuijingfang , Jiannanchun are all from Sichuan, so they will naturally be affected.

Today, the coal sector has become the main force in protecting the market, Zhengzhou Coal and Electricity has hit the daily limit, Shaanxi Coal Industry has risen sharply by 6.86%, China Shenhua has also risen by 2.54%! Coal stocks have been so strong this year that they often reach new highs after a few days of correction, making coal the “expensive” of the time.

The real estate sector also broke out for the first time in a long time. The sector rose 1.75%. The leading Vanke A rose for three consecutive days. At yesterday's performance briefing, Yuliang reiterated that real estate has bottomed out and the future will be a long climb, giving the market confidence!

In addition, sales of leading real estate companies also stabilized in August. The big logic of real estate is supply-side reform. In the future, sales volume will decrease but concentration will increase. The surviving companies can get a larger share! After all, this is a 10 trillion market, a skinny camel is bigger than a horse, and there is still room for repair in the valuation of industry leaders.

There is also an unexpected event to speculate. The United States requires Nvidia to export A100 and H100 high-end GPU chips to China and Russia, and it needs to obtain a new license. is a big negative for Nvidia. Annual orders from China alone are as high as 400 million U.S. dollars, which is a huge blow. Therefore, the stock price plummeted continuously, and both sides suffered losses!

The related concept of A-share has also become more prominent. Domestic CPU leader Haiguang Information rose 17% during the session, Jingjiawei once rose 16%, and Cambrian once hit the daily limit of 20cm, but they all fell down at the close! The market sentiment is still bad. A month ago, for example, the EDA concept was speculated first and then we discussed whether there was a domestic alternative.

The Ministry of Commerce responded after the market closed: We firmly oppose the United States’ continued abuse of export control measures and restrictions on the export of semiconductor related items to China! Every time I see this kind of wording, I always have mixed feelings. The road to domestic replacement is long and difficult, but we have no choice.

There are two pieces of news about new energy after the market opens:

First, the August sales data released by most new energy car companies, Weilai delivered 10,677 vehicles, Xpeng Motors delivered 9,578 vehicles, Li Auto 4,571 units were delivered, and Leap Motors delivered 12,525 units in August! The biggest highlight is the 14,644 sales of Cyrus, a year-on-year increase of 311%, and the performance far exceeded expectations.

According to the latest forecast, new energy vehicle sales in August were 650,000 units, 10% month-on-month, which is not very good overall. Tonight, the new car-making forces were also smashed in US stocks , NIO fell more than 6%, Xpeng Motors fell more than 5%, and Li Auto fell nearly 4%.

Second, Vice Premier Han Zheng attended the opening ceremony of the 2022 Taiyuan Energy Low-Carbon Development Forum via video, emphasizing the vigorous development of new and clean energy and solid advancement of green and low-carbon energy transformation!

This news is a boost for new energy sources such as green electricity , wind power, photovoltaic , but it is hard to say whether the market will recognize it. After all, wind power was good last night, but today’s rebound is weak. We don’t dare to go long with all our funds, and we are afraid of the track.

European and American stock markets opened sharply again tonight, with Nasdaq falling 1.5%. US dollar index soared nearly 1%, hitting a new high in more than 20 years! Crude oil and other commodities also plummeted, giving people a sense of panic that a financial crisis is coming.

Chinese assets also fell across the board, Chinese concept stock fell more than 3%, and A50 also plunged. The RMB exchange rate is relatively stable, it is still a bit early to say it will break 7!

For A-shares, it used to be Black Monday, then Black Thursday, and now it’s almost dark every day. The main board has fallen for 4 of the 5 days this week, and the GEM has fallen for 7 consecutive days. Who will save the market and tomorrow? Is it really going to fall for a week in a row?