Hello everyone! I am [Wang Kaizhang] teacher! Today is April 22. The title of today's article is "Stock index is retracement confirmed, northbound funds flow out, but foreign-invested futures chips increase long when they are low? 》!
[Thank you for reading the article. If you feel the content of the article is good, click to follow me]
[If you have any questions, please leave a message and communicate at any time. Thank you for your support]
[All opinions, do not make a basis for buying and selling, the stock market is risky, and investment should be cautious]
, the news is
1, overnight foreign trading, European and American stock markets closed down, European Stoke 50 index fell 4.06%, the Dow Jones Industrial Average fell more than 600 points, Nasdaq, S&P fell more than 3%; U.S. oil futures closed down more than 43% in June, and Bergail fell more than 24%. The June gold futures price, the most active trading market in the New York Mercantile Exchange, fell $23.4 on the 21st from the previous trading day, closing at $1,687.8 per ounce, a drop of 1.37%.
2. Data released by the China Fund Industry Association on April 21 showed that the total scale of public funds has hit a record high for four consecutive months. Even in March, when panic in the global capital market spread, the total scale of public funds in the industry was still "stubborn" to achieve positive growth, and the overall scale moved towards the 17 trillion integer mark.
1, yesterday the market opened low and closed low, while bottomed out and rebounded again in the late trading. Yesterday, the stock index fell back to the support near Tai Chi line 2808 and channel line 2800 at the lowest. This shows that there is important support around 2800, and this position cannot be broken below the future market. Otherwise, the stock index will continue to fall. In the short term, the stock index is in a fluctuation period at the end of the month. If it rises, pay attention to the pressure in the range of 2850-2870-2900. If it falls back, look at the support of the range of 2800-2780-2750-2700 below. In the process of retracing, once the ground volume appears, it will be easier to rebound!
2, daily line MACD: the red column gradually enlarges and starts to shrink; daily line KDJ: a small divergence after rising; SAR parabola: a buying signal; trading volume: it has been maintaining a shrinking volume increase recently, but yesterday it fell back with a large volume. Without the cooperation of trading volume, it is difficult to rise sharply; if the rebound does not increase volume, be careful. Pattern: The stock index fluctuates in the box range, and retraces back to see the support in the range of 2750-2780-2800-2830, and pay attention to the pressure of 2860-2870-2890 above!
, the capital side
1, northbound funds began to flow out after more than 36 billion inflows in the past five days, but foreign futures bargaining funds began to increase their positions and long positions. It is expected that the stock index will rebound again after it falls back!
2. The recent repeated increase in positions of northbound funds shows that the northbound funds are bullish in the wave of waves. Foreign funds are increasing positions in the decline market. On the contrary, they reduce their positions in the rising market, keep up with the foreign capital's thinking and keep up with the pace!
, under the epidemic situation, the strategic value of rare earth resources is revaluated and the price is expected to usher in the turning point
Shanghai Nonferrous Metals Network News, following the stable recovery of light rare earth prices last week, the price of heavy rare earths has risen recently. On the 21st, the price of holmium oxide rose by 3,000 yuan/ton to 345,000-35,000 yuan/ton. In terms of light rare earths, the price of praseodymium oxide has risen to 260,000 yuan/ton, and low-priced goods are difficult to find, and the market is reluctant to sell. In terms of medium and heavy rare earths, the quotation has risen due to positive expectations.
Industry insiders said that due to the impact of the epidemic in the short term, Myanmar continues to lock down the country and affect the supply of heavy rare earths. The Linas Malay factory continues to shut down and affect the supply of light rare earths. At the same time, the inventory of the industrial chain is low, and the expectation of supply shrinkage continues to increase, and rare earth prices may usher in a turning point. In the medium term, after the epidemic eases, demand for neodymium iron boron in new energy vehicles may rebound. Coupled with the increase in the use of high-end models and subsequent stimulus policies for automobile consumption, it is expected that neodymium iron boron demand will still make steady progress this year. In the long run, global manufacturing may gradually differentiate under the new situation, the strategic resource status of rare earths is becoming increasingly prominent, and the value is facing revaluation.
The Ministry of Agriculture and Rural Affairs pointed out at the video conference on the national major crop diseases and pest control work on the 21st that it is expected that major pests and diseases such as wheat stripe rust, gibberellia, and fall armyworm in my country will be on the rise this year, and the degree is more serious than last year. We must base ourselves on disaster resistance to achieve a bumper harvest, and focus on implementing five measures including promoting classified measures and zoning for disease and pest control.
The "2020 National Falliger Meadow Prevention and Control Plan" issued previously pointed out that the occurrence of Falliger Meadow in 2020 has the characteristics of a large insect source base, early migration time, and expanded area. It is expected that the national prevention and control area will be 80 million to 100 million mu. Short-term prevention and control measures will use a large amount of pesticides, and it is expected that good prevention and control results will be achieved this year. However, in the long run, establishing a long-term prevention and control mechanism may require the help of genetically modified products.
, global leading manufacturers suspended work, and semiconductor important devices crystal oscillators out of stock and price increase
According to reports, Seiko Epson (Seiko Epson), the leading global crystal oscillator, announced on April 20 that all factories in Japan will be suspended. According to MoneyDJ data, Seiko Epson is currently the world's largest enterprise in the crystal oscillator industry, with a market share of about 11.7%.
Comment: Driven by market demand for domestic substitution, 5G, TWS headphones, quartz crystal oscillator prices were heard in the second half of last year. Due to the impact of the epidemic this year, crystal oscillators have more motivation to increase prices. According to Jiwei.com, based on multiple factors such as the shortage of upstream raw materials, the stockpiling of midstream supplies and the sharp increase in downstream short-term demand, domestic quartz crystal oscillator listed companies have issued price increases notices, and the price adjustments of temperature-enhancing crystal oscillators and thermally sensitive crystal oscillators are between 15% and 25%. At present, it seems that general-purpose crystal oscillators are in short supply and delivery time is extended, and global leader Epson has stopped working, so it is inevitable that the price of crystal oscillators, which are already tight, will rise sharply.
2, new and old infrastructure sectors; cement, building materials, construction, ultra-high voltage
3, anti-inflation sector; seed industry, food and beverage, brewing
4 , Big technology sector; semiconductors, chips, software, artificial intelligence
5, new concepts: digital currency, blockchain, RCS concept
6, performance increase sector; first quarter report and annual report performance increase concept
6, precautions
1, first quarter report performance disclosure curtain has begun, and the time for the first quarter report is coming. The certainty opportunity for the growth of the first quarter's performance provides good support for funds to find breakthroughs. In the short term, it is recommended to focus on companies with outstanding performance in the first quarter's performance.
2, April will be a sensitive month, and a large number of companies will release their first quarter report forecasts, pay attention to several key time nodes
(1) on 4.10, the GEM performance forecast deadline (mandatory disclosure).
(2) On April 15, the performance forecast of the Shenzhen Stock Exchange Main Board and SME Board (mandatory disclosure if conditions permit).
(3) On 4.30, all sectors’ annual reports and first quarter reports were forecast.
7, new stock subscription
Paris Co., Ltd.: subscription code 300831, issue price 3.98 yuan/share, issue price-earnings ratio 20.93 times. Comparable companies: Taiji Green Energy Technology Co., Ltd. (300046).
Jiaoke bond issuance: subscription code 072061, issue price 100.00 yuan/piece, subscription limit 1 million yuan, rating AA+, conversion value of 122.63 yuan.
(for investors' reference only and does not constitute investment advice; the stock market is risky, so investing should be cautious.)
[Information Navigation]
small and medium-sized banks provision coverage ratio will be reduced and more credit resources will be released.
The global crystal oscillator industry leader has suspended production and demand growth has driven up price increases.
This year, major pests and diseases may be more serious and increase the demand for pesticides.
Tencent once again made efforts in short videos and promoted "video accounts" based on the WeChat ecosystem.
Global leading manufacturers have stopped production, and the crystal oscillator of important semiconductor devices has been out of stock and price increases.
The Supreme Court issued a document: Strengthen judicial protection of intellectual property rights and increase punishment.
Supreme Court: Comprehensively strengthen judicial protection of intellectual property rights and increase compensation for damages.
China Fund Association: As of the end of March, the net asset value of public funds totaled 16.64 trillion yuan.
Ali has launched a national "nucleic acid testing" platform and get electronic reports as fast as 24 hours.
Under the epidemic situation, the strategic value of rare earth resources is revaluated and the price of prices are expected to usher in a turning point.
Domestic companies break through the monopoly of US-Japan FBAR filters and the process of domestic substitution is expected to accelerate.
hydroxychloroquine has been approved for clinical trials in the United States for the treatment of COVID-19, and related companies have attracted attention.
National Convention and Administration Meeting: Increase the weight of inclusive finance assessment and reduce the provision coverage ratio of small and medium-sized banks, and promote the strengthening of financial services for small and micro enterprises.
Ministry of Agriculture and Rural Affairs: It is expected that major pests and diseases such as wheat stripe rust, gibberellosis, and fall armyworm in my country will be on the rise this year.
Qu Wenjin, deputy director of the Shanghai Development and Reform Commission: Shanghai is working with Jiangsu, Zhejiang and Anhui to formulate a pilot plan for comprehensive innovation reform in the Yangtze River Delta.
According to data from the Ministry of Industry and Information Technology, the cumulative mobile Internet traffic in the first quarter was 35.7 billion GB, a year-on-year increase of 39.3%, and continued to maintain a rapid growth trend based on the triple-digit growth in the same period last year.
State Information Office is scheduled to hold a press conference at 10:00 on the 23rd, and ask National Intellectual Property Office to introduce the development status of China's intellectual property rights in 2019 and answer questions from reporters.
The Shanghai Municipal Government held a press conference on the 21st. Relevant departments will focus on the fields of science and technology, finance, industry, talents, etc., and draft and formulate the implementation rules of the "Shanghai Regulations on Promoting the Construction of Science and Technology Innovation Centers".
"Hebei Province Digital Economy Development Plan (2020-2025)" was released on the 21st, proposing that by 2025, the main business revenue of the province's electronic information industry will exceed 500 billion yuan.
Huawei sales revenue in the first quarter increased by 1.4% year-on-year. Ren Zhengfei recently stated that Huawei's R&D funding this year will increase by US$5.8 billion compared with last year to "may exceed US$20 billion." The executive meeting of
decided to increase the weight of inclusive finance assessment and reduce the provision coverage ratio of small and medium-sized banks, and promote the strengthening of financial services for small and micro enterprises.
Recently, the National Development and Reform Commission and the Ministry of Agriculture and Rural Affairs issued a special project on rural living environment improvement in advance for the 2020 central budget investment of 2.1 billion yuan, supporting central and western provinces to carry out rural living environment improvement in counties.
held a video conference on the implementation of major crop diseases and pest control work in the country. The meeting pointed out that it is expected that major diseases and pests such as wheat stripe rust, gibberellia, and fall armyworm in my country will be on a serious trend this year.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-