Hello everyone! I am " Niu Ben Finance" Wang Hot 未分 camphor! Today is August 28. Today's article title is "Stock indexes have gained support at the channel line and bottomed out and rebounded. Foreign futures have increased long positions for five consecutive days. Will September start well? 》
[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]
2, [Overnight Foreign Market] Overnight European and American stock markets rose and fell, US market: On Thursday Eastern Time, the chairman of the Federal Reserve sent a dovish signal at the annual meeting of the global central bank. The Dow Jones Industrial Average hit a six-month high, the S&P 500 hit a new closing high, and the Nasdaq stopped rising for five consecutive times. As of the close, the Dow Jones Industrial Average rose 0.57%, the Nasdaq fell 0.34%, and the S&P 500 index once rose above the 3500 point mark, closing up 0.17%. Commodity market: International gold futures prices closed down more than 1%, testing the $1,930/ounce mark. International oil prices closed down. As of the close, New York's October crude oil futures closed down $0.35, or 0.81%, at $43.04 per barrel.
2. Market review
1. Yesterday, the indexes of Shanghai and Shenzhen stock markets opened slightly lower in the morning session, and then they began a volatile and decline trend. After important support was supported, under the support of the time-sharing pullback, all stock indexes bottomed out and rebounded. Due to the lack of strong financial strength in the Shanghai Composite Index, the rebound is relatively small; while the GEM stock index has continued to rise due to the continuous surge in low-priced GEM, which also stimulated the index to rise by more than 2%. The main funds continued to flow into the ChiNext Index. From the market perspective, market differentiation is still serious, with big rises and big falls coexisting. Among them, the communications, semiconductors, electrical equipment, home appliances, and automobile industries ranked among the top in the growth rate, but environmental protection, the deep registration system, airport shipping, textile manufacturing, energy and other sectors fluctuated and fell back! The heavyweight banks, securities companies, and real estate choose to remain silent. The market is in a differentiated pattern!
2, technically, the Shanghai Composite Index fell to the 30-day line and received support. On-site funds temporarily stabilized their position, but the volume shrinks, indicating that off-site funds continue to wait and see. But it also shows that the market is facing a direction choice. In the short term, look at the support of the 3300-3280 range below the Shanghai Composite Index. If it does not break, there will be a rebound. However, pay attention to the pressure of the 3400-3430 range when the rises. Look at the support around 2600. Look at the pressure of the ChiNext. Look at the support around 2600. Look at the pressure of 2700 above! In the short term, there will be a need to stop the decline if the stock index falls again, but it will still be mainly selling high next week! [In the short term, the biggest problem facing the stock index is that the trading volume cannot keep up] . The recent trading volume is still slightly different from the volume of 1.7 trillion yuan at the previous high. There is a lot of pressure on the short term upwards! For theme stocks that have previously experienced continuous surges, the performance window period is an important test. Wait patiently for the interim report to be announced!
3. In the short term, the interim report enters the intensive report window. First, avoid the risk of stocks with poor performance at high and low performance. Second, be cautious in chasing stocks with high and high volume. Third, avoid sectors with negative impacts, such as shareholders reducing their holdings, performance is not as good as expected, etc.!
3, capital trend
1, yesterday the three major A-share indexes closed up collectively, among which the ChiNext Index was strong, closing up 1.7%. However, the market trading volume shrank, and the total transaction volume of the two markets was only 837.8 billion yuan. Most industry sectors closed higher, with 16 stocks on the ChiNext hitting the daily limit, and low-priced ChiNext stocks performed particularly actively. In terms of the mainland stock connect, the net inflow of Shanghai Stock Connect was -1.078 billion yuan, the net inflow of Shenzhen Stock Connect was 2.203 billion yuan, and the total inflow of northbound funds was 1.125 billion yuan.
2, [Foreign futures chip trends] [Last Friday, foreign futures chips increased their long positions by 7459 lots, continued to increase their long positions by 1539 lots on Monday, slightly increased their long positions by 241 lots on Tuesday, continued to increase their long positions by 1505 lots on Wednesday, and continued to increase their long positions by 200 lots yesterday! ]. Foreign capital continued to increase long positions when the stock index fell at the end of the month, indicating that foreign capital was optimistic about the rebound in early September. It is expected that after the short-term stock index falls back, there is still a need to rise, but pay attention to the range pressure of 3400-3450-3480 above to prevent the surge and fall. And look at the support in the 3300-3280 range below! Because sectors have been rotating too quickly recently, operations must keep up with the pace of the market.
4, technically
1, yesterday the Shanghai and Shenzhen stock markets were bottoming out and rebounding, and all major indexes bottomed out and rebounded on important support, and closed up, which also indicates that the support below is strong. Recently, the Shanghai Composite Index has fluctuated repeatedly around the 30-day moving average in the past two days, and the market trading volume has also shown a shrinking trend, indicating that the market is waiting and watching at this position, and it also indicates that the position is reluctant to sell, which has led to a serious shrinkage in trading volume. The market is currently at the end of adjustment. In the later stage, we focus on whether the volume can be increased and broken through the upper pressure zone again after the volume shrinks? As the ChiNext stock index is stimulated by the 20% profit target, it has received speculative attention from on-market funds and the trend is relatively strong! is expected to fluctuate for another 1-2 days. With the announcement of the interim report, the stock index still needs to rise and rebound next week! In the long run, with the gradual improvement of institutional construction, it is worth looking forward to. But be patient and wait for the step back to confirm! In terms of strategy, the index technology has not yet improved, so we still need to be cautious in the short term and control our positions.
2, from the daily line, the daily MACD blue column crossed again and was enlarged, and at the same time, the KDJ indicator showed signs of divergence from the dead cross. In terms of operation, you should not chase highs, so as to prevent the market from falling back again after rising. Investors should not be impatient in their operations, and would rather lose opportunities than try not to participate in sorting. In terms of operations, we still need to control our positions for the time being, and individual stocks with heavy positions + big rises will sell while rising. Those with light positions will continue to pay attention to low-valuation and stagflation-type products. Wait patiently for the end of the month to step back and lurk!
3, due to the influence of the registration system, the market direction may change in the future market, and the possibility of choosing large stocks increases, such as large companies, industry leaders, good background, high performance growth, etc. Try to be careful about the poor performance of bears, there is no bottom at all! In the short term, you can pay attention to the varieties with clear growth in the semi-annual report performance when the dips are low. In terms of operations, you should control your positions, sell high and buy low, and stay away from poor-performing stocks and junk stocks.
5, Market Observation
Yesterday, 411 companies released their semi-annual reports, and 43 companies' performance growth doubled
Data statistics. On August 27, a total of 411 companies announced their 2020 semi-annual reports, of which 168 companies had net profits increased year-on-year, 243 companies decreased, 162 companies had operating income increased year-on-year, 249 companies decreased, 114 companies had net profits and operating income increased at the same time, 195 companies had both declined, and 43 companies had doubled their performance growth. As of August 27, 2,319 companies announced their 2020 semi-annual reports, of which 1,167 had year-on-year net profits, 1,152 had decreased, 1,076 had year-on-year operating income, and 1,243 had decreased. There were 822 companies with both net profit and operating income, 898 had both declined, and 311 companies had doubled their performance growth.
6, Industry Information
According to reports, on August 26, the person in charge of Douyin said that in order to further protect consumer rights, the platform will strengthen the control of live streaming sales. Starting from September 6, the live broadcast sharing of products from third-party platforms will need to match live streaming and sales experts through the Juliu Star Map platform; starting from October 9, products from third-party sources will no longer be supported for entering the shopping cart in the live broadcast room; products from small shop platforms will not be affected.
Comments: Douyin Live bans links to third-party products such as Taobao, JD and other products are considered by the industry to be a matter of time sooner or later. The lack of the e-commerce system is the primary challenge facing content platforms such as Douyin and Kuaishou in e-commerce live broadcast business. A person close to Douyin said that Douyin's intention to develop live e-commerce has been elevated to the company's strategic positioning.
According to reports, the British journal Nature published a latest robot achievement on the 26th: a breakthrough in the study of actuators, an important component that makes robots move, has been made. Scientists have created a large army of micro four-legged robots "made for walking" and more than 1 million. This result is thanks to the development of new actuators compatible with existing silicon electronic devices, the first robots known to date with sizes less than 0.1 mm.
3, the first domestic high-end solid-state drive will be released in early September, and its performance is comparable to that of foreign brands' high-end products
According to official news from Guangwei, after Guangwei Yi Pro SATA SSD, the first Chinese core domestic Pro M.2 NVMe SSD is expected to be launched globally in early September. Guangweiyi Pro M.2 NVMe SSD is positioned as a domestic high-end solid-state drive with a capacity starting from 512GB. Thanks to the performance of Changjiang Storage Flash Memory, Yixin Main Control, Hefei Changxin Cache, and Guangweiyi Pro M.2 NVMe SSD will be comparable to that of foreign brands' high-end SSDs.
7, new stock subscription
Haichang New Materials: subscription code 300885, issue price 18.97 yuan per share, issue price-earnings ratio 29.46 times.
Haoyue Nursing: subscription code 707009, issue price 62.26 yuan per share, issue price-to-earnings ratio 21.58 times.
Kowell: subscription code 787551, issue price 37.94 yuan per share, issue price-earnings ratio 53.52 times.
Foxit Software : subscription code 787095, issue price 238.53 yuan per share, issue price-to-earnings ratio 191.42 times.
(For investors' reference only, it does not constitute investment advice; the stock market is risky, so investment should be cautious.)
8, information navigation
8, Shenzhen Communications Holds a practical discussion on infrastructure public offering REITs.
Douyin live streaming policy has suddenly changed and self-built e-commerce has risen to a strategic positioning.
accelerates its layout in China, and Toyota has joined hands with domestic automobile giants to develop fuel cells. A breakthrough has been made in the research of
actuator, and a robot less than zero point will be born.
Statistics Bureau: From January to July, the profits of large-scale industrial enterprises nationwide fell by 8.1%.
Tesla New project of China's super factory started recruitment, and nearly 1,000 operator positions were recruited.
Douyin live e-commerce has created a closed loop of transactions in all categories, and related partners are expected to benefit.
's first domestic high-end solid-state drive will be released in early September, and its performance is comparable to that of foreign brands' high-end products.
Finance, Zhonghua and others initiated the establishment of China Agricultural Reinsurance with a registered capital of 16.1 billion.
In the second quarter, the weighted average interest rate of newly issued small and micro enterprise loans in Shanghai was 4.69%, down to its lowest in three years.
Business: Anti-dumping investigations on imported wines originating from Australia are under statutory procedures.
US Business said on Wednesday that it is seeking public opinions on how to define new technologies to see if there are specific basic technologies that require stricter export control measures, including semiconductor manufacturing equipment and related software tools, lasers, sensors and other technologies.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-