Today, Big A was tough, with three major indexes in the middle of the positive line, and themes bloomed everywhere. rose in the two markets, with more than 23,300 stocks in stocks, and nearly 100 stocks hit the daily limit. This general increase has given investors ! The whole world has soared in recent days, only the big A-leeks are very lonely, and today I finally feel proud.
now foreign investment has become the backbone of the market. net purchases nearly 8 billion yesterday, and today it has bought more than 10 billion. It is the rhythm of net purchases for the sixth consecutive day, and it is the rhythm of catching money. Blade Feng is a little confused. Foreign capital has been buying, but domestic capital keeps selling, and now he helps others carry sedan ... It's so ill!
In the past 11 months this year, northbound funds have accumulated net purchases of 358.4 billion yuan, exceeding the historical highest annual net purchase of 351.7 billion yuan in 2019, setting a new record. Moreover, every time foreign capital buys at the bottom, they win a great victory. Why are they always so smart? And our domestic capital always picks up sesame seeds and loses watermelons! Is the pattern not big enough? Still not sure about the trend.
has recently flowed in large quantities, not only optimistic about the lowland value of A shares . The more important reason for is that both onshore and offshore RMB rose above 6.35, setting a new high in more than three years . The continuous appreciation of the RMB allows foreign institutions to not only make money from rising stock prices, but also make money from appreciation in exchange rates. This is a very worthwhile deal!
Today, the top five positions increased from Kweichow Moutai (net inflow of 1.624 billion), CATL (net inflow of 1.274 billion), Yanghe Shares (net inflow of 1.025 billion), Oriental Wealth (net inflow of 567 million), BYD (net inflow of 515 million), all the core assets of A-shares, and they are also the most important force for the market's surge! The belief in
liquor has returned, Kweichow Moutai rose 4.45%, and after 4 months, it broke the 2,000 yuan mark. Yingjia Gongjiu and Laobaiganjiu hit the daily limit, Yanghe shares rose 8%, Wuliangye rose 4.27%, Gujing Gongjiu and Shanxi Fenjiu rose nearly 4%, and the entire sector rose 3%, making it the most beautiful person in the market today.
last Friday announced a price increase, but the market did not buy it, and directly opened high and closed low . Why has the liquor smelled good recently? Because the senior management team had a meeting two days ago, they mentioned strengthening consumption again. This is the focus of after July last year! Under this important tone, the main institutions naturally understand and follow the policy. As the leader of consumption, liquor stocks have returned to the C position.
In addition, there has always been a joke in the liquor circle. The biggest benefit of real estate recovery is actually liquor. Because there are many projects to talk about and can be exchanged. Whether you believe it or not, they fulfill it every time, and this logic is really convincing!
This year, Moutai's stock price fell from 2603 to 1525, but returned to 2000 at the end of the year, bringing the annual increase back to a positive number. Although was beaten by King Ning for a year, King Mao will always be King Mao, and the lost will be brought back by the end of the year! Blade wants to say that if you work harder than this Moutai, 4,000 points before the New Year is not a dream, so let’s cheer for this year.
In addition to large consumption such as liquor, today technology stock bloomed at multiple points. Semiconductors, domestic chips, and domestic software collectively rose, UFIDA Network hit the daily limit, and various "micros" such as Fuhanwei, Guoke Micro, Lihe Micro rose sharply again! Weil Co., Ltd., Northern Huachuang , Gigabit Innovation , etc. are moving forward, and the technology line is worth keeping track.
In addition, the more exciting part is the consumer electronics sector. OFIL , Fujing Technology, Phoenix Optical and other stocks hit the daily limit,
, Tianfeng International analyst Kuo Mingchi released a research report, Apple plans the second generation AR/MR equipment, Luxshare Precision will become the initial exclusive supplier, which is equivalent to a direct endorsement and also brings positive expectations to the entire consumer electronics. After more than a year of continuous adjustments, many consumer electronics varieties have cost-effective!
Today, Yuan Universe made a comeback. Chinese online replaced Zhongqingbao 's leading position, and directly soared to 20CM. Blue Cursor , Ofilm, Perfect World , Meisheng Culture and others all assisted and rose sharply! The reason for the rise is that it has been a correction for a full 10 days. Now when the market sentiment is warming up, it is like dry firewood encountering fire, and it explodes as soon as it appears.
With the popularity of the meta universe, more and more companies have joined the ranks. Today Alibaba responded to the establishment of "Yuanjing Shengsheng" by 10 million, acknowledging that the company's future business is related to the Meta Universe! With Alibaba's entry, domestic giants have gathered all the game to play the meta-universe! But the competition will also be fierce. There are only a few companies that have core technologies. concept stock will continue to speculate, but only after the tide has subsided, I know who is swimming naked. It is not recommended to buy it without brains.
Blade believes that compared to Musk's mission to land on Mars, the ticket to "take off" Noah's Ark is too expensive and can only satisfy a few rich people; and the threshold to the metaverse is very low, and an address can travel through reality. Even if it is illusory, it is enough to accommodate 7 billion people." So in the next technological revolution, the breakthrough of the metaverse is more likely to become a reality than landing on Mars.
has many topics today, hydrogen energy , scenery and light storage, auto parts, military industry, securities companies, etc. You just finished singing and I came on the stage, and the market was in a state of restlessness. Many people started to shout "end of the year" again, and the spring offensive is coming... A positive line changes faith!
from historical experience Look, the spring farming market is an old tradition of Big A. It is obvious that it will be available from January to March. this year's reserve requirement ratio cut + RMB appreciation + hot outside. The spring farming market is likely to start early, so I'll wait and see.
However, today's trading volume is less than 1.1 trillion yuan, but the general market has shrunk. What does this mean? It can only be said that it is a rebound, not a reversal. A few days ago, many people are lying down, so they can rise sharply without volume!
But tomorrow it will be a test for the market. If If you can increase the volume, you will directly attack 3700; if you continue to maintain this volume, you will probably cheat again! A shares are getting used to it. Remember one sentence, the upward trend remains unchanged.
The most expensive new stock will come tomorrow! Hemai shares issue price is as high as 557.8 yuan per share, and you will have to pay nearly 280,000 yuan in one sign. The stock market is also inflation , and you can't even afford to invest in new stocks. but if you open Science and Technology Innovation Board , you can still create new ones. 60% of revenue comes from micro inverter . Currently, this is the only A-share company, which is quite scarce! Although the issue price is outrageously expensive, I may still hype it up on the listing. Finally praised Moutai, which rose sharply today. It is not just the king of Big A. company's per capita salary last year was 310,000 yuan, the highest among all listed liquors. What's more amazing is that Moutai Group has more than 240,000 employees, from management to ordinary workers, no one has an annual salary of more than one million yuan. This is the best sample of common prosperity.