A shares rushed too hard yesterday, and it was a little weak today. I played and rose and fell back to ! However, the performance of stock is still strong, with more than 13,100 html rising, 76 hrefates hitting the daily limit, and the rise and fall median +0.72% ; it is a market where large stocks eat dirt and small stocks continue to recover.
The turnover of the two markets is 728.4 billion, an increase of 18.2 billion from the previous trading day. Over-the-counter funds continue to buy the bottom of . But at a critical moment, foreign capital was bad. Yesterday, the northbound market was 6 billion yuan, and today it spent 8 billion yuan. is running away like this around 3000, and Blade is a little confused! Could it be that maliciously shorts ? You can consider sending a regulatory letter.
Foreign capital ran, Shanghai Stock Exchange 50 was bad again, the index hit a new low this year, and the corresponding various types of money were smashed! True Mao Moutai fell -3.4%, Yinmao China Merchants Bank also fell -3.4%, and photovoltaic Mao Longji fell -2.85%. Today, the top 10 heavyweight stocks were all green, which seriously dragged down the index!
Among them, China Merchants Bank was hit hard on A-shares and Hong Kong stock . Hong Kong stocks have fallen for 6 consecutive days, and the stock price has fallen by 20%; A-shares have also fallen for 4 consecutive days, with a drop of nearly 13%! As a bank stock with a market value of nearly 800 billion yuan, this decline is quite rare. This unscrupulous big drop needs to attract the attention of regulators.
In addition, Mao Wang was not good at all. His performance last night was not bad, at least in line with the expectations of the institutions. actually fell 3.41% today. It has been falling for 6 consecutive days, with a drop of about 10%. has not rebounded at all, which is confusing!
The weirdest thing is that in the last half hour of today, the time-sharing chart of Maowang was almost a straight line with an amplitude of only 0.01%. I don’t know that I thought was suspended from trading ! However, in the range of 1699 to 1700 yuan, nearly 1.3 billion yuan was sold, and 10.9 billion yuan was sold throughout the day. This situation is rare.
I have to say that the closing price of Moutai 1699.99 is very insulting, and a penny "overwhelms" the hero. Losing the 1,700 yuan mark in this way means that it is not the bottom yet! However, Moutai's market value is still 2.14 trillion yuan, while Tencent has fallen to only 2.1 trillion yuan. In the miserable competition, Moutai has become the most valuable Chinese listed company!
Of course, although Moutai fell to 1,700 yuan per share, it only costs 170,000 yuan per share, and 80% of investors still can’t afford it! So let's fall, if you fall, everything will live... Moutai falls, and the hype of the theme returns.
I remember that during the long holiday, many people left messages to Blade, saying that Moutai will not collapse and this round of decline will not bottom out! now seems that this curse may really work, , but it is not completely a bad thing, just wait to see Big A come to the bottom.
The biggest hot topic in the market today is Xinchuang+ digital economy . Among them, the Information Innovation sector set off a wave of daily limit, and 20CM of Science and Technology Information, Zhongke Jiangnan and other 20CMs hit the daily limit, and more than 10 stocks such as Shenzhou Digital , Dongxin Heping , and China Software hit the daily limit! This has driven the entire pan-tech sector, including digital security, digital currency , Hongmeng , operating systems, etc., to collectively rise. The logic of hype is still domestic substitution. The US has made the government determined to make all kinds of substitutions, and various substitutions are already underway. From hardware to software, the domestic production will be accelerated in all aspects, which can reduce the risk of being sanctioned! In addition, there is another reason why Xinchuang is surrounded by funds: "I heard that Xinchuang will introduce major policies!"
At present, domestic substitution is very similar to the new main line. The sectors have high standards (competitiveness), Zhongjun (Chinese software), popular tickets (Nantian Information, Keyuan Smart , Guomai Technology ). Guomai Technology has been on the board for four consecutive days, Nantian Information has been on the board for 6 days, and its competitors have reached 6 days, and its big bull stocks have emerged, and it is estimated that it will not be shut down all at once.
However, the advantage of speculating on domestic substitution is that it can be used at any time, and the sector span is also very huge. The disadvantage is that the concept is too grand, the replacement cycle will be very long, and it is difficult to quantitatively change to quality in the short term. This means that institutions cannot make large-scale configurations; it may be a big deal, and it will make it easier to compete with who will run faster!
In short, under the rotation market, Xinchuang will be a more critical day. It depends on whether the sector funds can form a joint force and establish the main line in one fell swoop! If the front row is hot, it will be a big blow to market sentiment.
Another attack direction in the market is the long-silent pharmaceutical sector. Last night, WuXi AppTec released its third-quarter report forecast, with a net profit of 7.38 billion yuan in the first three quarters, a year-on-year increase of 107%, which exceeded expectations. Today, WuXi AppTec rose by more than 5%, leading the CRO sector to rise by 3.6%, and other pharmaceutical branches also followed the crowd and dogs to the sky!
Yesterday, the medicine was still miserable, and today I launched a large-scale counterattack and became the most beautiful boy in the audience. I feel that the market is completely emotional game now. After all, many industries are quite bad. Not only does the performance growth rate decline, but the risk of being sanctioned is also the risk of being sanctioned. Therefore, it is difficult to predict whether the difficulties are reversed. Then just do it!
To be honest, has been pretty good in recent days, especially the performance of individual stocks. 3,000+ individual stocks have risen for three consecutive days! It gives everyone some confidence. After the market gets hot, the error tolerance rate will be higher. Let’s do it first.
But there is something wrong with the outside world. Tonight The US CPI in September increased by 8.2% year-on-year, and the expectation is 8.1%, which exceeded expectations again! As soon as the news of came out, US stock opened with a plunge, Nasdaq fell nearly 3%, and he was directly peeing.
This undesirable inflation data has a heavy blow to the Democratic Party represented by the Biden administration, which directly affects the midterm elections. If the US inflation is delayed, it will force the Federal Reserve to continue to hike , , hike , and the possibility of hike 75 basis points or even 100 basis points is not ruled out. This is a disaster for global stock markets!
Latest news, US 30-year Treasury bond yield rose to 4%, US dollar index soared to 113.7 again, is almost a new high! The RMB exchange rate of fell nearly 600 points, and A50 also dived 1 fell 1%, which made people feel panicked.
For A-shares, foreign capital has flowed out sharply over 8 billion today. It seems that the news has been learned in advance. The US stock market has fallen sharply at the opening. Can we escape tomorrow? Blade believes that there is no need to be too pessimistic. Foreign capital should run away. In the past few times, US stocks fell sharply due to high inflation, and the next day, Big A will always be able to get out of the independent market.
In short, 's current market valuation is bottom, so everyone should maintain confidence and not be blindly pessimistic. , but you can't be too lazy, don't chase high prices, and don't just do it! Now I want to copy which wave is impossible at the end of April. If the market really gets out of the big market, it still needs major improvements in the macro aspects, such as the end of the conflict between Russia and Ukraine, the end of the Fed's interest rate hike in , the end of the global economy, and the bottoming out of the recovery, etc.
will have a meeting soon. If the index is below 3000 points, it is not easy to report. So the 50th 3,000 defense battle in history, we must save it tomorrow, so wait and see!
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