Reporter of the Economic Business: He Jianling Yang Jian Editor of the Economic Business: Wu Yongjiu
Picture source: Photo Network_500973714
Finally, the day of tired watching the market is over.
Logically speaking, for those who love stock trading, it should be very exciting to indulge in "sports the battlefield" for 4 hours every trading day. However, in the face of such a bull market, Niuyanjun (Niuyan: njcjnews) was really a little overwhelmed - after a whole day, the Shanghai Composite Index still swayed below 3600 points, and closed another cross star. The situation of neither up nor down seemed to have to continue.
Image source: Oriental Fortune
However, it is a bit strange that the three major indexes closed with a increase in . Is the mysterious code "999" heralds that "just" will rise or fall? Or does it rise for a long time or fall for a long time? Niuyanjun thinks it still depends on the holdings of status of all investors. As for which holdings correspond to what kind of expectations, you will not say much. You know.
But then again, the market's cowhide has actually left us with more time to study and study. For example, at the end of recent years, should we listen to the suggestions and think about the big names?
Niuyanjun (Merprise Niuyan: njcjnews) noticed that today a top heavyweight boss - Industrial Securities Global Chief Strategist Zhang Yidong - expressed his views on A-shares next year. I won’t mention other content here. I just look at the five major tracks recommended by the boss, namely:
The first is the technology industry chain, which is to embrace the energy revolution. The second is the industrial chain of intelligent things. The third is the military industry chain. The fourth is the high-end manufacturing industry chain represented by semiconductors. The fifth is the life technology industry chain. These five major tracks are the protagonists, main themes, main tracks and main lines of China's science and technology innovation and innovation betting in the medium and long term.
looks a bit empty at first, but when you read it carefully, Niu Yanjun believes that Zhang Yidong is actually focusing on the field of hard technology. These five major tracks actually require solid technology as the foundation, which is in line with the direction of my country's industrial development, and it makes sense.
combined with the A-share market, the second track - the intelligent industry chain of all things involves intelligent driving and intelligent transportation industries. Today, the automobile and vehicle sector happens to have the highest growth rate, with the sector increasing by 2.91%. CIMC Vehicle achieved a 20cm large daily limit , and China National Heavy Truck daily limit.
However, Niuyanjun (Multiple Vision Niuyan: njcjnews) noticed that the automotive parts concept stock is not so lucky, and there is a significant differentiation. Among them, the one that collapsed nearly 30,000 shareholders is Suao Sensor (300507, SZ), which mainly sells automobile fuel level sensor . Today, it perfectly staged the drama of "high-level lures many".
Suao Sensor Today's Time Sharing Chart
Suao Sensor Today's slight opens . After a brief decline, it was pulled up by a group of large orders with a total of about 120 million yuan in total at 9:55. The increase exceeded 10% after 9 minutes, setting a new high of 4 and a half years. During the two hours of trading from 10:00 to 13:30, the stock price has remained above 16 yuan/share sideways , which is a great feeling of "building momentum".
However, just after many small scattered "borrowing the intraday pullback and intervening to rise", the stock price suddenly fell rapidly after 13:30, plummeting to the closing, basically closing at the lowest point of the day, with the final decline reaching 12.61%, the amplitude for the whole day exceeded 25%, and the funds bought during the "side-sided trading" during the intraday were trapped at least 17% on the same day; if they buy at the highest point, they will be trapped at 21% on the same day. This is really painful!
Stock bars who were "hit" also complained:
Picture source: Oriental Fortune Net Stock Bar
Judging from the daily K-line chart, Su Ao Sensor also gives people the feeling of "high-level shipment": the stock price began to rise rapidly from the end of October, and the large number on November 19 doubled during the daily limit. After many sideways, such a long shadow suddenly appeared, and the trading volume was significantly increased, which made people deeply worried.
Suao Sensor's recent daily K-line chart
In addition, from the perspective of total market value and shareholder structure, Suao Sensor also belongs to the stocks , which are "low price", "the total market value is less than 10 billion yuan", "there are many natural person shareholders", and "large increase in the previous period". Niuyanjun (Missue Niuyan: njcjnews) believes that generally speaking, individual stocks with this type of characteristics are easily manipulated by hot money , and their trends are often more radical and their fluctuations are relatively large. Therefore, retail investors should maintain a certain cautious attitude to avoid accidentally stepping on big thunder.
Today's market adjustment, and the concept of the meta-universe fell sharply. After operator Xinyi spent 52.5 million, the stock closed again.
(1) Today's trend of hot money
Zhao Lao Ge
Sanfeng Intelligent bought 12.83 million;
Jihong Shares bought 13.78 million;
Science and Engineering Environmental Science and Technology bought 55.29 million;
Operator Xinyi
Shaanxi Jinye sold 52.5 million;
Liyang Road
Sanfeng Intelligent bought 12.63 million;
Niuyanjun summary: Today's market fluctuated weakly, with trading volume slightly amplified, and northbound funds net bought 3 billion. From the market perspective, the representatives of the small index are the National Securities 2000 and CSI 1000. Today, both indexes form the top divergence structure: the National Securities 2000 index forms the top divergence structure of 60, 90, 120 minutes and the daily line, and the CSI 1000 index forms the top divergence structure of 60 minutes and 120 minutes. Small indexes form a top structure in multiple cycles, and adjustments are inevitable.
html Since the beginning of 000, the small index has continued to rise, and various -themed stocks have performed actively and have risen one after another. Many theme stocks have increased greatly. Many individual stocks have overdrawn their future performance, especially theme stocks that are purely concept speculation, and the risks cannot be ignored. At present, the index has a large difference, and the degree of risk is different. The small index has a top structure, and the risk is the greatest. Other commonly used indexes do not have a top structure. On the contrary, if the Shanghai Stock Exchange 50 Index continues to rise, it may form a bottom structure. Therefore, the current market should operate on the status of individual stocks, and once again remind us to avoid high-level stocks with huge gains and sell high and reduce positions with the trend.Brother Zhao: Today's market shows a clear 28-8 division, and heavyweight stocks such as finance perform well, and traditional industry sectors strengthen. One of the common characteristics of these industries is that their valuations are relatively low, especially when the market is uncertain, the market is relatively favored by varieties with safety margins. At present, under the expectation of stable credit, under the low-valuation blue chip may rebound in a phased manner, and growth has gradually entered the left configuration range. Judging from today's hot money seats, Brother Zhao bought 12.83 million Sanfeng Intelligent, 13.78 million Jihong Shares, and 55.29 million Science and Technology Environmental Science and Technology.
new player: Shaanxi Jinye broke the daily limit and broke the board today, with a turnover of 30%. Judging from the seats, the practitioner Shinichi spent 52.5 million. From the news perspective, on November 26, the State Council issued a decision to amend the " Regulations on the Implementation of the Tobacco Monopoly Law of the People's Republic of China ". In order to strengthen the supervision of new tobacco products such as electronic cigarettes, it was decided to make the following amendments to the "Regulations on the Implementation of the Tobacco Monopoly Law of the People's Republic of China": add one, as Article 65: "New tobacco products such as electronic cigarettes are implemented in accordance with the relevant provisions of cigarettes in this Regulation."
Liyang Road: The new energy vehicle industry chain is in a strong trend, and today Sanfeng Intelligent hits the daily limit. In terms of seats, Liyang Road bought 12.63 million, while Brother Zhao bought 12.83 million. From a fundamental perspective, Sanfeng Intelligent has cooperated with Tesla , and has a large number of orders for production, and is used in Tesla's Shanghai factory. The company's subsidiary companies have also developed industrial robots, warehousing and logistics automation equipment, intelligent three-dimensional parking equipment , automated packaging equipment, etc. around intelligent equipment. Especially recently, the announcement stated that the company signed a daily operating contract with BYD Auto Industry Co., Ltd., and the main products provided are the " new energy vehicle assembly line project", with the contract amount (excluding tax) of 177 million yuan, accounting for 15.13% of the company's audited operating income in 2020.
(2) Logical comments on the hot stock list
Science and Technology Environmental Science and Technology
Science and Technology Environmental Science Daily K-line chart
Logical analysis: The company's stock price fluctuates violently today.In terms of seats, Brother Zhao bought 55.29 million yuan, and Xingye Securities bought 12.51 million yuan on Tongxiang Zhenxing East Road. It is worth noting that yesterday, Brother Zhao bought 11.35 million yuan in Science and Technology Environmental Science and Technology, and continued to increase his position today, which is a strong and optimistic performance. From a fundamental perspective, the main business of Science and Engineering Environmental Science includes software and informatization and environmental protection, overall power monitoring and governance solutions. The company's main products include intelligent substation online monitoring system, transformer chromatography online monitoring system, GIS local discharge online monitoring system, transmission line online monitoring system, grid dispatching system, etc.
(This article is for reference only and does not constitute a basis for trading. It is at your own risk of entering the market.)
Daily Economic News
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