14:17 The turnover of Shanghai and Shenzhen markets exceeded 1 trillion yuan for the third day in a row, which should stimulate the eyes of players off the court.
14:13 The production capacity situation is grim. Murata, an Apple mobile phone capacitor supplier, plans to support the manufacturing of 500 million 5G mobile phones in the new fiscal year.
From the perspective of industry, passive components indeed have the logic of brewing a round of price rise. Similar to the panel, on the one hand, it benefited from the surge in demand in the downstream 5G and electric vehicle industries, and the inventory reduction was nearing the end; On the other hand, the production capacity structure of the top enterprises in the industry has shifted, the supply side has shrunk, and giants such as Guoju have shown signs of supply price control. The key is that after the overcapacity in 2018-2019, the plate as a whole has been at the bottom.
13:42 Now the market is in pursuit of big and beautiful. As long as the industry trend is upward, the top enterprises in the industry are getting stronger and stronger. Institutional funds are the dominant voice of the market, and these funds are more willing to pay for large and beautiful companies.
13:27 The securities have moved a little. This position really needs securities to boost morale. Other sectors have no appeal of securities, but they are more of a group.
13:09 The mask market opened stronger in the afternoon, because yesterday there was a sudden wave of epidemic in Hebei. For this hype, everyone should try to keep an attitude of watching the theatre.
11:30 The index fluctuated at a high level in the early trading. The volume of the two cities is still more than 760 billion, and the trading volume is no problem. Now the food and beverage, new energy vehicles, and photovoltaic at the attack end of the market are all in the process of callback. The technology that rebounded yesterday was stifled today, leading to the frustration of the market's long sentiment.
But at present, it is a good thing to wash this position. What we need in this position is patience+select industry leaders.
11:15 The index fluctuated at a high level, the subject matter was sharply differentiated, and individual stocks fell in a mess. The structural leading market on the market remained unchanged.
10:55 It's the turn of the market for stocks with big bottoms and low middle caps. In other directions, it's all about differentiation and comparison. The sustainability of technology that came up yesterday is weak, which is due to the high callback of energy photovoltaic.
10:36 CRRC has risen by the limit and Conch Cement has risen by leaps and bounds. Yesterday, I shared with you the logic of low absorption. At present, the market is dominated by industry leaders, so the low absorption direction should be as far as possible to those industry leaders with high prosperity and expectations, rather than buying those rear row stocks that have risen and those small and medium ticket stocks that have fallen in the low position.
10:23 The index did not move much, but the differentiation of individual stocks was quite serious, with more than 3000 stocks falling. However, the Shanghai index was still red. What is rising on the market is the leading weight, so we should change our thinking. Don't think the market is good and buy those small stocks that are falling at a low level. They can always make money. In this wave of market, in fact, small and medium-sized stocks have no earning effect.
10:02 Half an hour after the opening, the turnover of Shanghai and Shenzhen stock markets reached 381.7 billion yuan, which is still a large volume. At present, the market is divided into two parts, which requires patience.
9:51 The LCD panel price bulletin in January 2021 released by Bang Consulting Optoelectronics Research Center yesterday evening showed that the mainstream size panels used for TV, desktop display and notebook terminals all kept rising. Specifically, in terms of TV, it is estimated that the average price of 32 inch, 43 inch, 55 inch and 65 inch films in January will rise by $2, $3, $4 and $3 respectively month on month. In terms of desktop monitors, the average price of 21.5 inch, 23.8 inch and 27 inch monitors in January is expected to rise by $1, $1 and $0.5 month on month respectively.
9:50 The GEM index rose to 1%, and the stock SMIC International rose more than 10%, with a total market value of HK $168.8 billion.
9：30 Collective bidding: The index opened higher collectively, and the dairy sector has been relatively active in the recent two days due to the rise of domestic fresh milk prices.
Be prepared for danger in times of peace. At the end of the year and the beginning of the year, liquidity was loose and the spring was turbulent. After the first quarter, liquidity contracted, and the overall market valuation was difficult to further expand. Structurally, attention was paid to the industry opportunities that the performance continued to exceed expectations.
