14:59 The index closed red today, and individual stocks also rose more than fell. The red disk of the index is mainly the chip plate rose sharply. Although it fell back in the afternoon, the overall trend is still very strong.
What we need to observe at present is sustainability. After all, there is nothing to say about the trend of the day. Yesterday's high limit tide of degradable plastic was belching all day. However, the technology sector has really gone disappointingly for the past half a year. Every day we call for tight supply and demand, but the stock price does not show performance. Even if there is money to start selling, it is impossible to go directly to the main market. What we fear most is to have a one night stand with you, So focus on sustainability. There are opportunities for participation after sustainability.
In terms of capacity, the trading volume of the two cities decreased slightly, mainly because medicine and new energy did not show much performance today, with a net inflow of 15 billion yuan from the north, and a net inflow of more than 45 billion yuan in three days. This scale is also rare. The specific reason is that we told everyone in the session, and it is clear and understandable.
See you tonight for the specific re offering!
14:37 The big brother Xiangcai's trading limit did not drive the securities sector at all. He was still beaten to death, but he had to admire the funds that ignited and blocked Xiangcai. If the securities continued to decline like this, the rest of May would not be easy.
14:34 So you should understand why foreign capital has poured into A-shares crazily recently.
Once the RMB has trended to appreciate, it will lead to more overseas funds flowing into the A-share market in large quantities, and the preference of foreign capital is the industry leader, big white horse, especially in the fields of medicine and consumption.
14:31 for instance.
The current round of RMB exchange rate has risen all the way from 7.2 in June last year to 6.38 at present. If an overseas investor spent 10000 US dollars to buy an A-share stock in RMB from June last year, he can buy the stock market worth 72000 yuan.
Since one year of holding, assuming that the stock has not risen, all sales can be converted into US dollars, which can be converted into 72000 ÷ 6.38=11285 US dollars.
It is equivalent to the automatic appreciation of assets by 12.85%!
14:26 From the perspective of the overall market, once the RMB appreciates, it will attract foreign capital into the stock market, which is also the fundamental reason for the large inflow of funds from the north in the past three trading days.
The net inflow of capital from the north reached 10 billion yuan.
This northward direction is a bit crazy. It has flowed into more than 40 billion oceans in three days.
13:40 The main contract of pulp futures fell by 6.03%.
Papermaking has become the bottom plate today.
13:36 The medical beauty industry has had a pulse. The overall rhythm of the market still needs to be cautious, because the sustainability is really not good.
13:17 Most individual technology stocks opened in the afternoon and fell back quickly. In the morning, I told everyone in the clearing room, "Don't worry, focus on sustainability. At present, the hot spot is changed every day, and there is no main line of the market, so we should be very cautious in catching up.".
11:29 The technology plate exploded in the morning. Like the degradable plastics yesterday, it rose unexpectedly and became the market leader. I have been scolding chips for calling for tight production capacity every day, but the trend of individual stocks often disappoints people. No one knows whether this wave is true, depending on the sustainability of the next few days.
2800 stocks in the market rose, but the medicine and new energy in the direction of Baima showed little performance, even many were green, and the securities sector plunged in the afternoon. Seesaw effect, temporarily see the opportunity of oversold direction.
10:38 One hour after opening, today's capacity has shrunk a little. Yesterday's first hour's capacity was about 450 billion, today's capacity is about 380 billion, 70 billion less.
Today is a small ticket carnival, with nearly 3000 families rising. The main reason for the reduction is that the white horse did not move.
10:11 The Shanghai index is still green, mainly because the banking sector is at the bottom of the limit decline board today.
Looking at the securities sector, we have been trying to move up these two days, and it has not disappointed people, that is, the white horse is not giving strength, and it has not shown continuity.
9:56 Carbon neutral plate rebounded greatly, and the theme of capital return continued to be hyped. The main reason is that the sustainability of white horses is not good, and funds cannot be retained temporarily.
9:43 The chip board became stronger at the beginning of the trading. Yesterday, the biodegradable plastics disappeared. This kind of sustainability is very poor. There is no mainstream to speak of.
The securities sector in the early trading is still eager to try, but the overall environment does not cooperate, and more observation is needed.
9:27 Collective bidding: The index opened with mixed ups and downs, with the Shanghai Index falling 0.01%, the Shenzhen Composite Index rising 0.02%, the GEM Index falling 0.15%, and the automobile and degradable plastics sectors opening strongly.
9:11 As of May 25, 455 A-share listed companies had released performance forecasts for the first half of 2021, including 258, accounting for nearly 60%.
The release time of the semi annual report is from July 1 to August 30 every year. In June, everyone should pay attention to the opportunity of the performance pre increase of the semi annual report.
