15:00 In the afternoon, the market was more exciting than in the morning. New energy rebounded sharply. The Ningde era rose sharply, and new energy's yyds continued to sit firmly on the throne. There was no performance in the big financial sector in the afternoon. Iron and steel and nonferrous metals led the growth of the two cities, and today it is the turn of photovoltaic performance in the direction of high prosperity.
The GEM index overtook the Shanghai Index in the afternoon. Yesterday, the Shanghai Stock Exchange 50 hit a new low. Today, the positive side replaced the negative side, leading the two markets to rise, mainly because of the big financial and liquor boom.
In terms of capacity, the turnover of the two cities is still more than trillion yuan, and the net capital flow from the north exceeds 15 billion yuan.
14:41 TSMC expects that the supply shortage will last until 2022.
The tight production capacity of TSMC can no longer reflect the tight supply and demand in the industry, because TSMC itself is the leader of advanced manufacturing processes, and large companies like Apple are only looking for them.
13:47 FTSE China A50 index futures rose to 2%, and Shanghai Stock Exchange 50 also rose nearly 2%.
The reason is the same as what was said in the morning, mainly because of the rebound of Big Finance and the first tier liquor Maowulu, which also reflects the strong defensive flavor of the market.
13:21 The GEM index turned red in the afternoon. In fact, there was no major problem with the trend of the index, and the differentiation of individual stocks was serious.
At this time, it's easy to run away if you step on the wrong pace, so it's enough not to chase the rise or fall, but to carefully cultivate your own land.
13:11 Photovoltaics rose sharply today, with the rise and fall of the computer numerical control limit. Longji shares, Sungrow Power Supply and Maiwei shares rose sharply.
On the news side, it is mainly because the policies in Europe have exceeded expectations recently: the renewable energy constraint target has been raised to 40%, and the EU photovoltaic installed capacity will be about 100GW in 2030.
13:04 The net inflow of capital from the north reached 8 billion yuan.
Yesterday's outflow of 10 billion yuan and today's inflow of 10 billion yuan are really fun!
11:28 In the morning, there was only one outlet for photovoltaic in the high boom direction. Chips, new energy and cxo were adjusted, and military industry rose and fell back.
After 10:30, the Shanghai Stock Exchange Index rose rapidly, mainly due to the rebound in the defensive directions of the big financial and consumer sectors. The Shanghai Stock Exchange 50 is the index with the largest increase in the two stock markets at present.
In fact, the volume of energy in the morning was good, and there was no significant reduction. In the first hour, there was still more than 500 billion trading volume, and the volume of energy was still there. Then the next key consideration is, which direction is more likely to bring excess revenue if the position of new energy does not go up.
11:06 When investing in growth stocks, one thing to remember is not to copy the bottom when the industry goes down, such as Muyuan Shares of pork stocks and Sany Heavy Industries of excavators.
Because after an industry logic starts to change, you don't know how bad it will eventually be.
10:53 The Shanghai Stock Exchange 50 rose by more than 1%, mainly due to the rebound of Big Finance and the first tier liquor Mao, Wu and Lu, and the increasingly strong flavor of defense.
10:46 Banks have become today's leading gainers, and Shanghai Stock Exchange 50 and Shanghai Shenzhen 300 are both red.
The market style has shifted to a defensive state.
