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The A-share market staged a soul stirring drama.
As soon as the market opened in the morning, the market was filled with sorrow and more than 4000 individual shares fell into the water, and everyone's mood fell to the bottom.
But don't worry. In the afternoon, the market suddenly took power, and the semiconductor sector stepped forward, leading the technology stocks to return strongly, and the index soared with it.
The Shanghai Stock Index rose more than 1%, recovering the 3100 point mark, and the median of individual stocks rose 0.58%.
Although the market recovered, the turnover was only more than 770 billion yuan, and the incremental capital still failed to keep up.
Domestic capital ran 7.2 billion yuan, while foreign capital inflows were 2.7 billion yuan.
Foreign capital has been flowing in most of this month, while domestic capital has smashed the market every day.
Sometimes, I really want to suggest that the trading function of domestic capital be temporarily turned off, so that out of sight, out of mind.
The strong performance of the semiconductor sector, in addition to being stimulated by the news of the establishment of the third phase of the big fund, is also related to the low position of the sector itself.
Just like the photovoltaic plate last week, the market will be more consistent, and the stock price will be pushed to the sky that day!
At present, market funds are generally afraid of heights, and the hot sectors in the early stage, such as low altitude economy, high-speed copper connection, and real estate, are all retreating at a high level.
And technology stocks suddenly ushered in the wind, and active funds seemed to meet rain after a long drought.
After hours data shows that 910 million funds have flowed into the semiconductor sector, indicating that a lot of funds have been caught up.
The third phase of the big fund came, with a capital scale of 344 billion yuan, more than twice the sum of the first phase and the second phase.
The first phase of the Big Fund was established 10 years ago. At that time, our semiconductor industry was not yet mature, but now it has changed.
Phase I funds are mainly invested in integrated circuit manufacturing, while Phase II focuses on equipment, materials and other upstream areas to achieve the independent control of the industrial chain.
Five years later, in the face of external restrictions, the third phase of our large fund also arrived as scheduled.
Wafer manufacturing is the core of the industrial chain, and we have made great efforts in this regard.
In terms of equipment and materials, we still have a gap with the world leader.
There are a wide range of semiconductor materials, from gases to chemical agents, metal targets, cleanroom engineering materials, etc., which are both costly and laborious subdivisions.
The third phase of the big fund will focus on breaking through the advanced process below 28nm, and all related cutting-edge fields, such as advanced packaging, photoresist, lithography machine, will become the focus of investment.
Historically, the launch of large funds is often the starting point of the A-share bull market.
After the first phase was launched, the semiconductor index rose by 130% in 10 months; After the launch of the second phase, it rose by 100% in five months.
This time, we also have reason to expect that the semiconductor, photoresist and technology stocks at the bottom will usher in new opportunities.
Market trend analysis:
Yesterday, I mentioned the support near the New Year Line China Special Appraisal The rise of other heavyweight stocks kept the Shanghai Index in red.
The explosion of technology stocks in the afternoon helped the market recover 3100 points
To be honest, the trend exceeded expectations Drop relay There are two possibilities for the trend:
1. After the adjustment, continue to rebound and hit a new high, but the premise is to break through 3130 points in a large scale.
2. The market adjusted again, hitting a new low, but near the annual line, the adjustment may end at any time and start to rebound.
On the board, insufficient trading volume is the biggest hidden danger. The trading volume on Friday and Monday was only more than 770 billion yuan, which was difficult to support the profit making effect of the market.
Hot spots:
The insurance, oil, securities firms, banks and other sectors of the protection were flat, and photovoltaic and wind power were also oversold, so the operability was not strong.
The power sector, such as virtual power plants and smart grids, has continued to rise strongly, and the short-term market has come out, so we can continue to focus on low absorption opportunities.
Lithographer Three Swordsmen Large capacity photosensitivity , Lanying equipment, strong new material, and lithography machine and chip plate deserve special attention.
The accuracy rate of overall market analysis exceeds 80%, and the hot spots are all caught in one net. Refuse to make an afterthought! Real time grasp of the latest interpretation of the market by the king of trading time, and can lock in the Sina live broadcast room of "king looking for dragon": https://live.finance.sina.com.cn/bozhu/5123677729
On Tuesday, the market, like grass in spring, stubbornly stuck its head out of the soil,
The three indexes rebounded in the shock, and 3100 companies' share prices rose, with a median increase of 0.53%,
This is the signal that the earning effect is returning gradually, as if the warm sun in spring has warmed the hearts of investors.
However, the hot spot of the market is like a hot wheel, which is fleeting.
At the opening, the medical and aesthetic plate was like a dancing butterfly,
Then the real estate sector roared like a lion, and the trading limit surged.
In the afternoon, the photovoltaic plate was at the height of the sun, with rising tide and rising tide,
Glass substrate Not to be outdone, but to rise sharply.
However, although the operation is like a tiger descending the mountain,
The closing of the Shanghai Stock Index was like an old monk entering a calm, calm,
It seems that I have been busy for a whole day in vain, which makes people sigh that the stock market is like a battlefield, and winning or losing is a matter of daily routine.
Foreign capital bought 4.776 billion all day long, just like overseas tourists returning to their hometown with full enthusiasm.
However, domestic funded institutions, like deserters, ran 9.175 billion yuan,
People can't help sighing that the changes in the stock market are really unpredictable.
In the sea of stock market, we are all brave navigators. Only by keeping calm can we control the wind and waves and reach the other side of success. "
Panel analysis:
The real estate sector continued to rise. The special service for elastic stocks prompted last Thursday was too strong, almost doubling in five trading days.
We don't like other real estate. There is no way to do this, DOBE Group The concept of "three, six and five networks" is very promising.
The glass substrate that has been promising this week has performed well, and the boss is Lehman Optoelectronics The second one is the new material of three super brands, all of which are strong.
Only on Monday and Wednesday Ashikang Choose one from two, and choose the latter. There is too much difference between the two
Shenzhen Ruijie, a promising engineer design direction on Tuesday, rose significantly by 12% yesterday, which is also very cool.
In the recent Strategic Academy of Building Sciences, Leo's planning is all about this theme, and it is also about the next day's big rise. Judging the direction, hiding in advance, and buying before starting is the essence of doing short-term business.
Hot Spots:
1. Property:
Basically, it is the climax again. After the climax last Friday, it fell sharply on Monday. It is always right to sell at the climax. Special development services have soared continuously, and they belong to DOBE Group 365 Hi, too! You should know that building houses is better than housing services. In short, I will not pay attention to the low price junk stocks of real estate.
2. Glass substrate:
Every day this week, there are still opportunities after the adjustment of the plate. The new materials of the three super brands and Lehman Optoelectronics have risen, and the property price is not high. You can wait for the callback or explore the opportunities for back row price supplement
3. Urban planning:
Whether it is a favorable stimulus for real estate or a favorable stimulus for low altitude economy, construction engineering is a barrier that can not be circumvented, and it is also a model of map speculation. What we did before was the planning of the Academy of Architectural Sciences and Leo, but now we can track Shenzhen Ruijie, Hangzhou Garden, and Tendering Shares
Market trend
The market is awkward here. The trading volume can not be enlarged all the time, and it is difficult to rise or fall. Then continue to shake
The first support is near 3150, and the second support is near the 20th line, which is not far away
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On Tuesday, the stock market was like a drama, with ups and downs, joys and sorrows.
Although the index is only slightly green, 66% of the individual stocks chose to go against the current, with a median increase of 0.72%, as if to say: "Although I am small, I am a potential stock!"
However, the trading volume seems to have been enchanted, shrinking to more than 800 billion, and the funds seem to have returned to the "flat" state.
Foreign capital and domestic capital are playing a "fast" game. Foreign capital sold 6.67 billion yuan all day, while domestic capital was ahead with 13.8 billion yuan.
Since the real-time disclosure of northbound funds has been closed, foreign capital seems to be playing vanishing, which makes people unprepared.
This makes one wonder: "What's going on here? Even the fake foreign capital has started not to follow the routine?"
The market is short of money, and the market turns like a merry go round.
Yesterday, I was in KTV, but today I was in the ICU ward.
The public utilities and the concept of going to sea, which were blown out last night, seem to be poured cold water today. Only the power sector still stands stubbornly, as if to say: "I am me, fireworks with different colors!"
The plates stimulated by the news seemed to have beaten chicken blood in the plate, but if there was no relay, there would be only the embarrassment of rushing up and down.
The game plate affected by the upsurge of the game station may be just a "one-day tour";
The benefits of the openAI conference also failed to make Multimodal large model The relay was successful.
The early hot spots, such as AI and Suanli, just "twitched" in the plate, and then ended the performance in a hurry.
The ecology of short-term relay is still a headache, and the failure of promotion is like eating a bowl of "big noodles".
The blue biological limit on the 7th board, the Nandu property limit on the 3rd board, the Boen Group limit on the 2nd board, the Nanhua biological limit, and Jiahua shares are close to Ceiling floor ，
Zhengdan shares, which returned from the resumption of trading, fell by 18%. This game is playing with a bit of heart rate acceleration.
The biggest news after the session was the landing of US tariff rules!
The United States announced that it would impose tariffs on Chinese goods worth US $18 billion a year,
Including electric vehicles, steel and aluminum materials, semiconductors, batteries, key minerals, solar cells and cranes.
Among them, the tariff of China's electric vehicles will rise significantly from 25% to 100%, and the combined tax rate will reach 102.5% if the additional tariff of 2.5% is included!
It's more than quadrupled.
Behind the "escalation of war" of the US Canada tariff collection, I think its "show off" political significance is far greater than its economic significance,
First, from the perspective of the election year, increase tariffs on steel and aluminum to obtain more Swing state Voters, Pennsylvania is the location of the headquarters of the United Steelworkers Federation, the largest trade union in North America; Michigan is one of the regions where the production capacity of new energy batteries and new energy vehicles is invested more.
Second, from the perspective of the U.S. economy, the imposition of tariffs on China's electric vehicles and other clean energy products is ostensibly conducive to the development of its own new energy industry; In fact, the policy strength is more like "one punch on cotton";
Third, this round of tariffs is directed at China's "new three kinds" and other advantageous manufacturing industries. The purpose of this round of tariff collection is clear, that is, to weaken China's advantageous manufacturing industries;
However, these tariffs alone are far from enough to weaken China:
Biden "wants and needs": on the one hand, he wants to win the support of voters and "desperately" safeguard some interests of American workers; on the other hand, he does not want to have too stiff relations with China, so he leaves much room for policy.
For A-shares, this news had been expected before, and today it was a bad news. Guolian Securities resumed trading today, if it can drive Securities dealers Strong rise, and the volume of trading on the market will increase to trillions, so the market will have the possibility of breaking through the big rise, otherwise it will continue to look at shocks!
Hot spot direction:
1. Synthetic creatures: blue creatures have reached the limit, Lukang creatures have reached the limit, and the plate shows obvious signs of weakness. Chuanning creatures, as the leader, are still strong, and the plate should pay attention to moving while moving
2. Chemical industry: Danwang returns, and the plate begins to change again, Beihua Shares High competition for public price and other trading limits, but there are not many trading limits. As one of the two main lines at the beginning of the month, the plate has entered the fishtail market
3. Low altitude economy: after stepping back on the 20 day line, there is a little sign of stopping the decline, and the Chinese army Wanfeng Aowei can be tracked as a vane
4. Virtual power plant: green power, electric power and virtual power plant are the key directions to focus on, and continue to look for opportunities.
5. Ultra high voltage: it is integrated into an electronic quad board, which can be used as a leader to make momentum. There are opportunities for future electric equipment and wind power.
6. Technology stocks such as games and the Internet rotate, and the market probability of one-day tour is too high to pay attention to for the time being.
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A-share, a magical place, is becoming more and more absurd. The Shanghai Stock Exchange Index is rising 0.01% with a faint gasp, and it is also crowned as a "new high in the year"!
Behind the joke, foreign capital fled like a cunning rabbit, sweeping over 6 billion yuan;
Domestic capital is more likely to hit the market with no brains, and the sales amount to 25 billion yuan.
Even so, it is shameless that the index can climb higher, which is a great shame and shocking!
The scene of individual stocks can be called the scene of a disaster film. More than 3800 enterprises' share prices plunged collectively, with a median decline of - 1.1%.
This situation and scene is enough to break the hearts of thousands of shareholders into ashes and fill them with despair
Once upon a time, shareholders naively thought that holding their heads high in the market was a good opportunity to get rid of the trap. Now, it seems like a world away. Drink the lost wine with Lao Hu. Can 3500 points break the cocoon of the cheap hope of buying at 3100 points?
In the past, the index stood at 3000 points, and the profit was still within reach.
In contrast, at present, the index is walking at a snail's pace, while the account funds are quietly flowing away like an hourglass.
Friends sneer, this is the "midlife crisis" of stock speculators - failing to keep pace with the times and penetrate the market's treachery will eventually become the cannon fodder in this capital game, and no one will even hear a cry!
The stock market is no longer docile as it used to be. Its cruelty and deceit are mercilessly mocking every dreamer who dreams of easy money.
------------------------------------------------------------------------
Three big news broke out at the weekend, which is not good news for the market and retail investors:
1. The news that the northward capital data is closed is unfriendly to shareholders, but it does not actually constitute a material negative for market operation. The northward capital data is more of a wind vane. Just like the recent market, as long as there is a large inflow from the north, the market will rise, but the real-time data can not be seen, and retail investors can not rely on this data to make quick judgments, and the relative difficulty of operation will increase.
2. The IPO was suspended for three months and restarted. Marco Polo Tiles held a meeting on May 16. A normal market must have a normal listing and delisting system. The suspension was due to the need to rectify the current market a while ago. Now it is a normal thing when the market is restarted, but after all, money circulation has started again, and the sentiment towards retail investors is ultimately negative.
3. According to the social finance data released by the central government, the cumulative increase in the first four months of 2024 is 12.73 trillion yuan, 3.04 trillion yuan less than the same period last year. In April, it was -198.7 billion yuan, compared with+1.22 trillion yuan in the same period last year, and 1400 billion yuan was spent on business trips once entering the country.
Perhaps this data is not very good, so many official manuscripts only reported the accumulated data of the first four months, and tried to keep a low profile to deal with the problem of negative social financing in a single month. The negative growth of social finance data is certainly not good, and there are few similar samples in history and no reference. How to walk after opening low today? We should watch it while walking.
Hot spot direction:
1. Chemical industry, the market leader Zhengdan Shares came out on Tuesday. As long as it can be stabilized, there is still a chance to maintain the direction of chemical industry. The premise is that it must be stabilized, and we should first observe today.
2. Synthetic biology, also the leading Chuanning biology, has opportunities in this direction as long as it does not make up for losses, especially in the direction of the branch [artificial meat] on Friday. Today, we see Chuanning biology stabilize and look for opportunities again. If it makes up for losses, we will give up looking for stocks to make up for gains. It's time to wait and see.
3. Solid state batteries have risen once in this direction this week, but it's just a one-day tour. This week, look for potential to see if there is any chance. Or whether it will be rotated is also necessary
Market trend: The market shrank to a new high on Friday, but the loss effect was very large. The news on the weekend was relatively cold. Monday was expected to be dominated by shocks and adjustments, supporting the 10th line and the gap around 3026.
Operation strategy: [Hot Pioneer] The position was empty last Friday. Today, we open low near the ten day line to look for opportunities for low absorption.
I don't think most theme stocks will go too well in May, but I also believe that there is no systematic risk at present. There is still an opportunity to grasp the rhythm and make good use of the theme rotation. Of course, the pattern is too big to take one step at a time. In a word, only by avoiding risks can we move forward steadily.
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Just a day off, the A-market held its head high and the Shanghai Stock Exchange Index climbed to the closing peak of the year.
Nearly 4300 shares were singing and laughing, with a median increase of+1.19%, and 62 stars shining on the trading limit list.
The enthusiasm for trading and investment between the two cities has not diminished. The scale of 900 billion yuan reflects the capital surge. Foreign capital from the north has returned with 8 billion yuan, becoming the driving force of the market.
However, during the storm, the northward data may not be available in real time from next week, and a navigation light is missing.
Market sentiment has warmed up with the influx of northern water, Nanguo Real Estate The money loss effect has been repaired, and the connected chariot has not stopped,
Although the index is very strong, it is a pity that the quantity can be slightly insufficient. Generally, there will be a small adjustment on the day of contraction and expansion
[New energy and new trend, leading the trend]
The new energy sector today carries the banner and becomes the main force of the index.
With the spring breeze of policy blowing, the Ministry of Industry and Information Technology has guided the transformation and upgrading of lithium battery industry, focusing on technological innovation and efficiency improvement. Solid state battery and perovskite technology may become stars of tomorrow, which is worth studying carefully.
Short term funds are keen on synthetic biology, Azure creature The positive feedback of is like the dawn, illuminating the way forward.
[The concept of price rise, color dancing]
The melody of price rise is spreading from chemical industry to non-ferrous industry. The differences breed opportunities. The countdown to the return of Zhengdan Biology, the theme of price rise is superimposed with the expectation of performance, which is expected to be active again and again in the performance vacuum period.
The real estate is dancing by taking the opportunity of easing the restrictions on purchase in Hangzhou, and the science and technology sector is also gradually stabilizing, waiting for the financial report of Nvidia or OpenAI The new dynamic east wind.
[Research and judge the general trend and move forward in shock]
The market took a short rest, immediately counterattacked before hitting the 5-day moving average, and set a new high again, which was stronger than expected.
However, the capacity bottleneck of 900 billion yuan is like a hanging sword. Without increment, it is difficult to achieve in one move, and the future will be turbulent, rising or normal.
[Hot spot tracking, each has its own advantages]
The lithium battery and solid state battery sectors have risen strongly in the policy warm wind, and the short-term focus is on them.
Although there are differences among chemical price rise, synthetic biology and medical treatment, they are the two main lines of the market. Strong callback and oversold rebound opportunities coexist, and continuous tracking cannot be ignored.
In a word, the market moves forward in optimism and caution, and there is infinite possibility in the hot spots. Only by following the policy guidance and insight into the capital flow, can we move forward steadily in the vast sea of stock markets.
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The A-share market has indeed faced many challenges, and the overall mood is heavy, with only hundreds of stocks rising,
More than 4000 companies fell, with a median decline of 1.6%, which made people feel a chill in the air.
Foreign capital and domestic capital reduced their positions one after another and fled in total. The outflow of foreign capital exceeded 400 million yuan, and domestic capital was unwilling to lag behind, running away 300 million yuan. The market capital was particularly tense.
Bad news came one after another, and the international market was constantly turbulent.
First, the license of Qualcomm and Intel to supply to Huawei was revoked,
Second, pressure Saudi Arabia to withdraw its $100 billion AI investment in China;
Third, the sales report of domestic real estate during the May Day holiday was also unsatisfactory. The sales volume of new houses was 7% less than that of last year, which was more bleak than that of 2019;
Fourth, JPMorgan Chase lowered China Concept Shares expect;
Fifthly, hawkish officials of the Federal Reserve made a strong voice, delaying interest rate cuts or even raising interest rates, which added some gloom to the market.
The confidence of the domestic market seems to be slightly fragile, and the waves will rise when the wind blows, and the institutions will sell when the wind blows, which makes A-shares appear somewhat turbulent.
Investors are busy learning in this turmoil. Last week, they just learned about synthetic biology, and then on Monday Commercial aerospace , cellular immunotherapy on Tuesday, the ocean of knowledge is endless.
But sometimes the depth of learning is deep, and the more you learn, the more shallow you feel, the loss seems to increase. What can you do?
Panel analysis:
1. The weight and big finance have been adjusted across the board. Real estate and securities companies have dropped by more than 2%, insurance and Chinese characters have dropped by more than 1%, and the big butt has weakened. The market can only be adjusted downward. When they stop falling is the opportunity for the market to rebound again.
2. Synthetic biology: the continuous outbreak has driven the medical sector to strengthen significantly. Blue Biological led the gains on the 6th consecutive board, Bawei Shares, Ruifeng High tech, Joint Pharmaceutical, Xiangxue Pharmaceutical, David Medical, and Yiqiao Shenzhou, Power on health , Guanhao Biology, etc. According to the agency, the primary market of synthetic biology is hot for financing, and technological breakthroughs are often spiraling upward, so the future development of the industry should be optimistic.
Cell therapy: a major breakthrough has been made in the field of regenerative medicine in the treatment of diabetes. The first case of autologous regenerative islet transplantation was successful, and diabetes patients were cured in 25 years. Tailin Biology, David Medical, Xiangxue Pharmaceutical, Zhongyuan Xiehe, Kaineng Health, Guanwu Biology, Nanhua Biology Four ring organism Equal limit:
3. The concept of chemical price rise is differentiated, but it is still very strong TMA The price of some chemical products led by TMA continued to rise, and the latest quotation of TMA rose to 34000 yuan, with a profit per ton of nearly 20000 yuan. Baichuan Co., Ltd. and Industrial Co., Ltd. have 4 boards, Baihehua Co., Ltd. has 3 boards, Hubei Yihua Co., Ltd. has 2 boards, Chitianhua, Lanfeng Biochemistry, Asia Pacific Industry, and Evergrande Hi Tech have their trading limits.
It is normal for the chemical sector to split and adjust after a continuous rise. After all, it is the main focus, and there is no significant loss effect. Zhengdan, the leader of the chemical sector, is still suspended. After the resumption of trading, it is expected to continue to rise sharply, so it continues to be bullish after a short adjustment.
Market trend: After the festival, it was positive for two consecutive days, but the trading volume began to shrink. Yesterday's volume could continue to shrink to 860 billion yuan. Yesterday's morning review had pointed out the risk of market adjustment, and the trend was in line with expectations.
It has been analyzed before that after the market stood on the previous year's line, it means that the market adjustment has ended, and a wave of rising market will come out later.
At present, it is a step back on the annual line after the breakthrough to confirm the effectiveness of the breakthrough.
Therefore, as long as it does not fall below the annual line, the market can rise again at any time after the short-term adjustment. The correction is still an opportunity for bargain hunting.
In terms of hot spots, Continue to focus on the concept of synthetic biology and chemical price rise.
In addition, focus on the wheel driving opportunities of unmanned driving/Tesla FSD concept and low altitude economy.
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In May, the market was in the ascendant for two weeks, but the trading enthusiasm was slightly reduced, and the turnover fell below the threshold of trillion yuan. Foreign capital retreated in small steps, and about 2.1 billion capital flowed out; Domestic capital staged a familiar drama, reducing its holdings by 22 billion yuan. Even so, there are still many red flowers among the green leaves. More than 3000 companies' share prices rose, of which more than 70 enjoyed double-digit growth. The market median also inched forward by 0.3%, which can be regarded as a little good fortune for many shareholders.
But this is not a smooth road, and the hot spots are like riding lanterns, dazzling people. From the blood of national defense technology, to the dream of low altitude flight, from the AI intelligence storm to the miracle of synthetic biology, from the aerospace dream of the stars and the sea to the down-to-earth real estate, as well as the mysterious quantum communication and the solid chemical industry.
It seems complicated, but in fact, all laws belong to the family, and everything revolves around the core of "new productivity". Whether it is low altitude flight, exploration of quantum technology, or innovation of biological manufacturing, breakthrough of innovative drugs, emergence of new materials, until Commercial aerospace The beginning of the new era is driven by the new productive forces.
[Commercial aerospace: dream setting sail]
Commercial aerospace was a shining star on the stage yesterday. The green light of policy came on, technological innovation accelerated, market demand was imminent, capital poured in, and the industry slowly unfolded. This year, it leapt to the top of the work report for the first time and became a new engine of economic growth. Its strategic significance is self-evident.
Satellite production lines have mushroomed, and intelligent manufacturing has transformed satellites into "fast moving consumer goods". In order to pave the starry sky, China is weaving a huge Supply chain network The journey of thousands of satellites in space is about to start, and the target is the sea of stars in low Earth orbit.
At present, multiple satellite intelligent production lines across the country are coming into operation intensively. Through flexible production, intelligent manufacturing and other technologies, satellite manufacturing is more efficient. In order to manufacture good and cheap satellites, China has gradually built a new supply ecosystem in the era of commercial aerospace Satellite constellation "Shine in space" as soon as possible to provide important support. A group of industry data shows that 100000 satellites will be deployed in near Earth orbit in the future, including 30000 to 40000 from China. To achieve this scale, China will deploy thousands of satellites every year in the next few years.
Relevant Concept Unit:
[Chemical sector: when the price rises]
In the chemical industry, the trend of price rise continues to blow, Yida , Huibai and other enterprises have increased the limit one after another, and good results have been reported frequently. In the first quarter, the profits of the chemical sector doubled, and the number of enterprises almost doubled, indicating a strong signal of recovery in the industry. The strengthening of environmental protection supervision may affect the production of dyes and bring new variables to the industry.
Relevant Concept Unit:
[Synthetic biology&medical health: the spring of life science]
In the field of synthetic biology and medical health, there are also many good news. Xintiandi, Guangji Pharmaceutical, Chuanning Biology, Xinghu Technology, Saito Biology, Kanghong Pharmaceutical, Huashen Technology Bowling treasure Zhejiang Zhenyuan, Yifan Medicine, etc. soared. With the unremitting efforts of the scientific research team, China has become the world's first full spectrum hyaluronic acid self-sufficient country, and the cost revolution has made high-tech within reach. The favorable policy is also brewing. The bio manufacturing action plan is ready to be launched, and the future of the industry is foreseeable.
[Panel overview: moving forward in shock]
The market maintained a rebound trend, and the general trend remained positive. The short-term volume can reduce or cause fluctuations. If the volume continues to shrink today, there will be demand for short-term shocks. Technically, it is just a step back to confirm the annual line, and investors can continue to participate in bargain hunting.
[Hot Spots]
1. The concept of chemical price rise: the main line of the market, with continuous price rise and constant attention.
2. Synthetic biology: the spring of biotechnology has unlimited potential.
3. Commercial aerospace: the journey of stars and the sea, the dream of sailing.
4. Unmanned driving&Tesla FSD: the future of intelligent travel cannot be ignored.
5. Low altitude economy: the new frontier of the sky, with endless exploration.
The accuracy rate of overall market analysis exceeds 80%, and the hot spots are all caught in one net. Refuse to make an afterthought! Real time grasp of the latest interpretation of the market by the king of trading time, and can lock in the Sina live broadcast room of "king looking for dragon": https://live.finance.sina.com.cn/bozhu/5123677729
Significant changes have taken place in the global financial market, with the Hang Seng Index surging by 4%, the China Concept Index soaring by 9%, and the triple short China Index falling by 21%. This series of strong performances seems to be announcing to the market that investors' optimism about Chinese assets is burning again.
For a long time, Chinese assets, especially the A-share market, have experienced a long period of low wandering, and the valuation has been squeezed to an attractive low. On the contrary, the stock markets in developed markets such as Europe, the United States and Japan have experienced a relatively strong upward cycle in the past period, with valuations generally at a relatively high level.
Following the nature of capital's pursuit of higher returns, the enthusiasm of foreign capital for Chinese assets at the moment of the adjustment of the global market pattern just confirms the natural law of the rotation of market trends. The pace of foreign capital's distribution of Chinese assets has traces to follow, from the initial acquisition of Chinese stocks to the later focus on the Hong Kong stock market, followed by the allocation of MSCI China Index. As the final highlight, the A-share market is still on the way to tap the value of its core assets. Therefore, compared with overseas markets, A-share performance is relatively stable and ready for development.
At this moment, the wheel of history is rolling forward. After nearly three years of dormancy, we are entering a harvest season.
Hot spot sorting:
Synthetic biology: Tan Tianwei, academician of the Chinese Academy of Engineering, said at the 2024 Zhongguancun Forum Annual Meeting that bio manufacturing is a new track and new business form that is very important for new quality productivity. At present, led by the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and other national ministries and commissions are jointly developing the national action plan for biotechnology and bio manufacturing, which is expected to be introduced in the near future.
As an important part of the new quality productivity, synthetic biology may take over the low altitude economy with heavy policy catalysis in the future! Concept stocks: Ulan Biology, Shengda Biology, Boen Group, Chuanning Biology, Huashen Technology, Fujilai, Peking University Medicine, Lukang Medicine, Oukang Medicine, Erduoli, etc
Recently, Tesla China's description of FSD (fully automated driving function) service purchase page on its user APP has changed from "later launch" to "upcoming launch", which indicates that Tesla CEO Mask may have made an important breakthrough in this visit to China, clearing some of the policy problems of FSD's entry into China. Although Tesla officials have not yet specified the specific launch time of FSD in China, Tesla scope reports that Tesla may lock the time of introducing FSD into the Chinese market in this summer.
With the approaching of FSD's entry into China, related industry chain enterprises may face new development opportunities:
one Yitong Century: As the exclusive agent of Tesla Dojo automated driving platform in China, and also the big data service provider of Tesla Internet of Vehicles in China, although Yitong Century said on the interactive platform that it has no direct cooperation with Tesla, Tesla is indeed using China Unicom's Internet of Things SIM card to access its subsidiary's Aiyun information operation platform, Get the real-time information of the vehicle.
2. Computing power supply: Tesla FSD needs strong computing power support, and domestic enterprises involved include:
• World transportation circuit: It has cooperated with Tesla Dojo project for three years, and the product is used as the core component of Dojo training module.
• Chengdi Xiangjiang: It has 8000 high-power cabinets and is located close to Tesla Shanghai Super Factory, which can provide fast and efficient local computing services for Tesla.
• Yunsaizhilian: also a local computing power provider in Shanghai, it undertakes the AI public computing service platform project of Shanghai Supercomputing Center and is expected to become an important partner of Tesla's local computing power.
3. Intelligent driving ecological chain cooperation enterprises:
• Baidu: Foreign media revealed that Tesla plans to deploy FSD in the Chinese market based on Baidu's lane level navigation and map services.
• Many enterprises, such as Zhonghaida, Desai Xiwei, Asia Pacific, Kedahaochuang, Qiming Information, Lianchuang Electronics, have established close cooperation relations with Baidu Apollo or other intelligent driving solution providers, and each has competitive advantages in high-precision positioning, automatic driving domain controller, vehicle road coordination technology, on-board optical lens, intelligent driving test services, etc.
4. Other intelligent driving industry chain enterprises:
• In smart cockpit, car road collaboration ADAS test verification, precision die casting, millimeter wave radar, camera and other subdivisions have made achievements, among which there are many enterprises that have indirectly cooperated with or contributed to the supply chain of leading enterprises such as Tesla and Huawei.
Real estate: The meeting on April 30 stressed the need to continue to prevent and resolve risks in key areas. We will continue to implement policies based on the city, strengthen the responsibilities of local governments, real estate enterprises, and financial institutions, and do a good job in ensuring the delivery of housing to protect the legitimate rights and interests of buyers. In the near future, there will be intensive real estate catalysis, and the major provinces and cities will still participate in the follow-up, which is sustainable. Concept stocks: Nanguo Real Estate, Huayuan Real Estate, Jingneng Real Estate, Tianbao Infrastructure, etc
Tape analysis
On the last day before the festival, the market trend was poor. The weight of the big financial sector was adjusted collectively, and the low altitude economy of the main line fell sharply. Only synthetic biology and the driverless sector had a strong trend. Only 1927 stocks rose and 3248 stocks fell. 66 individual stocks rose by more than 10%, and as many as 42 individual stocks fell by more than 10%, the market loss effect was relatively serious.
Technically, after the market breaks through the stable annual line, it has the technical conditions to go out of a round of rising market. Today, the probability is to open high and make a breakthrough to open a new round of market.
Hot spot direction:
New directions focus on driverless/Tesla FSD concept, synthetic biology, real estate and Internet finance; The old direction focuses on chemical industry, AI, large model, computing power, and low altitude economy
The accuracy rate of overall market analysis exceeds 80%, and the hot spots are all caught in one net. Refuse to make an afterthought! Real time grasp of the latest interpretation of the market by the king of trading time, and can lock in the Sina live broadcast room of "king looking for dragon": https://live.finance.sina.com.cn/bozhu/5123677729
On Thursday, the US reported that its GDP growth in the first quarter was only 1.6%, much lower than the 2.5% expected by the market, which slowed down significantly compared with 3.4% in the previous quarter, indicating the huge pressure faced by the US real economy. At the same time, the core PCE price index soared to 3.7% in the first quarter, higher than the expected 3.4%, almost twice the previous value of 2%, which is the first quarterly increase in this data in a year, indicating that Core inflation Still tenacious.
This has had a dual impact on the market: on the one hand, it has deepened the pessimistic expectation of the future economic trend, and on the other hand, it has cooled the market's expectation of the Federal Reserve to cut interest rates as soon as possible in the high inflation environment. After the data was released, the three major stock indexes of the US stock market opened about 2% lower, but recovered some losses at the closing, which seemed quite tangled.
[Hong Kong shares have been rising for four consecutive years, and the influx of foreign capital into A-shares is expected to welcome the new opportunity]
Recently, the US stock market and its followers have made continuous adjustments, and this period may be the turning point for our A-share market. It seems that foreign capital has smelled something and started the pace of active buying. Hong Kong shares have achieved four consecutive positive results. The spring river is warm and the ducks take the lead in perceiving it, which indicates that foreign capital is quietly distributed, and A-shares also need to catch up to release their potential.
[A-share rebounded moderately, and the concept of low altitude economy continued to be popular]
The A-share market has risen for two consecutive days recently, with more than 2900 stocks rising, and more than 60 stocks rising by the limit, with a median increase of 0.52%. Although the trading volume is only more than 770 billion, which is slightly insufficient, hot money and quantitative trading are again active, and micro cap stocks have risen by as much as 8% in three days. Strong stocks begin to recover their vitality.
Among them, Zhongheng Design has reached seven consecutive limits, while Wang ST, Ningke, the top limit of decline, has counterattacked the ground and sky, and Wanfeng Aowei, the leader of low altitude economy, has also won two limits, leading Shuangyi Technology, Rice Information, Shenzhen Urban Transport, etc. to new heights. The concept of low altitude economy is undoubtedly a major focus of the current market.
After, the low altitude economy experienced two waves of market cycles:
The first wave of market: market funds gradually realize the huge potential of low altitude economic industry, mainly around the whole machine factory and the upstream and downstream of its industrial chain, Wanfeng Aowei and Shangluo Electronics It has doubled its market value in nearly 60 trading days.
The second wave of market: funds began to look for the first and indispensable part of the industrial chain, and infrastructure/air traffic control/radar and other links in the Shenzhen model were popular due to the expected landing of orders. ATC Leader Rice Information and CITIC Haizhi The share price of; And the infrastructure related Shenzhen Urban Transport Jianxin Shares It has more than doubled.
The third wave of market is likely to focus on the landing of commercial application scenarios and the role of operators.
Several recent event drivers add fuel to the concept of low altitude economy:
one On April 25, the Beijing Auto Show was grandly opened. Xiaopeng Huitian exhibited the world's first split flying car, announced that it would open pre-sales in the fourth quarter of 2024, and would release the new brand MONA in June;
two Also on April 25, 2024, the first Chongqing Low Altitude Flight Consumption Week news release announced that the first activity will be held from April 30 to May 5, during which the Chongqing Low Altitude Flight Consumption Map will be released, and 10 million yuan of coupons will be issued for citizens to experience the fun of low altitude flight;
3. On April 24, the first cross sea flight ceremony of Hainan Guangdong UAV public cargo logistics was held in Wenchang International Space City. Hainan Expressway, Aerospace Electronics (Fengniao) Current shares The UAV logistics application scenarios began to come into the public's view after the rising limit;
four Recently, GAC Group is actively exploring the integration of flying cars and traditional cars. It plans to launch a demonstration operation plan for flying cars in 2027, and build a three-dimensional intercity travel sample of 2-3 cities in the Bay Area.
Low altitude application related concept stocks such as Tibet Tourism, Lingnan Holdings, CITIC Haizhi, Xi'an Tourism, Junting Hotel, Sichuan University Zhisheng, Shentong Express, Tianhong, Zhilai Technology, Shunfeng Holdings, Yunda, Zhongchuang Logistics, Kerui Technology, New Beiyang, Yongyue Technology, etc. are also worthy of attention.
[Future outlook: the market rebounds moderately, and the main line of low altitude economy remains unchanged]
At present, although the market is still rebounding, although the strength is not strong, it has stood on the short-term moving average, which is a positive signal. However, given that there are only three trading days left before the festival and the trading volume is low, it is expected that the market will continue to be dominated by shocks, and the real breakthrough will rise after the festival.
In terms of hot spots, low altitude economy is still the main line of the market and deserves continuous attention; At the same time, topics such as military informatization, chemical price rise, communication, copper high-speed connection, AI, CPO, etc. can also be properly noticed to seize the opportunity of rotation.
The accuracy rate of overall market analysis exceeds 80%, and the hot spots are all caught in one net. Refuse to make an afterthought! Real time grasp of the latest interpretation of the market by the king of trading time, and can lock in the Sina live broadcast room of "king looking for dragon": https://live.finance.sina.com.cn/bozhu/5123677729
The A-share market finally lifted its eyebrows, and the three major indexes staged a frenzied show at the end of the day. Individual stocks rose in general, and the earning effect returned significantly. More than 4200 stocks were in the red, while only 1000 stocks fell, and the market median rose by 1.69%. The long lost "full screen red" made investors happy. It is rare for domestic and foreign capital to reach a consensus and net inflow together. Among them, foreign capital invested 4.6 billion yuan and domestic capital followed up 1.6 billion yuan. Although the latter's confidence is still insufficient, the market has recovered. However, the turnover of the two markets is still less than 800 billion yuan, obviously many investors have entered the holiday mode in advance.
The joke about A-share finally rewrote today: it is no longer "a pair of pants for everyone to wear", but the low altitude economy and AI shares have put on "new clothes", and Big A finally gets tough and doesn't have to be "naked" anymore!
Behind the sudden strengthening of the market, three major positive changes cannot be ignored:
First, Hong Kong stocks continued to rebound:
Hong Kong stocks have risen by 6% in the past three days, and related ETFs have risen by nearly 10% in the past three days. The soaring of technology giants such as Tencent Holdings and Shangtang Technology, like a spark, instantly ignited the enthusiasm of A-share technology sector.
Second, the adjustment of the treasury bond market releases liquidity:
The decline in the yield of long-term treasury bonds stems from the scarcity of "safe assets". With the issuance of ultra long term special treasury bonds, it is expected to ease the "asset shortage" and promote the recovery of the yield of long-term treasury bonds. The 30-year treasury bond futures fell sharply yesterday, and the overall treasury bond market weakened, indirectly easing the liquidity tension in the equity market.
Third, the rumors of the US Z-cutting Chinese banks dissipated: the market once worried that the US would impose Z-cutting on Chinese banks, but according to media reports, the US has no such plan at present. This news eased the market panic.
On the market side, although the weight and big financial sectors rebounded, the strength was weak, and the real estate sector was still in the dilemma of falling to a new low.
The oil sector started a short-term rebound under the support of the 20 day moving average, but if the crude oil futures continue to adjust, we need to be alert to the downside relay risk.
Low altitude economy and flying car sectors have broken out again. Blue Ocean Huateng, Shangluo Electronics, Shanshui Bide, Guangha Communications, Xinchen Technology, Jianxin Shares, Suzhou Planning, etc. have increased or soared.
Low altitude economy, relying on low altitude airspace and taking general aviation as the carrier, is regarded as the new engine of new quality productivity.
Since it was included in the zf work report for the first time in March this year, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Finance and the Civil Aviation Administration have jointly issued a document, emphasizing its strategic position and launching the fields of 24-30 year application programs.
The top-level design of low altitude economy has received much attention, and all provinces have responded positively, which is expected to accelerate its landing.
The industrial chain covers infrastructure, aircraft, operation, security and other links.
Low altitude economy takes infrastructure construction as the priority, and the Shenzhen model is expected to become a national model.
Air traffic control infrastructure is the key foundation for the development of low altitude economy. Shenzhen, Anhui and other local governments have issued policy support to accelerate the development of low altitude economy through bidding.
The high-speed connector sector also rose strongly, with Wutong Holdings, Shenglan Shares, Aofei Data, Zhaolong Interconnection, Wal Nuclear Materials, Huafeng Technology, Chuangyitong, Jifeng Electronics, Mingpu Optics and Magnetics, Dingtong Technology, etc. rising or rising by the limit.
The electronic foundry giant Quanta revealed that the servers equipped with Nvidia GB200 are expected to be mass produced in September. As NVIDIA's next generation GPU product, GB200 is expected to become a key driver of the high-end GPU market. The demand for global big language model training continues to grow. Quanta expects that the revenue share of AI servers will jump from 20% to more than 50% this year, which is good for the high-speed connector sector.
Last night, Nvidia soared, CPO performance exceeded expectations, and AI and CPO sectors grew stronger. Shanshui Bide, Digital Political Communication, CITIC Publishing, Focus Technology, Hande Information, Zhishang Technology, Aofei Data, New Eason, Zhaolong Interconnect, Lobotec, Mingpu Optics, Huafeng Technology, etc. rose sharply.
On the whole, the market stopped falling and rebounded. Low altitude economy, high-speed connectors, AI, CPO and other sectors led the rise. 4194 stocks rose, only 1026 fell, and 75 individual stocks rose more than 10%. The sharp decline of individual stocks significantly reduced, and market sentiment significantly recovered.
Technically, although the market's resilience is not strong, as long as we can stabilize at 3055 points today, the rebound is expected to continue. Otherwise, if the 3055 point cannot be stabilized, the market will continue to maintain a volatile pattern.
In terms of hot spots, the return of the king of low altitude economy and the launch of the second wave of market are worthy of continuous attention. At the same time, technology sectors such as communication, copper connection, AI and CPO have been adjusted for some time, which is also an opportunity to focus on bargain hunting
