Investment Service No. of Securities Market Weekly :
The funds are cut quickly. During the process of robot jumping, it is obvious that the funds are flowing to the low position, such as a storage fast board. In general, it is still a human figure - the calculation force rotates repeatedly until one day when the value stock pulls, the whole market sentiment will grow. There are a lot of funds going south during this period, which is actually a valuation switch
Investment Service No. of Securities Market Weekly :
#Learn while doing # Since July, I have been infiltrating "M&A and restructuring" with everyone. Later, I have always emphasized that this is the main line of this round of market, and there is nothing wrong with this. Of course, it must be structural. If we can copy the round of mergers and acquisitions of the GEM in 13-15, it is most likely to be the Beijing Stock Exchange. This round of Beijing Stock Exchange
Investment Service No. of Securities Market Weekly :
The bull owner Shenglang has enjoyed watching and doing it well, but it needs early homework, such as Tianma, Jiaxian, Airong and last year's Kaihua. None of them has done tracking before, otherwise you can't understand the initiation point, let alone follow up in time. This wave of $Jiaxian shares bj430489 $on September 10
Investment Service No. of Securities Market Weekly :
[How many histories does this bull market witness? What will we do next?] Today, there are 13 ETFs and 17 stocks with a transaction amount of more than 10 billion yuan, which witness the history. Let me tell you a conclusion that the first round of the bull market is over, but the whole bull market cycle is not over. Next, the market will enter the second stage, which is the horizontal market
Investment Service No. of Securities Market Weekly :
Kete estimates that I said that the main battlefield is semiconductor+technology innovation board, and the recent case of "learning while doing" has set the popularity benchmark of Kaiwei Technology. From the emotional point of view, scientific innovation is still in the early stage of fermentation. $Kaiwei Te sh688693 $: 1) The company's products are mainly high-voltage planar MOSFETs
Investment Service No. of Securities Market Weekly :
#Stocks [super words] # Microblog stocks [super words] # # Investment experts said that after the high level shock of Hunan's development, which is the leader of infrastructure sentiment, the capital backflow has recently withdrawn large real estate, which is a logic of a wave of funds. These structural rotations focus on withdrawal, and cannot catch up with the rise. Recovery logic after automobile chain epidemic, 18 years
Investment Service No. of Securities Market Weekly :
#Stock [Supermarket] # # Microblog stock [Supermarket] # # Investment expert said # Afternoon comments: The stock indexes of the two cities opened low and moved high in the morning, and maintained a narrow range of shocks in the middle of the day. The State Council has allocated 50 billion yuan of subsidies to the central power enterprises, and the power shares have become stronger in the opening. The trading limit of many shares, such as Bank of China Power, Henan Energy Holding, Hangzhou Thermoelectricity, has risen. Ecological garden
Investment Service No. of Securities Market Weekly :
#Stock [Chaohua] # # Microblog stock [Chaohua] # # Investment expert said # New Crown Pharmaceuticals mainly revolved around two branches, and the focus gradually shifted from the real biological Azovudine -->Junshi Biological (alchemy case) VV116. In April, VV116 and Pfizer Paxlovid in Ruijin Hospital
Investment Service No. of Securities Market Weekly :
#Stock [super words] # # Microblog stock [super words] # # Investment experts said # Do you know who is the first to stabilize in lithium batteries this time? It is the Paineng technology (alchemy case) of energy storage batteries, which has now reached a new high. On the one hand, the industry enjoys high prosperity and growth; On the other hand, it is mainly for export, and RMB depreciation benefits. large
Investment Service No. of Securities Market Weekly :
#Stocks [Chaohua] # # Microblog stocks [Chaohua] # # Investment experts said that # the earning effect is very good. The relative strength of the small market to the large market is further rising. It is better not to drag the index at this position. The longer the grinding time is, the more comfortable the individual stocks will be. How can track unit repair without lithium ore? Rongjie is the first to make a statement
Investment Service No. of Securities Market Weekly :
#Stocks [Chaohua] # # Weibo stocks [Chaohua] # # Investment experts say # Logic driven and emotion driven are mainly concentrated in infrastructure and medicine, focusing on the trend of the leader. In the case, Hunan Development, Shanghai Yizhong, Mugaodi, etc. have all jumped to the top of the double momentum list in the short term, so we don't need to blindly follow up,
Investment Service No. of Securities Market Weekly :
#Stocks [Chaohua] # # Microblog stocks [Chaohua] # # Investment experts said # Afternoon comments: Influenced by the external market, the main A-share index opened lower in the morning on Tuesday, then rose in shock and rose in succession. Pan infrastructure stocks continue to strengthen, and the sector has set off a new trading limit. Jianyi Group has seven consecutive boards, and GEM stocks Jinpu Garden, Aoya
Investment Service No. of Securities Market Weekly :
#Stocks [super words] # # Investment experts say # # Microblog stocks [super words] # This stage of grinding the bottom, especially the stage of small strong and big weak, is a sweet time to be a stock market. The rhythm of the market is also clear. First, the infrastructure chain with stable growth; Then there are the cars and semi conductors that have returned to work and production after the impact of the epidemic
Investment Service No. of Securities Market Weekly :
#Stock [super words] # # Investment experts say that # # Microblog stock [super words] # The main board is more resilient, and the strength of the science and technology innovation board is outstanding. From the 2021 annual report data and the 2022 Q1 data, the growth of the science and technology innovation board is still the most promising. The Science and Technology Innovation Board will usher in a three-year ban lifting period in July this year
Investment Service No. of Securities Market Weekly :
#Investment experts said that # # Weibo stock [super words] # # stock [super words] # Afternoon comments: The three A-share indexes were vulnerable after opening low in the morning. The Shanghai index fell more than 2% in the middle of the day and fell below the 3000 point threshold. The index and Shenzhen index fell about 2%. Domestic software concept stocks strengthened, China Software rose its trading limit in a straight line, and Tianzexin
Investment Service No. of Securities Market Weekly :
#Investment experts said that # # Weibo stocks [super words] # # stocks [super words] # recently emphasized the logic of medicine for many times. At the bottom of valuation+catalysis, Yong'an Pharmaceutical (alchemy case) in the concept of hepatitis rose again, which was essentially driven by undervaluation+first quarter earnings. The implementation of normalized nucleic acid policy in many places will continue to support
Investment Service No. of Securities Market Weekly :
#Stocks [Chaohua] # # Investment experts said # # Weibo stocks [Chaohua] # US interest rate hike was implemented in May, in line with expectations, and US dollar and US treasury bond yields were under pressure. Since June, we began to gradually shrink the balance sheet, excluding the possibility of a single interest rate increase of 75 basis points. The market expectation policy is unlikely to be more "hawkish", and short-term market risk is biased
Investment Service No. of Securities Market Weekly :
#Stock [super words] # # Investment experts say # # Microblog stock [super words] # Shanghai Yizhong (alchemy case) profit driven+logic driven has become a recent technology innovation board monster stock, which runs on the track along the main Shenglang Tunnel. With the high-quality growth valuation entering a reasonable or undervalued range, the funds will be further explored and structured
Investment Service No. of Securities Market Weekly :
#Stock [super words] # # Investment experts say # # Microblog stock [super words] # Today, the market risk appetite has significantly improved, and the market's feedback on the reduction of transfer fees is still OK. Infrastructure finance has already set up a platform. With the supply chain repair after the inflection point of the epidemic, the profitability in May and June may turn in the medium term
