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$ Kai Wei 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level shock of Hunan's development, which is the leader of infrastructure sentiment, the capital backflow has recently withdrawn large real estate, which is a logic of a wave of funds.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 say # # Weibo stocks [Chaohua] # The US interest rate increase was implemented in May, which is in line with expectations, and the US dollar and US treasury bond yields are 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
Investment Service No. of Securities Market Weekly :
#Stock [super words] # # Investment experts say that # # Weibo stock [super words] # infrastructure setting, but the market feedback is relatively lower than expected, and the market has some differences. At present, only Hunan Development has been forced to fill the gap. It has been pointed out in Learning and Doing for two consecutive days that it is an emotional traversal mode. The only shortcoming is that the current relay echelon is not
Investment Service No. of Securities Market Weekly :
#Stocks [super words] # # Investment experts say # # Microblog stocks [super words] # Afternoon comments: The three major indexes opened low and went high, and then fell back again in the late afternoon. The Shanghai Index's intraday rise once expanded to more than 1%, approaching 3000 points. At noon, it only rose 7 points, the GEM Index fell 1.4%, and the Shenzhen Index's green market fell 0.3%. coal
Investment Service No. of Securities Market Weekly :
#Stock [super words] # # Investment experts say that # # Weibo stock [super words] # TH situation catalyzes military industry, but in fact, the logic is mainly in the ZM game and internal circulation related autonomy and controllability. After the conflict between Russia and Ukraine is alleviated, the logic of ZM game will be stronger. Don't chase today's big rise blindly, focus on profit driven,
Investment Service No. of Securities Market Weekly :
#Stocks [super words] # # Investment experts said that # # Weibo stocks [super words] # the medium-term bottom and value bottom should be near the lifeline. Although the market bottom of this round of bear market cannot be confirmed, the probable rate will not deviate from the lifeline too far, which mainly depends on the follow-up of the Federal Reserve's interest rate hike, which is also closely related to
Investment Service No. of Securities Market Weekly :
#Stocks [super words] # # Investment experts say # # Microblog stocks [super words] # Lunch review: three major indexes open at a low price and go high at noon. Specifically, lithium battery concept stocks rose, Rongjie Shares, Xiangtan Electrochemical Trading, Shengxin Lithium Energy, Ganfeng Lithium, Tianqi Lithium, Tibet Mining, Huitian New Material, Yahuaji
