Today the whole world is rising, Japanese stocks rose nearly 2%, Hong Kong stocks soared nearly 3%, European stocks opened red, and US stock futures also rose sharply. But the big A is different, the main board uses the strength to suckle to pull red, the Gem also fell 1%, which makes people understand! This performance of A shares is not very harmful, but it is extremely insulting.
Last night the standard was lowered, the Politburo met, and the shareholders dreamed of rebounding...! But today most people lose money, which is the big A, which interprets the anti-human nature to the fullest. Throughout the day, the main outflow of domestic capital was 50 billion yuan, desperately selling; foreign capital in the north was desperately buying, with a net inflow of 8 billion yuan. The internal disk is short, and foreign capital is protecting the disk, what is this routine?
Today's financial and real estate chains (home improvement, home appliances, building materials, real estate) are in a low position and cannot move; plus the benefits of the RRR cut, there has been a rebound. In addition, last night's blockbuster meeting did not mention "housing is not speculation", but to promote the healthy development of the real estate industry and a virtuous circle, the funds naturally understand!
The rise of the real estate chain across the board, the real estate of CCCC Real Estate, the new Huangpu two boards, the home of the Zhibang home sealing board, the top solid set to create a sharp rise of 14%, the building materials industry in the Korean Jianheshan up and down, the Oriental Rain Rainbow rose more than 5%; home appliances in the boss electrical appliances up and down, Suber rose more than 6%, the entire industrial chain nearly 10 shares up and down, long drought every Ganlin ah.
However, Blade believes that the real estate relaxation is only to avoid the emergence of a second Evergrande, the main support; there will be no more large-scale expansion in the future, and the population fundamentals are not supported.
Today's large-scale infrastructure is also very powerful, and China's energy construction, China power construction, and China communications construction have rebounded a lot. The Central Committee has set the tone for next year's "steady word", and with this big tone, in the face of downward pressure on the economy, it is necessary to build infrastructure to support the bottom! In addition, the Chinese stock is too cheap, as long as there is a wind and grass, it is easy to rise.
For example, Sany Heavy Industry, which fell miserably, fell to Eryi Heavy Industry before, and today it has become a two-four heavy industry. But even so, Trinity's high position is still cut off! Can only blame it is too fateful, the downward cycle to catch up with the sharp rise in raw materials, coupled with the previous years of too much increase, was hammered to death. But next year is expected to be much better, after all, the third aunt's overseas business is also very good.
Overall, today's market is still deducing the high and low switching, mao index rose against the market, such as Sany Heavy Industry, Arowana, Ping An of China, Gree electrical appliances, Oriental Yuhong and other rebounds are good. But the Ning combination continues to be bleak, high-level lithium batteries have been hammered, photovoltaic, wind power, trams and other new energy branches, have different degrees of killing!
In the indomitable Ningde era, the recent stock price collapse has been somewhat severe. After yesterday's 4 percent plunge, it plunged nearly 7 percent intraday today and fell nearly 10 percent in three trading days. It also released 13.9 billion days, which makes people wonder if it has peaked! The total leading stock price pulled the crotch, and Yiwei Lithium Energy, Tianqi Lithium, Rongjie Shares, and Tianhua Chaojing also smashed together.
Ningwang's stock price fell continuously, mainly due to the active reduction of holdings by the largest overseas Chinese funds, reaching nearly 12%. In addition, there is a network article "Why don't I dare to see the price increase of lithium carbonate again", which has been widely circulated in the market in the past two days. Directly frightened the 6 trillion lithium battery track, it is indeed more up, what ghost stories are bearish ah!
However, a brother of the securities company CITIC Securities supports lithium batteries, saying that the configuration logic of the plate has shifted from price increase to performance, and there is only one possibility for the industry inflection point, that is, the price inflection point is coming! But it is not yet possible to see that after this wave of correction, many of the targets have returned to their pre-Rally positions in mid-November and can buy with confidence.
Today, "Pig Mao" Makihara shares, because of the overdue commercial tickets of 31 of its companies, the stock price fell by 5%. This company is known to everyone, so good that people feel unreal, so they are always questioned for counterfeiting!
Makihara earned $27.4 billion last year and $8.7 billion in the first three quarters of this year, but the 17 million checks can't be cashed? Coupled with the fact that last night, while debunking rumors, repeatedly proposed to apply for a 70 billion credit line from the bank, how hungry is there for funds?
Tonight, the company came out to announce that the commercial acceptance bill of exchange had been fully redeemed. It looks like the crisis has passed, but it can't convince the public. If it is a work error, at least it means that the management level is low. If so, how could he easily default?
Makihara looks very profitable, but since its listing, it has accumulated 8.6 billion yuan in dividends and 21.8 billion yuan in financing, so why is it so short of money? Blade's opinion, be careful with it. There's a saying that goes,
Today 2800 shares fell, and only 1800 rose, with a median gain of -0.6%. Such performance is disappointing! You know, the central mother is very protective of the market, after a comprehensive reduction in the reserve requirement, today also "cut interest rates", decided to reduce the interest rate of supporting agriculture and small reloans by 0.25 percentage points from December 7.
In short, big A has its own rhythm, and in December, the institution enters the year-end calculation, and the high track with large profits will have greater cash pressure! The rise of the low-value blue chip and the real estate chain has drawn the blood of the theme, and the sub-new, meta-universe, and hydrogen energy have also receded, and the market is a bit confused.
The market lacks mainstream hotspots, some funds have nowhere to go, can only go to speculate in junk stocks, st sector set off a rising tide! This sector is too bullish, up 65% during the year, killing lithium batteries, meta-universes and other hot spots.
Blade remembers a movie called "The Richest Man in Xihong City", Wang Duoyu said: Buy stocks, you have to be conservative, which are green, poor performance, all buy, and then buy it without buying! This is not to say that it is the ST plate, the original statement is true.
Finally, to praise foreign capital, today's net purchase of 8 billion, the total amount of 5 consecutive days as high as 23.5 billion, is simply crazy to buy. It is worth learning well from domestic investors, don't run faster than anyone when you fall, and give the bloody chips to people!
Looking at the red tongtong on the periphery, the blade is also full of mixed tastes. Last week we were tough, and this week it's the turn of people to eat meat. But big A's urine, every time the mood falls to the freezing point, there will be a repairive market! Remember that falling down is an opportunity, not a risk, don't instigate.
Don't believe alibaba, today soared 12%, the highest increase since the listing. Many people are interpreting the reasons for the rise, but do they need other reasons? Look at this picture to understand: