Last night, Tesla released its full-year 2021 car production and delivery data. According to the data, Tesla's global sales in 2021 increased by about 87.4% year-on-year to 936,000 units. Meanwhile, in the fourth quarter, Tesla sold 308,000 units, once again setting a record for deliveries.
Tesla shares rose 13% in response
More than 30% of Tesla's sales are digested in the Chinese market, and its unexpected data should also hint at the current domestic new energy boom, so it is reflected in A shares, Tesla rose by 13%, then we rose a fraction of 3%, and there is nothing wrong with it.
Today's A-share market opened, and the 3% higher opening of the Ningde era was still within expectations, but the subsequent trend was really uncomfortable with shiitake mushrooms.
A shares are still immersed in the hype of the meta-universe, first there is Zhongqingbao, then Chinese Online, and now it is blue cursor. Meta-universe originated from the US stock market, in the US stock market, there is a listed company called Roblox, its core business is related to the meta-universe, but look at its trend, in the past six months, in addition to pulling a wave in November, the trend is very flat, even publicly announced the layout of meta-universe Facebook, renamed META, the stock price has not moved much.
Therefore, from the perspective of global stock linkage, the metacosm seems to be the most sought after by capital in A shares, so it is not surprising that A shares have not kept up with the new energy trend of US stocks today. You eat so happily when you eat alone, then don't want to eat a big pot of rice.
China Mobile's tomorrow listing is also a short-term unstable factor for the market, after all, there are lessons from telecom listings, and the volume of China Mobile's IPO is nearly 80% more than telecom, but in terms of elongation cycle, the decline brought about by the listing of Telecom on August 20 is also a small gold pit.
After the bears unanimously released a wave of fierce last week, the rally of the demon stocks is already on the way, which is the reversal under the unanimous expectations of bulls and bears!
On the other hand, the collective correction of the track stocks, Ning Wang opened high and went low, and The North Huachuang, Mindray Medical, WuXi AppTec, Longji Sunshine, etc. were all big falls, including the military industry I focused on, and today is also a piece of green!
After this wave of declines in track stocks, the faith of some shareholders is already wavering! And the more difficult the moment, the greater the opportunity, and of course there are risks.
Whether the performance can be released to continue to let the company have a new story to tell is the core of whether the stock price of the track stock can continue to rise. After January, the pre-disclosure of the annual report will be on the road, like the ningde times three quarterly reports with a year-on-year increase of 130%, and its annual reports must be pre-disclosed before January 31, which is a hard rule of the market. Moutai last week has already produced a full-year 2021 expected profit, about 52 billion!
Today, more than 3,000 individual stocks in the two cities closed up, I chose the green side of the stocks, in fact, in the early market, I expected that the demon stocks would have an emotional reversal, these contents were also chatted with some shareholders last week and this morning, but I did not get involved in some of these areas of recommendation or simulation of the participation, investment is more or need patience and pattern, as well as some principles of the transaction itself.
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