The market fluctuated slightly, and finally rose slightly, but the Shanghai and Shenzhen indexes were clearly differentiated. Yesterday's program I expressed 2 views: first, the index intraday volatility will increase, second, do not rule out that it can still reach a new high, but near 3500 can be appropriately reduced positions. Because of the trend structure, a second hub is being built here.
In terms of sector polarization, large infrastructure continues to be strong, engineering construction has reached a new high in 4 years, coal still has a nearly 2% increase in the context of bearish news and decline in futures varieties, and bank insurance has also maintained a relatively strong one. The new energy track has fallen sharply, and Ningde once fell by 8%. Track stocks, so don't rush to the bottom. When operating, we must keep up with the main line and allocate funds in the main direction. Which sectors can be tracked at this stage? The digital economy is focused on, and due to the intervention of the main funds, it will certainly perform in the future.
Today's main themes are sorted out:
1) Infrastructure
High position: Poly United, Jidong Equipment, Chongqing Construction Engineering, Huitong Group, Zhejiang Construction Investment
Low: Longquan shares, strait environmental protection; deep water planning institute
2) Digital economy
Hengbao shares, Jincai Internet, Huayang Lianzhong, Yuyin shares, publishing and media
3) Others
Breeding: Juxing Agriculture and Animal Husbandry, Jin Xinnong, New Wufeng
Tourism: Qujiang Cultural Tourism, Caesar Tourism, Tianmu Lake
Green Electricity: Huijintong, GCL Integrated, Silver Star Energy
Help TikTok to dominate the world, and digital trade ushers in the new red sea of the times
Nowadays, with the only globalization, breaking the siege of Western new media, and having the high point of globalization strategy, as the "hope of the whole village" as a Chinese social product, only ByteDance's TikTok. Who can hold Tik Tok's thigh earlier, and in the future, under the wave of global digital trade, there will be more confidence and a bigger cake.
Related Subjects:
Shengguang Group (002400): Digital marketing revenue in 20 years was 9.358 billion, accounting for 70.40%, and increased to 72.64% in 21 years. Partner of Real Hammer ByteDance.
Tianlong Group (300063): Digital marketing revenue in 20 years is 8.8 billion, accounting for 92%.
Huayang Lianzhong (603825): Digital marketing revenue in 20 years was 8.496 billion yuan, accounting for 92.92%.
GravitationAl Media (603598): Digital marketing revenue in 20 years was 4.978 billion, accounting for 88.95%.
Wutong Holdings (300292): Digital marketing (technical solutions and operations) 20 years of revenue of 260 million, accounting for 15.6%
赛道股，投降吧，外面全是砸盘的人！ This wave of track stocks that were really fragrant last year has become the hardest hit area this year.
Especially in the era of The Dragon Head Ningde, from the new high, the "staircase" fell, followed by a large yin line followed by some small Yang lines, followed by another big Yin line.
It was not until the week after the Spring Festival that the Ningde era ended such a repetition and began to decline continuously.
Today, the Ningde era fell nearly 9% at one point, and finally closed down 5.3%, and once again brought down the ChiNext board.
Ningde Times: No more, I have a showdown, I am smashed!
Institution: Don't be afraid, remember our 2060 pact?
A share actually has a "28 days 27 board" macho man
From the end of last year to the "new crown test" began to connect the board market, ST Toyo directly took a wave of 14 days 13 board doubling market.
However, with the peak of the new crown detection market, ST Toyo has also begun to fall, but its way is more extreme, directly opening with a word drop stop.
Since then, ST Toyo has gone through a wave of 11 consecutive drop stops, of which 7 are one-word drop stops.
But in the past 3 days, with the local stabilization of the market, ST Toyo has gone three more up and down boards...
Under this kind of market, A shares actually have a macho man of "28 days and 27 boards"?