Text | De Xiao Cai
More than 4,000 shares fell again!
Today, February 11, the Shanghai Composite Index ended its four consecutive yangs, closing down 22 points. The market is somewhat bleak, the number of individual stocks fell to 4,000, and there are more than 20 stocks that have fallen and stopped, and the mood is low.
Yesterday, the central bank released the first quarter data, the increase in social financing was 6 trillion yuan, some exceeded expectations! The market is bullish, and some media reports have reported "Public Emergency Voice: Please Cherish the 2800-point ChiNext board and the 3400-point Shanghai Composite Index".
Originally thought that the central bank data exceeded expectations, but there was a high opening, and the result was that the index directly opened 13 points lower today. Although there is a big financial real estate pull index in the intraday, the big A is not contentious, and eventually green becomes a dog.
I really responded to a sentence: a meal operation is as fierce as a tiger, and a pestle looks at the index in situ.
Today, the ChiNext board continued to sit on the slide, falling 80 points, a decline of 2.8%, and has approached 2700 points, hitting a new low since last year. Now the GEM is like a brake pad broken.
The sharp decline of the ChiNext board is still an old problem, and the weighted stocks such as Ningde Times, Mindray Medical, and Sunshine Power have not stopped falling. Today, Ning Wang continued to collapse, falling by more than 5%.
On the first trading day of the Spring Festival on February 7, the opening price of the Ningde era was 606 yuan, and today it closed at 489 yuan, breaking two consecutive passes, down 17%, evaporating more than 270 billion. If you calculate the high point of 692 yuan in December last year, Ning Wang has evaporated more than 470 billion yuan.
The Weight of the Ningde Era accounted for 19% of the ChiNext Index, and the shareholders joked that Ning Wang trembled and the index fell into a dog. Today, Ningwang contributed another 29 points of decline to the ChiNext board.
As the new "hugging group" target of public funds, since the second quarter of last year, the Ningde era has competed with Guizhou Moutai for the largest heavy stock in the public offering, and many well-known fund managers have not hesitated to take the initiative to "drift" to re-allocate "Ning Wang", and even the goddess of medicine Glen has unavoidably repositioned the Ningde era.
There is a saying that there is no Ningde era, only the Ningde era. Now the funds are basically heavily positioned in Ning Wang. King Ning trembled, and Ji Min became a dog.
Today, Capital Securities is still rarely short: the overall adjustment of the Ningde era has not yet ended, and there may still be a 20% downward space in the future.
Are fund managers panicking? Are the people afraid?
After talking about the ChiNext board, The Ningde era, and then talking about the disk, it is more difficult for the market to operate today.
In the morning session, with the social finance data exceeding expectations, real estate and financial changes, the morning real estate stocks collectively opened high and rose, and 10 real estate stocks such as Taihe Group, Nanshan Holdings, and Tianbao Infrastructure rose and stopped.
The overall divergence of the market continued to increase, and the high level in the morning was only Yuanlong Yatu, Hengbao shares, etc. A word rose and stopped, poly united, Jidong Equipment and other high-standard stocks opened, and some stocks opened low.
However, under the rapid rise of financial real estate, infrastructure construction and digital economy took the lead in responding, many individual stocks opened low and went high, and high-standard stocks such as Jincai Internet, Zhejiang Construction Investment, and Poly United pulled up and stopped in a straight line, and Huitong Group once again pulled out of the sky. However, the back row of the sector's assist is insufficient, and many infrastructure stocks have rushed higher and fallen. In addition, the digital currency leader Cuiwei shares anti-package was not successful, closing green.
Digital currency line, advanced digital communication, four-party jingchuang, two 20cm up and down stocks, the main board of Yuyin shares 3 consecutive boards, but the trend of Cuiwei shares has a greater impact on the plate, anti-package is not successful, it is easy to flip short.
The digital economy line, today has a new branch: digital trade. On February 10, the Ministry of Commerce said that it would vigorously develop digital trade to create a digital trade demonstration zone. In recent years, cross-border e-commerce has developed rapidly and has become a breakthrough in the development of digital trade.
The only one in the market that has globalization and can break the siege of Western new media is ByteDance's TikTok, which is expected to become an important platform for digital trade. The market has said that who can hold Tik Tok's thigh earlier, the future will have more confidence under the wave of global digital trade.
Today, in the collective bidding stage, the Provincial Guangzhou Group directly increased the limit, and the purchase volume of the sealing committee exceeded 1 billion. Shengguang Group accounts for 70% of digital marketing, and is also an important partner of ByteDance. Recently, Tik Tok is testing a paid subscription model that would allow creators to charge people who watch their content, which is good for its partners.
Baby line: Today, Mei Jim, Gao Le shares continue to rise and stop, the three-child problem is expected to be an important topic of the two sessions, plus the China Family Planning Association: this year to carry out special actions such as artificial abortion intervention for unmarried people, there are poor expectations, before the Mei Jim and other bottoms there are changes.
Tourism lines, CITS United, Caissa Tourism, Qujiang Cultural Tourism and other two up and down, Utrust Tourism and so on rushed up and down. Individual stocks with strong performance in the tourism sector on the one hand superimpose the concept of regional Hainan, as well as tax exemptions, etc., there are news stimulus.
In addition, salt lake lithium, lithium ore and other sectors rebounded, belongs to the oversold rebound, the limit of stocks are also mainly concentrated in the early popular stocks such as Chinalco International, National Machinery General Motors, etc., Red Star development up and down was smashed, the sustainability remains to be seen. Like Jin film technology, Wharton technology and other up and down, mainly superimposed on the water efficiency level of the new national standard and other factors.
Shareholders, a hard week has passed! This is the first week of the year of the tiger, the Shanghai Composite Index rebounded for four days, closed in the shade today, and the ChiNext board was cloudy for four days, rebounding only one day. Individual stocks are both ice and fire, there are stocks with continuous rise and fall for a week, and there are also stocks that have fallen continuously. It is important to follow the rhythm, and our review tries to clarify the market's thinking as much as possible, hoping to provide you with a reference in complex transactions.
Note: This article is for review analysis only and does not constitute any investment advice.