After yesterday's A-share experienced a thrilling V-shaped bottoming out, the performance of the outer market in the evening was also very strong, basically today's rebound is already expected, there is no novel rebound, the key lies in the follow-up trend of the market.
First look at the situation of the next disk, the morning of the opening, the index directly opened high, although once a slight decline, but the overall is at a high level, in the afternoon with too many profits, the index gradually gave back part of the gains, and finally closed the Shanghai index rose 1.22%, the Shenzhen Composite Index rose 2.18%, the ChiNext index rose 2.67%, the sector, lithium battery, chemicals, medicine finally ushered in a long-lost rebound, more than 100 stocks rose to reach or exceed 10%, but also a long drought.
European and American stock markets have rebounded, with European stocks gaining the most in two years and gold falling the most in nine months.
After the suspension of some nickel contract trading in the previous period, some contracts in Shanghai nickel fell to a halt at night.
The UAE's stance on oil reversed dramatically: the Afghan ambassador to Washington explicitly supported the overproduction, followed by a fall of more than 10% in international crude oil, the biggest daily decline in 23 months, but then the Afghan energy minister later said that it would stick to the current month-by-month adjustment.
Yesterday's sharp rise in the outer market has an important significance for today's market stabilization, if the outer disk rebounds like this, A shares are not rising, how to withstand yesterday's V-shaped bottoming.
But don't immerse yourself in the joy of the big rise, this evening's intraday, the European and American stock markets began to panic and fall again, the current friction between Russia and Ukraine is still the biggest uncertainty.
Yesterday evening, the most explosive thing was undoubtedly the shortfall of epic nickel futures, and there was a dramatic reversal:
Tsingshan Group responded: Sufficient spot nickel has been allocated for delivery.
The last two days of the market, basically by Qingshan was forced to empty the mess, especially the Huayou and lithium batteries are brought down, fortunately yesterday Qingshan said that he has goods, so at least Qingshan did not have a huge loss, affected by this, two consecutive stops of Huayou, today finally stopped falling sharply, but from the price of two consecutive pulls, there is still a distance, which also fully explains that the stock market is easy to fall and difficult to rise.
In addition to Huayou, the other nickel ore concept stocks are also jumping up and down these two days, Qingshan has goods, Huayou as a friendly army, finally temporarily stable, but it is still necessary to say that with the big fall of Shanghai nickel tonight, another extreme may also appear, that is, non-ferrous metals will be under pressure again tomorrow, because the price has fallen again.
Futures prices go up and down, fall or fall, have you ever encountered such a market before?
In addition, it should be said that the performance of these days has been announced, and the stocks with performance exceeding expectations have once again received the attention of the market, although the market is fluctuating, but the performance beyond expectations will still give people confidence.
For example, liquor, which has been criticized in the past, has recently handed over beautiful performance reports for Maotai, liquor, and Fenjiu, and the resilience of liquor is also reflected in the current market.
And this year's huge increase in lithium mines, people have been worried about the impact of the midstream, the current Tianqi materials, Dangsheng technology, polyfluoride and other performance still maintained a high growth, for the lithium battery concept is obviously expected to be a little optimistic.
Finally, let's talk about the other side of the nickel long-short war in these two days, Glencore, today once again denied forcing the empty Qingshan:
The two sides are long-term partners.
No matter who it is, it can only be said that the truth is in the range of the "gun", forcing the empty is to gamble that there is no bullet in the gun of many parties, who knows in the end but took out Gatlin, "Dada"!
The stock market is impermanent, and the large intestine wraps the small intestine.
The above does not constitute any investment advice. The stock market is risky, and you need to be cautious when entering the market.
———— Finance Wang Dana, more investment thinking and logical analysis, welcome to pay attention!