On April 8, the three major indexes diverged in the afternoon, the Shanghai Composite Index rebounded, and the ChiNext Index oscillated lower. In general, individual stocks fell more than rose less, and more than 3,000 stocks in the two cities fell. The turnover of Shanghai and Shenzhen cities today was 926.4 billion yuan, compared with 3.4 billion yuan from the previous trading day. By the close, the Shanghai index was up 0.47%, the Shenzhen component index was down 0.11%, and the ChiNext index was down 0.33%.
Northbound funds sold a net of $627 million today. Hengrui Pharmaceutical, Ganfeng Lithium and BYD received net sales of 589 million yuan, 466 million yuan and 321 million yuan respectively. Guizhou Moutai had the highest net purchases of RMB626 million.
Sany Heavy Industry intraday up and down
On the evening of April 7, the news that "China's total infrastructure investment will reach 2.3 trillion US dollars (about 14.8 trillion yuan)" was spread.
The numbers look very large, but not long after, guosheng securities analysts pointed out that the original text actually confused a basic concept, and it is also a simple summary of the list of major project investments shown across the country in early 2022, which leads to the conclusion that the total infrastructure investment in 2022 will reach 14.8 trillion yuan.
Since not every one of these lists of projects can land, it is not a reliable indicator.
However, this did not delay the strength of today's engineering infrastructure sector, the plate of many shares up and down, Beixin Road Bridge 3 consecutive boards, East Lake High-tech, Xinjiang Jiaojian, Sinochem geotechnical and so on have risen and stopped.
Although the market this week is only a short 3 days, the "shareholding" experience is generally not very good. It is important to choose the right mainstream sector.
China's construction was confirmed today after the upward volume breakthrough on Wednesday, which briefly broke through the April 2019 high of 6.16 yuan, up 3.73%, and traded 4.441 billion yuan.
Sany Heavy Industry also rarely released a huge amount of 6.077 billion at the bottom today, and the intraday limit was almost up. Ranked first in the Oriental Fortune Instant Popularity List.
Huachuang Securities believes that the year-on-year growth rate of 5-8% of infrastructure construction in the whole year is a relatively objective growth rate judgment, and according to the current policy strength assessment, it is still difficult to achieve double-digit growth.
Tesla's new factory landed
On April 8, Beijing time, Tesla held the opening ceremony of the Texas Gigafactory.
CEO Musk said the plant will invest a total of $1.1 billion and its capacity target is to produce 500,000 Model Ys per year, which will make the new plant the largest automaker in the United States. At present, the Model Y will be equipped with a 4680 battery, and the version is a standard endurance four-wheel drive version.
Source: Network
In addition, Musk has set a capacity target of 1 million units per year for the plant. Starting from the Texas plant, Musk looks to the future and proposes a more ambitious sales target: to achieve a global market share of more than 20%.
According to the data, Tesla's global sales in 2021 are 936,000 units, while the total global sales of cars are 81.05 million. If Tesla's market share reaches 20%, the global sales target is 16 million+ units, which is about 17 times the gap.
However, the much-anticipated Cyberruck, Semi, roadster 2 has not been released, and it seems that it is "next year"!
It's worth noting that Musk also claimed that Tesla will start producing a humanoid robot Optimus next year.
Optimus is over 1.72 meters tall, weighs 56.7 kilograms, is equipped with a Tesla FSD computer and An Autopilot camera, has a screen on its face, and is controlled by 40 electromechanical actuators, which can help you buy things, do housework... Do a lot of things. Tesla will train it with Dojo supercomputing to make it smarter.
Musk believes that the humanoid robot will be a world-changing product and is the company's top research and development task at present.
Institutions on the city
Soochow Securities pointed out that this year's market more certain main line is stable growth, since the first quarter, infrastructure, real estate and financial trends are relatively strong, on the contrary, the past two years of strong performance of consumption, technology and other growth directions have been significantly under pressure, on the one hand because of global interest rate hikes, there is a valuation suppression of the growth direction, on the other hand, the domestic epidemic repeatedly, the impact on consumption is large, the disk active funds choose stable growth direction speculation, but still pay attention to short-term risks, in April there are a number of real estate companies debt maturity, Real estate fundamentals have not yet stabilized, and the market speculation is on the left. In the future market, the short-term growth direction is broken, it is still necessary to be cautious to avoid, especially the varieties of institutional concentrated selling, the current market value stocks are relatively dominant, before the Fed interest rate hike landed in May, the market is still repeated, the operation can focus on the early adjustment of sufficient and untrue varieties, or the first quarter of the prosperity is acceptable, the performance has a deterministic direction, and the batch of low suction.
Northeast Securities said that according to the historical review, in the rebound market after the bottom of the policy, the industry with improved prosperity and oversold is the main line of growth; at present, the direction of prosperity improvement is mainly stable growth and industries that benefit from the epidemic and post-epidemic repair, and the oversold industries are mainly high-growth industries that are suppressed by the downward trend of profits and liquidity contraction. In terms of specific industry directions, first of all, in terms of improving the prosperity, the stable growth policy has been further introduced and implemented to enhance the profit improvement expectations of real estate, building materials and other industries; the increase in online demand under the epidemic, the increase in the demand for digital governance after the epidemic scientific epidemic prevention, etc. have improved the profit expectations of the media and computer industries, and the release of mass consumption demand after the epidemic has made the profitability of related industries expected to improve. Secondly, the growth industries such as pharmaceuticals, new energy, semiconductors, and military industries that are oversold in the early stage but are still high in terms of prosperity expectations.
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*Orient Wealth Securities prompts you
The stock market is risky and investments need to be cautious