Today's A-share rally has a certain correlation with the imminent end of the global epidemic. Denmark has announced that it will no longer be vaccinated on a large scale because their outbreak is under control.
When Denmark starts, there will be a number of European countries following. The United States has declared the pandemic phase of the outbreak over. It is expected that on a certain day in May-July, Europe, the United States, Japan and South Korea will all declare the end of the epidemic.
Stock speculation is speculation in expectations. Therefore, today's A shares rose sharply.
The Shanghai index rose 2.41% today to close at 3047 points, which began to rise in the afternoon, and many retail investors may have been lying flat, and the disk surface is basically stable.
Northbound is still a big inflow, the ChiNext rebounded 4.11% today, rebounded 5.52% the day before yesterday, and gave back 1.83% yesterday. In three days, it rose by nearly 7 points.
This kind of smashing disk to pull up the market is actually to wash away the panicked retail meat cutting plate.
For example, a retail investor has 100 shares and a certain vote, and then it is smashed, losing 50% of the meat. Immediately after, it is lianla dayang line, the retail investors go back to chase high, this money can only buy 50 shares, half of the money was cut leeks. This money is earned by the winner. Gambling in the stock market is how it is determined to win or lose.
This kind of smashing to 2886 points and then pulling back, while the northbound has been a net inflow, this market is very strange.
The number of new asymptomatic cases in Shanghai in a single day was 9547 on 28 April and 9330 on 27 April. Although there has not been a sharp decline, on the bright side, at least not a sharp rebound.
I believe that Shanghai should be able to clear zero in May.
Then, Europe and the United States collectively declared the end of the epidemic. Our side may be pretty much the same.
U.S. stocks soared yesterday, with the Dow rebounding 614 points and the NASDAQ up 3.06%. This is also one of the reasons for today's sharp rise in A-shares.
The strength of the US dollar may come to an end for the time being, and the current May rate hike has priced in, depending on the June rate hike. Gold has begun to rally again, already back to $1916 per ounce. It can be said that buying gold below 1900 is all about picking up money.
Even though the Fed has repeatedly raised rates violently, real dollar interest rates remain negative after deducting inflation. U.S. inflation was 8.5 percent.
Crude oil has also begun to rise because of optimistic expectations that the epidemic is coming to an end. As long as Russia and Ukraine are still fighting, Russia and Europe will be decoupled, and oil prices have the potential to continue to rise. Now, the oil price calculated in the euro is actually equivalent to the previous 120. The same is true for the Yen. So, dollar-denominated oil prices don't move.
The strengthening of the dollar makes oil prices at dollar prices look less strong.
You go to the gas station to fill up the No. 95 gasoline and see if the price of the oil is high.
CNOOC rose and stopped today, with a net profit of 34.301 billion yuan in the first quarter, an increase of 131.67% year-on-year. This sharp rise in net profit has caused its price-to-earnings ratio to fall back to 5.8 times. If the price-earnings ratio is pulled to 8 times in the next few trading days, the increase will be very considerable. PetroChina also surged nearly 4 percent.
CNOOC and PetroChina may have a market capitalization of more than 1 trillion yuan.
The military sector, very strong, is high and the limit is high. In fact, the epidemic does not affect the military industry.
What impact can the epidemic have on the military industry?
AVIC Shenfei rebounded by 13 points in three trading days.
Retail investors blindly cut meat, easy to lose money.
Changan Automobile rose and fell today, with net profit in the first quarter soaring 4.3 times to 4.536 billion yuan, and the price-earnings ratio also fell back to 4.4 times. If the funds in the group do not run, the next should pull back the market value of 100 billion.
East China Medicine, after yesterday's rise and stop, today pulled up another 5 points. In terms of performance, the girl needle sold 342 million yuan in the first half of the year and earned 300 million. Next, the concept of medical aesthetics should be able to ferment.
In the stock market, all kinds of data are unpredictable and confusing.
It can only be said that seeing good companies buy at a low price, accept floating losses, never cut meat, and use the spare money that can afford to lose to beat a wave of rise.