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Favorable catalysis at home and abroad, the A-share sector ushered in a value revaluation, and the outbreak is imminent?

author:School of Finance

G media shouted to enhance confidence, determination and patience in the A-share market, so that everyone should not be anxious about the large fluctuations in the stock market, and there is no need to vent emotions.

Seeing these words, the tiger's body was shocked and full of confidence.

But think about it carefully, those who often take the top exam, can continue to be at the top with a little confidence, but they always fail the exam, and they are confident as soon as they shout?

Of course, don't be discouraged, even if you are at the bottom, now all the results are rising, and you can follow a little bit.

The periphery rose sharply, the Nikkei index hit a new high after 1990, and the world may enter an easing cycle next, so the general direction of A-shares looks upward, but don't be too high expectations, let's pass the exam for the time being.

Favorable catalysis at home and abroad, the A-share sector ushered in a value revaluation, and the outbreak is imminent?

The plate is still very chaotic, and small essays are flying all over the world, and I can't help but think of the popular A-share "Law of the Dark Forest" on the Internet: rumors are the truth; Discovery is fierce drying; Confirm is run.

Let's take a look at today's market essay first.

There are rumors that Ning Wang was kicked out of Tesla's North American supply chain and was denied by Ning Wang at noon, but the stock price is real.

Market rumors say that the annual sales guarantee target of Shede Liquor has been lowered recently, and the payment collection in April and May is general, and there is no denial during the session, and it directly fell to the limit.

NAURA recently said on the investor interactive platform that it expects to maintain growth in the second quarter and the whole year, and open high and low.

NVIDIA CEO canceled China G Bank, Hongbo still has the uniqueness of cooperation, anti-package on the board.

In addition, some media said that the minimum commission for public offering transactions will be 0.5 million and encourage exemption from management fees? Proof: Rumors.

Just such a little money, suddenly so many small essays, the subject matter is not divided, it is strange!

However, the law of the plate is more real: the market shrinks, so the style should be biased towards the small ticket market, so no matter which direction you participate in, you must pay attention to the choice of turnover.

index

According to the global cycle, the Shanghai Composite Index is bullish in the general direction, but the short-term cycle continues to look at the shock mill platform, if technically looking at the Shanghai Composite 50 will be more obvious, it is still in the downward channel after this wave of rebound.

Science and technology 50 benchmark semiconductor, although today is high and low, but the trend is slowly coming out, the right side can follow.

Favorable catalysis at home and abroad, the A-share sector ushered in a value revaluation, and the outbreak is imminent?

subject matter

New energy a rumor is like a frightened bird, the difficulty of operation is still very large, the track mainly looks at the recent strong copper foil such as Baoming Technology, and Friday's strong lithium mine Shengxin lithium energy, etc., today's performance is average.

The sealing board of Hongbo shares reached a new high, which failed to drive the concept of NVIDIA, but passed on to media games and so on.

There are imitations and patterns to follow, such as from Hongbo shares to Southern Media, and then to today's China G Publishing, which are all over-falling and stable rebounds of old popular stocks.

Of course, there is also the cooperation of the news side: the charging rules of overseas Reddit communities are exploded, and AI data is catalyzed.

It should be noted that intraday AIGC, online games, CPO and other indexes have reached new highs, which need to be paid attention to, new highs do not necessarily peak, and such a large advance will not directly A even if it peaks.

According to this logic, for example, in CPO, as long as the popularity benchmarks such as Zhongji Xuchuang and Cambridge Technology fluctuate sideways or even continue to reach new highs;

Then there will be continuous low-level supplements in this theme, such as this period of time to get up to the Mingpu optical magnetism, today's Zhaolong interconnection, so in comparison, Tongyu Communication, Taichenguang, etc. may also have hope.

In addition to the media games on the application side, the virtual human piece can also be seen, Xiaoice launched the "Hanzo Forest" clone, the total number of fans of the Internet celebrity star who registered the clone has exceeded 500 million, and the company's first batch of clones will be limited to 300 people.

AR anti-packet strengthening, but pay attention to the time point of tomorrow's Apple conference, and wait for the node of the conference to see the continuity.

Favorable catalysis at home and abroad, the A-share sector ushered in a value revaluation, and the outbreak is imminent?

Emotional aspect

It was originally expected to be almost repaired on Tuesday, but today's contraction of the two markets directly promoted the repair of the board direction, two characteristics.

This wave of high-end stocks stopped falling and rebounded, Hangzhou Electric, Ribo, Fengli, Innovative Medical, etc., the other is even board broken board anti-package, Hongbo, Emeishan, Shuangxiang, and so on.

The high level is more to see the shock, and the more game point of the low level lies in the moment of the anti-envelope board.

Other aspects

Huawei has applied for GPT-related trademarks;

Shanghai Securities Report: It's time for the head public offering to shoulder its own responsibility;

The Caixin Services PMI rose to 57.1 in May, the second highest since December 2020.

Summary: The periphery continues to reach new highs, and the country has begun to shout frequently, at least not pessimistic now, and then it depends on whether the referee can make a real money. The market is still mainly rotated, but it is necessary to see whether the new high technology index will strengthen further.

Important: The stock market is risky, you need to be cautious when entering the market! The above content is for investors' reference only, only for the purpose of disseminating financial information, and is not used as the basis for investment decisions.