[500 billion instantaneous inflow can not be the first light of the big oolong index rise is too difficult]

[500 billion instantaneous inflow can not be the first light of the big oolong index rise is too difficult]

Wednesday stock index continued to show a lateral shock trend, because the recent two ends of the stock are moving, so the amount can show a good amplification, but the index is showing a rhythm of rising, yesterday due to the support of MSCI passive inflow of funds of 43 billion, but yesterday's closing set auction, the net inflow of funds from the north reached 53 billion, of course, the final closing net inflow of 24.3 billion, which is the same as the last time, there has been a certain arbitrage and hedging, but we are concerned about the instant net inflow of 50 billion, I didn't even hit the index, remember when the Everbright Securities Oolong Index also instantly hit the index by 3%, and now it is so difficult for A shares to pull up?

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From yesterday's disk point of view, the decline list is steel and coal and other resource stocks, which and we talked about the point of view when the live broadcast, we can not see the rise of steel and coal logic, the probability is a day trip to the market, we clearly prompt everyone not to chase high, although the market is currently selling high to buy low logic, but the low-priced stocks should also be distinguished, the undervalued big blue chip can still be concerned, and for the steel and coal resource stocks that have fallen all the way, it is still necessary to distinguish, as a typical cyclical variety, The 2017 rally is a special case, and they are more often associated with economic cycles.

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Zheshang Bank on the first day of the listing of intraday broke, the final closing close up two cents, that is, in a sign of up to a dozen dollars, but also risk the risk of breaking, not surprisingly today may be again to break, compared to Thursday's issuance of the Postal Savings Bank, it can be determined that everyone's enthusiasm for the purchase is not high, I personally estimate that ordinary investors do not choose to subscribe for the inevitable majority, because the risk of breaking is too large, the current major V are prompting their fans to be cautious about the subscription.

As we said, the real good stocks, must be Friday and Monday fell significantly indices, because Friday and Monday are good stocks to make up for the fall, and Tuesday the market gave attention to good stocks, they are easy to be pulled up, because the stock holding mentality is good, the selling pressure is small, so we say that the high-priced stocks are not falling, and the rise of low-priced stocks is not able to fly, which is the truth, if the market plays a role in optimizing allocation, it must be good stocks getting better and better, and bad stocks getting worse and worse.

The index is still showing a lateral shock, 2900 points has a mysterious force in the guardian, the US stock market rose outside the periphery of the rise they have no impact on A shares, A shares go their own rhythm, slow rise, decades up a few points, slow enough. Since there are still large-cap stocks issued on Thursday, don't have much hope for the index for the time being, but don't be pessimistic, the key is still the individual stock choice, the overall point of view continues to defend the battle, patience and wait for the wind.

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【Hot Spot Preview】

The world's first printed OLED production line was completed The industry is expected to usher in explosive growth

The industry outbreak is imminent, and companies with layout companies in related fields are expected to take the lead in benefiting. Kateeva, invested by Black Peony (600510), currently has a market share of about 80% in the segment of inkjet OLED display packaging equipment. Suzhou Ruifa's industrial inkjet printhead, in which 300067 is a shareholder, is now in mass production, and the inkjet printhead can be used in the field of flexible oled. BOE A (000725) successfully developed a 55-inch 4K ultra-high-definition OLED display using inkjet printing technology in 2018.

The first "ECII White Paper" in China will be released soon, and the edge computing specification system will continue to be improved

With the convening of the industry summit and the release of the white paper, the edge computing IT infrastructure will be more standardized, and the common edge computing products and solutions will be further popularized, benefiting related companies. Dongtu Technology (300353) Company has a national industrialized network switching chip and edge computing products. Based on intel and Datang Telecom Group's LTE-V2X communication technology and edge computing capabilities, Gao Hong Co., Ltd. (000851) participated in Alibaba's cooperation project in the field of intelligent transportation-vehicle-road collaboration. Cixing Co., Ltd. (300307) joined the Edge Computing Industry Alliance in November 2017 and became a governing unit.

ITU approves higher terahertz bands or will be used for 6G communications

Yihua Co., Ltd. (002897) is one of the few enterprises in China to achieve mass production of high-speed connectors, and has the conditions to seize market opportunities in the field of high-speed transmission in the future; the 5G millimeter wave antenna launched by Shenglu Communications (002446) is used in hundreds of countries and regions, and the company is also negotiating with the China Academy of Space Technology, Aerospace Science and Industry Group and other negotiations to jointly develop 6G-related technologies.

Most of the prices of rare earth products have stabilized and risen, and the supply and demand pattern has actively improved

In terms of the company, Minmetals Rare Earth (000831) and Guangsheng Nonferrous (600259) have obvious resource advantages in medium and heavy rare earths.

The MLCCs product lead time is extended, and 5G will greatly increase market demand

In terms of related companies, Fenghua Hi-Tech (000636) is the leader in the MLCC industry; Jiemei Technology (002859) is mainly engaged in paper carrier belts, benefiting from the increase in demand for MLCC; and Torch Electronics (603678) actively lays out high-end MLCC production capacity.

The global IPv4 address has been fully allocated, and the construction of the next generation of the Internet has begun

002544) "R&D and Industrialization of Secure and High-Performance IPv4 and IPv6 Network Interoperability Equipment" project is proceeding smoothly as planned, and the technology has made significant breakthroughs in security. Venustech (002439) IPv6 products have been put into commercial use, and the shareholding company Changsha Zhiwei information management business includes domain root server operation and registration management. The core technologies of Starnet Ruijie (002396) 100 Gigabit IPv6 core routing switches, USB mapping technology, terminal management software, peripheral shared servers and so on have been synchronized with the international and even ranked among the top in the world.

China's new generation of "artificial sun" will be put into operation next year, providing clean energy available for one billion years

A-share related concept stocks mainly include Jiuli Special Materials (002318), Monternet Rongxin (002123), Baosheng shares (600973) and so on.

China has successfully developed high-efficiency preparation technology of black phosphorene and has great application potential in the field of optoelectronics

A-share related concept stocks mainly include Xingfa Group (600141), Chengxing Shares (600078) and so on.

The China-Russia Cooperation East Line Natural Gas Pipeline will be put into operation in early December

You can pay attention to Jinzhou Pipeline, Bomaike, Yulong Shares, etc.

The Opinions on Maintaining a Stable and Long-term Land Contracting Relationship was issued

Related concept stocks: Batian shares, Huilong shares, Suken Nongfa, etc

Li Xiaopeng, Minister of Transport, conducted a survey on the State Railway Group: Deepening reform will unswervingly make the State Railway Group stronger, better and bigger

The company pays attention to daqin railway, CRRC, precision information, etc.

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【IPO Subscription】

Jiangsu Beiren (787218) issued at an issue price of 17.36 yuan, corresponding to a diluted price-earnings ratio of 44.67 times after deducting non-deductions, and the subscription limit is 7,000 shares. The company is mainly engaged in industrial robot system integration, comparable A shares include Huachangda, Sanfeng Intelligence and so on.

Bairen Medical (787198) has an issue price of 23.68 yuan, corresponding to a non-diluted price-earnings ratio of 68.07 times, and the subscription limit is 6,000 shares. The company is mainly engaged in high-end cardiovascular disease implantable devices, comparable to A shares such as Zhenghai Biology and Lepu Medical.

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Note: The above are personal views for reference only and do not constitute operational advice, according to which the operation profit and loss are at your own risk.