Today, it was another rush back down, with 2,145 stocks up and 2,828 down, with a median of -0.22%. The turnover of the whole market is more than 920 billion, which is basically the same as yesterday, and many people play "loneliness" again!
It stands to reason that the news has been much more favorable recently, the RMB has continued to rise, and the peripheral market has also continued to rise, which is conducive to the rise of Big A. But when the market improved slightly, some people began to "rush to run", and Big A was still too involuted, squeezing around and finally peeing.
On the market, boosted by the record high of US stock NVIDIA, the concept of AI is crazy again. Telecom operations, data rights confirmation, network security, data elements, CPO, etc. dominated the list of gainers, and the leader was the people's network of data concepts, out of the three-in-a-row board.
In terms of individual stocks, many stocks such as Zhongfu Information and Huijin shares rose by 20cm. 540 billion industrial wealth harvested two consecutive boards, the stock price continued to hit a record high! China Unicom also closed the rise and stop, and the big ass is really fierce.
The after-hours dragon and tiger list shows that the owner of the Zhang Alliance bought 800 million sealed boards China Unicom, and the stock had a turnover of 3.8 billion throughout the day, accounting for 21%! He smashed more than 800 million yuan in the wave a few days ago, and this time Unicom bought more than 800 million yuan, and it was such a trench.
Today's explosion of the three major operators is related to a small essay, and the chairman of TransUnicom wants to go to the data bureau to be the number one. Although it is a storm, the market directly chooses to believe, first do it!
To say more, the owner of the Zhang Alliance not only has a lot of money, but also has a first-class grasp of information. The first board People's Network, yesterday the new regulations for generative artificial intelligence were announced; Today's 800 million connects, sit and wait for the small composition to be true or false! However, this year, the market does not like to eat alone with big money, and Unicom may not have funds to lift the sedan next week.
In the midst of doubts, artificial intelligence today is out of the fourth wave. Indeed, many people did not expect it, but since they came out, they must respect the market, and it is estimated that it will be lively for a while.
But the dragon head changed the king banner, and the third wave of the leading Topway Information and Hongbo shares have been abandoned. Now the first echelon ticket is People's Network, Industrial Wealth Federation, and the second echelon is Hua is Science and Technology, Guohua Network Security! In particular, the Industrial Federation broke through a new record high, which was only available in bull markets in the past.
In short, A-shares now have no routines at all, and historical experience does not work. For example, China Unicom's price limit has been a signal that a bull market is coming! But since last year, Unicom, which has caught the AI outlet, has risen and stopped many times, but the broader market is still stable at 3200, and it has not moved.
For example, on Wednesday, many people said: "If you don't share the sky with AI, you can't buy AI in this life." Shout today that "the times will crush those who are not firm in AI"! Changing faces is faster than changing hearts, there is really no way to say.
However, today is another feast of AI, and big technology is thriving and carnival. The price is that other sectors are silent, new energy, medicine, and large consumption are speechless, and they are all directly extinguished! !
Overall, the index is not bad this week, and there are many positive catalysts. It's really hard to operate, it's hard to make money! The main thing is that the rotation is too fast, one a day, either KTV or ICU, either life or death. Today's limit is up and tomorrow is down, and retail investors are easily crippled by the market.
Blade believes that the Shanghai index has reached a key point, and if it can be catalyzed by good news next week and break through to the upside, there will be a medium-level rebound market. Short-term focus on artificial intelligence and semiconductor industry chain, moderate people look more at the financial and consumer sectors.
......
Fang Xinghai: Further strengthen the investment power of private equity funds Gradually expand the introduction of long-term funds such as insurance funds, social security funds and pensions. Don't leave, the villagers have come out again to speak, and they want to introduce incremental funds! The first is to expand private equity funds, and the second is to gradually expand long-term funds such as insurance funds, social security funds and pensions into the market.
The entry of pensions into the market has been shouted for many years. I don't know how much I bought now, is the A-share market of 3200 expensive? Some parts are still expensive, but some are very cost-effective! Many people always think that social security is not allowed to lose money, so you have to smash a hole when you come in. But this is just wishful thinking, the stock market is a risky market, no one will make a steady profit, and no one can copy to the bottom!
So instead of lip service, it is better to let those long-term funds enter the market in batches. Now this point to be patient, in the long run must be profitable. If the market rushes into the market, it will definitely be mad bull, which is not a good thing for the long-term development of the market.
The Standing Meeting of the State Council has been convened. He mainly talked about two points: First, it is necessary to strengthen the guarantee of power supply in key areas during peak hours, make all-out efforts to increase energy production and supply, and benefit the power sector. The second is to promote the construction of "flat and emergency" facilities in megacities, which is mentioned above again after June!
What is "dual-use"? It roughly means that it is usually used for tourism, health care and other functions, and can be immediately converted into an emergency place in the event of a major public emergency, which can effectively make up for the shortcomings of emergency capacity building in large cities. In the short term, urban village renovation + affordable housing may be the focus, which is a catalyst for real estate.
BYD's performance exceeded expectations. BYD's profit in the first half of the year was 10.5-11.7 billion, with a median of 11.1 billion, more than twice as much as last year, and Diwang's performance is quite strong! Now BYD sells a car, with a net profit of almost 10,000, beating domestic loss-making friends. But there is still a gap with Tesla, when to reduce manufacturing costs, increase bicycle profits, and sell more competitively. You can wrench Tesla around the world.
Blade believes that Diwang's performance will be better in the second half of the year, 1. The export volume in the first half of the year is not large, and it is expected to increase greatly in the second half of the year; 2. In the first half of the year, many models were equipped and reduced in price, which affected the net profit margin of gross profit; 3. In the second half of the year, N7 is coming, looking up and so on, are million-level luxury cars, it is estimated that they can contribute relatively high profits and contribute to the performance!
As the king of domestic new energy vehicles, the king of performance growth, BYD's market value to return to trillions, there should not be much suspense. But this year is more difficult, Old Master Ba has not finished reducing his holdings, and the pressure is still very heavy! In short, this year and next year is the year of reshuffle of new energy vehicles, and the price war will continue, but as long as it does not make big mistakes, BYD's advantages are still obvious.
NAURA achieved a record high in the second quarter. The net profit in the second quarter was 1.1-1.4 billion (a record high in a single quarter), the market expected 800 million [exceeding expectations by 40-75%], and the revenue was 4.6 billion in a single quarter (a record high in a single quarter), and the performance was very explosive.
There have been institutional upward revision of the company's performance, with a revenue of 19→021 billion yuan in 23 years and a profit of 3→54 billion +. The company now has a market value of 158.4 billion, corresponding to a valuation of about 25 times in 24 years, which is really not expensive!
U.S. stocks are opening higher again tonight, and the Nasdaq is hitting a new high for the year. Who is in charge of the U.S. stocks, it rises sharply without saying a word, have you considered the feelings of the big A shareholders, it is too unkind.
Among them, NVIDIA rose more than 4%, the stock price approached $500, and the market value approached $1.2 trillion. A previous report said that NVIDIA is expected to challenge a $3 trillion market cap in the future, let's witness history. According to the urine nature of this year's speculation in US stocks, next week NVIDIA concept, artificial intelligence, etc. will continue to rise!
I won't say much about the weekend. Friends said, it is really better to buy A shares to speculate in US stocks, everyone think carefully, you buy the Nasdaq, you will always live in fear of an imminent crash; Buy A shares, you will always live in anticipation of the upcoming skyrocketing! Isn't that true.