4.19, the spell is back!

Many people are saying, you see, A shares still can't escape the "4.19 curse"!

This thing is like the curse of "investment promotion strategy meeting" and the theory of "gap must be filled", which are all A-share metaphysics, which embodies a kind of behavioral finance behind it, believing in the power of "believing".

False "4.19 curse": the data has only fallen 3 times in the last 7 years.

The real "4.19 curse": you have been in the last 4 falls.

In the market, the overall trend of shrinkage adjustment is presented, and the Shanghai Stock Exchange is significantly stronger than the ChiNext Board, which also represents the style of the stage market.

The Shanghai Stock Exchange has stood above the 20-day moving average for 3 consecutive days, and according to the standards of the previous live broadcast, if it can still hold next Monday, the stage will be confirmed on the right side.

There are two core reasons for this:

One is that our Treasury yields continue to fall, highlighting the value of high dividends, and the other is that US Treasury yields are currently strong, which naturally suppresses the growth direction.

The two sides have forced institutional funds to group in value stocks, and the trend is still continuing.

Since the fall still has to find a reason, there are a few major events today:

The first is: several officials of the Federal Reserve came out together to release a big hawk, and even said that if they don't cut interest rates, they may have to raise interest rates.

As a result, yesterday's U.S. stocks fell first, followed by the Asia-Pacific market, and the Nikkei Stock Average was almost 10 points away from this wave of highs. This wave of A-shares is outrageously strong compared to a few neighbors.

The second is that Israel retaliated in the morning after the clashes between Israel and Iran, which had been calm.

Crude oil and gold started directly, but by the time I reviewed it, it would have been relatively calm, and it still depends on the dynamic progress of the weekend.

A-share resource stocks rose and fell, non-ferrous gold precipitated more profit funds, there are still some differences in this position, the technical trend is still there, do not worry for the time being.

The third is: TSMC fell nearly 5% last night, although its performance exceeded expectations, but it revised down the global wafer foundry growth forecast (Nvidia is strong and Qualcomm is weak), indicating that the chip market outlook is lower than expected.

Today's semiconductors have also fallen significantly, and a considerable part of them are consumer electronics, so even if Huawei's new machine sales are good, consumer electronics as a whole still has a significant decline.

In addition, there is a star stock that has fallen twice in a row today - high-tech development.

High-tech Development issued the "Announcement on the Progress and Risk Warning of Issuing Shares and Paying Cash to Purchase Assets and Raising Matching Funds and Related Party Transactions".

As a star stock in the AI field, it was previously to acquire 70% of the equity of Sichuan Huakun Zhenyu Intelligent Technology Co., Ltd., that is, to go to the thigh of Huawei's computing power.

The acquisition of 70% of the equity involves three companies, 30% of Gaoti Electronics, 25% of Gongqingcheng Huakun Zhenyu, and 15% of Pingtan Yunchen.

With the development of computing power, the current computing power is worth a lot of money, according to the original transaction consideration, some shareholders must feel that it is cheaper, so now the original plan can not be done, and the plan needs to be readjusted.

I see that some people will analyze that the transaction will be carried out, but the retail investors in this round of "big noodles" still have to eat it first, and as for whether they can reach the high point, I think it is very difficult.

High-tech does not reorganize, Hongbo fake performance, Zhongbei pseudo contract, Hengrun engages in smuggling, and Anel fake announcement.

Whether this is domestic computing power or domestic calculation, everyone should have a long snack for companies with more bad deeds.