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4.25 Morning Review|A shares are overweight!

author:Dragons and tigers in the world
4.25 Morning Review|A shares are overweight!
4.25 Morning Review|A shares are overweight!

You say you don't like your current life, you don't like working from 9 to 5, you don't like being busy from Monday to Friday, your dream is to travel the world, to sleep until you wake up naturally, to count money until your hands cramp. In fact, you are simply lazy, you are evading responsibility, life is not an inspirational story, and don't use the great word "dream" as an excuse anymore. It's better to try to be yourself in a limited situation first. Good morning!

The early bird has worms to eat, the plan of the day lies in the morning, Dalong is here to say good morning to uncles, aunts, brothers and sisters, uncles, aunts and uncles, not much nonsense, go directly to today's morning review!

Overnight performance:

周三美股三大股指涨跌不一, 道指跌0.1%,标普500指数微涨0.02%,纳指涨0.1%。 英伟达(NVDA). O) 3%, 特斯拉(TSLA. O)绩后收涨12%,市值重返5000亿美元上方。 纳斯达克中国金龙指收涨1%, 哔哩哔哩(BILI. (a) 11%, 11% (a) The father. N) 涨约3%, 理想汽车(LI.O) 跌近4%

4.25 Morning Review|A shares are overweight!

Interpretation of important news affecting A-shares:

1. Goldman Sachs: Still optimistic about the development of the A-share market and maintain the overweight rating of A-shares!

Just listen to Goldman Sachs' words, every year is a variety of high-allocation A shares, or predict that A shares will rise by dozens of points in the next year, not once, but if there is a one-time accurate, Dalong also believes you, the key is that there is no one-time accuracy!

2. Tencent rose 13% in three days! Hong Kong stock Hang Seng Technology staged an elephant dance What positive factors are accumulating?

Hong Kong stocks Hang Seng Technology has risen sharply in the past few days, rising at least 2 points a day for 3 consecutive days, one is because Hang Seng Technology has fallen for a month, and now the adjustment is in place, and the other is that Hang Seng Technology leader Tencent Holdings has also risen 13% for three consecutive days recently, and the share price of other Hong Kong stock leaders SenseTime Technology has risen to a new high since November 8, 2022; Bilibili volume broke through the half-year line, but we can't just look at how much Hong Kong stocks have risen, we have to remember how much they have fallen before, Hong Kong stocks have fallen for 5 consecutive years, this rebound is really insignificant in comparison, and we have to be patient, Hong Kong stocks only rebound in the short term, and it is difficult to have a bull market.

3. The European Union announced that it is studying an investigation into China's medical device market access and government procurement

Europe and the United States are really all-round and have no dead ends in various fields to limit us, in fact, what we have to do now is to strengthen ourselves, so that we are not afraid of them, this news is bad for the medical device pharmaceutical and medical sector.

Fourth, the bottom-buying funds infested the pharmaceutical-themed ETF! Nearly 30% of the net value is less than 4 cents, but the more it falls, the more it buys

After 3 years of decline, the pharmaceutical sector has been at a low level, the first two years of each year is also said so, to buy the result is now buried, as for those who fall more and more to buy the funds, in fact, it is trapped, more and more deep, if there is no sudden very big health event in the short term, it is difficult for medicine and medical treatment to have a big market, and now it is more to keep the low level and continue to fluctuate.

Fifth, the concept of low-altitude economy continues to strengthen the TMT technology sector has risen sharply

The low-altitude economic sector is quite bullish this year, mainly because of favorable policies, and it can still be played in the short term.

6. Tesla's rise expanded to 16%, the largest intraday increase in the past three years!

Tesla rose 16% last night, mainly because Tesla said it would accelerate the launch of more affordable models, and lower-priced models will start production in early 2025 if not later this year, which is good for the new energy vehicle sector.

Today's A-share trend ideas

Remind everyone that at the end of April, Dalong will start to buy the bottom! In the near future, there will be 100,000 additional operations, and the short-term resistance of the Shanghai Composite Index is 3,100 points, so it depends on the breakthrough after the holiday! It is a little difficult before the holiday.

When you read this article, Dalong has already gotten up early and is ready, just for everyone to see at the first glance, such a hard-working Dalong is not worthy of being praised by you, this is very important to me! I heard that the person who gave me a thumbs up last time will make a lot of money the next day!

4.25 Morning Review|A shares are overweight!
4.25 Morning Review|A shares are overweight!