Although I didn't see much of the wonderful disk on Friday, it was worth a good review, and on Friday afternoon, the theme finally ushered in the resonance with the index and established the main line. If the next goes well, it will usher in a good market for the main rise.
First Board:
1. Low-altitude economy
Beiwei Technology, Traffic Control Technology, Jilin Chemical Fiber, Sichuan University Zhisheng, Hezhong Strong, Shengxun Shares, Xinchen Technology, Afternoon: Jiangsu Shentong, Guoxuan Hi-Tech, Kent Shares, Zongshen Power
The low-altitude economy in the continuous good situation, all kinds of high and falling, traffic control technology, Xinchen technology are the target of the Beijing Jiaotong low-altitude policy, and after Nanjing issued the low-altitude policy, Rice information, the performance of Nanjing's target is not ordinary. This time Beijing out of the policy, let those who think that the most unlikely place to open now to vigorously develop the low altitude, so, Beijing's low-altitude performance is good, the low-altitude plate is a cliché, the vigorous development of low-altitude everywhere, the policy has been catalyzed, but many of the targets are at a high level, the good is obviously blunt, want to have a big wave of market, must let the unavoidable target Wanfeng Aowei strong limit and break through the new high, And on Friday, Wanfeng appeared 18.88 leopard number, whether it means the end, or a new beginning (the third wave), it is worth thinking about what kind of policy stimulus can make the low altitude go into the absolute main line.
The core stared at Wanfeng. Judging from Friday's disk, Zongsheng Power's daily limit is a very typical representative, and the real estate has an obvious seesaw effect, and the real estate and the index are closely linked, so the low-altitude rise, return, and the index form a linkage, which is the same as the previous low-altitude as the main line, and the index linkage is discounted too much, can be linked with the index on behalf of the power of the long concentrated in this sector,
In the afternoon, the real estate broke out completely, the core of the three daily limits, one close to the daily limit, completely resonated with the index, the first formal establishment of the main line, but also an important moment to push up the position, but even in the case of the real estate outbreak in the afternoon, Zongshen still maintained the sealing board, although it is a bad board, indicating that the funds have the intention to do low, but also showed a certain intensity, but no matter what, the low altitude wants to go three waves, the performance of Wanfeng Aowei is needed, the new high + daily limit is one of the signs, when the real estate divergence on Monday, see if the low altitude can be strongly returned.
2. Computing power
Glass substrate packaging: Voge Optoelectronics, Sanchao New Materials, afternoon: Kaisheng New Energy, Ancai Hi-Tech, Dier Laser, Tiancheng Technology,
High-speed copper connection: Shenglan shares
Eastern Data and Western Computing: Bojie Shares,
Da Mo said that Nvidia GB200 with glass base, can not be falsified at present, it is also a new thing that came out on Friday, the high-speed connection of Wall nuclear materials is also trending at a new high, this is mainly looking at the 22nd Nvidia's financial report, glass-based packaging is more suitable for focusing, but the overall direction of computing power, in addition to the Cambrian trend is relatively strong, the other Yi Zhongtian are consolidating at a high level, so the direction of computing power is far from enough compared with the application side, and it is better to look at the computing power than to look at the application side, but now there is still a good catalyst.
3. Consumer electronics
Yashi Optoelectronics, Shenzhen Huaqiang, Wufang Optoelectronics, Lehman Optoelectronics, Delong Laser, Afternoon: Tricolor Technology, Jiemei Technology,
Consumer electronics also need to look at the performance of the new iphone after its release, other big items have not been seen, the sales of the new ipad after the release, the previous GPT update, did not drive the success of the outbreak of headphones, but these can be tracked later.
4. Chemical industry
Suzhou Longjie, afternoon: Honghui New Materials, Youfu Shares, Xinxiang Chemical Fiber
Mainly look at Nanjing's performance, the first board is a tool to assist the leader, and Nanjing mainly focuses on Nanjing.
5. Real estate
Airport Co., Ltd., Chengtou Holdings, Afternoon: Urban Construction Development, MEMSIC Technology, Vanke, Tefa Services, Jianlong Hardware, Jinbin Development, Huaxia Fortune, Gemdale Group, Rongan Real Estate, Tianjin Investment Urban Development, Shoukai Shares, Poly Development, Greenland Holdings, Huafa Shares, BII Development, New Zhengda, China Enterprises, Joy City
In the afternoon, the real estate outbreak is a reduction in the down payment and mortgage interest rate, and the policy exceeds expectations, but what we have to think about is why it will be released directly in the intraday, which is generally released after the market, so the time node of the intraday release is more worth thinking about, it must be a big amount of money that needs to be released at this time node. Therefore, some teachers thought that the real estate news was almost out, and there was no further catalyst, and the real estate was a cash on Monday.
I don't agree with this point of view, there has been a wave of cashing in the morning of real estate, cashing in is the collection and storage of the previous small composition, and the afternoon is more good for the sales side, so the real estate developers broke out, whether the policy combination can achieve the effect, need follow-up data to verify, but the release time node of the real estate policy, it must be a greater capital needs to focus on the attractiveness of this place, establish the main line, there will be a wave of formal main rise market.
Of course, this needs to be observed in the performance of real estate on Monday:
I love my home, whether the development of urban construction is a single word, whether the source of heaven and earth, three trees, Yazhen furniture is at a high premium, and whether Zhaobao Wanjin continues to rise. This is the object of key observation, if I love my home without a big seal, 3 boards and 4 boards of real estate without a premium, that is lower than expected, and even part of the target low open, then directly cash out first, look at the hostile low-altitude performance, whether the difference is benign can basically be judged.
The key core target of real estate, I love my home, urban construction development, Vanke, if the main rise continues, home building materials will gradually spread to, and even finance, insurance, banking, and the index market breaks through 828 3219 is also worth looking forward to.
Gansu Energy: Electricity, defensive, not the main rise possibility
Lianshi Aviation: Large aircraft, the logic is very good logic, look at the triangle defense, AVIC West, AVIC Heavy Machinery, these targets
Poly United: Civil explosion, hype Motuo
Pleco: Animal vaccine, persistence unknown
Mecca core color: container coatings, wind power + photovoltaic, sustainability unknown
Jiangxi Changyun: transportation + photovoltaic, the sustainability is unknown
Yunda shares: logistics, logistics fundamentals have improved, or after the price war stopped fighting
Jinrui Mining: Nonferrous metals, copper, and silver futures continue to hit new highs, and nonferrous metals may perform when the index is not good
Hitevision Technology: Education GPT, on the application side, has no plate effect for the time being, and its sustainability is unknown
2 Board:
I love my home: the leading real estate agency, one word expectation
Huamai Technology: High-speed connection, average computing power fermentation, and expected change of hands
Changyuan Donggu: Low altitude, change of hands is expected
Evergreen Technology: TMA, making up for Zhengdan, is expected to come to an end
Garden shares: real estate, back row, change hands
World Union Bank: Real estate, back row, change hands
Anjubao: Real estate agent, 20cm two-in-a-row, need to continue to look at performance
Binjiang Group: The trend of real estate capacity is in the army, and it continues to be optimistic
Rongsheng Development: Real estate + low-altitude, the daily limit is more of an attribute of real estate, but this target also has a low-altitude attribute, so there will be funds to continue to be long
Nanguo Real Estate: Real estate sentiment target, the high standard in the early stage, if you can break a new high and get out of the second wave, it also has a certain significance for real estate.
Nandu Property: The real estate sentiment target is weaker than that of Nanguo Real Estate, and tends to follow the trend
Zhongtian service: real estate property management, tail plate missing order, back row
Hefei Urban Construction: Real Estate Developer, Bad Board, Back Row
3 Board:
Tiandiyuan: The position of real estate developer, continue to be promoted
Three Trees: Decoration and decoration posture continue to trend expectations
4 Board:
Yazhen Furniture: Home building materials, change of hands expected
6 Board:
Nanjing Chemical Fiber: Chemical + Securities + Building Decoration, Nanjing Chemical Fiber Bidding If you make money, the opening second board, whether the building decoration attribute is recognized by the funds, you also need to see Monday's performance, but from the chemical industry, he is already Zhengdan's supplement, and then it is not interesting to look at Nanjing's supplement.
Summary:
1. Real estate establishes the main line, and on Monday divergent expectations, it is necessary to focus more on the premium of I love, urban construction, and Vanke
2. The low-altitude policy continues, but it always rises and falls, and more attention is paid to whether Wanfeng Aowei can rise to a new high
3. Glass substrate, new theme, needs to be focused, first see whether Huamai can be on the third board
4. If there is a main line, it is not easy to do the opposition of the main line, if the real estate goes up, there will be many industries for diffusion, and diffusion can also be considered.