A-shares have "God predicted" again? Pull the limit on time!

Securities Times E Company

2024-05-21 16:39Published on the official account of "E Company" under Guangdong Securities Times

Today, the overall A-share market opened low and fluctuated, and the transaction volume in the two cities shrank by nearly 200 billion yuan compared with yesterday. On the disk, composite copper foil, glass substrates, pork, AI mobile phone PCs and other sectors were among the top gainers, while nonferrous metals, gold, disperse dyes, large aircraft and other sectors were among the top decliners.

Wind real-time monitoring data shows that the banking industry has received a net inflow of more than 2.2 billion yuan of main funds today, and real estate and electronics have received a net inflow of more than 1 billion yuan; In addition, agriculture, forestry, animal husbandry and fishery, food and beverage, commerce and retail have received net inflows of major funds for four consecutive days. The net outflow of the main capital of non-ferrous metals exceeded 4.8 billion yuan, and the net outflow of power equipment, medicine and biology, national defense and military industry, and basic chemical industry exceeded 1 billion yuan.

For the market outlook, Goldman Sachs' latest research report pointed out that the MSCI China Index has rebounded 31% from its low in late January and has risen 19% in the past month, outperforming most developed markets and emerging markets. The 12-month target for the MSCI China Index was raised from 60 to 70 points, and the CSI 300 Index was raised from 3,900 to 4,100 points, and the "overweight" rating on mainland A-shares was maintained.

Hualong Securities believes that the market evolves around the direction of performance and policy catalysis. The direction of high dividend performance is still an important direction that the market pays attention to; The policy catalysis revolves around the direction of "large-scale equipment renewal in the industrial field and the trade-in of consumer goods, and the development of new quality productivity", and the optimization and upgrading of real estate policies has also driven the real estate chain to attract market attention. Sectors with low valuations and improved performance expectations have become one of the directions that the market is concerned about.

In terms of hot spots, yesterday's "sky floor" of Nanjing Chemical Fiber today once again out of the extreme market of "earth and sky", opened at the price limit in the morning, and then quickly rose to about 5%, but the strength only lasted less than half an hour, and the stock price fell step by step, once fell nearly 5%, close to the close, the bulls again straight up the rapid limit. The full-day turnover was 759 million yuan, the number of shares traded was 114 million shares, and the turnover rate was 31.07%, both hitting a record high since listing.

The most shocking thing about Nanjing Chemical Fiber is that someone accurately predicted that the stock price would fluctuate violently more than 40 minutes in advance yesterday. At noon today, the Shanghai Stock Exchange issued a notice that it has paid attention to the relevant network information about the stock price trend on May 20, and immediately launched the transaction verification, and will take corresponding measures in a timely manner according to the verification results. The SSE reminds investors to pay attention to investment risks and trade prudently in compliance with regulations.

What is surprising is that today's online prediction is reproduced, at 12:46 noon, the netizen named "Guoer will not speculate in stocks" said in the Zhongtong Bus Stock Bar that "I am Zhuang 1.20 pull the limit".

As of noon, Zhongtong Bus rose only 2.96%, and the stock price began to rise in a straight line at the opening of the afternoon, and the stock price was really closed at 1:20 p.m.

Li Auto's first quarterly report also attracted the attention of the market, with a total operating income of 25.6 billion yuan in the first quarter of 2024, an increase of 36.4% year-on-year; The net profit was 591 million yuan, a year-on-year decrease of 36.7%, and the overall performance did not meet expectations.

For the second quarter of this year, Li Auto's performance guidance is that revenue is expected to be 29.9 billion yuan to 31.4 billion yuan, and deliveries are expected to be 105,000 to 110,000 vehicles, far lower than the market's previous estimate of 130,700 vehicles delivered in the second quarter.

Affected by this, Li Auto's U.S. stock opened low last night, with its share price falling by more than 16% at the lowest, hitting a 16-month low, and falling 53% since March. Li Auto Hong Kong stocks followed lower today, falling nearly 20% intraday, hitting a new low in more than 1 year, and the stock price was also cut in half in the past 2 months.

Driven by the sharp fall of Li Auto, the concept of new energy vehicles in Hong Kong stocks fell heavily across the board today, with the Hang Seng Auto Theme Index falling nearly 5%, ranking first among all industry sectors, and the share prices of Xpeng Motors, Weilai, and BYD shares all weakened sharply.

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