Article source: Financial Sharp Eye
I found that at the end of last week, both stock traders and non-stock traders were paying attention to the African locust, while senior stock speculators were paying attention to the new rules for refinancing.
According to the Food and Agriculture Organization of the United Nations, there are currently 400 billion locusts in Africa. The locusts first appeared in eastern Africa, then into Uganda overnight, then all the way east to the Arabian Peninsula, where they are said to have now reached Pakistan and western India.
(Image from the Internet)
Well, look at this route may soon break into China. However, don't forget that there is a natural barrier in western China, the Himalayas, which are on average above 7,000 meters above sea level, and locusts are unlikely to fly over, only the entrance to Yungui needs attention.
But such a development must be the first to be affected by the capital market. If locusts do invade China, it will inevitably lead to a surge in demand for pesticide-based pesticides and push up the relevant listed stock prices.
As for the new rules on refinancing that stock speculators are more concerned about, the content is relatively long. You just need to know that this document was solicited for comments last year, and now the official version is looser than the opinion draft. The overall benefit is good for the primary market, which is convenient for the primary market institutions to cash out the circle money through refinancing, and the secondary market is short.
The real reason for today's stock market rally is that the central bank launched a 200 billion MLF operation today, winning the bid rate of 3.15%, down 10 basis points from the previous time. Do you remember the CPI data released by the Statistics Bureau on February 10? At present, the CPI has exceeded 5%!
Some people have commented that if there is really a bull market in this round, it is "buffalo".
……
Look at the market.
A shares rose across the board today, the Shanghai index once again approached 3,000 points, officially to make up for the decline gap, the ChiNext board rose sharply to break through 2100 points, hitting a three-year high, and the total market value of A shares increased by 1.7 trillion yuan a day.
On the plate, the concept of seed industry, glyphosate and artificial meat led the rise, the liquor, real estate, and biological vaccine sectors performed weakly, and the concept and industry sectors closed up across the board.
By the close, the Shanghai index was up 2.28%, the Shenzhen component index was up 2.98%, and the ChiNext index was up 3.72%. The total turnover of the two cities is 903.2 billion, which is a significant increase from last Friday. The net inflow of Shanghai Stock Connect was 4.365 billion yuan, and the net inflow of Shenzhen Stock Connect was 3.915 billion.
Two cities up and down board 182, all day without a fall stop board, today's market is a bit forced to short meaning, too strong!
Strong Sectors and Stocks:
Military industry: AVIC Optoelectronics, Aerospace Development, Boyun New Material, Jiesai Technology, Golden Shield Shares and other 33 individual stocks rose and stopped, Longhua Technology, Baoti shares followed;
Huawei: Hengdian Dongci, Zhidong Power, Liande Equipment, Invik, Yuanlong Yatu and other 25 individual stocks rose and stopped, Changshan Beiming, Yinzhijie followed;
Annual report pre-increase: Canaan Technology, Hunan Haili, Anjubao, Hengfeng Tools, Guanghetong and other 20 individual stocks up and down, Baoti Technology, actually home with the rise;
In fact, today's A share is the strongest should be the concept of insect control, A share has a grassland moth control concept, the concept of only 13 constituent stocks, today this concept plate has 7 companies up and down, the plate rose by more than 8%.
The highest increase is the domestic carbamate pesticide leader Hunan Haili, the company mainly produces pesticides, herbicides and pesticides.
The China Securities A-share Index rose sharply by 2.78% today, hitting a new high since the big fall on February 3, out of the breakthrough market.
Technically, the current market trend is very obvious, and even the adjustment in the middle of the two days has not been much larger, especially the Strong Hengqiang of the ChiNext Board, without adjustment.
To be honest, this kind of market is indeed a bit evil, so it keeps going up? Unlikely!
Therefore, in this case, the position holder continues to track the trend, and the short position does not chase. The consumer sector is very seriously injured, you can find the target with a cheaper valuation.
From February 17, that is, today, tolls will be waived on toll roads across the country until the end of the epidemic. This is definitely a negative for highway listed companies, originally the high-speed is not very profitable, and now there is no charge. But it is a big plus for the people!
Well, today's review will first talk about this, welcome to actively leave comments, tomorrow and then come back to talk to you!
Another: it is not easy to adhere to the original for a long time, a large number of fans have not yet developed the habit of reading after reading, I hope that everyone will click on the reading after reading to show encouragement! Unauthorized reproduction is prohibited.