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#复盘总结 #
The resumption of individual tickets is strongly sucked, and the popular track is not fragrant today.
Today's market trading hot sectors are in a state of differentiation, mainly because the main capital force has attracted individual votes, and other stocks in the sector have fallen.
GCL Poly (3800) resumed trading today after a seven-month suspension, and this ticket became today's popular "fried chicken", absorbing the main force of the market, up nearly 82%, and the turnover today was as high as HK$13 billion.
Mainly because GCL-Poly is mainly engaged in polysilicon production and photovoltaic business development. During its suspension period, the price of polysilicon rose by about 120% due to supply shortages, and the stock price of the same industry rose by about 40%, and GCL-Poly was significantly behind its peers, which meant that GCL-Poly had a large upside. In addition, Credit Suisse released a report saying that supported by the expansion of granular polysilicon, the Group is expected to have an average annual compound growth rate of 142% from 142% this year to 2023, and its global market share will increase from 15% last year to 24% in 2023. The rating of GCL Poly shares was raised from "neutral" to "outperform the market", and the target price was raised from HK$2.2 to HK$4.
In addition, Skyworth Group (0751) rose more than 7%, due to the strength of its photovoltaic business, the market continues to sing more, it is reported that the stock has risen more than 90% since October 27. But such a rapid rally requires attention to the risk of a pullback.
As GCL-Poly and Skyworth sucked up the main funds of the market, other stocks in the new energy and photovoltaic sectors fell. Xinte Energy (1799) fell nearly 12%, Follett Glass (6865) fell more than 3%, and Xinyi Solar (0968) fell more than 2%.
In other sectors, Evergrande concept stocks moved higher across the board. Hengteng Network (0136) rose nearly 16%, China Evergrande (3333) rose nearly 4%, and Evergrande Property (6666) rose more than 2%. Mainly because the market revealed that Hengchi 5 has now entered the trial production stage, the basic functions of the vehicle are complete, the interior is complete, and the road access permit is only away from mass production. This news has caused the long-depressed heng big concept stock to rise against the trend.
Macau releases October gaming data: Gaming revenue in October fell 40% year-on-year to $4.4 billion, compared with market expectations of a 42.0% decline. Macau's gross revenue from Lucky Gaming rose 57.3% from January to October. Stocks fell collectively, with MGM China (2282) down more than 3 percent, Melco International (0200), SJM Holdings (0880) and Sands China (1938) down more than 2 percent.
In terms of individual stocks, BYD Shares (1211) announced on the Hong Kong Stock Exchange that the company will issue 50 million new H shares at a placing price of HK$276.0 per placing share, a discount of about 6.9% from last Friday's closing price. Assuming a full placement of the Placing Shares, the net proceeds from the Placing are expected to be approximately HK$13,744 million. Due to the bearish allotment, it fell more than 3% today.
Tesla Concept Stock Billion and Holdings (0838) closed up more than 37%, which is already three consecutive gains, and the stock price has doubled. Mainly because Tesla's financial results are eye-catching, Yihe, as its first-tier supplier, mainly provides Tesla with the manufacture of car seats, the market loves house and Wu, and the stock price has also risen. In the short term, the rally is too strong, there may be a pullback, but in the long run, as a Tesla concept target, it is worth the layout.
In terms of new stocks, MicroPort Robot (2252) announced the placement announcement today, over-purchased 150 times, in today's new stock is a good subscription, but today was hit by reality, the dark disk fell by more than 6% today, to be honest, MicroPort is one of the author's most optimistic new stocks in the near future, such achievements, I can only say that the current hit new really can't be understood, everyone is still cautious, you can fish according to the dark disk situation. The first day was also a bit of a small gain.