Today, why did "Black Thursday" unexpectedly turn "red"?

The past two days A shares went very unsatisfactory, the day before yesterday because of false news flying, resulting in the Shanghai index appeared a big yin line, and directly broke through 3500 points, yesterday is the photovoltaic leader suffered a bearish, market sentiment once again depressed, over-the-counter funds suddenly became cautious, yesterday after the close of many investors' views Today the market will fall, Black Thursday will appear, but no one expected that today's market actually closed with a rise, the Shanghai index rose 28 points at the close of 15 p.m., The increase once reached 0.81%, so why is there such an unexpected closing "red"?

In my opinion, on the one hand, it is to follow the changes in the market news, last night BYD released the sales data of new energy vehicles in October, an increase of more than 2 times year-on-year, completely exceeding market expectations, so today, whether it is A shares or Hong Kong stocks, BYD has risen sharply, because this matter the entire new energy vehicle sector has risen sharply, so that the maximum increase in the new energy vehicle index in the intraday once reached 3%, and this incentive effect on market sentiment is not small;

On the other hand, the recent price increase of various foods, beverages and condiments has opened up, so many food and beverage companies are very smooth, because these belong to the field of large consumption, so the market is in the association, since food and beverages can be adjusted because of the price of raw materials, then why the price of liquor can not rise, I think this is the reason for the sharp rebound of the liquor sector throughout the day, like Luzhou Old Cellar Rose by more than 5%, Wuliangye rose nearly 4%, Moutai also has two points of rise, It should be known that liquor accounts for a large proportion of ingredients in the SSE 50 and CSI 300, so the drive to the Shanghai index is also very obvious;

The third aspect is that the market is worried about a big thing dust settled, last night everyone was worried about whether the Fed will raise interest rates, the result is to finally reduce the purchase of bonds by $15 billion per month, this amount is not very large, within the range of the market, the key is to make the market unexpected is not to raise interest rates, which actually turned the bearish into a positive, because the impact of this news last night's Dow Jones index first fell, to the end of the day when the rapid rise, This is equivalent to the uncertainty of the Us reduction of liquidity in the US reflects a positive side in the US stock market, then the negative impact on A shares is of course gone;

I think the above is the reason why the market looks very weak, everyone expects that today will be Black Thursday, and the market unexpectedly closed red, staging a red week. As for whether this rising model like today is sustainable, I feel that the probability of upward from the low level of the index is still quite large, but the future may continue to differentiate in structure, for example, the probability of the future decline of the battery faucet and the photovoltaic faucet that everyone is familiar with is very large, including the traditional new energy vehicles, these industries are optimistic in the medium and long term, but the current point of time is not particularly advantageous, do not look at today's sharp rebound, and the disk is still showing a lack of strength, This should be paid great attention to.

The important thing is that the scope of the new energy industry chain is very wide, the hot spots of the market have now fully spread, last night in Zhangzhou, Fujian Province, there is a 50GW offshore wind power, the scale of this is quite large, it is expected that the annual power generation time may reach 4000 hours, equivalent to more than 10 hours of power generation a day, mainly the scale of this power generation exceeds the number of hours of power generation utilization of many small hydropower stations, and the overall investment amount is expected to exceed 1 trillion, which is quite shocking, so this activates the market. Today with the wind energy related to many companies are almost up and down, it is important that through the development of such a new energy industry chain can often bring new profit points to the market, now Zhangzhou's investment to reach 1 trillion, if other provinces and cities also large-scale investment, this is where the market dividend lies.

From the perspective of the trend of the index, some industries will fall back when they are high, and those industries with potential, or those at a low level, will offset the impact of the adjustment of high industries on the market, the key is to look at the rhythm, as long as the rhythm is right, everything will go smoothly.

Disclaimer: The content in this article is for reference only, does not constitute any operational advice or tips, the stock market is risky, please be cautious about investment!