Today's market once again into the freezing point, all the high-level stocks are killed, all the floors of the three boards and above the standard lie, and Wanma Technology, which was once pinned high hopes, still has a death squad top board in the morning when the little brother dived, but it can not hold the general trend, or died, the cold ice lying, the gambling board funds exploded on the same day.
Not broken, the market in the afternoon sharp diving, in the Nikkei closed sharply under the stimulation of 7%, directly out of the deep v again during the day, many diving stocks in the intraday, have come out of a deep v trend, this stage, can only say that the market is basically playing emotions.
Judging from the operation of the index, the second bottom of the sun, the closing of the star of enlightenment, the short-term indicates that the market will appear a round of anyway market, the market once again ushered in a reversal, the short-term eating market opened again, and the short-term index shock rebound probability is larger.
From today's plate performance, data centers, 5G, food and other directions rose in the front, 5G news gradually stimulated by news, but has been clearly marked, the market's response is also weakening, and today's plate leader Wanma Technology's sky floor is to pour a basin of cold water on the plate, directly through the heart, but what we are talking about is that the recent market hype direction will still be around the main line of the market speculation, that is, new infrastructure, other plates are all weeds, but the index transition speculation plate.
Today's market performance is eye-catching - industrial Internet - the first to stand above the five-day line
Today's major indexes are actually rebounding well, but just looked at yesterday's performance, more miserable, many large stocks, the main reason is that the market opened high in the morning after the free money to do the relay, but encountered the morning to the afternoon market sentiment collapse trend, with a lot of up and down board.
It will be difficult to fix in the afternoon, because now it is all nuclear buttons, blowing up the board directly into the dead.
That another angle to think, today to undertake to live, tomorrow a high look, if you give the low position the opportunity to get on the car, such as INVT and Guangdong Rongtai, the former also superimposed car, is also a recent hot, these two votes If tomorrow to give the green disk opportunity, the low suction pen is still worth the Bo rate.
Then there is Hals, this ticket trend is a bit independent, the logic is to benefit from the epidemic, now resume work and production, many people choose to bring their own meals, do not dare to eat outside, the company has to do related utensils. This ticket also has a transfer debt, and the low-absorption reprint can also be considered within the day. If you want to fry, you may use it as a consumption branch line to fry.
In the automotive sector, it has always been difficult to get out of the board, this can be put aside, the probability of taking the middle line is large.
Gold words Oriental jinyu is better, technical graphics are good, the name is good, and the demon stock memory.
In terms of free money:
Sangtian Road bought 28 million 18 million science and technology information 19 million Lanying equipment 16 million Chuanrun shares, Sangtian Road today has a good appetite for several large noodles have eaten all; Zhang Meng's main low-key purchase of 24 million Saturday, dodged today's noodles also ate a bite of meat, the rhythm is good.
Institutional aspects:
2 bought 180 million Chifeng gold, Shenzhen Stock Connect net bought 43 million 2 institutions bought 22 million Hunan gold, Shenzhen Stock Connect net bought 26 million Yintai gold, institutions bought a large number of gold stocks is estimated to be optimistic about a wave of gold repair market. Shenzhen Stock Connect net buy 104 million 2 institutions bought 84 million 2 institutions sold 50 million Fuling squeezed vegetables, low-end consumption concept may be in a few days after everyone is unemployed. Shenzhen Stock Connect net buy 18 million 1 institution bought 10 million 3 institutions sold 22 million Skyworth figures, 2 institutions bought 98 million 2 institutions sold 42 million Shengbang shares.
Tomorrow's guess:
Today's 50 index supports Taiwan, tomorrow's theme performance, UHV, lithography and other new infrastructure may take two steps up. Then the car is moving, and the charging pile should also be linked. Today's global recovery, tomorrow's rebound for another day is more likely. In the 2790 line to make preparations for reducing positions, the current market is greedy. Now the market is in the bottom range, the ticket in the hand for a few more days to keep no problem, must not be cut. But if it goes up, you have to run, otherwise take the elevator. The bottom is repeatedly large up and down. Tickets shared on Saturdays and evenings will still be on, and there will be board play every day.
1. Chifeng Gold (600988)
America gold futures surged 7.21 percent, their biggest gain in 11 years.
Gold Concept (Intraeruts 4), the company specializes in gold exploration, mining, mineral processing and smelting. The 2019 annual report forecast net profit was 249 million, an increase of 2.87 times year-on-year. The daily K trend is a multi-sided cannon pattern, and the main funds are accumulated as positive, a1<a2. On the list, 2 institutional seats and International Finance Shanghai Huangpu District Hubin Road intervened. Repeat the frying plate in times of time, and it is advisable to suck low. f=0.01，t=25%
2. Force source information (300184)
The second phase of the big fund will focus on supporting the development of the IC (integrated circuit industry) in Hubei.
Chip + Wuhan local shares, the company's main business includes upstream electronic components agency distribution business and self-developed chip business. The daily k trend is approximately a weekly movement pattern, and the main funds accumulate positively. Time-sharing straight line pull plate, the news surface composition is larger, the future market is expected to further rush higher. f=0.25，t=66%.
Relevant departments require accelerated 5G construction, and the communication industry will meet the boom cycle
The relevant departments issued the "Notice on Promoting the Accelerated Development of 5G" on the 24th, which clearly supports basic telecommunications enterprises to control the construction scale of non-independent networking (nsa) with the goal of 5G independent networking (sa); at the same time, increase the resource support of base station sites. Encourage local governments to incorporate supporting facilities such as sites and sites needed for 5G network construction into territorial spatial planning at all levels.
Related Stocks:
SEGA Technology (002796): Is a leading company in China with R&D capabilities for the production and development of 4G/5G RF antennas and filters;
Heertai (002402): The subsidiary Chengchang Technology is the only private enterprise in the field of millimeter wave RF chips in China to undertake the task of mass production of major national models.
The State Grid has increased the construction of charging piles and is expected to become the highlight of new infrastructure
Following UHV, the State Grid Corporation will also increase the construction of new energy vehicle charging piles in the near future, and the specific plan is still being formulated.
The number of domestic public charging piles is about 520,000, and the vehicle-to-pile ratio is about 3.5:1 (including private charging piles), and there is still a big gap between 1:1 or 1.2:1. The key work of the State Grid Corporation in 2020 requires the Internet of Vehicles platform to access 1 million charging piles, while the current access volume is only 457,000, and the annual access volume will double. Many local governments have also proposed more preferential policy support for the construction and operation of charging piles, and charging piles are becoming an important starting point for "new infrastructure".
Crestec (002518): The business layout of charging piles has been continuously strengthened, from module sales to whole pile sales, and cooperation has been established with Putian, BYD, Suning, SF, local bus groups, etc.;
Jiuzhou Electric (300040); can provide AC/DC charging solutions for electric vehicles and integrated charging station solutions for optical storage and charging;
trident (300001): is the leading charging operation industry, charging about 2.1 billion kWh in 2019, an increase of about 85% year-on-year.
Alibaba Cloud has passed the equal insurance 2.0 assessment and has great potential in the network security market
Alibaba Cloud announced on the 24th that its IoT security platform successfully passed the IoT security assessment based on network security level protection 2.0 (level 3), becoming the first IoT security service platform in China to pass this assessment. The assessment is carried out by the Information Security Graded Protection Assessment Center of the Ministry of Public Security.
NSFOCUS (300369): One of the earliest vendors in the industry to enter the field of cloud security;
Dataport (603881): As a third-party iDC enterprise of Alibaba, we undertake Alibaba Cloud to expand the data center market.
The Huawei Developer Conference is about to be held Kunpeng + Ascend Ecosystem has entered a period of rapid development
Huawei's annual flagship event for global developers in the ICT field, the Huawei Developer Conference, will be presented in an online live broadcast from March 27 to 28, and the event will be presented in the dual main line of "Kunpeng + Ascend". The live broadcast agenda is divided into two parts, the first day is the theme of Kunpeng general computing technology trends and development practices, and the second day is the ascend ai computing technology trends and development practices.
Changshan Beiming (000158): Beiming Software has become one of huawei's largest partners in the ict field, deeply involved in the Kunpeng industry chain, and jointly with Huawei to create the first kunpeng-based smart city.
Digital China (000034): Its first Kunpeng series product production base will be officially put into operation in May, mainly producing Shenzhou Kuntai server and PC products equipped with Kunpeng chips.
Beixinyuan (300352): Many products have passed Huawei technology certification and completed compatibility testing with Huawei Kunpeng Desktop Cloud.
The second phase of the big fund will increase investment in Hubei and related companies are expected to benefit
The second phase of the big fund will actively support the development of The integrated circuit industry in Hubei, combine the advantages of Hubei's industrial base, and increase investment support after the incident. Specifically, in addition to continuing to support local leading companies that solve the problem of industrial development "card neck", the big fund will also focus on supporting a number of projects in related fields such as equipment and materials.
Sanan Optoelectronics (600703): Invested 12 billion yuan in Hubei to build aii-v compound semiconductor project, mainly producing and operating mini/micro LED epitaxial and chip products.
Xingfa Group (600141): The electronic grade phosphoric acid production technology of subsidiary Xingfu Electronics has ranked among the international advanced levels, with a domestic market share of more than 70%, and successfully entered semiconductor enterprises such as SMIC and Huahong Technology.
Amereica approves the antiviral drug remdesivir related to the indication for novel coronavirus pneumonia
According to the database on the official website of the relevant department of america, the antiviral therapy developed by Gilead Sciences, Inc., remdesivir has been approved as an orphan drug designation for the new coronavirus pneumonia (COVID-19).
300363: Has established business contacts with 16 of the world's top 20 pharmaceutical companies. Gilead Sciences is a core customer of the Company and has received an order confirmation letter for its antiviral drug remdesivir intermediates.
Yongtai Technology (002326): Has a long-standing close relationship with Gilead Sciences, having previously received a business inquiry about remdesivir intermediates.
Musk's brain-computer interface research has made significant progress to give humans "superpowers"
Research at Neuralink, a brain-computer interface startup owned by Tesla founder Elon Musk, has made great strides, and its non-invasive device is expected to be tested on humans this year. Musk's ultimate goal is to download the human brain to the computer, realize brain-computer fusion, and open a new era of "superhuman cognition".
Xinzhi Cognition (603869): Shanghai Xinzhi Brain Intelligent Technology Co., Ltd., a subsidiary of "Brother" Company (the same major shareholder), Xinzhi Digital Technology Co., Ltd., is one of the first batch of brain-like chips and on-chip intelligent system research and development and transformation functional platforms in Shanghai. Mr. Yang Rui, President of the Company, is also the Chairman of Shanghai New Helium Brain Intelligent Technology Co., Ltd.
Insigma (600797): Relying on Zhejiang University for its technical strength, Zhejiang University has released a research plan on brain science and artificial intelligence convergence.
Relevant departments issued documents to accelerate the progress of 5G network construction to promote new information consumption
Relevant departments today issued the "Notice on Promoting the Accelerated Development of 5G". The notice proposes to speed up the progress of 5G network construction. Basic telecommunications enterprises should further optimize the workflow of equipment procurement, survey and design, engineering construction, etc., seize the construction period, and eliminate the impact of the new crown pneumonia epidemic to the greatest extent. Support basic telecommunications enterprises to take 5G independent networking (SA) as the goal, control the scale of non-independent networking (NSA) construction, accelerate the network construction of major cities, and gradually extend coverage to key counties and towns with conditions. Increase resource support for base station sites, and encourage local governments to incorporate supporting facilities such as sites and sites required for 5G network construction into land spatial planning at all levels. Promote 5G terminal consumption and accelerate user migration to 5G. Promote 5G+vr/ar, live event broadcasting, game entertainment, virtual shopping and other applications to promote new information consumption. Promote the coordinated development of "5G + Internet of Vehicles". Implement the "5G + Industrial Internet" 512 project.
A-share related concept stocks can pay due attention to Fuchun shares (300299), Shenglu Communications (002446), Runxin Technology (300493) and so on.
A number of companies have raised prices for aquatic feed, and related companies are expected to attract attention
China's dependence on imported soybeans, the intensification of foreign conditions and the improvement of domestic demand and other multiple factors led to a high price of soybean meal, on March 24, the average price of soybean meal in the country was 3110 yuan / ton, an increase of more than 300 yuan / ton compared with the beginning of March. The main domestic soybean meal contract closed up 0.69% today after yesterday's rise and stop, rising as high as 2940 yuan / ton intraday, a new high since October 2019. The rise in soybean meal prices has also led to an increase in the price of aquatic feed. On March 23, Jingzhou Feed Industry Association held a seminar on raw material market analysis and aquatic feed prices, Tianjia, Jindir, Shashi Tongwei, Jingzhou Haida, Oriental Hope, New Hope, Huihai, Xiangda Camel, Yinong, Hefeng, Zhanxiang and other enterprise representatives participated in the discussion, and finally decided that from March 24, 2020, ordinary granular aquatic materials will be raised by 200 yuan per ton, and special aquatic materials will be raised by 300 yuan per ton.
You can pay attention to feed companies such as Haida Group (002311) and Hefeng Animal Husbandry (603609).
Disclaimer: The above is a personal analysis only and does not constitute investment advice! The stock market is risky, and you need to be cautious when entering the market!