A shares: sudden decline, the trend is not simple, the stock market watch on Wednesday

time:2022-09-29 14:50:26 source:clevelanddrifters.com author:Individual stock recommendation
A shares: sudden decline, the trend is not simple, the stock market watch on Wednesday

On Tuesday, the stock market opened lower and dived, the upward selling pressure escalated, which put pressure on the rise, and the bearish sentiment accelerated, and the stocks in the two cities generally fell. The superimposed trading volume has never been enlarged, and the overall environment has delayed the opportunity for the big rise. Then the A-shares can continue to rise on Wednesday: a sudden drop, the trend is not simple, the stock market will watch on Wednesday! Northbound funds sold more than 5.5 billion yuan, Hong Kong stocks fell by more than 1%, and most Chinese stocks dived. The media sector has been active repeatedly, lithium mining stocks have risen, and the concept of the Metaverse has changed. Unfortunately, coal has fallen sharply. The three major stock indexes suddenly fell today. The trend is not simple. The downside risks are concentrated in energy storage, new energy vehicles, and lithium batteries. It is said that speculators are likely to accelerate the sale of popular tracks, and investment opportunities will converge on large sectors. On Wednesday, the stock market is hopeful that it will rise after a sideways correction. The number of public fund purchase restrictions has increased sharply. As of yesterday, more than 40 equity funds have issued purchase restrictions. The average monthly purchase limit in 2021 is 302, and the average monthly purchase limit in 2022 exceeds 429. It is gratifying that the purchase restriction accounts for 10% of the total equity funds, indicating that after some sectors accelerate the counterattack, the fund manager's purchase restriction is likely to lead to a decline, away from the current high point of the new energy hot track. 342 pharmaceutical companies disclosed their 2022 semi-annual reports, and more than 180 pharmaceutical companies achieved net profit growth in the first half of the year, accounting for more than 50% of the total. 30 coal companies reported their semi-annual performance, and 90% of them reported a year-on-year profit in the semi-annual report. At present, coal prices remain high, and the performance of sub-sectors such as traditional Chinese medicine in medicine has risen sharply, indicating that there are still some sectors with value investment opportunities in the downward trend. The revenue of many wine companies has exceeded 10 billion yuan, and the revenue and net profit have increased by double digits. The non-ferrous metal industry had a gratifying growth in the first half of the year. Of the 123 non-ferrous metals companies, 114 companies made profits, accounting for over 90%. Recently, under the support of loose liquidity, the semi-annual report disclosure is coming to an end. Institutions are optimistic about the medium and long-term prospects. Ten billions of private placements have been added. This week, the increase is more than 2% over the previous week. Currently, the private placements are at 80%. Recently, private equity funds have intensively issued new products, and their scale has increased month-on-month. It means that some funds are still actively participating in the next rally in the stock market when there are still structural opportunities. Sector overview: sideways, no change in structural trends today's hot topics, (1) nuclear energy and nuclear power. Promote the construction of new power systems, accelerate the green and low-carbon innovative development of power equipment, and nuclear power is one of the key development directions. At present, there are 54 nuclear power units with an installed capacity of about 55.8 million kilowatts. (2) The concept of pension. To promote the healthy development of nursing care services for the elderly, 13 departments have issued a number of policies and measures for the relief and support of the nursing and nursing service industry. (3) Semiconductors. The reduction of domestic production lines is still full of orders, and the growth momentum is sufficient. Semiconductor material companies will welcome the rapid growth stage in the medium and long term. The author believes that the loosening of the grouping phenomenon of large plates has prompted the decline of popular tracks and caused a blow to popularity. Although hot topics have surged frequently, they have not led to the rise of the three major stock indexes. The superimposed technical indicators are still in a sideways order, so that the general rise of the plate cannot be formed, and the current structural trend has not changed. To sum up, there is a small risk in a small drop, a big opportunity in a big drop, and the stock market has changed from a big drop to a small downtrend, and the investment opportunities in the value panel are highlighted. At present, we are looking for companies with better-than-expected performance, and the industry's high prosperity will continue. It is likely that the three major stock indexes will climb first when they next rise. There is hope on Wednesday that they will rise after finishing. The article is a peony investment idea. The content is for reference only and does not constitute investment advice. Thank you for the little thumb below!

(Responsible editor:Technology stocks)

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