Today's stock market analysis and outlook (8.18)

time:2023-01-28 06:25:32 source:clevelanddrifters.com author:Aerospace stock
Today's stock market analysis and outlook (8.18)

#Header Finance# #stock finance# #Financial News# [Key News Selection] State leaders visited Shenzhen and proposed to study and continue to implement relevant tax policies to support new energy vehicles and expand bulk consumption; to support venture capital and other innovations The investment fund will develop better and create more "double innovation" platforms; Han Zheng emphasized that we will continue to deepen and make practical and orderly power consumption plans to ensure the safe use of electricity for people's livelihood, public services and key industries, and resolutely prevent power outages; we must give full play to the The role of the market mechanism, improving and strengthening regulation, and ensuring the stability of primary energy prices; the Ministry of Science and Technology and other nine departments issued the "Science and Technology Supporting Carbon Peak Carbon Neutral Implementation Plan (2022-2030)", proposing that by 2025 carbon dioxide per unit of GDP Emissions decreased by 18% compared with 2020; research and development of high-efficiency silicon-based photovoltaic cells, high-efficiency and stable perovskite batteries and other technologies; research and development of liquid and solid-state lithium-ion battery energy storage, sodium-ion battery energy storage and other high-efficiency energy storage technologies; research and development of renewable energy efficient Low-cost hydrogen production technology. From January to July, the stamp duty was 292.2 billion yuan, an increase of 11.1% over the same period of the previous year; in 2022, the second batch of rare earth mining, smelting and separation total control indicators were issued, which were 109,200 tons and 104,800 tons respectively. Northern rare earths are still the main force of rare earth quota supply; State Grid and China Southern Power Grid will respectively set up Beijing and Guangzhou Renewable Energy Development and Settlement Service Co., Ltd. to solve the problem of subsidies for renewable energy power generation. Exemption from deed tax, incentives for house purchases, etc. It is reported that Apple plans to release the iPhone 14 series products on September 7, and will cancel the 5.4-inch "mini" version and add a model with a 6.7-inch screen. [Important Announcement] Shede Wine Industry’s net profit in the first half of the year was 836 million yuan, an increase of 13.6% year-on-year; Tongwei’s net profit in the first half of the year was 12.224 billion yuan, an increase of 312.17% year-on-year; a total of 28 billion yuan invested in the construction of high-purity crystalline silicon and supporting projects; Jing HJT PECVD mass production equipment was successfully delivered, the first equipment has been stationed in Jinneng Technology and successfully passed the equipment process verification; Tencent's total revenue of 134 billion yuan in the second quarter fell by 3% year-on-year, and net profit of 18.6 billion yuan fell by 56% year-on-year. Tencent executives said news reports about the sale of Meituan shares were inaccurate; future rebates and buybacks to shareholders will continue; Reuters reported that two people familiar with the matter said that Yiwei Lithium will be used for BMW’s electric vehicles in Europe. Cars offer large cylindrical batteries. [Foreign Disk Dynamics] Overnight U.S. stocks generally fell and ended their streak of gains. The Dow fell 0.5%, the S&P 500 fell 0.72%, and the Nasdaq fell 1.25%. The precious metals sector was the top loser, anti-epidemic concept stocks and oil and gas stocks rose, and most of the popular Chinese concept stocks fell. WTI crude oil futures closed up 1.83% at $88.11 a barrel. Minutes from the Fed's July meeting revealed that rate hikes may be slowed at some point in the future, with many participants citing the risk of over-tightening policy, saying they wanted to assess the impact of policy adjustments on economic activity and inflation. [Market Review] On Wednesday, new energy hit a new high in the index refresh stage, but the overall performance of individual stocks was average. Photovoltaic and electric power opened strongly under the stimulus of power curtailment news, but the performance of new energy was seriously differentiated. Upstream materials such as lithium ore, silicone, and electrolyte generally fell. The general market rose, and the sharp rise in the Ningde era in the afternoon led to the continuous rise of the CRE Index, but many popular stocks in the photovoltaic sector dived in the afternoon to suppress sentiment, and the Shanghai index also hit a new high in the month as the securities companies strengthened again. The Shanghai index rose 0.45% throughout the day, and the record index rose 1.7%. The transaction between the two markets reached a new two-week high of 1,074.5 billion, and the net purchase of funds from the north was 7 billion. [Today's Outlook] On Wednesday, a major rise in the Ningde era and other weights drove the index to a new high in the past month, but the overall performance of individual stocks has declined. The new energy sector is also clearly differentiated, and the market is still the logic of hot rotation. The Shanghai index broke through 3300 points Strong pressure still takes time, and it is recommended to continue to pay attention to the rotation opportunities of low-level sectors such as real estate and infrastructure.

(Responsible editor:Individual stock analysis)

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