Again the old saying again, the bull market should not be empty and short.After the 10 trillion yuan debt came out last Friday, the foreign capital smashed the market crazy. The A50 phase finger fell nearly 4%. At night, the U.S. stock stocks plummeted by nearly 7%.Later, the high -end manufacturing sector such as semiconductor, domestic computing power, and lithium batteries rose crazy. The science and technology innovation 50 skyrocketed by nearly 5%, and the GEM finger rose exceeded 3%.The end of the Shanghai index has also become popular. Nearly 4,000 rose, and the turnover of the two cities has shrunk slightly to 2.54 trillion yuan. The 213 daily limit, and the effect of making money has returned.
Lets look at todays heavy news:
In fact, the main news has been interpreted with you on weekends.After being closed, 20cm7 Lian Banhao Bo suspended trading to verify it. Today, the specifications are further issued: It is strictly forbidden to live broadcast shares. All of this shows that the management of the supervision of the subject matter is strengthened. The height of the board is limited.High -level stocks such as rock and soil have suffered a daily limit.
Now Hai Nengda, , Sichuan Changhong runs the market every day. I have previously emphasized with you that it is necessary to stay away from the monster stocks that have been fired in October. There are too many sets of solids in it.The core of the hype of the subject matter is to make money effects. It is a bargaining game that is promoted by emotions and funds. Once the money effect disappears, the market is basically over. Do not have the idea of doing long, pattern or two waves.Others are playing games, if you do it, you will go up.
I will tell you on SundayThe two important information are autonomous controlling and controllable: TSMC offsets 7nm and below AI chips in China; Lao Mei requires that five equipment companies such as application materials and Asmi supplement Chinese customer information, and it is estimated that it is a bad thing to do.
TSMC does not give us OEM, then it must be transferred to the domestic semiconductor sectorEssenceOld shareholders should remember that in 18 years of Trumps tariffs, sanctioning Huawei, at that time, shouted the slogan of independent controllable and domestic replacement, and then a big bull market appeared from the semiconductor sector at the end of 18 to 20 years, and there were countless ten times of stocks.The old shareholder why he missed the scum of the semiconductor is the brand of this bull market.
Now it seems to be similar scenes. Trump took the stage last time, and Lao Mei strengthened sanctions on our AI, so it was fermented on the weekend.The market feels that it may be "autonomous and controllable" cattle again.This time, there are not only semiconductors, but also domestic computing power, software, etc. This time, the daily limit of the Dawn of Zhongke, the Inspur Information, and the Ziguang Co., Ltd.
In addition to the controlled control line, the lithium battery sector has also erupted. The Ningde era rose nearly 4%. Muchi such as Tiannai Technology, Pu Tailai, Enjie Co., Ltd. mainly had two major reasons:
First, the Ningde era and Huawei accelerated the vulcanization line, and the theme of solid -state batteries continued to explode;
Second, the prosperity of the lithium battery industry chain has rebounded. The overall demand of the lithium battery this year continues to exceed expectations. March/September is two more than expected time points., September to 50GWH+.At present, the market is expected to be flat in November and declined in December. However, it is currently expected that the production of production in November is expected to be further increased. In December, it is flat or continued to increase (market research).The feedback increase comes from energy storage, overseas overseas exceptions, and domestic energy storage prosperity is also very high. In addition, European power demand has recovered, and Chinas power demand continues to improve.
The monthly financial data, M2 increased by 7.5%year-on-year, exceeding 6.9%of the market expectations, and M1 increased negatively by 6.1%year-on-year.index.
I have repeatedly emphasized with you that next years AI applications are expected to usher in an explosion period, but in fact, US stock AI applications have gone out of Daniel stocks.The stock price of the last two trading days rose 72%to $ 290 last week, and the market value once exceeded the $ 100 billion mark.The cumulative increase in the stock to the present to the present has reached 627%, far exceeding Ying Weidas 206%increase in the same period.
Applovin released on November 7, 2024The third quarterly report showed that its quarterly revenue was US $ 1.198 billion, an increase of 39%year -on -year, and its market expectations were 5.9%; net profit was 434 million US dollars, an increase of 300%year -on -year, and a net interest rate of 36%.Applovin attributes it to its Axon 2.0 AI driver technology used on the Appdiscovery platform, which increases the increase in the performance of the tool.At the financial report conference, Foroughi said that Applovins goal was to achieve an annual growth rate of up to 30%, partly because its AI -driven Axon 2.0 advertising engine.
Today, A -share AI applications have also erupted. Blue cursor, Yi Dian World, and Shenzhou Taiyue have daily limit, mainly marketing services, film and television, games and other sectors.
Finally, I still reduce the cooling of everyone. I think that A shares are emotional and slogans now.Like a repeat machine, no one can answer how much alternative space can be used. Skat -type investment will only make the market irrational and thus foam.
After the festival, A shares are mainly financing and positions, and buy 363.8 billion in net.On October 31st, the balance of the two merges in the A -share market exceeded 1.7 trillion yuan. In just 6 trading days, the balance of the two meling exceeded 1.8 trillion yuan, and the net purchase was 100 billion yuan.In addition, according to statistics, the absolute value of the current tourism turnover rose to the level of historical extreme value.
Increased funds determine the market direction. Since financing is the main incremental funds, it is bound to be inevitableThe hype is popular, so the monster stocks are rampant in October. After recent supervision, these funds have come to hype autonomous controlled and controllable.
It is necessary to admit that the funds such as capital and retail investors and leverage can bring a significant rise in the short term.For those, if you can sit in the car, natural benefits are generous.
However, financing is leverage, how fast it is when it rises, how fierce it is when it falls, 15 years of leverage cows are lessons.There is no doubt that what I feel that the market is all emotional now, but how crazy human nature is, let alone Newton, let alone me, so I just tell everyone this fact, let everyone have a bottom-in the end-what I earn in the endWhat money, not to say that it will collapse now.
It is easy to make money in the bull market, but it can be taken away very little. The reasonable approach should be to increase positions at the bottom, and then sellThe top of the top is fierce, and then the losses were plummeted.I hope that this sentence can make everyone a psychic when I like to turn it several times in two years and become a millionaire, and then wake up.
PS; we will do some drainage, but it is limited to drainage, unsatisfactory things will not do, and the cooperation is also a regular licensed institution.
Risk Tips:
The stock market has risks, and investment needs to be cautious. This article does not constitute investment suggestions. Readers need to think independently.
