Riding night statistician: can the yuan universe catch up with the 3700 suddenly?
Message side 1.
The meta universe has been particularly fierce recently.
Today, there are a pile of 20cm, such as AoYa design, xuanya international and Huichang communication.
Although these concept stocks may not have much performance in yuanuniverse in the future, they can’t stand a shares and can be fried.
In the short term, only goer shares should really benefit from the A-share performance.
The AR of Apple OEM by Tencent precision after 2023 can also benefit, but it’s still early.
In the medium term, the company that can make a lot of money should benefit from VR games.
However, the market can’t guess who can make a lot of money for a moment and a half.
Moreover, according to the stock of VR, even if VR games make a lot of money, the performance of VR games can’t be compared with mobile games in the short term.
2.
Shangtang group’s IPO has made waves again.
At noon today (13th), Shangtang group announced the delay of global offering and listing, and will refund the application share price.
However, according to sources, the company did not give up the goal of IPO.
3.
In the morning, Shimao Group, a well-known real estate company, suddenly plummeted, and its share price fell by more than 10%.
The bond “20 Shimao G1” fell 30%.
It is rumored that the liquidity of WTO is not very good, and it may become henger behind Evergrande.
Today’s falling method is nothing more than confirmation of this situation.
Now the market is very calm about real estate default.
I’m really used to it.
4.
The reporter learned from many channels that some banks in Shenzhen began to reduce the mortgage interest rate last week.
At present, the lowest loan interest rate for the first house can be as low as 4.95%, and the lowest loan interest rate for the second house can be as low as 5.25%.
Previously, the mainstream mortgage interest rates of the first and second houses in Shenzhen market were 5.1% and 5.6%.
The reporter learned that at present, the prices of small and medium-sized banks have fallen greatly, and the prices of traditional large banks such as China Construction Bank have not been loosened for the time being.
Seriously, at present, the sales of first-hand houses really need to be stable.
The sales of new houses can not be stable, and the storm of private enterprise real estate can not be stopped.
On the disk, an obvious feature of today’s market is that funds fight on their own and want to fry everything, but nothing is fried, except for the subject direction with low capital requirements.
Early trading is an opportunity for securities and baijiu.
However, after rising for a while, it fell back, which hit the speculation confidence of the market.
Is there any chance behind this piece? I think there must be a chance.
The maintenance of the cross-year market still depends on finance and consumption.
We should focus on the market tomorrow.
If the direction of securities and wine making can form the reverse package of the next day, the short-term adjustment in this direction will be over.
Otherwise, the support of 10 antennas should be tested in both directions, which has about 5% space compared with the current one.
In the afternoon, there are opportunities for new energy such as lithium batteries and photovoltaic, but the funds are shallow and not fried very high.
Although the attention of leader Ningde D is still very high, with a turnover of more than 10 billion, there was stagflation in the afternoon.
With the conclusion of the economic work conference, great changes will take place in the direction of new energy in 2022.
The policy focus will shift from vigorously developing new energy to respecting the laws of the industry and orderly developing new energy.
New energy will meet greater differentiation.
Several important changes are: from dual control of energy consumption to dual control of carbon emission; For new new energy power projects, raw material energy consumption will not be included in the energy control standard.
This one is not well understood, I quote an official saying: “the energy consumption of raw materials is coal chemical industry and petrochemical industry.
It (energy products) are converted into raw materials.
It does not emit 100% of carbon dioxide into the air, generally only 20% (emissions), 80% are converted into raw materials.
This means that the raw materials of coal and petroleum based chemicals in coal chemical industry and petrochemical industry are not included in the assessment of energy consumption indicators, and the energy consumption part is still included in the assessment of dual control of energy consumption.
“In the future, I think local departments will not treat carbon emission reduction across the board, because China still consumes more than 80% of its energy in coal Therefore, the existing resource system focuses on reducing emissions.
In the short term, the demand for coal chemical industry and petrochemical industry will increase greatly.
There are great opportunities in these two directions.
Today, most of the key companies related to coal chemical industry have appeared the trend of daily limit.
At the same time, the corresponding key companies of Petrochemical Fiber also showed an obvious sharp rise.
These two directions deserve key attention, and the speculation cycle may run through the cross-year market.
At the same time, the direction of hydrogen energy also deserves special attention.
Finally, the expression of the concept of meta universe runs through the hype all day.
Morning index diving fry yuan universe, afternoon index diving continue to fry yuan universe, Yuan universe why so strong? In fact, I have done a lot of explanations in recent articles, so I won’t talk about it here.
To put it differently, although the meta universe is very strong today, there are also hidden dangers.
The first is the burst of money making effect.
The hype here is basically based on small and medium-sized market capitalization stocks.
It is easy for large funds to concentrate funds for operation.
If there is no first-hand advantage, it is easy to catch up with the high level.
After today’s collective rise, there will be great differentiation tomorrow, and the risk of chasing up is high.
Secondly, from the half-hour chart of the meta universe index, KDJ and MACD have experienced continuous high stagflation.
If there is an adjustment, it must be a big adjustment.
In the meta universe direction, if there are no friends entering the field, wait for the low position to layout, or go to layout some tracks that are still low; Friends who have entered the field, pay attention to the signal of high throw.
Riders are not sure when to throw high.
Pay more attention this week.
Other opportunities focus on “demon stocks”, such as Hunan tiany, qimingxin x, Xinli JINR, Jiu’An medical L, Sanyang m, Shaanxi jiny, Xiyi stock F, Jiu’An medical L, guangyufa Z, etc.
This piece is not what ordinary people can do, so I won’t talk about it.
Cyclists hope you can form the good habit of looking good after reading.
If my analysis benefits you, you don’t need any reward or appreciation.
I just hope to forward and share the circle of friends.
Thank you very much!..
