Hello everyone, I am Heima Luobing, welcome to follow and leave messages! Today is Monday, June 21st.
The divergence is weak.
Today's market performance is remarkable. A-shares are particularly independent in the face of sharp declines from the outside world, and can forcefully close in the red in late trading. The Nikkei 225, another representative of Asian stock markets, fell 10% intraday today. 4%.
A-shares began to operate independently.
It would be great if Chinese football could become more serious. 1.4 billion people cannot find 11 people who can play football.
Since A-shares operate independently, we need to repeat a few points about the environment:
1: About the environment:
Please see Sunday’s article for a detailed explanation, but we will continue to repeat it today because the main points are the same.
Conclusion: It works independently in an environment where the index continues to fluctuate. If you mainly do a good job in rotating sector stocks, you can survive.
2: Sector stocks:
1: Technology stocks.
There are mainly the following directions, third-generation semiconductors, lithography machines, chips, software services, etc. And this is a cliché. I wrote a week last week and I will continue writing this week. It is currently expanding into technology-related fields such as the Internet of Things and operating systems.
Key Points: Switch and seize the dominant position.
Answer: Luxiao Technology and Changshan Beiming. PK Haite Hi-tech.
The first two votes should be the most popular ones currently on the market. As a result, they both fell behind in today's 2-3 promotion match.
Luxiao Technology: The 2020 semi-annual report disclosed: The company will jointly invest in the construction of the Hefei Changfeng County third-generation power semiconductor (silicon carbide) industrial park with the Hefei Changfeng County People's Government, including but not including limited to third-generation semiconductors, such as carbonization silicon. R&D and industrialization projects include silicon carbide crystal growth, substrate manufacturing, epitaxial growth and other R&D and production. The total investment scale of the project is estimated to be 10 billion yuan.
Changshan Beiming: The company invested 5 billion yuan to build the Changshan Co., Ltd. cloud data center project. After the project is completed, 12,000 standard cabinets can be deployed to provide data information for the Internet, finance, government affairs, electric power, education, medical and other industries through data storage and mining analysis. Services and disaster recovery services.
In the trend PK process, Changshan Beiming was obviously stronger than Luxiao Technology in early trading today, so in the short-term PK, Changshan Beiming won. Unfortunately, Changshan Beiming failed to try to hit the board in the late game.
On the contrary, Haite Hi-tech quietly reached its daily limit during the PK between the two leading technology stocks with the strongest popularity in the market and successfully advanced to the third board.
Haite Hi-tech: The 2019 annual report disclosed: Subsidiary Haiwei Huaxin Company is an internationally advanced high-performance integrated circuit manufacturing enterprise established and constructed by the National Development and Reform Commission. In 2015, the country's first 6-inch compound semiconductor commercial production line was built, which solved the manufacturing bottleneck of my country's compound semiconductor industry chain and achieved independent control of core high-end chip technology. At the same time, Haiwei Huaxin’s first 6-inch second-generation/third-generation compound semiconductor integrated circuit production line was completed. The production line also has the production capacity of gallium arsenide, gallium nitride and related high-end optoelectronic products, and its technical indicators have reached the same level as foreign industries. advanced level.
Conclusion: From a short-term perspective, market funds have chosen Haite Hi-Tech. Due to the overheating of Changshan Beiming and Luxiao Technology, the market chose to cool down today.
NOTE: Cooling down does not mean it is over. Don’t forget, the money-making effect of the current market is concentrated on “big and beautiful”. Haite High-tech, the trading volume of the three daily limit boards are: 370 million on the main board, 887 million on the second board, and 1.47 billion today. Although trading volume is increasing, it is mainly short-term capital arbitrage. Looking at trends, we still need to look at Luxiao Technology and Changshan Beiming.
Luxiao Technology: ranked 20th, with a daily turnover of 4.25 billion, compared with 3.76 billion yesterday;
Changshan Beiming: ranked 24th, with a daily turnover of 3.96 billion, compared with 1.94 billion yesterday.
In other words, they are two trend stocks that compete with Haite High-tech in the short term, while Tian Ji is just racing.
B: Chip leader: Shanghai Belling.
Although Shanghai Belling is the strongest today, with the daily limit board changing hands and belonging to the third board changing hands, the actual trend is still relatively shabby. Luxiao Technology, Changshan Beiming and Haite Hi-tech are all above board.
The earliest three boards were launched due to the ignition of local stocks in Shanghai. The superimposed chips started the three boards and then made adjustments. The price reached the limit last Thursday, and the rapid limit increase in early trading did not counterattack and shrink the market. If you don't give the opportunity to participate, this is especially true on Friday. Today's early trading is still at the shrinking daily limit. If you don't change hands for three consecutive boards, you are destined to not go far.
The fried board will not be filled until the market closes at noon.
Thinking: The first board has shrunk by 700 million yuan, the second board has shrunk by 700 million yuan, and today the third board has shrunk by 3 billion yuan. Is this an increase to make up for the volume, or is someone being too hasty? Tomorrow is the real test point.
If the upper market can diverge, it can exchange hands with Haite High-tech three times in a row to form a two-dragon play; if the direct low opening fails, then the leading technology funds PK will still need to continue to flow back to trend stocks.
Obviously, this is a 2V2 battle!
2: Hongmeng Concept:
The bosses of Hongmeng Concept and Runhe Software are still in charge in small dark rooms, and heroes outside the market must also survive, so today's cycle continues to toss in a market environment that is miserable but not terrible.
After all, the boss has come in, but their status in the world remains.
20CM competes for the top spot, while the highest Jiulian Technology only dares to increase by 17%. After all, Runhe is back this week, so the rise and fall can only be 10CM, while other 20CM stocks will only have a long rise and will not have a rise or fall limit.
10CM card slot faucet: Monternet Technology’s first board.
Guess: Runhe Software will return on Wednesday and Thursday. If there is a sharp lower opening at that time, it should be a good opportunity.
3: Defense industry.
We cannot write too much about the fundamentals of military industry stocks. After all, many listed companies are involved in confidentiality regulations, so we will stop here and won’t release too much.
In this weekend's article, we also focus on the defense industry. There are currently 3 main lines:
The first line: Manned spaceflight is what is called going to heaven;
The second line: aircraft line, J-20. Aircraft line.
Line 3: Boat, if there is sky, then of course there is sea.
If you think the national defense industry sector is shabby, it's just because you haven't found a good target.
Today: 20CM front row------Bitlight, Sugon Aviation, Dongtu Technology, Alda, Xinyan Co., Ltd., Xinyu Guoke, Jianglong Shipbuilding, Tianhai Defense, etc.
10CM daily limit: a lot.
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