The index was still good today, with the Shanghai Composite Index rising slightly by 0.13%, and the ChiNext Index rising by 1.27%! ButMost people have a day of soy sauceMost people have a day of soy sauce #A3A3A3;">.
Two markets traded 1.98 trillion, which is the first time that it has fallen below 2 trillion in nearly a month. There are still 3.3 trillion at the end of August, which is a bit too fast! Yesterday, I said that the volume is about 1.6 trillion yuan, which is the volume in September, so let’s wait.
As the volume declines, the trend stocks should slowly become weaker. Will the market style shift from speculating in large-cap stocks to speculating in medium-cap stocks, and the funds cut from high to low? This can be observed!
The hot spots are still relatively scattered on the disk. Oil stocks rose a little as international oil prices; as the National Day Golden Week approached, the tourism hotel film and television sector rebounded; China Unicom received a satellite operation license, the three major operators rose together.
Of course, the most awesome thing is that the technology stocks are back again. Nvidia released the mystery chip + Oracle AI expenditures beyond expectations, driving the CPO and liquid-cooled server industry chain to strengthen across the board. Yi Zhongtian soared again, Shenghong Technology rose by 12% and hit a record high, and the trillion-dollar Industrial Franchise also hit the daily limit!
The solid-state batteries and energy storage that were popular a few days ago were defeated, mainly because CATL's mines in Jiangxi were about to resume production. The market is worried about the increase in supply, so it is respectful to fall first! By the way, other "anti-in-roll" sections were also brought into the ditch.
The blade is more optimistic about the reverse inward coiling direction and will be one of the main lines in the second half of the year. It does not conflict with technology, and technology is the main line of this bull market: AI technology is awesome!
At the time, the A-share transaction was 3 trillion yuan, and the funds could open multiple main lines, each playing their own. But now under the 2 trillion "stock game", the market is basically performing sectors in turn! For example, solid-state batteries have risen well in the past few days, and many people have followed suit and sold their CPOs and went to chase the batteries! As a result, the market reversed again today, and the CPO was sold out and he was beaten in the battery again.
In short, in the market with an oscillating structure, the most important thing is not to switch frequently + chase the rise. Because the biggest feature of the volatile market is its fast rotation, today's hot spot has the highest increase, and tomorrow may be the last one! Hot topics are not continuous, and it is easy to get trapped after chasing the rise.
In other words, if August is dominated by institutions, September is likely to return to volume-dominated. The electric fan market is the main trend. There are two types of people who are most likely to lose money in this market. One is to chase after the big positive line, and the other is to panic when they see the big negative stick fall back!
About the future market,The current is still the rest stage of the bull market, but it is just from being excited to being "tired". Everyone understands this feeling. If the main rising market in July and August is like a sweet love period, the market in September is entering a marriage period.
Marriage does not have so much passion, but it is not a bad thing. Every night of music cannot last (fast bull), and supporting each other is life (slow bull). This will last longer.
My opinion is that the popular sectors such as CPO and computing power are now fluctuating at high levels. The probability of restarting a new round of main upward trend is very small, mainly because the adjustment time is not enough! However, due to the strong industry logic and limited room for decline, it will pull back and forth in the form of sideways.
Next, the main opportunities should be in chips, lithium batteries, wind and light storage, robots, etc., mainly technology + anti-involtage. There are also opportunities for pro-cyclical and new consumption. The 11th is coming soon, and consumption will inevitably become more active, including film and television media, tourism hotels, scenic spots, etc.! New consumption such as IP economy, gold and jewelry, etc.
Finally,This round of market is a unique slow bull market in China, and we firmly believe in the slow bull trend. As long as it is a logical sector, if you don’t switch frequently, you will likely be able to make money. Stay patient!
...
11 consecutive boards Tianpu Co., Ltd.: abnormal stock trading fluctuations, suspension of trading for verification. Tianpu Co., Ltd. has been out of the small black room for two days and locked up in the small black room again. This should be the fastest stock in the second A-share market!
It is mainly a daily one-line board, and the funds are determined to eat alone. If you annoy the regulators, then you will spit it out! I guess if I still make trouble next time, I may unplug the Internet cable and directly restrict some accounts.
A shares will objectively promote the market position because of T+0 and limit limit. So there is no way to end up with the referee, so that the market can be balanced!
Tianpu Co., Ltd.'s hype is actually copying Shangwei New Materials, which is probably the same fund. It is a good thing to take care of it, but this second entry into the palace is a blow to high standards + continuous boards, and funds can only join the group and the trend is big.
Goldman Sachs: Global hedge funds net buying on China's stock market in August hit a new high since September 2024. Hedge funds left after a wave in September last year, and their recent inflows may be due to the rising expectations of Fed rate cuts.
So this round of global bull market is more about expectations of interest rate cuts. When it comes to cash, maybe it will be a bad news...! For A-shares, attracting foreign capital is more about improving policies and fundamentals. This fourth quarter is a relatively important time window, and some big moves should be introduced.
BYD: The total increase in holdings of senior management and core personnel was 52.3278 million yuan. BYD has indeed been under a lot of pressure in its operations recently, and domestic sales are under great pressure! Now accelerate the layout overseas, especially in Europe, and see if you can win a game.
The ability of executives to increase their holdings in this position has indeed injected a certain degree of confidence into the market and can also boost Dizi's stock price.
Top Group: The actual controller and its joint actors have reduced their holdings by a total of 13.43 million shares recently. Yesterday, the chairman of Top Group hacked all his robots and said that he was the best in the universe! But while secretly reducing its holdings, cashing out nearly 1 billion yuan.
Baiyin Nonferrous Metals: A case was filed by the China Securities Regulatory Commission for suspected illegal and irregular information disclosure. This company has cheated many investors who trade stocks based on their names, including some hot money! Recently, non-ferrous metals, especially gold and silver concepts, have risen sharply. Silver and non-ferrous metals are used to smelter non-ferrous metals, and there are not many silver ore resources in themselves.
There is a surge now, and I suddenly have been filed by the village and I have to drink a few more pots.
There are many private placements in technology stocks + reductions. Several companies sold private placements last night, and several companies sold shareholdings tonight!
1. Lanqi Technology: The two institutional shareholders reduced their holdings by 1% respectively.
2. Zhongjixin: Institutional shareholders reduce their holdings by no more than 2.5% of their shares,
3. Chu Tianlong: Institutional shareholders are preparing to reduce their holdings of 3% of their shares.
Cambrian: A semi-annual performance briefing will be held on September 18 to exchange on issues of concern to investors. Hanwang's 4 billion yuan private placement was launched yesterday, and it rose 3.66% today, indicating that the market is relatively recognized.
In the bull market, investors are willing to pay for the dreams of technology companies, hoping that Han Wang will become really awesome and create advanced domestic AI chips.
Trump said he was willing to impose substantial tariffs on China and India, and the Ministry of Foreign Affairs responded. La Te launched a tariff war with us at the beginning of the year. After holding it high, he was soon forced to surrender under the counter-suspended rare earths of our country and entered a state of strategic easing.
I didn't expect that I am trying to put pressure on the EU to act as the pawn; to be honest, judging from the EU's cowardice this year, there is still a possibility! Once this is implemented, the impact on my country's exports will increase, and the tariff negotiations on China-US will bring some variables.
This is not good news, but we must have responded, such as countermeasures and domestic demand stimulus. For A-shares, the overall impact will not be too great and will not affect the slow bull market.
NIO fell nearly 10%. The main reason is that the company issued an announcement and raised about 5 billion yuan from shareholders. Since its establishment, NIO has raised more than 100 billion yuan in financing, but has not yet achieved profitability, which is a miracle.
However, NIO has improved a lot recently, which is also a heart-boosting agent. Li Bin said that profits will be achieved in the fourth quarter, but I wonder if you still believe it or not.
BeiGene fell more than 7%. The main reason is that a short-selling agency released a negative report against the company, which accused BeiGene management of forging sales data.
Beijing GEM is the big bull stock this year, with its market value once surpassed Hengrui Medicine and became the number one in innovative drugs in A-shares. This short report may cause some disturbances to the innovative drug sector.
...
A few last words:
The US stock market is a little crazy now, and it will surge as long as it is involved in AI. Oracle's AI expenditure + cloud business exceeded expectations, and its market value soared by 40% from $650 billion to $950 billion. It was almost immediately after Alibaba rose, which was confusing.
In addition, Nvidia rose 4%, and Broadcom rose 8%. I have to accept that the elephants dancing in the US stock market are even more amazing, even more fierce than our Yi Zhongtian! Some people say that their hype is more based on performance, and there is still a difference from the concept of A-share speculation.
The blade has a feeling, and the bubble blown by artificial intelligence is a bit similar to the bubble in the US stock market in 2000.. Hope it is my illusion!
In 2000, the US stock Internet bubble collapsed, and the Nasdaq fell from more than 5,000 points to more than 1,000 points, a drop of 75%. Cisco, which had a 235-fold price-to-earnings ratio, Qualcomm, which had a 167-fold price-to-earnings ratio, Oracle, which had a 153-fold price-to-earnings ratio, and Microsoft, which had a 60-fold price-to-earnings ratio, all collapsed epicly, basically falling by more than 90%.
Tell you a data. I bought it at a high point in 2000. Qualcomm was unconfiscated in 19 years, Cisco used it for 25 years, Microsoft used it for 13 years, Oracle used it for 20 years, and Nvidia also used it for 15 years to unconfiscated!
But the awesomeness of technology stocks is that if you bought Nvidia in 2001, you will only get out of the trap in 2015. But you bought Nvidia in 2015 and have made 130 times in 10 years. This is the stock market, this is also life, choice is more important than hard work.
I won’t talk about anything else, then continue to enjoy the technology bubble and enjoy the bull market.
