Last night, the Dow Jones Industrial Average hit a 130-year high, and the Nasdaq hit a 54-year high. The US stock market is really great! Today, A-shares dare not show weakness, as the Shanghai Composite Index hit a new high this year, which is a gratifying congratulations.
But it may have risen much yesterday, and the three major indexes plunged across the board tonight, with the ChiNext closing down 1%. More than 1,900 individual stocks rose, with a median of -0.51%. Most people are probably still losing money!
But the bull market in A-shares has indeed accelerated a bit. In 2025, it feels like 2015, it’s just a buffalo! But now we are mainly in groups and have not become crazy.
Especially Lao Deng Assets has been despised by all kinds of people. White liquor and large consumption represented by Moutai are really surrounded by funds! Basically, I can't turn over the brand.
In this market, some people are happy and some are worried. For example, those who choose the right direction and have a heavy position in technology basically feel like they are short-selling every day. But those who chose the wrong direction only think this bull market is too difficult!
Aigujun wants to say that everyone has different investment strategies, and there is actually no need to confront each other! Excess returns in A-shares are always generated by grouping together. It is right for the young Dengs to embrace the bubble, but they may not be able to take away the money; the old Dengs do not participate in the bubble, and they make money that returns to their value. In the long run, when the tide fades, it is not certain who is the real winner!
Aigujun's suggestion: Everyone will have better balanced allocation. Buy some value stocks, and you can't miss core technology stocks, and you can also use some ETFs! In this way, the east side is not bright, and the west side is bright, and the mentality will not be so explosive.
In short, A-shares are now an opportunity once in 10 years, and the wave of AI technology has also happened once in 10 years. If two such great opportunities are superimposed together, you may encounter them 2 to 3 times in your life. Then do it well!
We not only allocate old Deng assets, but also small Deng assets, otherwise we will be sorry for this era! What do you think is the bottom line?
1. The State Council reviewed and passed the "Regulations on the Management of Clinical Research and Clinical Transformation and Application of New Biomedical Technologies (Draft)"
The meeting pointed out that it is necessary to promote the innovative development of my country's biomedical technology, accelerate the transformation and application of technology research and development and the transformation and application of results, promote the quality improvement and upgrading of the biopharmaceutical industry, and strive to shape new development advantages.Comments:Innovative drugs after the market are here to improve again! The State Council meeting made the final decision and continued to increase support for biomedicine and promote quality improvement and upgrading.
The United States wanted to get our innovative medicine two days ago. The main reason is that we made a lot of money from BD going overseas, which made some politicians on the other side feel threatened! But this year's innovative drugs are really a bull market, especially Hong Kong stocks. Even if the US causes trouble, it will not affect the big rise. Today, the innovative drugs in Hong Kong stocks rose by 2.79%.
At present, China's innovative drugs have very strong international competitiveness, one is the engineer dividend, and the other is the supply chain cost advantage. American pharmaceutical companies really cannot do without us, so this time the United States is making a lot of noise. Every time the suppression falls, it is a good opportunity to reverse the car and pick people up!
Of course, innovative drugs have increased significantly this year, and highs are prone to large fluctuations, so everyone should be prepared for this. And if the United States is determined to do it, it will have a great impact on domestic innovative drug + CRO companies.
The United States is the world's largest medical market, spending 4.8 trillion US dollars a year, but we only spend 1.37 trillion US dollars; the per capita medical expenditure in the United States is 40 times that of China, but its life expectancy is still 0.6 years lower! No wonder Trump wants to conduct centralized procurement, and the expenditure on medical care in the United States is amazing!
So it is really profitable to do business with Americans. As long as new drugs + patents can be sold to the United States, you will basically make money. This is indeed a fact.
2. 60,000 people can’t sleep! The China Securities Regulatory Commission seriously investigates and deals with serious financial fraud cases in Dongfangtong
The China Securities Regulatory Commission found that *ST Dongtong inflated its revenue and profits for four consecutive years, violating securities laws and regulations. Our association plans to fine the listed company 229 million yuan, fine the seven responsible persons a total of 44 million yuan, and ban the actual controller for 10 years of securities market entry. *ST Dongtong is suspected of encountering major illegal forced delisting situations, and the Shenzhen Stock Exchange will initiate the delisting procedure in accordance with the law.
Comments:After the market, the China Securities Regulatory Commission severely punished Dongfangtong, and the Shenzhen Stock Exchange will initiate the delisting process in accordance with the law. It means you have to take it away directly, and it is a surefire on the delisting board!
Oriental Tong announced last night that it might delist, and it rose by 5% at one point today! Early in April, the company was investigated by the China Securities Regulatory Commission, and it once hit the limit of 20cm in a row. But then the bull market started, and its stock price rebounded to more than 7 yuan at one point, and many people forgot the risk.
Oriental has a market value of 3.7 billion yuan, and its stock price is more than 6 yuan. Not to mention the stock price is cleared, but it is impossible to escape if it falls by 80~90%.
The company has 56,000 shareholders, which was 69,000 in the last quarter, indicating that most people did not cut their losses. Maybe it has fallen too much, and many people are waiting for a rebound, but what they are waiting for is delisting!
21 A-shares have been delisted this year, and there may be about 50 in total this year, accounting for 1% of the market. This ratio is not too low, but to be honest, there are actually many "hints" for delisting, such as being punished, being investigated, and being ST. With a little snack, 99% of the time you can't step on this kind of mine.
Aigujun wants to say that the ecology of A-shares has really changed, and those problematic stocks that have been investigated by the China Securities Regulatory Commission and are suspected of fraud! Once the situation changes, don’t be lucky. You should stop loss or stop loss if you should stop loss.
3. The three major international investment banks have differences on the evaluation of optical modules
Recently, three international investment banks, Morgan Stanley, Citigroup and Goldman Sachs, have had differences on the latest assessment of the A-share optical module industry. Morgan Stanley is cautious and recommends taking profits; while Citigroup and Goldman Sachs are more optimistic and raise their target prices.
Comments:Today, overseas computing power chains were closed, butDomestic chains have risen, Xinyuan Co., Ltd., a chip leader with a market value of 10 billion, hit the daily limit by 20%, Cambrian also rose by 10% at one point, and the memory chip sector directly rose by nearly 4%!
Show this round is the AI technology bull, and the funds are mainly in technology stocks. Overseas links of computing power, domestic chains, robots, innovative drugs, etc., are all in the scope of technology.
So, although international investment banks have differences on the optical module sector, Morgan Stanley even began to short. But Yi Zhongtian's performance and prosperity cannot be falsified, so I feel that it has not finished it! There is a high probability that it will hit a new high later.
But the most difficult thing about technology stocks is that you don’t know when the group will end! It is often not due to performance decline, but rather a reduction in holdings, blood draws, and the speculation is too high, no one takes over, etc. So it is easy to make money in technology stocks, but it is difficult to take away the money.
What should you do? It's actually easy to do! If you are already in the car, you can see the chart if you make a big profit. If the trend is not broken, you can get it. If the trend is broken, you can run away. If you are planning to invest in technology stocks now, you either choose what hasn't risen or just speculate.
4. The spokesperson of the Ministry of Commerce answered questions from reporters on the talks between China and the United States in Spain
The spokesperson of the Ministry of Commerce answered reporters' questions on the talks between China and the United States in Spain: From September 14 to 17, China and the United States will hold talks in Spain. The two sides will discuss economic and trade issues such as the unilateral tariff measures, the abuse of export controls and TikTok.
Comments:China and the United States will meet in Spain to discuss issues such as unilateral tariff measures, TikTok, etc., and hope to reach a good result!
Time from September 14th to 17th, that is, Sunday~next Wednesday. This will also have an impact on A-shares. If you agree on it, it will mainly be the export chain, but if you fail to talk about it, it will mainly countermeasures.! Of course, this time TikTok is taken out separately, mainly bytes and Douyin.
There are many major events next week, with the Sino-US talks and the Federal Reserve cutting interest rates. If all is good news and the market is expected to reach 4,000, then look forward to it!
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The central bank released its August financial data. One of the data directly related to the stock market is: non-bank deposits! Non-bank deposits increased significantly in July by 2140 billion, and non-bank deposits increased by 1180 billion in August. Although the growth rate has slowed down, the data is still very good.
No matter whether it is a "resident's deposit moving", at least the funds entering the market for A-shares are far more than those that have been settled by profits, which is a good phenomenon! It is conducive to the slow bull run of Big A.
Shenda Resources Incident. Shenda Resources, a gold concept stock, announced in the evening that a safety accident occurred in a mine under construction by its subsidiary Dongsheng Mining, causing one person to die. In accordance with relevant regulations, Dongsheng Mining will temporarily suspend underground operations.
Shenda Resources also hit the daily limit today, with a cumulative increase of 66% since June, making it a recent big bull stock.
The first industrial project launched by the Big Fund Phase III is here. Tonight, the leading domestic semiconductor equipment company, Tuojing Technology announced a plan for a private placement of 4.6 billion yuan. In addition to this private placement, Tuojing Technology also announced an increase in capital to its holding subsidiary Tuojing Jianke.
Tuojingjianke will also introduce a number of external investors. The China Investment Jixin (Beijing) Equity Investment Fund plans to subscribe to Tuojingjianke's new registered capital of RMB 1.921574 million for no more than RMB 450 million.
GuoTou Ji New Fund was established on December 31, 2024. The main investor behind it is the third phase of the Big Fund, with a capital contribution of 71 billion yuan! This means that the first industrial project invested in since the establishment of Phase 3 of the Big Fund has finally surfaced, and its target is aimed at the field of three-dimensional integrated equipment.
Phone17 pre-sale Apple's official website crashed. Many people say they don’t buy it, but their bodies are very honest. Apple's official website has collapsed. Are everyone's rush to buy so popular?
However, Apple has been very popular in China in recent years. After a few days, it was found that it was all stocked up by scalpers and you can buy it without a price increase. Apple rose 1.5% tonight, indicating that the market is quite satisfied with the iPhone 17.
The three major operators will provide eSIM support to Apple. eSIM was promoted by the three major operators a few years ago, but it was not very popular. Now Apple has released iPhone 17air, and domestic manufacturers will also launch eSIM-enabled mobile phones in the fourth quarter. Major operators will resume this business to grab new customers.
Ministry of Finance: Issuing some new local government debt limits in 2026 in advance, and using the debt quota at the top. This is a good thing.
Morgan Stanley: The Fed is expected to cut interest rates by 25 basis points in the remaining three meetings this year. There is a major event that is attracting global attention next week, which is the Federal Reserve's September interest rate meeting from next Tuesday to Wednesday. Everyone is waiting for the Federal Reserve to press the interest rate drop key.
Once the United States determines that it will start to cut interest rates, it will not be able to stop; there are likely to be three times this year, and A-shares will naturally benefit!
It's Friday today, and I wrote another 3,000 words. I love stocks and you are so miserable. The girl said, let’s have fun on the weekend!
