20231218 Morning Comment If you want to survive, wipe away your tears first Walking past is a day ah

Mondo Education Updated on 2024-01-29

【Plate】

Last week's ** can be described as a big ups and downs, ups and downs, Monday opened after the heavy fall of the deep V up, Zhongyang regained 5 average, Tuesday made persistent efforts to win the 10th ** and 3000 points integer mark, but then the style of painting abruptly, three consecutive trading days of three Yin line killing, not only swallowed the first two days of gains, but also recorded **, the Shanghai Index fell 0 per week91% closed at the close, and as of Friday**, the Shanghai Composite fell 056%, with a turnover of 322.1 billion yuan, and the Shenzhen Stock Exchange fell 0.35%, with a turnover of 411.1 billion yuan, and the GEM fell 065%, 44 up limits in the two markets, 3 down limits, and less than 30% of the number of red plates.

Technical analysis] Shanghai index day K again closed barefoot in the yin line, continue to stay away from the short-term ** and 3000 points integer mark, the transaction is slightly enlarged compared with the previous trading day, continuous adjustment has not seen incremental funds into the market, the market wait-and-see sentiment is strong. **Look at the day** once again into a completely short arrangement, 20 **down through the gap, the bears with an absolute advantage to dominate the **trend, the process of repairing the market is bound to be difficult and long. The weekly line has been four consecutive yin, the indicator is oversold obviously, the technical reversal of the weekly K level is about to start, there is really nothing to be pessimistic, besides** It is less than 20 points from the low point of 2923 points in the year, and the probability of stepping back on the nearby multiple bottoms is higher than that of breaking down to find the bottom, and there is a good risk-return ratio below 3000 points, not to mention approaching a new low in the year. The weekend news is mixed, and the regulator has released a lot of warmth to protect the market, but the FTSE China A50 and China Golden Dragon Index have performed poorly, and now the market is weak and can't help the wind, often ignoring the good and amplifying the negative, which may be unfavorable to the start of A shares, but the adjustment near the new low may usher in opportunities. In terms of structural opportunities, data elements, online games, heating, audio-visual equipment, etc. are favorable, and can be paid attention to.

Strategy] Simulation**:8;Shanghai Composite Technical Support: 2922 points, technical pressure: 2968 points;GEM technical support: 1835 points, technical pressure: 1868 points;**Concerns: State-owned assets reform, online games and data elements, new share subscription: 1.

News Gold Rush] "Data Elements" Three-Year Action Plan was released, which is good for data elements Anne shares.

The cold wave has brought significant cooling to many places in China, which is good for heating Hangzhou thermal power.

Seven departments: accelerate the high-quality development of the audio-visual electronics industry, benefit audio-visual electronics, and reach electroacoustics.

Samsung released the world's first AI laptop, and the new era of AIPC has arrived, which is good for AIPC Lianchuang Electronics.

Tencent's "Yuan Dream Star" vs NetEase's "Egg Boy Party" online game business war started to benefit the online game Aofei Animation.

Announcement Gold Rush] Chinese Media: Suspension of trading and planning to purchase assets;

Guolian**: The controlling shareholder was approved to become a major shareholder of Minsheng**;

Sai Microelectronics: The holding subsidiary MEMS UHF device started mass production;

Anel: Plans to acquire 22% of the shares of Shenzhen Innovation Technology Co., Ltd.;

Shunwang Technology: There is extensive and in-depth cooperation with Tencent in many games;

Eurocrane: The controlling shareholder intends to transfer 501% of the company's shares;

Aoya shares: enter the AI computing power industry said that the graphics card model or NVIDIA H800;

Guomai Culture: The first self-made short drama "Live Broadcast Empire" was officially launched on December 15;

Hongqi Chain: The change of control of the company is still in the stage of further discussion **Continue to suspend trading;

UBM Technology: Baoshan Intelligent Investment intends to transfer its holdings by way of public solicitation and transfer by agreement58% of the company's shares;

Joyoung Co., Ltd.: It is planned to invest US$200 million in the construction of the Hong Kong Smart Home Appliance Technology Innovation Center project, and its wholly-owned subsidiary plans to acquire Shenzhen Beetle 6845% equity.

Related Pages