1. On Monday afternoon, the central enterprise technology index ETF suddenly rose sharply, and the turnover increased rapidly.
Combined with some other signals, ** can be reversed beautifully, or related to the entry of state-owned forces such as Huijin and Guoxin, the US stocks, Europe, India, Japan and other foreign markets have either repeatedly hit new highs, or on the way to new highs, A shares are at a multi-year low below 3000 points, and it is time to make up for a wave.
2. Apple will officially mass-produce the first-generation MR product Vision Pro in December this year, with the first batch of about 400,000 units, which is expected to be officially launched at the beginning of next year.
This news is mainly good for the related Apple chain, and it also has a certain positive stimulus for consumer electronics. In addition, this year is a big year for replacement (the last big year for replacement was 2020), superimposed on Apple's price cut, Huawei's return, and the recent sales of new domestic machines have exceeded expectations, which can continue to be positive feedback to the further rebound of consumer electronics.
3. The net selling amount of northbound funds on Monday was 325.9 billion yuan. The top three net ** are Yangtze River Power, JAC, and China Merchants Bank, which are net buyers of 21.9 billion yuan, 21.8 billion yuan, 1900 million yuan. The top three net sellers were Changan Automobile, Haiguang Information, and Wuliangye, with net sales of 50.8 billion yuan, 48.4 billion yuan, 30.8 billion yuan. Foreign capital flows into electricity and banks;The main outflow of computing power and liquor;The whole vehicle is in and out.
4. The Ministry of Industry and Information Technology and other three departments issued an announcement on adjusting the technical requirements for new energy vehicle products for the reduction and exemption of vehicle purchase tax.
Now new energy friends should lose an average of 30%-40%, so to speak, the new energy industry is now overcapacity, so there is nothing for the time being, new energy will only have **, there will be no reversal, long pain is not as good as short pain, early change technology semiconductors.
If you only look at the return of funds, then this trend is a stable performance, indeed the market is below 3000 points, relatively speaking, the opportunity is greater than the risk, history has been like this, you can slowly start to increase the position, no matter what, give the opportunity to use, the market is unpredictable, believe in the market, believe in their own operations.
To sum up: for today, I think it will continue to break through upwards and break the pressure of 3000 points, regardless of whether the market will digest Monday's big white line later, but we are now in this position to buy some low-level **, there is no problem, and it can't fall down**, as long as **can rise, **don't care.