The Battle of the Three Thousand is a joke that can be broken at first sight. There is a high probability of breaking 2,800 points, let alone 3,000 points. Some people say I don't believe what you say, but I believe my own analysis. It's okay if you don't believe it, let time tell if you're right or wrong!The national team pauses the slogan to save the city!The three major positives in the early hours of this morning were fully fermented (125）！
1. Guo Jia's team did not buy every day to save the market, but the market did not show much excitement because of their entry. At the very least, it shows that such a rescue has been somewhat unsuccessful. Whether the index can be fast or not depends on whether they can collectively ** again next time.
After careful analysis, the rescue operation has changed from a single operation to a three-pronged one. After all, it is not enough to rely on a single force. First of all, after Huijin increased its holdings in the four major banks, it did not play a big role. On the contrary, it exacerbates market fragmentation. As a result, Huijin began to increase its holdings in CSI 300 ETF and SSE 50 ETF. The two major insurance companies invested 500 yuan to set up a private equity company to recruit people in the secondary market. 50 billion yuan is really a drop in the bucket, and the effect of attracting attention will naturally not be too good. Last Friday, Guosen Capital announced that it intends to increase its holdings in the central enterprise technology index**. This direction is clear enough, one is central enterprises, and the other is science and technology. As a result, both of these threads performed well on Friday and this week.
2. JAC Motors officially signed a contract with Huawei. These two industry chain companies are expected to benefit.
Huawei's brand model matrix positioning is different. The cooperation model between JAC and Huawei is positioned as a luxury intelligent connected electric vehicle, and it is expected to enter the luxury passenger car market of more than 500,000 yuan. At present, Huawei's Hongmeng Zhixing series Wenjie and Zhijie brands are concentrated in the ** range of 200,000 yuan to 350,000 yuan, forming dislocation competition in the matrix of major brands. The penetration rate of high-end autonomous driving models in China is still in its infancy, and there is still a huge incremental market space. According to the data, JAC sold a total of 44.12 million cars in the first three quarters of this year, a year-on-year increase of 187%;A total of 12.69 million vehicles were exported, a year-on-year increase of 5,888%. In view of Huawei's successful experience in creating high-end products in the user field, JAC Motors will join forces with Huawei terminals to complement each other's advantages. With the empowerment of Huawei's leading intelligence, the development prospects of JAC are optimistic, and related first-chain enterprises are expected to benefit.
3. The United States issued a proposal for new tax exemption rules for electric vehicles, restricting Chinese companies.
According to a number of foreign media reports, the United States** has issued a proposed new rule on tax exemption for electric vehicles, clarifying which electric vehicles are eligible for tax exemption and imposing restrictions on electric vehicle manufacturers to purchase battery materials from China or other rival countries. Make limits.
Interpretation: The news is negative for batteries, lithium batteries, and new energy vehicles, but the impact of the news depends on the position. At present, these sectors have been ** this year, and many of them have failed, and they are all at a low level. So, from this technical point of view, the bad news is nothing more than that the body has been cut again, which means much!
The better the market, the more prominent the hot spots, and the weaker the chain effect. After all, there is no need for funds to be gathered together on the chain, so most of the ** on the chain are either straight line stocks or ** with large trading volume, and the risk is getting bigger and bigger. Some of the continuous adjustments for a day or two are easy to be blocked again. It's not that easy to grasp. In fact, when the main line of the market is clear, a good way is to confirm the main line, and then select the model on the main line. For ambush varieties, just wait for the hot spot to rotate each time**. So, you can continue to track last week.
Fourth, the various types of shadow dragons and hidden dragons mentioned on Friday**. Funds are limited, so don't be a collector in your own place. Instead of buying large quantities, you should streamline your investments and focus on two or three. Being too greedy is one of the most common mistakes made by investors, which hinders the growth of market capitalization.