Black Swan Landing! The four major news in the early hours of this morning officially fermented (38）！
1. Black swan landing! WuXi AppTec fell to the limit, ** dive!
I want to say don't expect Lao Mei to raise your hand at any time! At the beginning, ZTE was stuck in the neck and engaged in sanctions, and finally they were satisfied with the fine before they temporarily let go, once they wanted to take it that day, they came again! WuXi AppTec, which puts its main market overseas, is a piece of meat from other people, and it will trouble you at any time!
We have a large market for innovative drugs, and our domestic R&D capabilities are weak, so it should be said that there is a huge difference between China and the world! At present, everyone is concerned about the follow-up trend, and I think that in the end, it is inevitable to pay a fine to change the market, to put it bluntly, continue to help others work! What do you think?
Second, medical treatment is thunderstorming again.
1. The medical sector has exploded again, although I have long paid less attention to the leading companies in the pharmaceutical and medical sector, but this haunting guy has repeatedly represented the medical sector.
2. The opening ** fell by 5%, and it rose a few points a few days ago, and now it has fallen a few points, a loss of about 1%.
3. The pharmaceutical sector can't be understood, can't afford to play, except for the wonderful sanctions, being beaten every day, the legendary R&D economy has not come, and there has been a downgrade of pharmaceutical consumption, and the downgrade has reached the point where I don't even eat the medicine, and I rely on my body to carry it, so all the pharmaceutical stocks are completely blacked.
3. Resources are king.
1. Thursday's ** is more like a resource is king, the mobile Internet in the past few years and today's artificial intelligence, the market is chasing technology assets, resulting in insufficient investment in resource capital expenditure, but the increase in demand is superimposed, no matter what ** common point is that printing money is not ambiguous.
2. For example, in terms of energy, the lack of capital expenditure ranks among the immortals, even if everyone shouts that the overestimated Yangtze River power is also a resource attribute, the water of the Red River is the exclusive resource compared to manufacturing and scientific and technological resources, and now the certainty is much higher, as long as the cost is lower than that of peers, don't let you drop the chain, it is not like the net profit margin of more than 50% because he eats, and you have to worry about Huawei.
Fourth, I recently saw two news related to the investment circle, one is Shen Nanpeng of Sequoia, and the other is Zhang Lei of Hillhouse, both of whom are leaders in China's investment circle, and both of them seem to have gone to Singapore recently, whether it is permanent residence or naturalization, anyway, they are starting to change their identities. There is also a bigger bigwig, Zhang Yiming of Bytes, who has already gone to Singapore. There is also a big man, Ma Yun, whose whereabouts are uncertain, but he doesn't look like he will be old in the local area for the rest of his life. Speaking of Ma Yun, it is also the former richest man, but the richest people don't seem to have a good time, the former richest man Xu Jiayin has entered, the former richest man Ma Yun has also bid farewell to the business that made him the richest man, and even the city that made him the richest man, at this time, from Xu Jiayin to show his belt in high spirits, and Ma Yun to fire at the financial industry on the forum, it seems that the past is not far away, it seems that it can be considered that Xu Shoufu is to blame, Ma Shoufu is too arrogant, there is no place for them here, But what happened to a new former richest man is really incomprehensible.
On Thursday, A-shares, Shenzhen Stock Exchange and ChiNext stepped on 10 antennas, 3,500 *** Due to the high-level adjustment of technology stocks, the market began to adjust the trend, and some marginal hot spots came out to support the index but the effect was not good, the transaction was close to one trillion to remain active, and the main funds outflowed out and the funds were reduced.
In addition to the hot spots of technology stocks, the overall increase is not large, belongs to the ** on the way to rest, the time cycle is still good, and the policy is not too panicked, the main adjustment plate is the technology category, the technical indicators are too high plates** also need to make a pause, pay attention to the opportunity for technology stocks to step back after the opportunity to squat and wait, at the same time, the medium-term optimistic theme robots, virtual worlds, metaverse, new energy storage began to follow the adjustment, but there is not much space, pay attention to the dip lurking after the adjustment!
State-owned enterprises (SOEs) and high dividends** may have a chance to support the market, and consumer stocks are expected to be weak in the short term due to CPI data. On Thursday, the support sector turned into resource stocks and infrastructure, but the lack of a mass base instead caused a diversion of funds, although it is good to prevent cautious participation in day trips. On the whole, the current market has just made a certain profit in a wave of market chips, and it is necessary to control it to fall below half a position, try not to enter the market against the trend during the adjustment period, and wait for a few days to pay attention to the opportunity to focus on the area of concern.