Medicine is suddenly bearish! The four major news that came across the board tonight (37）！
1. Sudden negative news in medicine! U.S. Senate version of the Biosecurity Act passed the hearing The House version of the bill hearing is about to be held.
It is reported that the bill was proposed by Senator Gary Peters, with the purpose of prohibiting the U.S. federal ** from signing contracts with certain biotechnology providers linked to foreign competitors, including BGI, WuXi AppTec and other companies were named. As we all know, the United States is constantly reinventing its methods of suppressing our companies, and the list of unilateral sanctions is constantly extended.
This has been a conspiracy in the United States for a long time, and it really makes people gnash their teeth, it is too unreasonable, and it violates normal economic activities. Affected by this bearishness, today's CRO, innovative drugs, ** drugs and other pharmaceutical stocks collectively fell, WuXi AppTec fell to a net sale of more than 800 million yuan, BGI fell more than 2%, and Hong Kong stocks WuXi Biologics fell more than 20%, which also dragged down today's A-share GEM index to fall more than 148%。
For this matter, in fact, it has been said before, and there was also a ** market last time, and this time it is again more psychologically affected, today WuXi AppTec just has unbanned stocks, and today Thursday's ** index is also just rising and falling ** adjustment, so the impact of the pharmaceutical sector is expected to have a short-term impact.
WuXi AppTec was hit by the bearish rush to the fall limit, technology stocks fell into adjustment, the market launched resource stocks as a hedge to support the index, while the infrastructure and equipment sector was stimulated by the view of five trillion yuan and also rushed up. The current index and the technology of the sector need to be adjusted, after the performance of technology stocks funds are looking for hot spots, so that the disk performance is more chaotic can not be sustained, yesterday's trend of better new quality productivity and new energy after the rise into adjustment, resource stocks lack of mass base, after the protection of the index is slightly embarrassed, short-term squat correction technical indicators become a consensus, is expected to Thursday and Friday after continuous adjustment next week to continue, the overall ** is not over, grasp the rhythm and wait for the end of the squat, it is expected that the space is not large, the performance is moderate, pay attention to the lurking.
2. Which companies have abundant cash flow but less dividends.
1. Wuliangye Fuling mustard Pian Zi Spring, there are a lot of problems with the low proportion of cash dividends lying on the books, and I saw Wuliangye Fuling mustard at night to release a double improvement announcement on quality returns, and it is estimated that there is a certain amount of pressure.
2. Wuliangye is basically playing an official tone, always emphasizing how much money has been distributed to investors in the past, you must know that small and medium-sized investors buy your ** is hoping that the future harvest will be how much money in the past has passed, the important thing is the future, so I still hope that the management can increase the dividend rate, and see if this year's annual report can be increased to more than 60% of the dividend rate.
3. Fuling mustard also issued an announcement, which clearly stated that the dividend will be increased in the future, let's look at his performance, the probability will be increased to more than 50%, hoping to reach 100%, if you don't pay dividends, then 20% return on net assets assessment rate, can you do it?
Third, Lao Mei is worthy of being the world's first economic power, and it is so calm to be able to set such a high interest rate to continue to run Coulee, ** is hurt to the extreme, if the current interest rate can be maintained until the end of the year, it will be really a bombardment.
As long as the United States begins to raise interest rates, the world will follow to reduce interest rates, and then global capital will usher in a turnaround, and the big bull market will come.
Fourth, yesterday the central mother and the China Securities Regulatory Commission spoke out together about our financial market, we often say that we are a policy city, then we must follow the policy, so who said it, it must be the big guy.
There is still room for RRR cuts, and it is necessary to attract more investors to invest in China's financial market. Strike when it's time to correct market failures! Everyone must know who said these two sentences, I don't know how you understand these two sentences, in my opinion, this year's ** will be good, you don't mess with me, I have tools in my hands, you had better be honest, think about it and be happy in your heart, maybe this year's excess returns will be generated because of this.