Black Swan Landing! The four major news today evenings are officially coming (37）！
1. Black swan landing! Yesterday evening, the United States released the "small non-farm" ADP employment data for February with an increase of 140,000, the market expectation was an increase of 150,000, and the previous value was an increase of 1070,000, the data fell short of market expectations, reflecting that the U.S. job market has begun to decline. And Lao Bao once again emphasized patience, do not have to wait for 2% inflation to cut interest rates, the speech is slightly "** After all, it has been said that only inflation returns to 2% to consider interest rate cuts, it seems that commercial real estate continues to maintain high interest rates, and the economy is indeed unbearable, so the mouth is soft." Affected by this, the overnight dollar index fell back and adjusted, the daily line knelt five times in a row, and Europe and the United States ** was collectively closed in red, boosted by this, the morning A** field was also rapidly rising, nearly 4,000 ***
However, it was suddenly revealed that the U.S. Senate version of the "Biosecurity Act" was passed with overwhelming votes, and the CRO concept stocks represented by WuXi AppTec unilaterally fell, causing the ChiNext index to accelerate its dive. In the recent high-level adjustment of U.S. stocks, the A** field continues to pick up, and the international capital accelerates the return of big A, in order to prevent funds from withdrawing from the U.S. stock market and collapsing from the high, it began to make a bad deal again, which is a direct hammer for the weight of our medical stocks.
In fact, a pair of invisible hands did not tie their hands to catch, after all, the end of the market broke out the "small composition" that the integration of the people's livelihood ** and the League of Nations ** was about to kick off, and the League of Nations ** abnormal movement once touched the limit, but the domestic capital without a backbone blatantly cooperated with foreign capital to smash the market, and sold a large amount of 429 throughout the day5.4 billion yuan, which led to the end of the League of Nations, and the entire ** plate rose and fell, unable to turn the tide. But **all-day only**041%, indicating that the intraday funds have resisted stubbornly, and the bears have not taken back the dominance of the market. Therefore, Zhuge Midao believes that although the "One Paper Act" has collapsed, there is still a chance for a comeback in the future.
2. The investment logic of U.S. pharmaceutical stocks.
1. The United States is the country with the highest proportion of GDP in the world for medical expenditure, as high as 16%, and other developed countries are only about 10%, while China is currently only about 7%.
2. Each country has its own actual situation, and there is no such thing as a reasonable level of medical expenditure as a proportion of GDP.
3. The United States is a model of commercial insurance coverage with high medical costs, but China is obviously not.
4. The problem facing China's current medical expenses is that medical insurance cannot make ends meet, and the domestic economic growth has fallen into an average labor force that has decreased by more than 5 million per year, which brings the space for per capita medical insurance payments to continue to increase, which is very limited, that is, the number of payers is decreasing.
3. Skilled and patient investors.
1. I don't think there are any masters, only patient investors are the best, and there are still two main lines in the market, Nvidia's artificial intelligence and Huawei's concept.
2. The current market of artificial intelligence mainly speculates on the most performance-supported servers and policy support expectations of the strongest state-owned enterprises and Huawei's ** artificial intelligence companies on the chain, the main leading high-tech development Sugon since last week, I have been emphasizing the trend of these two companies, followed by the leader of the CPO, Zhongji Innolight.
3, this week artificial intelligence mobile phone fermented again, Furong Technology TD Optics this direction is mainly to fry the concept, fry the leading other artificial intelligence models of the board, Wondershare Technology Chinese ** 360 is also trending upward.
4. There are also Huawei mobile phones, Huawei cars, first of all, P70 is adding orders, just now OFILM has risen sharply, Guanghong Technology has continued to rise, because mobile phones are the most high-end place for chip applications, so the concept of optical technology has also been driven by the trend of Zhangjiang Hi-Tech, the latest news of Huawei automobiles, JAC Motors and Huawei cooperate with a new car, JAC's stock price has risen sharply, and there is a continued trend of Celis upward, although Europe and the United States avoid the new energy vehicle track, However, we do not yet see the high growth of the automotive industry that will affect us.
Fourth, the General Administration of Customs: the import and export of private enterprises in the first two months61 trillion yuan, an increase of 177%。
According to the latest data released by the General Administration of Customs, the import and export of China's private enterprises in the first two months showed a strong growth trend, an increase of 17 compared with the same period last year7%。This good momentum of development not only reflects the improvement of China's overall economic environment, but also demonstrates the strong competitiveness of China's private enterprises in the international market.
This positive development trend is of great significance to China's private enterprises and foreign trade-related listed companies. First of all, the good performance of private enterprises will bring positive benefits to these listed companies. The growth of private enterprises means more orders and international market recognition, which in turn increases the revenue and profits of listed companies. Second, this positive momentum also helps to promote the long-term development of the economy. As an important part of economic growth, the sustained growth of private enterprises will provide impetus for overall economic growth.
In addition, this change will also have an impact on the A-share related concept sector. With the growth of the import and export of private enterprises, related industries and conceptual sectors involving foreign trade will benefit. For example, logistics, e-commerce and other industries are expected to get more development opportunities.
In short, judging from the data released by the General Administration of Customs, China's private enterprises showed strong growth in import and export in the first two months. This positive development trend not only reflects the improvement of China's overall economic environment, but also reflects the competitiveness of private enterprises in the international market. This is a positive change to look forward to for the long-term development of the listed companies and the economy. At the same time, this change will also have a positive impact on the A-share related concept sector.
Today, the index was smothered again, with technology stocks and new energy falling together. CXO crashes. The turnover of the two cities is more than 600 billion. Especially in the second half of the hour, the diving of technology stocks began, and after a few days, it is now unbearable, and once the floodgates of technology stocks are opened, it is unbearable for ordinary people. New energy also began to collapse under Ningde's diving.
CXO, which has the highest decline, has no choice but to do it because it has been suppressed by the United States. WuXi AppTec was smashed into the fall limit. The second is software, IT equipment, Internet, media and entertainment, components, semiconductors, and communication equipment are all in the forefront of decline. Electrical equipment, led by new energy, is also in the forefront of the decline. The ** of these plates is extremely popular. Originally, there were more ** families than ** families, but they dived in the second half an hour. The number of drops has reached more than 3,300.
I said a few days ago that the big drop will come at any time, no, it's coming today. The double decline is almost 2 points, and the Shanghai Stock Exchange is pulled by non-ferrous steel, coal, and oil. It's just to save face. Be aware of the risks.