On Friday, the two cities were maliciously shorted by funds, forcing the release of major good news over the weekend, which means that A disaster will evolve into A fire. I know, someone is going to spray again, don't worry, let's talk about it after reading it.
Judging from the report card of the first half of the year, only 792 companies have made a profit, more than 4,000 have lost money, and the average decline of individual stocks has exceeded 23%.
The profitability of the blue-chip market of more than 100 billion exceeded 68%, with an average increase of 11.2%; The profit of less than 2 billion yuan in a few years is only 0.7%, with an average decline of 38.1%;
Looking back, every time the trading volume shrinks to this point and the emotional freezing point, it is a feature of the bottom of the market; In addition, at the important meeting on July 15-18, the bears will not dare to act arbitrarily, and the power of the disk will be strengthened.
What's more, the weekend released a different kind of favorable policy.
1. Village Chief: Pay close attention to studying and planning a package of measures to further deepen the reform of the capital market in an all-round way. And it was clearly mentioned that we should persist in opening the door to evaluation, opening the door to carry out reform, and carefully study the opinions and suggestions of all sides.
Interpretation: Now the most disgusting thing for shareholders is quantification and securities shorting, since it is necessary to study the opinions and suggestions of all aspects, it means that these two scourges are expected to be banned.
Second, the China Securities Regulatory Commission held a special meeting on further deepening the reform of the capital market in an all-round way, and agreed that it is very important to promote high-quality development, support high-level scientific and technological self-reliance and self-reliance, and develop new quality productivity. The village chief pointed out that it is necessary to speed up the implementation of the eight articles, promote the high-quality development of listed companies, and improve the basic systems such as listing, information disclosure, mergers and acquisitions. Efforts will be made to promote the realization of high costs for violations of laws and regulations, greatly strengthen the three-dimensional accountability of administrative, criminal and civil matters, maintain strict supervision, and maintain the order of the three public markets.
Interpretation: Again mentioning the high cost of violating the law, strengthening the administrative, criminal, and civil three-dimensional accountability, which means that the prison is really going to sit through and go bankrupt, and the most basic requirements of investors, the three public is also expected to really come.
3. The People's Daily published that Niu Wenxin, chief of the Economic Weekly, an expert on national financial stability, and vice president of the Foreign Exchange Research Institute, pointed out: Refinancing short selling and quantitative trading should not be legalized in the name of regulation, and should be banned!
Interpretation: The weight of the media and the people who publish the remarks is not simple, which means that the probability of banning quantification and securities lending is very high.
Xiao Gang, the former head of the village, also emphasized that achieving high-quality financial development is an urgent task to achieve a financial power.
Interpretation: Financial power is the consensus, the stock market must be strong.
Fifth, the central bank and other seven ministries and commissions issued work plans to do a solid job in science and technology finance.
Sixth, the central bank, increase the implementation of the monetary policy that has been introduced.
Interpretation: The central bank helps at the same time.
Once quantitative and securities lending is really banned, the investor compensation mechanism is improved, and financial derivatives are adjusted twice a month to once a quarter, it will definitely greatly boost investor confidence, and A disaster will surely become a fire.
On Friday night, the three major U.S. stock indexes rose and fell, closing down across the board, the dollar index retreated, the FTSE A50 closed in the red, and the market is expected to fluctuate and close in the red tomorrow.
A selection of industry benefits
1. Signed the "Regulations on the Management of Rare Earths", making it clear that rare earth resources belong to the state, and no organization or individual may encroach on or destroy system resources, and the state shall carry out protective mining of system resources.
Interpretation: It is a major benefit to rare earths, and rare earth permanent magnets are our important countermeasure resources, which are expected to form a major outlet.
2. The Beijing node of China Mobile Computing Center was put into use, and the localization rate of AI chips exceeded 3%. Under the neck of Lao Mei, it is imperative to be independent and controllable, the localization rate of domestic computing power chips is accelerating, and relevant listed companies are ushering in major opportunities.
Interpretation: Under the great power game, the United States continues to use AI chips to "get stuck in the neck", independent and controllable is a top priority, and leading AI chip companies are expected to strengthen.
Three. The Ministry of Industry and Information Technology announced that from January to May, the output of smartphones increased by 12% year-on-year, and the output of integrated circuits increased by 32.7% year-on-year. With the outbreak of AI, the demand for integrated circuits and chip semiconductors has increased significantly.
Interpretation: The integrated circuit industry is known as the brain of science and technology, and domestic substitution is imperative.
Four. The capacity utilization rate of the wafer field has been greatly improved, and the output value of memory chip HBM will increase to 30%. Memory chips are in short supply, prices continue to rise, and are expected to strengthen repeatedly.
Interpretation: Memory chips are in good supply, and products are in short supply, which is one of the most worthy of investment in this year's industry, and we are firmly bullish.
Five. Samsung and SK Hesly have started the compatibility test of immersion liquid cooling technology. It is good for the leading enterprises of immersion liquid cooling services.
Interpretation: Liquid-cooled servers are the key to the function of AI chips, and with the increase in the non-use rate of global giants, there is huge room for growth of related leading companies in the future.
Sixth, the State Administration of Financial Supervision stressed at the meeting that five articles should be done on the new quality and productivity of financial services.
New quality productivity is an important direction for future development, and related industries will continue to strengthen.
Investment is risky, and you need to be cautious when entering the market!