Zheng's eyes look at the market 丨 stock index stagnation themes rotate

On Tuesday, A shares fell slightly. As of the closing, the Shanghai Stock Exchange Index fell 0.26%to 3306.72 points. The stock index should be a horizontal disk in recent days, and the amount can not be low, but it has obviously signs of stagnation.

Picture source: Photo Network-401896216

On Tuesday, most of the heavy shares rose, but in addition to China Life (SH601628, the stock price was 30.1 yuan, the market value was 850.8 billion yuan), China Taibao (SH601601, the stock price was 23.38 yuan, and the market value was 224.9 billion yuan), most of the weights rose slightly. The trend of funds in the north is not obvious for the time being, and a micro -net inflow of 923 million yuan on Tuesday is 923 million yuan.

Overnight, the US stock market was closed. On Tuesday, the Asia -Pacific -Pacific stock index futures rose, and the Hong Kong stock index rose 1.87%. The performance of the remaining important financial bids is temporarily stable, such as international crude oil and RMB exchange rates are relatively stable.

Back to the A -share market, today's market is more eye -catching include the Yuan Si concept stocks and robotic concept stocks. The previous popular education and other sectors have been adjusted. In addition, some companies with good interim performance previews have increased greater increases. For example, the new stock Huahai Qingke (SH688120, the stock price of 249.29 yuan, and a market value of 26.59 billion yuan), which have not been listed.

The rising of robotic concept stocks benefited from a news. This is that Tesla will launch Optimus humanoid robots. Affected by this, there are countless daily limit in A shares, such as robotics (SZ300024, a stock price of 10.58 yuan, a market value of 16.4 billion yuan), Maihe (SZ301199, a stock price of 24.88 yuan, a market value of 3.317 billion yuan), etc. The stock price was 26.4 yuan, the market value of 1.69 billion yuan) rose 16.5%.

The performance of the Yuan universe concept stocks is also good, Baoying shares (SZ002047, stock price of 3.73 yuan, market value of 5.656 billion yuan), Zhongke Jindai (SZ002657, shares of 16.65 yuan, market value of 5.621 billion yuan), Alto Electronics (SZ002587, stock price 4.87 yuan, stock price, stock price, stock price 4.87 yuan. The market value of 3.175 billion yuan) and so on, the rise of this sector is related to this good news: June 30th to July 1st Global Yuan Cosmic Conference "Star Fire Liaoyuan" litting the plan online. In addition, Tencent Holdings announced the formal establishment of the "Expansion Reality" (XR) departments on Monday on Monday, and some analysts speculated that "Tencent intends to enter the Yuan universe."

The hype of the market for the concept of the Yuan universe is obviously emotional. The theme of the Yuan universe originally existed, but there are only some short -term events drive. When investors intervene in such subjects, they should distinguish between medium and short -term. Of course, if the short -term follow -up follows, it is not indispensable. If you hold investment thinking, it must be implemented in terms of performance.

Generally speaking, for those companies that "only have PPT but can't come up with real performance", investors are best to only hold short -stir -fry thinking, win and run, and run away like a picture!

By the way, Meta (that is, Facebook before renamed), named after the "Yuan Universe"), has actually performed extremely miserable in the near future. Meta is undoubtedly a big player of the Yuan universe. The department of the Yuan universe is called Reality Labs. Last year, it burned as much as 10 billion US dollars. Therefore, the entire company's profit was affected, and the stock price was quite weak. After burning countless real gold and silver, in the future, whether the Reality Labs department can be profitable, it is still highly unclear. Even insiders in METAs, the majority of the decline.

Meta's situation is also worthy of our A -share investors' reference. In other words, most listed companies may have a long cycle for the Yuan universe, and it may be difficult to make profits in the short term.

The market is a bit embarrassing at the current position. The overlook of individual stocks has been completed. In the future, if you want to rise further in the future, you may need to promote real performance, but at present most companies in the medium -term reports are not clear.

One of the important factor in determining the expectations of investors' performance is the epidemic. The recent domestic epidemic conditions are absolutely low. This supporting stock index constitutes some support. This favorable factor can generally offset the pressure of the profit and vomiting of most stocks. In the context of the advantages of liquidity, some short -term opportunities for A shares can be expected. The lack of solid performance support can not go too far. Investors should have a band operation thinking.

The current epidemic is only controlled, but the steam -defense rebound task is very heavy. Most listed companies cannot rule out the impact of epidemic control measures in production and operations. In terms of efficiency and normal year, it may decrease. When most listed companies may be more difficult to record in conventional growth, the reasons for investors to continue to do more are not sufficient.

Based on these cognitions, the current appropriate strategy is "doing it as a small level", so after a few weeks of the stock index, it can generally be conservative in operation.

The author has opened a column on the WeChat platform. Readers can directly view the author's latest point of view through WeChat every Sunday to Thursday evening. For details, please pay attention to the WeChat public account. Each Eye (WeChat: NJCJNEWS) can be followed (WeChat: NJCJNEWS)

Daily Economic News

- END -