The fund manager calls for "the general of the sky, the black and beautiful", when will the murder of a white horse stock end the day?

The plot of "killing a white horse a day" was upgraded on Friday to two, and it was finally suspended until the weekend. From the perspective of market participants, the protection of Chinese -character stocks represented by Great Finance is warming the market, and the end of the plot of "killing white horse" may not be far away.

As of September 23, the IGBT (Power Semiconductor) leader Sida semi -guided and Sanhua Zhi controlled by the plunge of the day, a total of 11 white horse stocks fell sharply on the day within 9 trading days, and the other day fell to the white horse stocks within other days. They are Yaoming Kant, New Energy leader Ningde Times, inverter White Horse Shares Sunshine Power, Longji Green Energy, "Condor Mao" Oriental Wealth, "Medical Mao" Mai Rui Medical, "Medical Meimao" Aimei, San'an Optical Electric Power , "Traditional Chinese Medicine Mao" Pianzi.

The funds of heavy warehouses were found to be very large. Among them, Nuoan's innovation growth rate was -40.99%during the same period. After closing on Friday, the fund manager of heavy warehouse Sida immediately gave an interpretation to soothe investors. Jinxin's steady strategy Kong Xuebing used "the general of the sky, its black and special" to describe the current semiconductor industry. He called for more patience to develop more for the semiconductor industry and precipitate the market for more time. There will be a good company to prove the value of time, and there will be a solid and in -depth research to lead the market consensus.

At present, only the market is stabilized, which can give white horse stocks "warm". Market weights on Friday are mostly performed. China -character stocks and large financial stocks are frequently protected. Brokerage stocks have risen by more than 8%in China Galaxy. , China Mobile, China Telecom, China Unicom, three telecommunications giants, and China Petroleum, Sinopec, and China Oil's "three barrels of oil" also have good performance.

"Kill a white horse a day" plot upgrade

On September 23, the Star Peninsula closed at the limit, with a market value of 6.454 billion yuan, and the latest market value was 58.083 billion yuan. The TTM price -earnings ratio was still as high as 98.29 times; At the close, the decline was 6.96%, and the market value shrunk by 7.02 billion yuan, and the current market value is 93.542 billion yuan.

Earlier, the "8 -day 9 -day white horse stock diving" has appeared.

On September 13, the medical sector represented Yaoming Kant's limit. The company's total market value evaporated 25.1 billion yuan on the day, and the latest market value was 207.7 billion yuan.

On September 14, the new energy sector represented the trend of Ningde Times, fell 4.95%, and fell 4.59%the next day. The market value of the two trading days shrinks by 103.867 billion yuan. The latest market value is 1.01 trillion.

On September 15th, the inverter white horse stocks fell 8.49%, the transactions of 3.162 billion yuan in daily day, the total market value shrinkage of 14.819 billion yuan, and the latest market value is 169.5 billion yuan. 100 million yuan, the latest market value is 372.9 billion yuan.

On September 16, the "Bondao" Oriental Wealth fell 13.56%, the closing of 10.78%, the market value of the day evaporated 32.8 billion yuan, and the latest market value was only 245.3 billion yuan. Essence

On September 17th and 18th, the market was closed on the weekend, but the white horse stocks were trembling for Monday's market.

On Monday, September 19th, "Medical Meimao" fell 11.6%, shrinking 13.606 billion yuan within the market value, and the latest market value was 100.2 billion yuan.

On September 20, the "LED Mao" San'an Optical Disk was approaching the limit of a time, with a closing of 7.05%, a capacity of 3.219 billion yuan, a market value of 6.629 billion yuan, and the latest market value of 82.33 billion yuan. The farther.

On September 21, "Medical Mao" Mai Rui Medical closed down 7.21%to 264 yuan. The stock price hit a new low in a year, with a market value of 24.855 billion yuan, and the latest market value was 315.8 billion yuan.

On September 22, the representative of the traditional Chinese medicine sector closed down 7.20%, the transaction was 1.585 billion yuan, the market value shrinkage of 12.205 billion yuan, and the latest market value was 157.375 billion yuan.

Since mid-July, many white horse stocks have entered a period of adjustment. From July 1st to September 23rd, the larger interval declines are Yaoming Kangde (-33.24%), Pianzi (-28.90%), oriental wealth ( -27.52%), Longji Green Energy (-27.15%), San'an Optoelectronics (-26.72%), Aimei (-24.00%), Ningde Times (-21.85%), Mai Rui Medical (-18.30%), Goor Shares (-17.11%).

Many white horse stocks with a market value of 100 billion yuan have fallen, the latest market value has fallen, including Aimei (98.662 billion yuan), Goer (95.158 billion yuan), San'an Optoelectronics (80.315 billion yuan), etc.

Fund manager calls: a little more patience to the industry and the market

Under multiple pressures, semiconductors have gone out of a tragic market this year. As of September 23, the industry index fell more than 30%during the year, ranking first in the market, and was affected by the funds. Taking Norian's innovation growth as an example, the yield of -40.99%during the same period during the year was the bottom of 2,199 similar funds.

After two weeks of white horse stocks, "defeat", Star semi -guided the 23rd on the 23rd. There was no obvious rumor, and Suda semi -guided closing the limit. From the perspective of the fund holding, as of the second quarter, a total of 65 funds have a heavy position in Star, with a total shareholding of 6.576 million shares, a decrease of 30.39 million shares from the first quarter. The citizen comes slightly smaller than the popular leading stocks such as Yao Ming Kangde and San'an Optoelectronics.

From the perspective of specific fund products, the number of shares holding a large number of shares is Huaxia's emerging growth, Jinxin's steady strategy, Great Wall Kajia's innovative growth, and wealthy country interconnection technology, all of which have not exceeded one million shares.

The capital market is more important than gold. After closing, the fund manager of heavy warehouse Sida immediately gave an interpretation to appease investors. Jinxin Stable Strategy Confucianism uses the "Heaven and Blacks" to describe the current semiconductor industry.

Kong Xuebing said that objectively speaking, on the one hand, the domestic semiconductor industry chain is still in the middle and early stages of the world's pioneers, and the comprehensive competitiveness is still weak. Difficulties and challenges. However, in the era of competition between China and the United States, from the perspective of the industrial cycle, technological progress has promoted the adjustment of China's economic structure and the transformation and upgrading of industrial transformation. The strategic foundation of hard technology, the prospects of domestic semiconductors are undoubtedly bright.

However, on the other hand, the research framework of the secondary market for the semiconductor sector is not yet mature, and the research on the subdivided fields is not sufficient. It still needs to experience the baptism of the industry cycle and the precipitation of time.

He believes that the industry attribute superimposed research barriers can easily lead to large fluctuations in the sector, the market expects repeatedly, and the investment noise is more. Some fragmented information with a point of view, and even rumors and rumors that cannot be scrutinized at all, may cause investment anxiety.

Kong Xuebing called for more patience to develop more for the semiconductor industry and accumulate more time to the market. There will be a good company to prove the value of time, and there will be a solid and reliable research to lead the market consensus.

Market recovery precursor: Chinese characters, large financial protection disks

The plunge of white horse stocks is a major representation of the market weakness, and market transfer is the basis for white horse stocks to recover. Chinese -character stocks and large financial protection are obvious on Friday, and the market is stable or not far.

On September 23, the large financial sector rose in the afternoon, and the Shanghai Index once reached 3,100 points. The brokerage stocks of China Galaxy rose by more than 8%. Following the rise, as of the close, a total of 17 brokerage stocks closed, of which the Galaxy of China rose 4.88%, and Dongxing Securities rose 2.89%.

In terms of insurance stocks, the Chinese lives rose 4.58%. As of the close of the day, the insurance stocks collectively received red, and China Life rose 3.24%. The Chinese PICC and Ping An of China rose 1.41%and 1.27%respectively.

In terms of banking stocks, 29 of the 42 bank stocks received red, and Changsha Bank led an increase of 3.19%. State -owned banks such as banks and postal savings banks also increased by nearly 1%.

The three telecommunications giants also have a protection drive. China Mobile closed up 6.01%to 68.40 yuan. The stock price has reached a new high since its listing. China Telecom and China Unicom have risen by 2.66%and 1.75%respectively.

China Oil, PetroChina, and Sinopec's "three barrels of oil" are active, with the largest increase in the market to 5.04%, 3.18%, and 3.42%. As of the close, the three increases were 1.98%, 1.87%, and 1.82%.

In addition, in September, listed companies continued to protect the market in the form of repurchase shares. As of September 22, a total of 22 companies have thrown their share repurchase plan this month, of which 13 companies plan to repurchase over 100 million yuan. Among them, the three listed companies with the most repurchase amounts are Hikvision (2.5 billion yuan), SF Holdings (2 billion yuan), and Guanghui Energy (1 billion yuan).

Large investment opportunities are brewing

According to China Merchants Securities, the A -share environment is increasingly like the end of 2012, comprehensively evaluating factors such as economy, liquidity, valuation, resident wealth, and market interpretation. The current A shares are a bit like standing between October and November 2012. Although at this stage seems to fluctuate and the market performance is average, big opportunities are brewing in this environment. Once the domestic macroeconomic situation has improved and market risk appetite is improved, A shares are prone to opportunities for index levels. Therefore, it is currently an important bottom strategic layout of A shares.

The Great Wall Securities Strategic Team believes that the market entry is cost -effective. At present, the empty window period with disclosure of performance is digested by the market, and negative news has been fully reflected. The market valuation reaches a relatively reasonable range, and the explore space is already limited.

Guosheng Securities analysis believes that A shares should not be overly pessimistic. The trend of economic recovery is not changed, and market funds are still abundant. In the context of not living in the house, "asset shortage" is favorable for the formation of A -share valuation. This adjustment may be less than the first half of the year, or it may be the configuration window for the subsequent large -level market. Under the support of the fundamental surface, the market is expected to pick up and break through the platform after the market is repeatedly built.

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