Daoda Investment Notes: The market for receiving a double cross star change time is approaching

Author:Daily Economic News Time:2022.07.14

On July 14th (Thursday), as of the closing, the Shanghai Index reported 3281.74 points, down 0.08%, and the turnover was 432 billion yuan; The point rose 2.63%, and the turnover was 196.7 billion yuan. From the perspective of the disk, the energy storage and Chinese shipping sectors have risen, and highway, kitchen and bathroom appliances, and electric power sectors have fallen first.

From the perspective of the trend structure of crude oil, it is currently building large -level boxes in high levels. Oil prices have come to the lower edge of the box of the box. This is a very delicate position. If you keep it, it will not be ruled out that there will be a possibility of innovation high; if you ca n’t keep it, the power of the short release will not be weak.

The influence of the news surface is a trip to Biden Saudi Arabia. If Saudi Arabia can really fill the crude oil gap, it is a good thing for global inflation. The international situation is changing rapidly, and it is easy to be covered in the story.

New energy is indeed the development direction of future energy. Everyone also agrees with Musk's point of view, but the new energy of A shares is in this position. It is difficult for Dago to say how much the middle line is. Opportunities for admission.

Not long after the past, Musk also played with a hand -to -flowering flower, first announced a high -profile acquisition of Twitter, which caused Twitter stocks to rise sharply, and then announced the abandonment of the acquisition, which caused Twitter stocks to fall sharply. I do n’t know how many shareholders who listened to the richest man who lost the ticket.

However, the new energy of A shares yesterday still gave Musk face, and the power equipment sector also hit a new high as expected. The logic is that the profit of the middle and lower reaches of the game has rebounded. The only injury may only be lithium mining stocks.

There are no signs of the power sector

The lithium ore auctioned again the day before yesterday, and the auction price appeared for the first time. Even if the Tianqi Lithium Industry reported over expectations yesterday morning, the trend of the lithium mine sector could not be blocked. The role of force is mutual. The decline in the auction price is sharp to the lithium ore sector, and it is good for the power battery sector.

Energy storage is also good. CCTV News interviewed a energy storage company in Changzhou. The company said that the production volume in the first half of the year was 5 times over the same period last year, and orders increased by 8 times. At the same time, due to the influence of Russia and Ukraine's conflict, Europe's demand for photovoltaic products has become more and more trend recently. These are all stimulating storage energy.

The financial sector, especially bank stocks, fell more yesterday. Although major banks at noon have issued an announcement to introduce the risk of "suspension of loans" in bad tail projects, they still cannot stop the stock price decline, and it can only be said to be emotional.

From this perspective, Dago's judgment on bank stocks was beaten before, but my judgment on its fundamentals remain unchanged. Risks as soon as possible to activate the upstream and downstream of the entire real estate industry chain, which has a great effect. From a macro perspective, we have to believe that this problem will be resolved.

Yesterday, the electrical stocks were clearly adjusted, mainly affected by the rumors of the price of the Fujian offshore wind e -competition configuration.

Regarding this rumor, some media reporters contacted Huaneng International (SH600011, the stock price of 7.35 yuan, and a market value of 115.3 billion yuan) as an investor. The relevant person said that knowing the news is verifying. In other words, this rumor cannot be confirmed for the time being, and can only wait for subsequent announcements.

This rumor brings the market's questioning of the logic of making a lot of money for thermal power to make a lot of money. From the perspective of trend structure, there is no signs of the power sector at present, and it is more regarded as normal callbacks.

The weak shock pattern has not changed

Judging from yesterday, Da Ge felt that the main points were mainly the following:

First, the market is extreme differentiation. This differentiation is more serious than the day before yesterday. The GEM index once increased by 3%. The Shanghai Stock Exchange Index was green, and the Shanghai Stock Exchange 50 once dives down by 1%; the gap between the Shanghai Stock Exchange Index and the GEM Index has almost no change all day. In Dago's impression, such extreme markets are rare. The funds in the north are also differentiated, the Shanghai Stock Connect is selling, and the Shenzhen Stock Connect is buying.

Secondly, the new energy "abduction" market. From the perspective of the sector, it is power equipment or new energy. And it seems that only the new energy sources go well can other growth sections follow "drink soup"; if the new energy sources fall, other sectors may all turn off. This "kidnapping" market feels very bad. It is like a large consumer group led by liquor. Once the mid -term height appears, it has been adjusted for a long time.

Regarding power equipment, Da Ge has already said. In this direction, you must treat it with the idea of ​​actively stopping, and you can use the moving average as a reference. Of course, if the income is expected, there is no problem choosing to leave the field. Leave half sober and half drunk.

Again, it is very active to make more funds, which can be seen from the magnitude of the market transaction yesterday. In the past two days, many small and medium -themed stocks do not care about the trend of the broader market, but are taking their own rhythm, indicating that there is not much concern for market funds. This is a good phenomenon. If you are investors in small and medium -sized stocks, you can focus on individual stocks.

In the end, the Shanghai Stock Index received the cross again yesterday, and it was about to change.Although the Shanghai Stock Exchange Index stepped back to the first support mentioned by Dago, it still did not change the pattern of weak shocks.I do n’t believe that the broader market can also collect a cross again, and the short -term variation should be very close.For the direction, I am not sure, just keep the existing position.If you can step down 3200 points, you can try to add a position.(Zhang Daida) According to the latest regulations of relevant national departments, this note does not involve any operating suggestions, and the risk of entering the market should be borne.

Daily Economic News

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