Funds often go on hot search, but there are not many hot search days in the stock market. On the last two trading days before the Spring Festival, the stock market goes on hot search again. What’s the matter.
Recently, the stock market was in a downturn. This morning, more than 3000 shares fell. The intraday decline trend was frightening, and then came back. Stocks and sectors fell, tourism, software services, IT equipment and other large decline, coal, Baijiu, transportation services against the trend. In the morning, 618 stocks rose and 3925 fell, with a turnover of 496.5 billion yuan.
Major indexes fell across the board, with the Shanghai composite index falling 0.88%, the Shenzhen composite index falling 1.52%, the gem index falling 1.67% and the Kechuang 50 index falling 1.98%.
Net outflow of funds all the way to the north, with a net sales of 9.2 billion yuan in the morning.
the stock market is hot again
more than 3900 shares fell
Recently, the stock market continued to be depressed, and more than 3900 stocks fell this morning. The stock market is also on the hot search.
Hong Kong stocks and real estate stocks fell 30%
has “broken”
The overseas market was not calm, and the Hong Kong stock market also fell sharply in the morning. A real estate stock focusing on the Great Bay area of Guangdong, Hong Kong and Macao announced that it would allot shares, and the share price suddenly plunged by more than 30% in the session.
Time China Holdings announced in the morning of January 27 that it placed 117.7 million shares at the allocation price of HK $3.40 per share, with a 17.07% discount from the closing price of HK $4.10 per share on January 26.
However, at the beginning of trading this morning, the share price of time China Holdings collapsed, plunging more than 30% in the session. The share price plummeted. In the morning, the share price has been lower than the allotment price, which is equivalent to a “break”.
Time China Holdings said that the total proceeds from the placement were about HK $400 million. After deducting relevant fees and expenses, the net proceeds were about HK $394 million.
70 billion bull stocks Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) suddenly fell by the limit
The Bull Stock Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , with a market value of more than 70 billion, and the leading automotive electronics stock, suddenly collapsed and fell to the limit this morning. As a stock in the new energy vehicle industry chain in recent years, the stock has increased greatly.
There was no obvious bad news on the news, and netizens in the stock bar were also confused.
tourism software service IT equipment fell sharply
set off a limit decline
Tourism, software services, it equipment and other sectors fell sharply. The tourism sector, which rebounded significantly two days ago, was hit again, Xi’An Qujiang Cultural Tourism Co.Ltd(600706) , Changbai Mountain Tourism Co.Ltd(603099) , Yunnan Tourism Co.Ltd(002059) fell by the limit.
Software stocks were even worse, with more than 30 stocks falling by 10% and more than 10%, and Brilliance Technology Co.Ltd(300542) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Guochuang Software Co.Ltd(300520) all fell by more than 10%.
coal brewing transportation services led the increase
Air China Limited(601111) continued to rise
Coal, wine making, transportation services and other sectors took the lead in growth.
Air transport leader Air China Limited(601111) with a market value of more than 100 billion continued to rise against the trend.
Maotai and other heavyweight stocks rose against the trend
Maotai, the first brother of a stock market, rose 1.2% against the trend, and the first brother of gem Contemporary Amperex Technology Co.Limited(300750) also rose 0.12%.
Energy leaders such as Petrochina Company Limited(601857) , China Shenhua Energy Company Limited(601088) also rose. Bank Of Ningbo Co.Ltd(002142) rose, and Citic Securities Company Limited(600030) just completed the allotment also rose.
new bank stocks suddenly raised the limit
Bank stocks were also relatively resistant to decline. Bank of China, China Construction Bank were flat, ICBC, ABC and China Merchants Bank fell less than 0.5%, and small bank stocks rose better.
The second new bank of Lanzhou is the daily limit.
more than 200 billion power leading stocks rose by the limit
Longyuan Power, with a market value of more than 200 billion, also continued to rise by the limit.
rare voice of private placement boss:
2022 is similar to 2016, and there is little possibility of a bear market
On January 26, Zhuang Tao, the chairman of Panjing investment, a private placement tycoon with a scale of tens of billions, made a rare voice and talked about the recent market situation and the market outlook in 2022. Zhuang Tao believes that 2022 is similar to 2016, and there is little possibility of a bear market.
For the recent sharp adjustment of a shares, Zhuang Tao believes that there are four reasons.
First, before that, the market style was too extreme. In the past three years, the growth style has been outstanding, the fund has a lot of returns, things will turn around when they reach the extreme, and the return of the mean value is the inevitable law of the market;
Second, the “steady growth” sector has made great efforts recently. The position adjustment and stock exchange of institutions also made the performance of track growth stocks poor, but the financial and real estate direction did not form a systematic market, resulting in the decline of the market;
Third, the poor performance of peripheral stock markets such as US stocks and Hong Kong stocks has had a certain impact on a shares;
Fourth, there are few tracks and bull stocks with huge increase and obvious profit effect.
Zhuang Tao said that 2022 is quite similar to 2016 because of the huge gains in previous years. At the same time, there is no track and stock with big market. However, Zhuang Tao believes that there is little possibility of a bear market in 2022, and the decline at the beginning of the year does not mean that the performance of the whole year is not good.
“Systemic bear markets, such as 2004, 2008, 2011 and 2018, are closely related to liquidity tightening. 2022 is not only not tightening, on the contrary, in a state of steady economic growth, liquidity can only be relaxed but not tight. Now it is only the initial stage of easing, and it has not yet reached the time of comprehensive easing.” “In the context of loose liquidity, there is no need to worry,” Zhuang Tao said
