On February 18, the trend of the three major A-share indexes was divided, of which the Shanghai stock index closed up 0.66% and the gem index fell 0.46%. On the disk, the theme sectors are active in turn. Stimulated by the good news of "counting East and counting West", many stocks of Internet data center concept rose by the limit. In addition, recently, the infrastructure sector of the popular sector has continued to strengthen, and there have been changes in the theme of anti epidemic.
Analysts at Guosheng Securities said that after confirming the second bottom, the Shanghai index may start a wave of rise. Because the market volume can continue to shrink, it does not have the momentum to continue to rise at present. In the short term, it waits for further catalysis on the policy side or emotional side in the form of platform shock. In addition, after the recent continuous adjustment of the gem index, the sharp rise on Tuesday has shown the K-line form of "Morning Star". The short-term bottom may be confirmed, and the probability will get rid of the decline
Internet data center concept multi stock limit
Stimulated by the good news of "counting East and counting West", many stocks of Internet data center concept rose by the limit.
According to wind data, as of the closing on February 18, IDC (Internet Data Center) index rose 5.56%, ranking at the forefront of the wind concept sector index.
In terms of constituent stocks, Capitalonline Date Service Co.Ltd(300846) 20cm limit, Guangdong Aofei Data Technology Co.Ltd(300738) rose by more than 17%, and Leon Technology Co.Ltd(300603) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Beijing Sinnet Technology Co.Ltd(300383) rose by more than 10%.
In terms of news, according to the official website of the national development and Reform Commission, recently, the national development and Reform Commission, the central network information office, the Ministry of industry and information technology and the National Energy Administration jointly issued a notice, agreeing to start the construction of National Computing hub nodes in 8 places, including Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, Macao, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. So far, the overall layout design of the national integrated big data center system has been completed, and the "counting from the east to the west" project has been officially launched.
Zheng Hongda, a computer and software analyst at Haitong international in China, said that at present, the prosperity of the computing industry has been at a high level. In the future, with the rapid improvement of the application demand of downstream industries in more emerging fields such as AI, cloud computing and big data, the demand for computing scale will also increase day by day. Related chips Upstream industries such as servers and IDC are expected to continue to benefit from the construction demand of computing power
strong performance in infrastructure sector and anti epidemic theme
The infrastructure sector continued to strengthen, and the theme of anti epidemic also changed.
As of the closing on February 18, Zhejiang Construction Investment Group Co.Ltd(002761) , Chengbang Eco-Environment Co.Ltd(603316) in the infrastructure sector were all up by the limit. Of which Zhejiang Construction Investment Group Co.Ltd(002761) was reported at 19.28 yuan, and 9 boards were harvested within 10 trading days; Chengbang Eco-Environment Co.Ltd(603316) received 9.12 yuan and 5 boards.
The theme of anti epidemic continued to rise at the end of February 18, Beijing Hotgen Biotech Co.Ltd(688068) rose by more than 10%, Andon Health Co.Ltd(002432) rose by the limit, Zhejiang Orient Gene Biotech Co.Ltd(688298) rose by 6%, Guangzhou Wondfo Biotech Co.Ltd(300482) rose by more than 5%
Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) staged the "ground Sky board" market
In terms of individual stocks, there are also some highlights. On February 18, Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) opened low and fluctuated. It once touched the limit price of 19.13 yuan in the morning, and then fluctuated and rose. It touched the limit price of 23.38 yuan in the afternoon. The "Earth Sky board" market was staged during the day. So far, the stock has gained "five consecutive boards". Since February alone, the stock has increased by 68.69%.
Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) is the leading machinery in China's cotton industry. Its products are mainly ginners, seed cotton cleaners, lint cleaners, etc., and its market share is in the forefront of China's cotton machine industry.
Shandong Swan Cotton Industrial Machinery Stock Co.Ltd(603029) the recent bright performance may benefit from the policy side.
On the news front, the State Council recently officially released the "14th five year plan" to promote agricultural and rural modernization. The plan proposes that by 2025, the agricultural foundation will be more stable, the Rural Revitalization Strategy will be promoted in an all-round way, and important progress will be made in agricultural and rural modernization.
Huang Hongwei, a strategic analyst at Caixin securities, said that under the strategic guidance of promoting agricultural and rural modernization in the 14th five year plan, the economic and social foundation of Rural Revitalization will be further consolidated, and the rural consumption market potential of more than 500 million rural residents may be released
trillion meituan share price collapse
It is worth mentioning that the Hang Seng technology index fell sharply on February 18. According to wind data, as of the close, the Hang Seng technology index fell 3.22%. Among them, meituan-w fell 14.86%, leading the decline in constituent stocks. The latest market value of meituan-w was HK $1153.75 billion, a decrease of HK $2012.92 billion compared with the previous trading day.
Meituan-w's sharp decline may be related to policy level news. On the news, the national development and Reform Commission and other ministries and commissions issued several policies on promoting the recovery and development of difficult industries in the service industry. The policy proposes to guide Internet platform enterprises such as takeout to further reduce the service fee standard of catering merchants and reduce the operating costs of relevant catering enterprises.
