Last week, many high-level infrastructure stocks walked out of the “a-kill”, such as Poly Union Chemical Holding Group Co.Ltd(002037) , Chengbang Eco-Environment Co.Ltd(603316) , Beijing Hanjian Heshan Pipeline Co.Ltd(603616) . The unstable trend of these high-level stocks led to the weak repair of the infrastructure sector that should have taken the lead in the rebound last Friday, and also led to the weak performance of relevant high-level stocks, Ningbo Construction Co.Ltd(601789) , Guizhou Bc&Tv Information Network Co.Ltd(600996) , Capitalonline Date Service Co.Ltd(300846) .
At the weekend, the news side ushered in a blow to the infrastructure stocks hyped purely emotionally, that is, the economic daily commented that the project of “counting East and counting West” was officially launched, and the capital market was moved by the wind. We should be vigilant that someone rubbed the hot spots, speculation concepts and even transferred interests under the banner of “counting East and counting West”. Some enterprises are obviously short of “number” and “calculation”, and the current business foundation is not enough to support the sharp rise of relevant stock prices.
Obviously, this news may have a certain negative impact on the concept of “counting from the east to the west”, but after the adjustment, some real beneficiary stocks of wrong killing may usher in a stronger rebound. For example, in China Securities Co.Ltd(601066) view, not all links of the industrial chain directly benefit from “counting from the east to the west”. From the perspective of causality, it is the application that determines the requirements of servers, memory, data communication switches and data communication optical modules, and then the requirements of servers, memory and data communication switches determine the shelf speed and shelf rate of the data center.
At the same time, the height of space stocks last week was continuously compressed. Previously, the leading stocks in the infrastructure sector that relied on the continuous trading limit were Poly Union Chemical Holding Group Co.Ltd(002037) , Chengbang Eco-Environment Co.Ltd(603316) , Ningbo Construction Co.Ltd(601789) . These two stocks stopped at 8-link, 7-link and 7-link respectively. Then Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) who was promoted to 6-link last Friday may have great pressure to connect again at the beginning of this week. Today, we do not rule out the possibility of sharp intraday decline, This may aggravate the divergence of the concept of “counting from the east to the west”.
However, it is undeniable that by analogy with history, the concept of meta universe was also criticized by the Economic Daily last November, but the second wave of market broke out soon after. In short, last week, the concept stocks of “counting East and west” belong to the stage with particularly high emotional premium, that is, the short-term strength of individual stocks may take priority over the fundamentals. However, if the concept of “counting East and west” can break out the second wave of market after adjustment, the individual stocks that really benefit may be more sought after by funds at that time.
In addition, over the weekend, the United States and the European Union, the United Kingdom and Canada issued a statement announcing that Russia was prohibited from using the global Interbank Financial Telecommunications Association (Swift) international settlement system, which may be beneficial to CIPS, digital currency, Kunlun bank and other concept stocks. Among them, the digital currency sector also belongs to the category of new infrastructure, which does not rule out the possibility of oversold rebound.
Finally, in terms of traditional infrastructure, Zhejiang Construction Investment Group Co.Ltd(002761) is expected to resume trading on Tuesday. The closer it is to this time point, the greater the possibility of sector rebound. We will focus on whether traditional infrastructure stocks such as Poly Union Chemical Holding Group Co.Ltd(002037) , Chengbang Eco-Environment Co.Ltd(603316) , Beijing Hanjian Heshan Pipeline Co.Ltd(603616) and so on can stop falling and stabilize at the beginning of this week Relevant report
Economic Daily: beware of speculation “counting East and counting West” investors need to pay more attention
“Counting East and counting West” is too hot! A number of public funds spoke
