This week's A-share market is a little depressing. It seems that both large and small votes are falling.
In fact, it's not just a shares. Yesterday, all major indexes in the world were green, especially in Europe. It seems that under the unstable geographical situation, the whole global investment market is undergoing a test.
Major global indexes rose and fell
When communicating with some netizens, Niu Yanjun also noticed that they felt a little confused. They didn't know whether the stocks they held should be sold or what kind of stocks they should buy. Of course, when the structural characteristics of A-Shares are becoming more and more obvious, once you choose the wrong basket to put eggs, you can't cry. It's estimated that many friends have learned a lesson from blood.
So the question comes: which baskets are relatively safe and have a high probability of profit? Niu Yanjun thinks that if you don't pay attention to the latest government work report released today, it will be too outdated!
Source: China Central Television financial microblog
Premier Li Keqiang delivered a report on the opening of the 13th session of the National People's Congress in Beijing at 5:00 on the 9th.
Niu Yanjun has just seen the live broadcast from the beginning to the end. He briefly combed several aspects that may affect a shares, which may guide or guide the A-share market this year. You can refer to it. Of course, the summary is not complete. Studying the government work report carefully should be able to find out more information.
1. Fully implement the stock issuance registration system to promote the steady and healthy development of the capital market.
(industry involved: securities companies.)
2. Promote the development of digital economy and strengthen the overall layout of Digital China construction.
(involving the concept of digital economy.)
3. Promote the continuous recovery of consumption, continue to support the consumption of new energy vehicles, and develop rural e-commerce and express logistics distribution.
(involving large consumer stocks, new energy concept stocks, e-commerce concept stocks, logistics concept stocks, etc.)
4. Actively expand effective investment and moderately advance infrastructure investment around major national strategic deployment and the 14th five year plan.
(involving large infrastructure concept unit, including water conservancy, transportation, energy base, public facilities, etc.)
5. Strengthen the research and prevention of virus mutation, speed up the research and development of vaccines and specific drugs, and continue to do a good job in vaccination.
(involving covid-19 concept stocks, vaccine stocks, pharmaceutical stocks, etc.)
Now that he mentioned the concept of digital economy, Niu Yanjun thought of the concept stock Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) , which has been particularly active recently and jumped up and down yesterday. At the same time, it has also become the focus of the exchange.
Source: WeChat official account of Shenzhen Stock Exchange
Yesterday, in the regulatory dynamics released this week, the Shenzhen Stock Exchange said that it would focus on monitoring the recent abnormal increase of " Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) ".
The trend of Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) yesterday and recently is as follows:
Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) yesterday's time sharing chart
Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) recent daily K-line map
Yesterday, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) slightly opened higher, then fluctuated and fell, and once hit the limit in the afternoon. Just when everyone thought it couldn't work, it was paid and slowly pulled higher and higher. At one time, it soared by more than 8%, and almost played a "ground and sky board" within one hour. Finally, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) closed up 5.26%, and the amplitude of the whole day reached 18.55%. Since February 18, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) has been 8 boards for 11 days, with a maximum increase of more than 150%.
Niu Yanjun noted that according to the data, Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) is a national large-scale enterprise with papermaking as the main body and the processing, manufacturing and construction of papermaking machinery and equipment.
Why is it related to "counting from east to west"? Originally, in 2016, through non-public offering, the company increased its capital to yunchuang company, increased Internet data center business (IDC), provided cabinet rental and broadband access services, built a dual main business pattern, and the data center business has become an important business of the company.
Although the 2021 performance forecast released by Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) 1 at the end of January showed that the net profit attributable to the parent company decreased by 121% ~ 131% year-on-year, the stock price took off directly due to the lack of ventilation and the low stock price.
Data show that in the surge of Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) this wave, there are five trading days on the dragon and tiger list. According to the data of yesterday's Dragon and tiger list, Zuo Xinyi and Huatai Securities Co.Ltd(601688) each had one seat to buy vigorously near the limit, while Southwest Securities Co.Ltd(600369) Zhejiang branch and two Dongcai Lhasa seats fell back and forth. According to the statistics of selling 5 seats before buying 5, the purchase amount is 208 million yuan, the sales amount is 192 million yuan, and the cumulative net purchase is only 16 million yuan. I'm afraid the trend next week will be difficult to stabilize.
In addition, Niu Yanjun noticed that Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) yesterday was a breath away when it comes to the "Earth Sky board". The real "great God" still depends on the second new share Yuehai feed that was listed and traded on February 16center>
Yuehai feed opened low and fell yesterday, and tossed repeatedly in the afternoon to seal the limit. However, at 14:16, a big purchase of nearly 14 million yuan pried the board in an instant and pulled up quickly. 20 minutes later, another big purchase of nearly 42 million yuan entered, and the trading limit was immediately closed to the closing, leaving everyone stunned.
According to the data, it was one of the seats of alliance leader Zhang that pried open the daily limit: Citic Securities Company Limited(600030) Hangzhou Yan'an Road; The instant closure is mainly the well-known hot money seat Dongguan Securities Beijing Branch. Those selling at the low end are mainly Shanghai Securities Suzhou Taihu West Road and a special seat for institutions.
According to the data, Yuehai feed is mainly engaged in the R & D, production and sales of aquatic feed, and mainly focuses on special aquatic feed such as shrimp feed and seawater fish feed. From the issue price of 5.38 yuan and the issue P / E ratio of 22.96 times, it is reasonable for Yuehai feed to be hyped, the rapid rise of share price and the relay of hot money back and forth.
