Due to the “T+1” restriction, the day is the last day of the day before the new year’s Eve. But the market has not recovered. Instead, it has been restored. It has been surging up like yesterday’s Baijiu, yuan, the Winter Olympics, Chinese medicine and military industry.
funds of today’s hot plate:
The policy was suddenly stimulated by the “tax reduction” red envelope issued by the state. Yesterday, the state announced that the preferential tax policy would be extended to the end of 2023, with an annual tax reduction of more than 100 billion.
In the direction, pay attention to the demand for funds to avoid high and low before and after the new year. At present, the main line of yuanuniverse as an elastic direction has not changed. In addition, the steady style is that big medicine and big consumption continue to dominate, superimposed with the boost of national tax incentives and the peak season of new year goods at the end of the year, and big consumption is expected to welcome a wave of new year’s market.
institutional dragon and tiger list:
The top three institutions’ net purchases are Ningbo Orient Wires & Cables Co.Ltd(603606) , Ningbo Yong Xin Optics Co.Ltd(603297) , Youcare Pharmaceutical Group Co.Ltd(688658) . Today Ningbo Orient Wires & Cables Co.Ltd(603606) fell by more than 6%, but four institutions bought it; The top three net sales are Unigroup Guoxin Microelectronics Co.Ltd(002049) , Fujian Snowman Co.Ltd(002639) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Fujian Snowman Co.Ltd(002639) which was bought yesterday and sold again today. It is a fake institutional behavior of buying low and selling high every day.
In terms of main hot money, Jintian road bought San Yang Ma (Chongqing) Logistics Co.Ltd(001317) yesterday, cut meat and sold it today, and bought Guangdong Jiangxi Wannianqing Cement Co.Ltd(000789) ; Brother Zhao has long Chengdu Xinzhu Road&Bridge Machinery Co.Ltd(002480) and Beijing Fengshangshiji Culture Media Co.Ltd(300860) . He has operated more frequently in the direction of the meta universe these two days; Liyang road in Shanghai continued to buy Honz Pharmaceutical Co.Ltd(300086) today. The Zhejiang Chunhui Intelligent Control Co.Ltd(300943) bought higher yesterday also sold noodles today.
In terms of foreign capital, it bought 8.141 billion yuan today. After two days of wait-and-see, foreign capital chose to start big buying today. In the past 10 days, lithium batteries, energy storage, chips, metauniverse and steel have flowed into large plates.
The new energy lithium battery is still in the stage of bottom-up adjustment. The upstream price of photovoltaic should be reduced, and the later should “supplement the price with quantity”. The performance release period has also been postponed. The wind direction of the new energy policy has not changed. In the follow-up, there are new energy funds to gradually issue and build positions. It is only a matter of time for the full return of the new energy track. Focus on whether the pre approval of the annual report will bring a new round of growth stock market.
Baijiu, a love liquor that foreign investors like to repair, has a big profit in the tax incentives. It has boosted consumption expectations and provided timely assistance to the consumer industry under the “bad Plus + epidemic” situation, but the key to the consumer sector is to see the performance report of next year’s annual report.
main trend list
(risk warning: the stock market is risky and investment should be cautious. The above contents and individual stocks are only for investors’ reference and are not used as the basis for investment decision-making.)
(Bandung securities network)
