After tossing sideways for more than a month, this week's A-share market makes people realize what "the market will fall for a long time". With the rapid downward killing of the index and the same rapid rebound, it is estimated that many people have been dizzy.
However, Niu Yanjun thinks that such a fierce market is undoubtedly a good opportunity for short-term experts to make price difference. It is really enviable to see them rush in and out in the circle of friends and communication groups. For example, the 109 point long shadow line of the Shanghai stock index on Wednesday, I don't know how many people cut meat at the bottom of the day, and I don't know how many people bravely received blood successfully. You know, the fluctuation range of the Shanghai index in February was only 100 points.
So, now the most urgent question to answer is: will A-Shares continue to rebound next, or is it just a decline relay at present? Niu Yanjun thinks we should look at different markets.
K-line chart of Shanghai Stock Index
From the daily K-line chart of the Shanghai stock index, it is in the state of just standing on the 5th line and the opening of MACD yellow and white line is large, and it is more likely to continue the correction or horizontal trading in the short term.
Gem K-line chart
The trend of gem is obviously much more optimistic. First, its closing price is much higher than the 5-day moving average; Secondly, MACD yellow and white lines begin to close third, it is also more important. Once the short-term yellow and white line confirms that the golden fork is upward, it will further confirm that it deviates from the bottom of the golden fork in mid February. The deviation level at the end of the daily line is relatively large, so there are more opportunities to rebound or even reverse
Moreover, more importantly, the gem index has not rebounded like the Shanghai index since it started its downward trend in mid December last year, and the decline during the period is also greater, about 30%. Therefore, the momentum of the rebound should be stronger than the Shanghai index.
As for the possible rebound, what types of stocks are more likely to take the lead in the upward attack? The official news finally appeared in Niu Jun's article last night.
Source: Official Website of National Health Commission
The official website of the National Health Commission released the notice on printing and distributing the application scheme for covid-19 virus antigen detection (Trial) last night, with a total of 89 words of key information, pointing out that " decided to add antigen detection as a supplement to nucleic acid detection ".
Covid-19 test the ranking of individual stocks in the concept sector
Increase of each concept sector and main capital flow
As early as yesterday's opening time, relevant news spread. The stocks in covid-19 detection concept sector with a total market value of up to 1.2 trillion yuan have also soared, of which the GEM stocks and the science and Innovation Board stocks are almost half open. On the time-sharing chart of Cofoe Medical Technology Co.Ltd(301087) , we can see the madness of fund-raising.
Cofoe Medical Technology Co.Ltd(301087) yesterday's time sharing chart
according to the statistics of China stock market news, the net inflow of main funds in covid-19 detection sector reached 2.8 billion yuan yesterday, ranking first in all concept sectors. Considering that the early decline of many related stocks in the gem is large enough, Niu Yanjun believes that they are likely to have a strong market through the bottoming rebound of the gem index
In addition, last night, many gem covid-19 testing concepts issued relevant announcements, such as: Nanjing Vazyme Biotech Co.Ltd(688105) announcement that covid-19 virus antigen testing kit has obtained medical device registration certificate Shenzhen Yhlo Biotech Co.Ltd(688575) said that covid-19 virus antigen detection products had not obtained the registration certificate Zhejiang Orient Gene Biotech Co.Ltd(688298) said that covid-19 antigen detection reagent of the company has not obtained China Certification Beijing Hotgen Biotech Co.Ltd(688068) said the relevant test products were certified by the Health Sciences Bureau of Singapore.
Although some companies say they "haven't obtained the certificate yet", they use the habitual method of "rubbing the hot spot and pulling the heat" and "saying you have it, you have it", you know
The latest news today is that five covid-19 antigen self-test products have been officially launched.
So, what is the impact of antigen detection applications on the market? Although Niu Yanjun does not have professional knowledge in this field, he privately feels that is most likely to add an important detection method. Home self-examination antigen detection is likely to become an important supplementary means for epidemic prevention and control, and even become the mainstream detection method in the future. Therefore, the demand for antigenic detection reagents in the market will increase greatly, Bring more opportunities for relevant listed companies
In this huge market of 1.2 trillion yuan, what specific opportunities deserve attention? As Xiaobai's ox eye Jun, he took the time to do his homework.
Picture source: Southwest Securities Co.Ltd(600369) Research Report
Southwest Securities Co.Ltd(600369) analyst Du Xiangyang compared the differences between antigen detection and nucleic acid detection in detail in the relevant research report released yesterday, and listed some Chinese enterprises with layout in foreign markets. Please click the picture to zoom in and see it more clearly.
Picture source: Tianfeng Securities Co.Ltd(601162) Research Report
Tianfeng Securities Co.Ltd(601162) analyst Yang Song pointed out in the relevant research report on March 8 that "covid-19 antigen detection may become an important supplementary means for epidemic prevention and control in China", and suggested paying attention to the related targets of covid-19 antigen detection: Zhejiang Orient Gene Biotech Co.Ltd(688298) , Guangzhou Wondfo Biotech Co.Ltd(300482) , anxiu biology, Hangzhou Biotest Biotech Co.Ltd(688767) , Hangzhou Alltest Biotech Co.Ltd(688606)
Picture source: Zheshang Securities Co.Ltd(601878) Research Report
Interestingly, Niu Yanjun noticed that the relevant research report of Zheshang Securities Co.Ltd(601878) as early as February 27 was quite "divine prediction". Sun Jian, the analyst Sun Jian, the analyst Sun Jian, pointed out in the research report that Sun Jian, the analyst Sun Jian, the analyst sun Jiansun, pointed out that "the antigen self testing product is expected to become the long-term mainstream detection tool for overseas long-term mainstream detection tools in the long-term mainstream detection tool in the long-term overseas, and the analyst Sun Jian Sun Jian, the analyst Sun Jian, the analyst Sun Jian, the analyst Sun Jian, the analyst Sun Jian, the analyst sun jianjianjianjian in the research report. In the research report, the analyst Sun Jian pointed out:" the self testing product of the antigen is expected to become the long-term mainstream detection tool for overseas long-term overseas, and the suggested concerns include: 456 4564566 \ \ etc.
With the policy stimulus and the pursuit of funds, the "main attacker" leading the rebound next week may have been determined!
