In early trading on Wednesday, the gem fell by more than 2%. Salt lake lithium, photovoltaic, semiconductor and other high prosperity track stocks continued to withdraw. Technology stocks led by semiconductors fell sharply, Gigadevice Semiconductor (Beijing) Inc(603986) fell more than 9% and Will Semiconductor Co.Ltd.Shanghai(603501) fell more than 7%.
Technology stocks in Hong Kong stocks also fell sharply. As of press time, the Hang Seng technology index of Hong Kong stocks fell nearly 4%, hitting a record low in the session. Tencent holdings fell more than 3%, meituan and BiliBili fell more than 8%.
high boom track stocks fell frequently
In early trading, new energy vehicles, electricity, semiconductors and other sectors led the decline. The overall Semiconductor Index fell by more than 3%, led by Gigadevice Semiconductor (Beijing) Inc(603986) , Will Semiconductor Co.Ltd.Shanghai(603501) , and Sg Micro Corp(300661) fell by more than 6%.
The new energy vehicle sector fell across the board, Xiamen Faratronic Co.Ltd(600563) fell by more than 8%, and Shenzhen Desay Battery Technology Co.Ltd(000049) , Guangzhou Tinci Materials Technology Co.Ltd(002709) followed suit; Lithium battery concept, Tibet Mineral Development Co.Ltd(000762) fell more than 9%, Byd Company Limited(002594) fell more than 6%, Contemporary Amperex Technology Co.Limited(300750) fell more than 4%.
In recent trading days, the trend of high boom plate is weak. Some market analysts said that the game of funds for high-level and high boom sectors is fierce. Most stocks are institutional heavy positions, and there is no lack of possibility of profit taking.
Sealand Securities Co.Ltd(000750) said that despite the recent sharp decline in popular track stocks, the new energy track has suffered a heavy blow, but it does not mean that the new energy track has lost its attention value. In the short term, if there is no big positive stimulus, the new energy track may continue to fluctuate and adjust weakly. The new energy industry chain contains many links, which does not rule out the possibility that there is no obvious increase in the capital transfer to the industry chain.
bank stocks bucked the trend to protect the market
On January 5, the banking sector rose rapidly, Industrial Bank Co.Ltd(601166) rose by more than 5%, led by Bank Of Chengdu Co.Ltd(601838) , Ping An Bank Co.Ltd(000001) , Bank Of Ningbo Co.Ltd(002142) .
Recently, a number of banks announced an increase in executive holdings.
On January 4, China Zheshang Bank Co.Ltd(601916) announced that the president of the bank invested 1 million yuan to increase his own shares, which became the first case of senior executives’ increase in A-share banks after new year’s day. Previously, in December 2021, Bank Of Chongqing Co.Ltd(601963) , Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) also intensively announced that directors and senior executives had completed or planned to increase their holdings due to stabilizing the stock price.
Everbright Securities Company Limited(601788) Wang Yifeng, chief of the banking industry, believes that the trend of the banking sector in the first quarter of history is better, and the relative return of banking stocks in January may be better. The performance of the banking sector in the past five years after the resumption of trading. Except for the abnormal performance affected by the epidemic in 2020, the growth ranking of the banking sector in 2017-2019 and the first quarter / January of 2021 is among the top five in various industry sectors, with better relative income performance.
organization: should not be too pessimistic
Guosheng Securities said that the indexes of the two cities may maintain the range shock structure in the short term. In the future, we need to wait for the mainstream hot spots in the market to boost the market’s long confidence. At the same time, institutions such as lithium battery and photovoltaic will stop falling and stabilize, so as to get out of the red envelope market.
Anxin Securities believes that we should not be pessimistic at present, and patience is more needed in the bottom grinding stage. At present, the market is optimistic about the structural market, and we should be more optimistic about the index after the Spring Festival. For the track industry with high prosperity and high valuation, the overall trend is optimistic in the medium term, but the short-term volatility will be significantly enhanced, maintaining the view of exchanging time for space.
At the same time, Anxin Securities believes that “intelligence” is the preferred industrial track direction of A-Shares in 2022, and takes the lead in proposing the layout of “one body and two wings” of intelligent industrial track, with intelligent automobile industry chain as the main body, intelligent manufacturing equipment (military industry chain, AR / VR, intelligent numerical control, industry Siasun Robot&Automation Co.Ltd(300024) ) and digital economy [network security, digital twin (including meta universe) and industrial Internet] as the two wings. At the same time, driven by the expectation of steady growth, priority is given to focusing on the long logic track, and the green power industry chain with power as the core is still the top priority.
(Shanghai Securities News)
