“Well, I was wrong.” At noon on January 19, Guan Qingyou, an economist with about 2.56 million microblog fans, posted a blog post “admit your mistake”. On January 18, he posted a blog saying, “if there is no 1000 share limit tomorrow, I think the organization’s brain is out of water”. At present, these blogs are no longer displayed.
On January 19, the trend of A-Shares was sluggish, but there were many bright spots in the sector. Digital currency and Yuan universe strengthened against the market, and the pro cyclical sector was active.
Faced with the ups and downs of the sector, institutional people pointed out that there have been great differences between long and short in the market recently, and the main tone of “shock stabilization” remains unchanged. It is suggested to see more and move less, and pay attention to the low absorption opportunities of medium linear growth varieties.
the prediction of “1000 share limit” was beaten in the face
Today, all three major A-share indexes closed lower. According to the data of China Securities Journal and China Securities Taurus, as of the close, the Shanghai index fell 0.33% to 3558.18 points; The Shenzhen composite index fell 1.28% to 14207.19 points; The gem index fell 2.17% to 3075.98.
On the news front, the Information Office of the State Council held a press conference on the afternoon of January 18. Liu Guoqiang, vice governor of the central bank, said that the current average deposit reserve ratio of financial institutions is 8.4%, which is not high, and the space for further adjustment in the next step is smaller. However, from another perspective, the space has become smaller, but there is still a certain space, which can be used according to the economic and financial operation and the needs of macro-control.
In this regard, Guan Qingyou wrote on his microblog that “the central bank’s statement must be very good for assets. If there is no 1000 share limit tomorrow, I think the institution is out of my mind.”
source: microblog
Today, the trend of A-Shares is sluggish. In the afternoon, Guan Qingyou said on his microblog that it would take time for expectations to weaken and restore confidence
source: microblog
Guan Qingyou once served as vice president of securities companies and President of the Research Institute. At present, he is the president of the Financial Research Institute. Recently, he was nominated as an independent director by a listed company.
track stock “eating noodles”
Today, track stocks continued to “eat noodles”. In the concept sector of a shares, the new energy track fell, and “ningwang” Contemporary Amperex Technology Co.Limited(300750) fell 2.86%.
Lithium ore index fell the most, with the index falling 4.73%. Among individual stocks, bull stocks Yongxing Special Materials Technology Co.Ltd(002756) fell by the limit and Tianqi Lithium Corporation(002466) fell by 5.90%.
Hundreds of billions of “growth hormone Mao” Changchun High And New Technology Industries (Group) Inc(000661) broke the limit in the session, with the collapse of the biological products sector. As of the close, the biological products index fell 2.59% all over the world. As a once 10 times Bull Stock, Changchun High And New Technology Industries (Group) Inc(000661) once had a market value of more than 200 billion yuan. However, since the historical peak fell last year, the decline has exceeded 50% so far, and the market value has also fallen below 100 billion yuan.
digital currency, Yuan universe sector explosion
The pro cyclical, digital currency and meta universe sectors broke out, and the local profit-making effect of the market is still. Under the influence of the news of “Blizzard selling to Microsoft” in the heavy event of the overseas game industry, the game stocks of the A-share emerging Bull Stock camp have been highly praised by funds.
As of the closing, among the 28 industries in Shenwan level, the media index rose by 1.30%, second only to building materials. Among individual stocks, fast game, Rastar Group(300043) 20cm rose by the limit, Shenzhen Bingchuan Network Co.Ltd(300533) rose by more than 11%, and Jishi Media Co.Ltd(601929) , Hubei Radio & Television Information Network Co.Ltd(000665) , Inly Media Co.Ltd(603598) rose by the limit one after another.
The digital currency index strengthened, and among individual stocks, Digital China Information Service Company Ltd(000555) , Brilliance Technology Co.Ltd(300542) , Beijing Certificate Authority Co.Ltd(300579) , Shenzhen Forms Syntron Information Co.Ltd(300468) rose sharply. Previously, the Beijing Cuiwei Tower Co.Ltd(603123) that benefited from the concept of digital RMB continued to rise today. Within 12 trading days of the beginning of the year, the stock has obtained 9 limits, with a cumulative increase of nearly 117%. Beijing Cuiwei Tower Co.Ltd(603123) today released a performance forecast that it is expected to achieve a net profit of 140-180 million yuan in 2021, with a year-on-year increase of 72.16% – 121.35%. However, with the stock price soaring, Beijing Cuiwei Tower Co.Ltd(603123) has issued several tips on the risk of stock price changes.
In terms of the recent market trend, Shenwan Hongyuan Group Co.Ltd(000166) said that the market has great differences between long and short, the annual line of the Shanghai index may still be contested, and the main tone of “shock stabilization” as a whole remains unchanged. At the operational level, it is recommended to see more and move less, and pay attention to the low absorption opportunities of medium linear growth varieties.
