Today, the major indexes are still falling, and the gem index fell by more than 2%. On the sector, covid-19 drugs, data exchanges, games and other concepts are one of the few active forces today. In terms of individual stocks, high-end stocks have obvious loss effect. Lithium battery and pharmaceutical heavyweights fell sharply, Eve Energy Co.Ltd(300014) fell by more than 7%, Tianqi Lithium Corporation(002466) fell by more than 5%, Contemporary Amperex Technology Co.Limited(300750) once fell by more than 4%, Changchun High And New Technology Industries (Group) Inc(000661) fell by the limit, Wuxi Apptec Co.Ltd(603259) fell by nearly 5%.
sector
In the ebb tide of theme speculation, covid-19 drugs, data exchanges, games and other concepts are one of the few active forces today.
Covid-19 drug concept is stronger than covid-19 detection concept. Today Jiangxi Fushine Pharmaceutical Co.Ltd(300497) rose 20%, Hybio Pharmaceutical Co.Ltd(300199) , Wuhan Hiteck Biological Pharma Co.Ltd(300683) rose more than 20%, Zhejiang Cheng Yi Pharmaceutical Co.Ltd(603811) , Zhejiang Jianfeng Group Co.Ltd(600668) , Xilong Scientific Co.Ltd(002584) and other main board stocks rose by the limit. In fact, many covid-19 drug concept stocks bucked the trend yesterday, such as Staidson(Beijing) Biopharmaceuticals Co.Ltd(300204) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) rose against the trend yesterday. The strong performance of the concept of covid-19 drug may be related to the progress of covid-19 drug. Foreign MSD, Pfizer and Gilead science have successively announced their progress, and Chinese clinical trials are also progressing in an orderly manner. Huachuang securities pharmaceutical team said that up to now, the prevention and control of covid-19 epidemic can not completely stop the spread of the virus by relying on vaccines alone. Oral specific drugs are the key to finally free people from the fear of covid-19 virus infection and the last puzzle to end the impact of the epidemic.
Digital economy concepts such as data exchange, digital currency, metauniverse, domestic software, big data and cloud computing are all in a trend of repair today. Among them, the concept of data exchange has a strong performance, with Beijing Dataway Horizon Co.Ltd(301169) holding 10% of southern big data trading center, Jishi Media Co.Ltd(601929) holding 50% of Northeast Asia Data Trading Center and Inspur Software Co.Ltd(600756) holding 35% of Henan Data Trading Center promoted to the third board one after another, The Zhejiang Daily Digital Culture Group Co.Ltd(600633) holding 53% of the big data trading center rose by more than 5%.
Cloud games, e-sports, online games, mobile games, metauniverse and other sectors rose in linkage due to the news of “Microsoft incorporated activism blizzard”, Sichuan Xun You Network Technology Co.Ltd(300467) , Rastar Group(300043) rose by 20%, Shenzhen Bingchuan Network Co.Ltd(300533) , Hubei Century Network Technology Inc(300494) rose by more than 10%, and Chengdu B-Ray Media Co.Ltd(600880) rose by the limit. Market participants said that as the game sector started at the early ebb, the sustainability remains to be seen.
individual shares
Andon Health Co.Ltd(002432) after a continuous contraction limit, the limit fell in large volume yesterday. At the same time, yesterday’s after hours billboard showed that hot money seats left the market one after another, retail seats stood at a high position, and the chip structure suddenly became worse, which led to a drop in the limit of Andon Health Co.Ltd(002432) bidding this morning. Due to the strong popularity, Andon Health Co.Ltd(002432) had two large-scale rises in the session respectively, and closed down by 5.27% as of the closing. There is no particularly obvious signal. It is possible to repair or adjust tomorrow. You can look for support near the 10th day line and then rebound downward, and you can brew up the rebound later on the 10th day line.
In addition, in the Andon Health Co.Ltd(002432) adjustment stage, the short-term mood entered an irrational period, and the mood of individual stocks fluctuated greatly. The killing and rising were the same, and the fear and greed of short-term investors were the same. On one side, stocks such as Shanghai Kaikai Industry Company Limited(600272) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Zhejiang Yatai Pharmaceutical Co.Ltd(002370) all opened with a limit, and on the other side, stocks such as Shanghai Yanhua Smartech Group Co.Ltd(002178) walked out of the “Earth Sky board”.
In short, as long as traders’ greed and fear exist, the emotional cycle theory will not fail.
future analysis
In terms of index, as of the close, the Shanghai index fell 0.33%, the Shenzhen composite index fell 1.28% and the gem index fell 2.17%. The net inflow of northbound funds throughout the day was 3.821 billion yuan, including 2.93 billion yuan from Shanghai Stock connect and 891 million yuan from Shenzhen Stock connect.
The index fell in early trading and rebounded in the afternoon. The index rebounded significantly at the end of the trading day. In addition to the gem pointing back to step on the bottom of the box to support the demand for technical withdrawal, there may also be a time window for LPR interest rate reduction tomorrow. Yesterday, the central bank said it would open the monetary policy toolbox a little bigger and offer LPR on Thursday. Previously, the central bank cut the interest rate of 200 billion MLF by 10 basis points, and the Agency predicted that the probability of LPR quotation would be reduced simultaneously on Thursday. Similar indexes fell on Friday and rose after the news of MLF interest rate reduction on Monday. If the LPR interest rate is lowered as scheduled tomorrow, the index may continue to repair; If the LPR interest rate fails to be lowered tomorrow, the long funds at the end of the day may become short tomorrow. As for the medium and long-term trend of the index, Western Securities Co.Ltd(002673) said that the market is still in a “cooling off period”, and the overall recovery will be after the Spring Festival.
In terms of sentiment, it rose 2348, an increase of 1008 over the previous trading day; Trading limit 58 (excluding ST shares and unopened new shares), an increase of 17 over the previous trading day; There were 17 fried boards, 26 less than the previous trading day; Gem / Kechuang board stocks rose by 7, an increase of 1 over the previous trading day; There were 9 drop limits, 33 less than the previous trading day.
Market sentiment first repaired and then fell. On the whole, it is still in the ebb stage, and the loss effect of high-level stocks is still obvious. In short, in the ebb stage, the operation may be as low as possible.
market highlights
1. Most of China’s commodity futures closed higher, and the main contracts of thermal coal rose by more than 6%
On January 19, most of China’s commodity futures closed higher, the main contracts of thermal coal rose by more than 6%, asphalt and iron ore rose by more than 4%, methanol, urea, glass and Shanghai silver rose by more than 3%, pulp, thread, hot coil, fuel oil and soda ash rose by more than 2%, PP, cotton, Shanghai aluminum, Zheng oil, palm, apple, plastic, Shanghai tin and crude oil rose by more than 1%. Shanghai lead, pigs, stainless steel and coke fell slightly.
2. Announcement of the acceptance list of the second batch of members of the meta universe Industry Committee of China Mobile Communications Federation
On January 19, the acceptance list of the second batch of 16 members of the yuan universe Industry Committee of China Mobile Communications Federation was announced, including 7 listed companies. They are Wondershare Technology Group Co.Ltd(300624) , Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) , Soyea Technology Co.Ltd(000909) , Shen Zhen Shengxunda Technology Co.Ltd(300518) , Col Digital Publishing Group Co.Ltd(300364) , Profit Cultural & Creative Group Co.Ltd(300640) and Zhewen Interactive Group Co.Ltd(600986) respectively.
