Last Friday, the market saw a bottoming and rebound, mainly due to rumors of an imminent bailout package, but so far, no such package has been seen!
Will the market fall back today?
To be honest, the market does indeed need a significant bailout now.
The U.S. stock market has set a new high, the Indian stock market has reached a historical high, the Japanese stock market has seen consecutive surges, and the closely related Hong Kong stock market has also had seven consecutive days of gains.
Only the A-shares are still setting new lows.
It's like seeing others feast every day while you're constantly hungry, which not only harms the body but more likely causes psychological damage.
Then, as you know, when one can't bear it, they might resort to doing bad things!
Over the weekend, the market news mainly focused on Moutai's share buyback, which is good for the liquor sector; the absence of the biosafety bill is good for the WuXi AppTec series and domestic alternatives.
However, with Moutai's spot price still falling over the weekend, it's unrealistic to think that Moutai's 3-6 billion funds can stabilize a stock with a market value of 150 billion.
So, without any surprises, Moutai should open high and close low today, which will naturally lead the market to test the bottom again.
But even if the market falls, thematic stocks may not necessarily be weak, mainly because there has been a lot of talk about domestic alternatives over the weekend.
1.
Turkey has made a big move, announcing a unified switch to Aselsan's communication equipment.
Over the weekend, the pager explosion incident in Lebanon continues to ferment, and Turkey has announced that core institutions must switch to Aselsan's communication equipment.
From Lebanon's accident to Turkey's action, we must understand a truth: at critical moments, core technologies must be in our own hands.
Therefore, over the weekend, Huawei + information innovation + domestic alternatives have been widely discussed!
What we need to say here is that the news has been overblown, so be careful of reaching a peak, as this event has already started to ferment last week.
The leader, Changshan Beiming, has nearly doubled from the bottom.
Last Friday, the main gains in the two markets were in information security and information innovation.
With further fermentation over the weekend, how familiar the voice is!
But domestic alternatives should still be a hot topic in the future, and everyone should pay attention to opportunities after the pullback.
2.
Incremental funds are coming!
The China Securities A500 ETF has raised nearly 18 billion in total for the first batch.
The issuance of the China Securities A500 ETF is about to end, with 88.5% of the progress bar completed.
According to incomplete statistics from channel data, the total fundraising scale of the 10 China Securities A500 ETFs today is nearly 18 billion, just one step away from the total issuance target of 20 billion.
After the Shanghai Composite Index broke through the 3000-point mark, the China Securities A500 Index will also be launched, which will be officially released on September 23, corresponding to the China Securities A500 ETF.
Raising a few more sons, there is always one who will succeed!
Although 20 billion in funds is not much, what's important is that it represents confidence.
In the future, the national team's market rescue will not only buy China Securities 50 and CSI 300, but also China Securities 500.
You say, isn't it one more choice, and also more red stocks?
As long as there are more red stocks in the market, it can stimulate everyone's confidence, which is not a bad thing for the market.
Here we also need to pay attention to several major events that will happen this week.
Speculating in stocks is not only about looking at technology, but more importantly, it's about looking at the news and following the policy.
Eat well and drink well, and there's no need to worry!
1.
Huawei will hold a fall all-scenario new product launch at 14:30 on September 24.
After the launch of Huawei's folding phone, it triggered a hot speculation scene.
This fall new product launch should also be full of expectations.
In short, as long as there is news from Huawei, it will generally be speculated, mainly Huawei HiSilicon, Huawei HarmonyOS, Huawei mobile phones, etc.
2.
The 2024 World Computing Conference will be held in Changsha from September 24 to 25.
3.
From September 27 to 29, the 6th World New Energy Vehicle Conference will be held in Haikou, Hainan, with the theme of "Low Carbon Transformation and Global Cooperation".
The new energy vehicle has been quiet for a long time, and it is worth seeing whether it can usher in a rebound.
3.
Stocks are based on the monthly line, and different first places will appear every month.
Nearly 9 months have passed in 2024, and by counting the first place stocks of each month, some rules can be found.
Now there are more than 5,000 stocks in the Shenzhen and Shanghai markets.
If you only study a few stocks each month, you can greatly reduce the number of stocks to be watched.
Rules of the first place stock with the highest increase: 1.
The increase will basically last until the last day, and a few will continue to the next month, such as Zhengdan Shares, Dazhong Transportation, and Shenzhen Huaqiang.
2.
The first place of each month is rotated, and there is no repetition, so the first place of this month will basically end next month.
There has been no case where the first place of this month is also the first place of the next month.
3.
The monthly increase is basically more than 100%, and a few are more than 200%, such as Zhengdan Shares and Dazhong Transportation.
Currently, the first place with the highest increase in September is Baobian Electric, with an increase of 150%, but there are still 6 trading days in September.
If Baobian Electric's increase reaches 200%, it will reach 13.32 yuan.
If the remaining 6 trading days are all limit-up boards, it will reach 17.9 yuan (September 30).
If it continues to the highest in October, it may reach more than 20 yuan.
But the stock's 200% increase will definitely appear.
Baobian Electric's theme is that the State-owned Assets Supervision and Administration Commission of the State Council is the controlling shareholder, and the company's controlling shareholder, the Ordnance Equipment Group, is carrying out the integration of power transmission and transformation equipment business with China Electric Power Equipment.
Today may still be a one-word board.
