People’s point of view: Free nucleic acid testing has been available for a long time. Especially when there is an epidemic, free testing points will be added to serve everyone. In fact, it is not really free, but the country helps us pay for it. In the future, The number of free testing points will gradually decrease. Starting to pay is just a return to normal. I often do paid testing, with a mixed test of 5 yuan and a single test of 16 yuan. Does this indicate that the nucleic acid negative certificate will be gradually relaxed?
2. Guidong Railway: Nucleic acid certificates will no longer be checked when taking the train, except when entering Beijing. This news is a bit shocking!
Passengers taking trains (except entering Beijing) starting from November 1 do not need to check a negative nucleic acid test certificate. The jurisdiction of Guidong Railway: Guiyang-Guangzhou High-speed Railway, Nan-Guang Railway, Yi-Zhan Railway, 41 stations.
Personal opinion: The actual relaxation has begun. I believe that many places will soon no longer require nucleic acid certificates. I also hope that the area where I am will implement it as soon as possible, and Beijing has already released it. The marathon is here, which will be a great benefit to the entire post-epidemic recovery direction, including hotel tourism and air transportation. I hope that in the near future, I can go where I want to go, see whom I want to see, and eat what I want!
3. The new joint venture between China Unicom and Tencent was approved, and the price went up by the daily limit. The news is so exciting!
Personal opinion: The mixed-ownership reform is continuing. Recently, there have been rumors that CITIC Group wants to be the father of Tencent, which has attracted global attention. Unexpectedly, China Unicom has cooperated. I don’t know what CITIC and Tencent think. If There will really come a day when China Unicom will have to call Uncle CITIC based on seniority, but the seniority will be reduced. Although CITIC and Tencent are denying and refuting the rumors, but in terms of strength, there is nothing wrong with it. China's major financial holdings Group, it’s as simple as collecting some private companies!
4. Today, battery-grade lithium carbonate rose by 1,500 yuan/ton, with an average price of 567,500 yuan/ton, continuing to hit a record high!
Personal opinion: The price of lithium battery materials is already close to 570,000 yuan. If it goes up again, it will hit 600,000 yuan. Stop it. If this continues, the car companies will shudder. In the end, it will be transferred to consumers. Here, as market sentiment picks up, the direction of lithium mines and lithium batteries will also continue to rebound!
5. Many brokerages deny that research institutes or analysts have released content related to epidemic policy adjustments!
Personal opinion: There are too many true and false news in the market, and we do not rule out borrowing news or creating news to speculate on stocks. It is difficult to tell whether the news is true or false, so treat it with caution. The mouths of securities researchers are not ordinary. In particular, the notorious CITIC researchers are even better. They listen to what they say and end up listening to it. A refutation of the rumor made the stock investors who chased biomedicine higher in the early trading miserable. Most of them shot up and then fell back, and even more so!
6. The United States requires Japan and other countries to take measures to impose semiconductor export restrictions on China!
Personal opinion: Let’s not talk about how the United States has made things difficult for us in order to maintain its hegemony. Let’s talk about how many of the younger brothers in the United States have gained real benefits. They can only make money by selling oil and gas. If you fight, you have to bring others with you. What is even more annoying is that these die-hard brothers Germany, Britain and Japan have been tricked by the United States this year. Japan is not stupid. I must be thinking that the United States always uses the name of suppressing other countries. , it’s time to cut off brothers’ leeks!
A brief summary of today’s market:
1. The long-lost trillion-dollar trading volume reappeared, and the market index returned to 3,000 points. In the morning, sentiment led the rise, and in the afternoon, institutional wind strengthened. The two combined forces. The market is up!
2. The first echelon of the hottest short-term themes: Supply and Marketing Cooperatives and Metaverse will enter the leading promotion competition tomorrow. The hype has just begun, but there is still a lot of room for leading stocks in the future!
3. The second echelon of the hottest topics: digital economy, medical medicine, are mainly in a state of repeated activity. Pay more attention to the news. Whether the epidemic is really being relaxed will also affect the direction of consumption recovery!
4. Institutional winds are the strongest: New energy, automobiles, and liquor consumption on the track have been the strongest for two consecutive days. Then the track will continue to strengthen, and the liquor may be volatile!
5. The general financial direction has not yet risen sharply, so the index has not entered a state of acceleration. We hope that the general financial sector will not rise or fall sharply, but just stabilize and fluctuate upward. After all, there is no logic for a big rise!
6. The large northbound outflow failed to prevent the market from rising sharply. It may be to avoid the Federal Reserve meeting in the evening. In any case, 3000 points is the starting point for A-shares, and that’s it!