When liquor rises, technology falls. When technology falls, the market focuses more on liquor, automobiles, and agriculture. As a result, coal and electricity, which have the strongest logical support, are somewhat dwarfed by comparison.
If you must look for reasons for technology stocks, there are two influential logics behind them. The first one is the antitrust fermentation over the weekend, so today the leading oligarchs Alibaba, Tencent, Meituan, and Xiaomi all fell sharply. With the technology index of Hong Kong stocks in an extremely sluggish state, domestic technology stocks will naturally be unable to hold on.
Another thing is that Xiaomi has also followed Apple and stopped giving free chargers with new mobile phones. I have said before that due to various reasons, especially the slow implementation of 5G, mobile phone shipments have dropped significantly. Due to the conduction of emotions, the consumer electronics category has fallen miserably today.
As for coal power, I reminded you when summarizing the news over the weekend that coal non-ferrous metals, as a standard upstream raw material, are in high demand, and naturally this rise will not be able to go away. There is a lot to say. It's almost time to get cocooned.
Of course, some people have been saying in the background in the past two days that the global epidemic situation is getting worse now, and the global economic recovery should be expected to come down, right? Why are these still going up?
I did remind you once before that the British strain was on December 21, 2020, which corresponds to the 22nd in our case. You can take a look at the trend chart of the coking coal main company below. , the section I marked.
The expected decline in global economic recovery has indeed had a greater impact on it, but now, market sentiment has recovered from this, and what is being speculated is the logic of price increases caused by increased demand and insufficient supply. This is why steel has not taken off this time. Just look at the trend of rebar futures.
1. On the evening of the 27th, 2020 local time, the White House of the United States confirmed that President Trump signed an epidemic relief bill and a government spending bill totaling US$2.3 trillion. The United States really can't stop letting off steam.
2. The National Medical Insurance Drug Catalog (2020) is released and will be officially implemented on March 1, 2021. In this adjustment, *** negotiated on 162 types of drugs, 119 of which were successfully negotiated, with a negotiation success rate of 73.46%, and the average price reduction of successfully negotiated drugs was 50.64%.
The rise in liquor and agriculture is still caused by the cooperation of funds. This is still very troublesome. If the funds cannot be separated, the subject matter will be very troublesome. However, the car obviously cannot hold on today, and for liquor, I feel that the periodic market top is not over yet. Today, many stocks are not very firm in closing orders. Even if they are closed, the closing orders are too small. Once the technology stocks Alibaba and Tencent stop in the past two days, Baijiu may not be able to continue to rise (what I mean is Don’t use long-term thinking to judge the top of the periodic market).
The trend comprehensive score is 6.3 points (the trend score is between 0 and 10 points, and if it is less than 5 points, it is recommended to be within 30% of the short position). The strongest index at the stage: GEM Index, Shanghai and Shenzhen 300.