This result is not unexpected. When I woke up that morning and saw the Nasdaq index of -3%, I knew that this hammer could not be avoided. The rhythm of White Horse shares in A-shares and Nasdaq is similar, both of which are beneficiaries of liquidity release and negative targets of liquidity contraction.
For example, last Friday night, Nasdaq rose 0.7%, which was stronger than Dow Jones' 0.7% decline. Let's see, white horse stocks are likely to rebound on Monday, but the rebound is definitely not as strong as Friday.
Then there is a question that many people are thinking about, that is, when will this round of adjustment of white horse stocks be?
From this point of view, the K-line referred to by GEM has a general direction, because the weight component attribute of GEM is closest to that of Baima.
The first way of thinking, GEM refers to the platform interval built in the second half of last year, which is supported here, probably in the range of 2550-2900.
The second idea is to be more cautious, and it is necessary to adjust to the lower track of this big market since 20 19 to get support. I felt it on the map, about 2500-2550.
Of course, there is a third possibility, that is, directly roll into the ditch and fall back to what it was before 20 19. I'm not that pessimistic. If I had this expectation, I would have cleared my warehouse and run away.
In short, I think there is still room for 4-5% downward adjustment. If it is quick, it can be finished before the end of the month. It seems that unlucky things always happen at odd-numbered months. After the hurdle, it will light up.
……
The Research Report on Carbon Neutralization in China before 2060 was officially released, which proposed three stages in the future, namely, reaching the peak as soon as possible before 2030, accelerating decarbonization before 2030-2050, and fully neutralizing in 2050-2060.
The short-term goal here is that China's carbon emissions should reach the highest level in history as soon as possible before 2030, not necessarily in 2030. This is the bottom line, and it may start to rise and fall in 2026, 2027 and 2028.
Carbon emission reduction is mainly implemented in steel, coal, electricity and other sectors, so there have been many monster stocks in these sectors recently, and the speculation of hot money is also very active, but it is mainly concentrated in the concept stocks with small circulation, and the hot money in the market has been avoided.
I haven't chased concept stocks for a long time. With experience, this concept can be fried for another 1-2 weeks, and then a chicken feather. Some people say that the concept of carbon neutrality is a big plan for the next 40 years, and concept stocks can also be speculated for 40 years.
This is a complete ignorance of the urine of A shares. Let me just give you an example. Xiong' an is also a big project for decades. Now you go to Xiong' an to have a look. The infrastructure works day and night, and there is a new atmosphere every month, but the Xiong' an concept stock a few years ago has long been cold.
So will the future of carbon neutrality. The national plan has been steadily advanced, and the concept of A shares has been dispersed after speculation. We can keep the above paragraph and read it again in a few months.
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1, Xu Xiang's release date is approaching, and several stocks of Xu Xiang Holdings rose sharply on Friday. Daheng Technology, controlled by his mother Zheng, Ningbo, controlled by his father Xu Bailiang, and Wenfeng Electronics, held by Zheng, also rose slightly. I checked the records and found that Xu Xiang was detained on 20 15 1 1 and sentenced to five years and six months. If he served his sentence, he was released from prison in May, 20021.
Hey, the day I went in, A shares were 3,382 points, and now A shares are 3,402 points. You see, all wives in prison want to divorce and divide their property. Only A shares are left, the same as before going to prison.
2. President Yi Huiman made a public speech recently. The main points are as follows: A shares have leverage, but the overall risk is controllable and nothing big will happen; Scholars and analysts pay too much attention to foreign indicators, while ignoring domestic indicators, such as LPR, Shibor and national debt yield. It is a good thing to increase the proportion of fund investment; Prevent foreign investment from entering and leaving; The large-scale delisting of IPO is not a flood of fraud, but a low-level practice of a large number of sponsors. President Yi has always kept a low profile, and this time he said a lot in one breath.
3. China Merchants Bank made a profit of 97.3 billion yuan last year, +4.82% year-on-year. It's normal that the growth rate of banks is not high. Last year's performance did not decline year-on-year, which is a very powerful level among peers.
Zijin Mining made a profit of 6.5 billion yuan last year, up 52% year-on-year. This year's performance will still maintain a relatively good growth rate.
……
No operation on Friday, or 83% position. Even if there was a small bomb on Monday, it did not solve the problem, and the adjustment was still not completely over. Only when the Mao 20 index shows a spontaneous Changyang (above +4%) can it be regarded as an inflection point signal, otherwise everyone will wait patiently.