One , CATL is expanding rapidly, investing 15 billion to build factories in Guizhou and Fujian to produce power batteries, energy storage batteries and lithium batteries. At the same time, it entered the automotive field by investing in Changan Automobile.
Liang Ge’s interpretation: As a leading company in new energy batteries, CATL belongs to the parts end of the automotive industry chain and can serve automakers such as Tesla and Ideal. Based on the increasing popularity of new energy vehicles, is getting higher and higher. Driven by green energy in the future, building factories to increase battery production capacity will help further increase the order turnover rate. The investment in Changan Automobile also means that Ningwang will gradually enter the field of complete automobiles and open up the automobile industry chain. For Ningwang, it can have many advantages. While supporting the development of complete automobiles, it also has the cost advantage of industrial chain integration. Better occupy the market, the strong will always be strong.
At present, after the outbreak of automobiles on Thursday, minor repairs will be carried out on Friday, and development opportunities may be ushered in next week.
2. Pfizer’s oral anti-XG drug is here, improving the treatment rate and reducing the mortality rate by 89%.
Brother Liang’s interpretation: Regarding the popularization of Pfizer’s special drugs, oral drugs have an effectiveness rate of 89%, which will help speed up economic recovery. In the process of developing XG***, it will become the same as ordinary influenza. Likewise, treatment is efficient and affordable, which is a big plus for global tourism, aviation, hotels and other fields. For the vaccine sector, free vaccination for all, there is not much downside. At the same time, combined with the current position of the pharmaceutical sector, the room for decline is limited. It is expected that it will be able to survive, build a bottom as soon as possible, and slowly start an upward trend. Therefore, overall Generally speaking, it is negative for medicine and positive for consumption.
3. The United States passed a $1.2 trillion infrastructure bill.
Interpretation by Brother Liang: Among the three carriages that drive the economy: export, consumption, and investment, investment is the fastest way to achieve results. After Pfizer successfully developed oral specific drugs, the United States used investment in infrastructure to drive economic growth. , it makes sense that at the same time, the money spent through investment in the form of superimposing the US dollar as a global currency can produce a leverage effect. The recent US non-farm data has exceeded expectations, and US stocks continue to rise partly due to this.
For the country, the end of the year is the end of infrastructure construction. Preparations for new projects are also in progress. There will also be quotas for national debt and local debt next year. If there are such expectations for the country, then there will be funds. The action of betting will drive the rise of infrastructure.
4. Support the carbon futures market established by Guangzhou and accelerate the development of green funds.
Liang Ge’s interpretation: The establishment of the carbon futures market will help accelerate the financing of green companies, and combined with vigorously promoting carbon neutrality and carbon peak, it can bring benefits to the carbon neutral sector, photovoltaics, green electricity and other sectors. Come to Lenovo, the relevant sectors may react next week.
The first, third, and fourth pairs are positive, and the second pair of medicines are negative. We cannot rule out the trend of negative growth, because it is at a mid-to-low position, and there is not much room for decline. For us investors, how should we grasp next week? What about the market situation?
First of all, seize the mid- to long-term investment opportunities in big consumption and chip technology. The current rising prices are driving consumption that is superimposed on whether the third quarter report has a very promising trend, and it is expected to usher in medium-term opportunities. Secondly, we should pay appropriate attention to the recovery opportunities of the infrastructure and aviation sectors. Finally, because the index is still in the bottoming stage, before stabilization is confirmed, positions should be properly controlled. If the current position drops sharply, the opportunity outweighs the risk. The above is a personal opinion and is for reference only.