On Tuesday, there were a lot of news that affected the market!
After A-shares and Hong Kong stocks surpassed Big bounce, the increase of offshore RMB is also expanding. On Tuesday, the highest value of USD against RMB reached 7.3541, but the lowest value dropped to 7.26, and the maximum value of RMB rose by more than 9 points that day. That night, US stocks opened higher across the board, and the popular Chinese stocks rose again. The Nasdaq Golden Dragon China Index once rose more than 8%.
on the news front, in addition to several good news already reported, three other heavy news are constantly being screened.
First, at the 222 Shenzhen Global Innovation Talent Forum, structural biologist Yan Ning announced that he would resign from Princeton University and become the founding president of Shenzhen Academy of Medical Sciences.
Second, WeChat official account, the official WeChat of Zhengzhou Health and Health Commission, published the article "COVID-19 is not terrible, it can be prevented and cured, and authoritative experts in Zhengzhou will answer it" on October 31. Experts said that Covid-19's infection is a self-limited disease, so we should not be too alarmed.
Third, according to Kangxinuo Guanwei, thirteen cities in Jiangsu Province have also launched the deployment of COVID-19 vaccine for inhalation after Shanghai started the vaccination of COVID-19 vaccine for inhalation.
In addition, Yang Dong, the former general manager of Xingquan Fund, who urged the citizens to redeem the A shares at 6 points, said: You can cherish it! On the track, five ministries and commissions jointly issued the Action Plan for the Integration of Virtual Reality and Industrial Applications (222-226) on Tuesday.
what signals do the three heavyweights release?
investors are not only staring at the stock market, but also staring at some events that seem to have nothing to do with the stock market but have a profound impact on the stock market. On Tuesday, there were three heavy screens:
First, at the 222 Shenzhen Global Innovation Talent Forum, structural biologist Yan Ning announced that he would resign from Princeton University and become the founding president of Shenzhen Academy of Medical Sciences.
Yan Ning graduated from Princeton before he was 3 and returned to Tsinghua to teach, becoming "the youngest professor in Tsinghua". Since then, her scientific research achievements have been even more remarkable-since 29, she has published 19 papers in the most influential international top academic journals Nature, Science and Cell as a correspondent, and two of them have been cited by Science's "Top Ten Progress of the Year".
In April p>217, Yan Ning left Tsinghua University for 1 years and became the first Shirley Tillman tenured chair professor in the Department of Molecular Biology at Princeton University. Shirley Tillman is a world-famous molecular biologist and the first female president of Princeton University since its establishment more than 2 years ago. This title is considered unique among American professors.
The return of such talents to the motherland is far more significant than her appointment as the president of Shenzhen Academy of Medical Sciences. For those capital and talents who want to flow out, her change can be said to be more meaningful.
Second, WeChat official account, the official WeChat of Zhengzhou Health and Health Commission, published the article "COVID-19 is not terrible, preventable and treatable, and authoritative experts in Zhengzhou will answer it" on October 31. Zhengzhou Health and Health Commission invited experts from Zhengzhou First People's Hospital, Zhengzhou Center for Disease Control and Prevention and Zhengzhou Hospital of Traditional Chinese Medicine to answer questions about COVID-19 epidemic prevention and control.
how to use drugs after COVID-19 infection? Experts said that Covid-19's infection is a self-limited disease, so we should not be too alarmed. According to the condition and symptoms after infection, under the guidance of a specialist, we can choose oral Chinese patent medicine Huoxiang Zhengqi Capsule (oral liquid), Lianhua Qingwen Granule (capsule), Jinhua Qinggan Granule and Shufeng Jiedu Capsule (granule) for treatment. At the same time, ensuring adequate sleep, drinking plenty of boiled water, keeping a good mood and eating regularly will help the rapid recovery of the disease.
Third, according to Kangxinuo Guanwei, thirteen cities in Jiangsu Province have also launched the deployment of COVID-19 vaccine for inhalation after Shanghai started the vaccination of COVID-19 vaccine for inhalation. Among them, Wuxi, Huai 'an and Yangzhou took the lead in opening the appointment and inoculation of recombinant novel coronavirus vaccine (adenovirus type 5 vector) for Kangxinuo biological inhalation, which can provide vaccination services for the general public without injection.
COVID-19 vaccine for inhalation can make the atomized vaccine reach the lungs through the respiratory tract by oral inhalation, which can stimulate the mucosal immunity of the respiratory tract while producing humoral immunity and cellular immunity. The mucosal immunity of the respiratory tract may be a more effective method to prevent infection and block transmission, which is also a significant advantage compared with intramuscular injection vaccine.
According to the clinical trial results, the level of neutralizing antibody against COVID-19 vaccine for inhalation was 14 times higher than that of homologous strengthening of inactivated vaccine, and it could provide protection for at least 6 months. And the elderly can be vaccinated.
RMB has soared by 9 points
The above three heavy news are undoubtedly good for RMB assets, because the core variable of the market is the epidemic situation, and the above news is conducive to eliminating people's panic about Covid-19 and optimizing the prevention and control of the epidemic situation.
Stimulated by these news, after A shares and Hong Kong stocks surpassed Big bounce, the increase of offshore RMB is also expanding. On Tuesday, the highest value of USD against RMB reached 7.3541, but the lowest value dropped to 7.26, and the maximum value of RMB rose by more than 9 points that day.
China Stock Exchange listed in the US also performed very strongly before the market. After the U.S. stock market opened, the popular Chinese stocks rose again, and the NASDAQ Golden Dragon China Index once rose over 8%. As of around 1: pm Beijing time, the constituent stocks of Huadi International led the way with a rise of more than 21.4%, IWC rose by more than 17%, iQiyi rose by about 16%, Jinshan Cloud, Huazhu, Qiujing.com, Dada, Zaiding Medicine, bilibili, LI, Ctrip and Sound Network rose by at least 1%, Weilai Automobile, Netease and JD.COM rose by more than 7%, and Alibaba rose by more than 6%.
According to WeChat official account's "smart investor", Yang Dong, the former general manager of Xingquan Fund and the founder of Ningquan Assets, said: "I think it's a critical time to grasp the cycle. The stock market is quite good. As long as you have patience, it will provide you with good opportunities every few years." "The opportunity of such a big fluctuation is only once in quite a while, so you can cherish it."
why does Yang Dong's remarks need to be taken seriously? Because in 27, when the market rose to 6, points, he reminded the holders in a letter that the stock market may be greatly adjusted. Before 5, points in 215, the company's funds reminded in the quarterly report that "the bubble may burst again soon", "The damage of the stock price collapse this time may even exceed that in 28" and "the stock market may usher in violent winds and waves". It can be said that he is a typical bull market whistleblower and has a conscientious asset manager.
Five ministries and commissions issued super favorable results
It is worth mentioning that from the perspective of market structure, besides the expectation of epidemic prevention and control optimization, there are new hot spots.
The Ministry of Industry and Information Technology, the Ministry of Education, the Ministry of Culture and Tourism, the State Administration of Radio and Television and the State Sports General Administration jointly issued the Action Plan for the Integration of Virtual Reality and Industrial Applications (222-226) on Tuesday, pointing out that by 226, the overall scale of China's virtual reality industry (including related hardware, software and applications) will exceed 35 billion yuan, and the sales of virtual reality terminals will exceed 25 million yuan. AR is smaller), cultivate 1 key enterprises with strong innovation ability and industry influence, build 1 gathering areas with regional influence and lead the ecological development of virtual reality, and build 1 industrial public service platforms.
according to IDC data, the domestic shipments of VR terminals 22H1 are about 558, units. Since the third quarter of 22, domestic manufacturers such as Pico and Skyworth have successively released new models, which is expected to further increase the annual shipments. In 222, domestic VR shipments are expected to reach more than 1.5 million units. Based on the above shipments and the 226 target in the Plan, China's VR terminal shipments CAGR will reach 12% in the next four years.
Caitong Securities said that it is optimistic about the rapid growth of the demand for XR hardware at the B/G end. The long-term sales target of 25 million units will be released nearly 1 times of the current market space in five years, and the long-term logic will be fully opened, and domestic XR industrial chain companies will fully benefit.
Shen Wanhongyuan said that there has been a positive breakthrough in the industry from hardware to application this year. On the hardware side, Pancake optical scheme reduces the weight of VR head display, and full-color VST function makes VR products transition to MR products. PICO, Skyworth Digital (81) and other new VR products have been launched. Nreal, Thunderbird, etc. launched new AR products. On the content side, live video content such as VR concerts and sports events, and content such as fitness and hardcore games continue to be rich.
on the whole, the bullish pattern of the A-share market has become more and more obvious, and the amount of energy released when it rises is also increasing. From this point of view, the market has a feeling of getting better and better. With the continuous decline in the yield of the 1-year US Treasury bonds, there may be more and more market opportunities in the future.