不怕回调！ 外资在半天之内大胆追高并买入127亿！ 代理商：经纪行业将不存在！ _东方财富网

原标题：不怕回调！ 外资大胆追涨，半小时内冲销70亿，半天之内买入127亿！ 代理商：经纪行业将不存在！

概要

[Notafraidofcallbacks!Foreigncapitalboldlychasedhighandbought127billioninhalfaday!Agency:Thebrokeragesectorwillnotbeabsent!AfterseveraldaysofrisingthemajorstockindexesofA-sharesinertiallysurgedhigherinearlytradingtodayAfterreachingnewhighstheyfellcollectivelyandadjustedslightlyHoweverthetradingvolumecontinuestoremainatarelativelyhighlevelindicatingthatthemarketisstillhotHoweveraftercontinuingtohitnewhighsanumberofleadingstockshaverisenandfallen(Ecompanyofficialmicro)

After several days of rising, the major A-share stock indexes inertially rushed higher in early trading today. After reaching a new high, they fell collectively and adjusted slightly. However, the trading volume continues to remain at a relatively high level, indicating that the market is still hot. However, after continuing to hit new highs, a number of leading stocks have risen and fallen.

On the board, the previous strong winemaking sector has differentiated,Gu Yue Long MountainDaily limit,Old white dry wine、Jinfeng WineryWait for a substantial increase, andGujing Gongjiu、This worldAnd so on, the leaderKweichow MoutaiThe intraday rushed to 2150.88 yuan, a record high, and the market value once exceeded 2.7 trillion yuan.In addition, online games, digitalcurrency, Information security, cloud computing and other sectors have the largest gains, tourism, waterproduct, Aviation, seed industry and other sectors were among the top decliners.

todayNorthward capitalSubstantiallyNet inflow, It bought 7 billion yuan in just half an hour after the opening, and a net inflow of 12.689 billion yuan in half a trading day, of whichShanghai Stock ConnectThe net inflow was 5.758 billion yuan,Shenzhen Stock ConnectThe net inflow was 6.931 billion yuan.

　　Digital currency is popular all over the world

Bitcoin continued its frenzied trend last night, breaking through the $40,000 mark in one fell swoop, hitting a record high once again. At the same time, the intraday amplitude was as high as $6,000. It has risen by more than $10,000 in the past seven trading days. Blockchain concept stocks in the U.S. stocks also rose collectively overnight.ThunderAt one time, it soared by more than 72%. As of the close, there was a slight retracement, but it still soared by 48.07%; China grid line also soared by nearly 54% at the highest, and it still rose by 34.17% at the close; Yibang Communication rose by more than 26%.Ninth cityRose more than 14%.

Hong Kong stocks related concept stocks also soared collectively today.Xiong’an TechnologyOpened higher and moved higher. The intraday soared 40.98%. However, yesterdayXiong’an TechnologyIt has risen by 69.44%, the stock price has doubled on the 2nd, and the highest cumulative increase of 291% in 5 trading days this year.Ouke Cloud ChainAlso opened 10.71% higher,BC Technology Group、Weixin Jinke、PAX Global、China PayAnd so on have also strengthened.

The A-share digital currency sector also strengthened sharply in early trading today, and the sector index once rose by more than 3%.Eastcom Peace、Zhengtong Electronics、Royal BankWait for the daily limit,Kunlun Wanwei、Digital authenticationEtc. The increase has exceeded 10%,Zhongzhuang Construction、Radio Express、Gold Finance InternetAnd so on have also strengthened.

It is worth noting that on December 16th last year, Bitcoin just exceeded $20,000, which is less than one month.priceHas doubled. Although the current Bitcoin market is showing a strong upward trend, there are still many industry insiders who reminded that Bitcoin has a large bubble, strong volatility, high risk, blind entry or even increased leverage or the danger of liquidation. At present, Bitcoin transactions are still drifting in a gray area. With the development and launch of legal digital currencies in various countries in the future, the control or pressure on virtual currencies will increase, and the investment space of Bitcoin will be greatly compressed.

Senior at Huobi Research InstituteAnalystDaisy said that the price of Bitcoin has continued to rise recently due to three main reasons: First, the halving of the market. The continuous decrease in supply has made Bitcoin more scarce and caused the price to rise; second, the further deterioration of overseas epidemics has exacerbated expectations of global economic recession. Global easing and the weakening of the US dollar have made global inflation unstoppable. Third, various institutions continue to enter the market. Bitcoin has become an integral part of institutional macro asset allocation. Global financial payment giants have also deployed cryptocurrencies and provided related services. If the market peaks in the future, the power of institutions will be much greater than that of retail investors, so there may be greater volatility. Investors should pay attention to risk control.

　　The annual report market quietly unfolded

As the new year arrives, the annual report disclosure work is about to begin, and with the advent of the annual report season, the annual report market for A shares is quietly unfolding.Last night, 4 companies announced their annual report growthannouncement,exceptWuliangyeDue to the excessive gains in the previous period, the other three stocks had high volume daily limits except for the daily limit.

　　Jinke CultureAnnouncement last night, expected 2020Net profit700 million-800 million yuan, the same period last yearLoss2.78 billion yuan, a year-on-year turnaround.Jinke CultureSaid that the company will continue to implement the development strategy of all-in-one IP ecological operators centered on the “Talking Tom Cat Family” IP, promote online mobile applications, animation, film and television and other businesses, and deploy IP derivatives and licensing businesses offline, as well as theme parks. And other chain formats, to create a full habitat IP ecological operator. Around the “Talking Tom Cat Family” IP, the company’s online and offline business operations are developing well.Jinke CultureAfter opening sharply in the morning, the daily limit was quickly blocked. As of the noon closing, the turnover was 520 million yuan, and there were still nearly 460,000 orders on the daily limit waiting to be traded.

　　Yuxing sharesNet profit in 2020 is expected to be 151 million-170 million yuan, an increase of 60%-80% year-on-year.Yuxing sharesSaid that the company’s two new production lines were completed and put into production in the third quarter, and the production and sales of polyester film increased.Operating incomeCompared with the same period of last year; benefiting from the company’s characteristic film and new product production and sales growth, the demand for polyester film in theinterest rateThere is a big improvement.Yuxing sharesToday’s one-word daily limit, half-day turnover exceeds yesterday’s full-day turnover, as of the close, there are still 49,559 hand seals waiting.

　　Jieshun TechnologyIt is estimated that the net profit for 2020 is 142 million yuan to 185 million yuan, although only a small increase of 0% to 30% year-on-year, butJieshun TechnologyStill driving high and going high with a strong daily limit.Jieshun TechnologySaid that after experiencing the greater impact of the epidemic on the company’s business at the beginning of the year, the company’s business has gradually returned to normal and achieved rapid growth in orders. In particular, new business orders including cloud hosting, urban parking, and quick parking have been reversed. Times more than the growth. In the whole year, the company’s overall newly signed growth rate was about 34%, and the implementation and delivery of newly signed orders brought about the company’s profit growth.

　　Agency: Spring Restless Market BrokerageThe plate will not be absent

　　Haitong SecuritiesIt is believed that entering 2021, the stock index has been heavy for 6 consecutive years and broke through the 6-month platform, and the number of falling stocks has increased daily, and the brokerage sector, which is the flag bearer of the bull market, has never made major moves. On the contrary, it has been repeatedly seen as a market declineMain force, Worthy of vigilance.Now that the stock index has broken through the box, it is very important to step back on the box support. The high of 3,587.03 in 2018 is right in front of us. There is every reason.borrowThe machine stepped back on the cabinet support to further oscillate and wash, but this may aggravate the accelerated decline of some small tickets and the rapid correction of high-position stocks. If you can avoid it, try to avoid it.And the newly releasedfundPerhaps we can take this opportunity to quickly lay out and build positions. The long-term trend is still optimistic. The trillion-dollar market capitalization leader may become normalized.ETFA public offering fund with excellent fund managers is a better choice.

　　Everbright SecuritiesSaid, looking back,enterpriseThe trend of strong earnings is still relatively certain, and it will become the main driving force for the market’s upward trend, and the market is expected to continue to fluctuate upward. However, due to policy tightening, high market valuations,industryInfluenced by factors such as capital reduction, there is a certain resistance to the market upward. In addition, as the year-end assessment of public funds tends to come to an end, the demand for profit-taking in the capital group liquor and new energy sectors has increased. It is inevitable that there will be intensified shocks in the later period. Investors can pay attention to structural opportunities. In terms of configuration, it is recommended to grasp the following three main lines of investment: @Recovery is expected to continue to boost risk appetite and benefit more pro-cyclically. It is recommended to pay attention to industrial metals, petroleum and petrochemicals; ②Domestic consumption continues to pick up, optimistic about the cars driven by its own electrification cycle, and benefits Home appliances and home furnishings driven by overseas exports; ③The increased volatility of new energy vehicles and photovoltaic profits will bring about allocation opportunities. At the same time, combined with the spring turbulence characteristics, it can increase attention to the military sector.

　　Guosen SecuritiesIt is pointed out that in the spring turbulent market, upstream cyclical sectors such as building materials, non-ferrous metals, and chemical industries, as well as consumer sectors such as automobiles, textiles and clothing, and commerce, are among the most likely to rise. Judging from the excess returns of various industries relative to the Shanghai Stock Exchange from 2000 to 2020, the industries with the greatest probability of obtaining excess returns include the mid-upstream cyclical industries such as building materials, nonferrous metals, and chemicals, as well as consumer sectors such as automobiles, textiles, and commerce. The probability of excess returns exceeds 80%. Therefore, it is relatively easy to grasp not only the total amount but also the structure of the spring restless market.

　　Guotai JunanSaid,The Shanghai Composite IndexHeavy volume breaks through the upper edge of the shock, military industry and new energy have become the two main risers, and the spring market restlessness starts, and the brokerage sector will not be absent. In the spring turmoil of the past 10 years, brokerage stocks outperformed the Windquan A Index 7 times with excess returns (70% winning rate), with an average excess return rate of 4.46%. Both the winning rate and the excess return rate in the industry index were both high. After nearly half a year of consolidation, the sector’s valuation and price-performance ratio have revealed that incremental funds are still in transit, market trading and money-making effects have been amplified, and financing buy-to-buy ratios have increased. Multi-factor resonance is expected to form positive feedback and further amplify the excess returns of securities firms.

(Source: e company official micro)

(Editor in charge: DF358)