Yesterday's investment log made everyone pay attention to oversold low-priced stocks. Today, 77 stocks are daily limit, 63 is just a low-priced oversold stock, comparable to a bull market. On the other hand, the sub-new shares continued to fall sharply, the sector fell nearly 3%, Hanjia Design, Caixin shares, Tianyong Intelligent and other stocks fell.
The low price and oversold are mainly led by Steyr, and the logic will not go into details.
The plunge of the new shares was related to the IPO acceleration forecast. According to media reports, since July, especially since July 10, the IPO audit has obviously accelerated. Five IPO audits per week for three consecutive weeks have broken the previous week 2-3 The IPO review practice of the home, while the rate of attendance has increased. Tomorrow is Friday, you should be able to know if it will speed up. If not, next Monday, the new is expected to have a small rebound, then you need to pay attention.
There are two leading stocks tonight, including the 8-connected Steyr and the 6-story Chengdu Luqiao. This has a certain negative impact on the market, indicating that the hot money to play the board stocks too much, or not. Tomorrow, if the low-priced stocks and infrastructure stocks have card slots, then these two sectors still have to play. If there are no card stocks, you need to stop the two sectors in time.
There are two news items worth noting today:
1. At noon today, it has not announced whether to approve Qualcomm's acquisition of NXP Semiconductors. The largest acquisition in chip history has been blown, and Qualcomm needs to pay US$2 billion.
Second, the EU and the United States trade statement: We agree to work together to protect the United States and the European Union companies from unfair global trade practices, including intellectual property plagiarism, compulsory technology transfer, industrial subsidies......
Looking at these two news, it is not very optimistic.
Today's broader market is down and the two news are related.
However, after the de-leverage became a stable lever and the mother-in-law started the printing press, the logic of the rebound was not destroyed. Adjustment is still an opportunity.
Tomorrow, the market may go this way. Under the influence of the two demon stocks being stopped, the two cities are lower, but the intraday financial stocks counterattack (brokers, banks, insurance) lead the index upwards, and the financial stocks in the afternoon have fallen back. (chip, software) rushed.
In short, the market outlook continues to be optimistic, not 3,000 before the point.
The stock market is risky, and investment needs to be based on independent thinking. The above is a personal investment log, not a stock recommendation. The idea is for reference only, no sales advice, and self-sufficiency!