Situation Analysis
The last trading day before the holiday, technology suddenly launched the offensive horn. The end of the market ebb phase, began to enter the mood warming, upward expansion phase, technology flag up, the market a call. After the holiday there will certainly be a wave of strong rebound market!
The GEM and the motherboard released a breakthrough platform new high position, very strong. The market's money-making effect is fully activated under the leadership of technology stocks. The first time I've seen this, I've seen it in a few years. But now people are confused, the most should bottom which plate?
As the index continues to rise, the direction of the main attack of the funds is still concentrated in the direction of science and technology stocks, especially by the policy support of the 5G plate, is expected to become the market's strongest wind mouth.
Why? 5G plate is worth the layout of the following three reasons:
First of all, because of the impact of the epidemic, the plate was seriously misplaced, and the overall share price is at the bottom of the market, and the plate of the overall market capitalization is relatively small, with a higher multiplier effect and leverage attributes, easy to break out of the The first thing you need to do is to get your hands on a pair of shoes or boots.
Secondly, we need to seize the opportunity given by the digitalization of industry, digital industrialization, accelerate the construction of 5G networks, data centers and other new infrastructure, vigorously promote scientific and technological innovation, and strive to strengthen the new points of growth, the formation of the development of new kinetic energy.
Finally, the capital expenditure budget for 2020 is 179.8 billion yuan, an increase of 8.4% from 165.9 billion yuan in 2019. Of this, 5G-related investments are planned to be about $100 billion, accounting for 55.6% of the total, an increase of 316.7% over 2019.
With policy support and accelerated investment, as a technology board under the segment that has not yet risen greatly, in the current situation, potential leading position is very solid!
Trend Analysis
The market in April has ended, looking at the whole month of April, the A-share trend is still more in line with expectations. From the performance of the Shanghai index, the index finally stood above 2850 points in April, which opened up the upside space in May.
From the trend of the last week of April, it is more certain that the market will be fast and strong after the holiday, the Shanghai index weekly rose 1.84%; SZCI rose 2.86%; Genomics index rose 3.28%; from this week's rise, the market has signs of strength.
From the April trend, the index is still oscillating higher in the market, on April 28, the main use of the GEM registration system and pre-holiday effects on the market for a strong washout, resulting in panic panics fleeing; April 30 is the brokerage firms linked to technology stocks out of the forcing the market, the index took advantage of the northbound funds channel closure and pre-holiday the last trading day under the influence of the success of the station above the 2,850 points, the forcing market is very obvious. Forcing the market is very obvious. It can be seen that the market will continue to rise after the holiday.
GEM in the GEM 50 index, will start to fill the gap action; from the peak of the chips, the bottom position red do more chips is very strong, above the blue set of chips is very scarce, in favor of the main force on the attack.
Operation, from the end of April market trend analysis, the main force has been a positive signal to pass out, even if the index opened sharply lower on Wednesday, will soon be recovered, if the low opening will be below a gap to fill that will be more conducive to the index upward. So Wednesday, if the index is significantly lower is a great opportunity to enter the field, especially the investors, is a rare opportunity to get on the car
The index of the last day of the pre-holiday sun line rose, there are signs of upward change breakthrough, but unfortunately, after the close of the A50 plummeted 5%, while a number of scientific and technological shares short, the periphery of the general decline. The first day after the festival opened sharply lower no suspense, but 2800 points have support, downside space is limited, I hope to appear low open up strong trend.
On the disk, technology stocks rebound, by the negative impact, after the festival to be under pressure, first observe, do not rush to catch up. Pure performance growth is a rotational performance, continuity and participation is not strong, unless the layout of the middle line. Tesla's big fall during the holidays, the new energy car is estimated to be under pressure, the new is worth paying attention to, the subject matter is easy to suck people funds in the gap period.
Panel Review
Great Technology (Chip, 5G)
Dragon Leader: Rongda Sensory 3 days 2 boards associated with: large funds, photoresist, printed circuit boards
Dragon 2: Shiyun Circuits 2 consecutive boards associated with: printed circuit boards, Tesla, depreciation Benefit
Dragon three: Lanco technology first board associated with: digital currency, intellectual property rights, mergers and acquisitions restructuring
Last Thursday, the most eye-catching plate, the big technology into the main direction of the market, the plate chip of the largest gains, most of the market voice is expected to science and technology enterprises will be a very dismal quarterly report, but with the head of the part of the enterprises have released a quarterly report does not decline, directly blinded the market, the eyes, the market will not be able to see, and the market will not be able to see. Ignite funds to do more confidence. And, after the epidemic era to restore the economy, then the late enterprise quarterly report is relatively better than the quarterly report a lot, reducing the funds to do more worries.
Tesla
The dragon head: Jingwei shares 5 days 4 boards associated with: earnings growth, lithium batteries, automotive parts
Dragon two: double fly shares 2 consecutive boards associated with: the new shares
Dragon three: silver wheel shares the first board associated with: quantum communication, high-speed rail, Yangtze River Delta
Sub-new stocks
Dragon head: Harvest Intelligence 5 days 4 boards associated with: smart speakers, wireless headset, Huawei concept
Dragon 2: Xiangjia shares 3 consecutive boards associated with: feed
Dragon 3: Huashengchang 2 consecutive boards associated with: performance growth, virus prevention and control
The market in the absence of the subject matter of the case of the funds to start the sub-new as a switching point from the boards
The market in the lack of subject matter funds to launch the sub-new as a switching point. The number of stops to see, the strength is quite good. The last trading day before the festival, the front row of markers are top divergence, basically give the opportunity to return to the seal, then come back after the festival may go a wave of acceleration, is the success of the acceleration or become a big face, but also need to observe the performance of the front row of markers, after all, the sub-new tradition belongs to the high-risk plate, if the pinpointing is not good, or to participate in the prudent.
A-share technology industry hard core leading collated list is as follows: (recommended collection)
1: the world's first
Hikvision: 7 years in a row in the global market for video surveillance equipment No. 1
Lixin Precision : AirPods global assembly supplier No. 1
BOE: LCD screen global No. 1
Hui Ding Technology: Global No.1 in fingerprint chip shipments
Wintech: The world's largest cell phone ODM company
Changchun Hi-Tech: Global No.1 in long-acting growth hormone
Gore: Global No.1 in miniature microphone, gamepad business, and mid-range/high-end virtual reality business
EVERLINK: Global No.1 in SIP shipments
Xinwanda: Global No.1 in Smartphone Battery
Yifan Pharmaceutical: Global No.1 in Calcium Pantothenate
2: Domestic No.1
Hengrui Pharmaceutical: Domestic No.1 in Comprehensive Strength of Pharmaceutical Research and Development
Myriad Healthcare: Domestic No.1 in Medical Devices
ZTE: Domestic No.1 in Telecommunication Power Supply Market
San Sixty: No. 1 in domestic antivirus software
Jiffy Bio: No. 1 in domestic sales of Class II vaccines
UFIDA: No. 1 in domestic public cloud SaaS
SANAN Optoelectronics: No. 1 in domestic LED chips
Kodak Xunfei: No. 1 in domestic intelligent voice
Shenzhen Xunxun: 11 consecutive years of success in the field of Virtual Private Network (VPN). Private Network: No.1 in China for 11 consecutive years in the field of Virtual Private Network (VPN); No.1 in China in the field of UTM for the next-generation firewall
Northern China: No.1 in China in the category of IC equipments, which covers almost all the IC manufacturing equipments except photolithography
YWL Lithium: No.1 in China in the field of Lithium Thionyl Chloride Batteries
SZEC: No.1 in China in the field of PCBs
Kodak Xunfei: No.1 in China in intelligent voice No.1 in China for PCB
View Source: No.1 in China for interactive intelligent flat panel
Hualan Bio: the blood product manufacturer with the largest variety of products and the most complete specifications in China
Guanglianda: No.1 in China for building informationization
Ophthalmos: No.1 in China for optical devices
Pu Tailai Lai: No.1 in China for man-made graphite anode materials
Baoxin Software: the first brand of informatization and automation of steel manufacturing in China
Da Nu Laser: the largest laser equipment enterprise in China
Xinwei Communication: the first cell phone antenna in China
Dawning of China Science and Technology Corporation (Dawning): No. 1 in China in terms of share of supercomputer Top100
Shiji Information: the first in the country in terms of information management system of hotels
< p> Hudian: No.1 in Multilayer Printed Circuit Boards in ChinaQixing: No.1 in Fortress Machines in China
SZTEMA: No.1 in Vehicle Screen Shipments in China
4D Tuxin: No.1 in Vehicle Front-loading Navigation in China
HUAYU SOFTWARE: No.1 in Courts, Procuratorates' Informationization in China for 11 Consecutive Years
GNU YUNTUNE: No.1 in banking equipment in China for 11 consecutive years
Nethub Technology: No.1 in CDN business in China
Lightspeed Technology: No.1 in optical communication devices in China
Newland: No.1 in POS in China
Hainengda: No.1 in dedicated network communication terminals in China
3 List of Technology Segment Leaders
BOE A. The domestic display panel leader
BOE A. The domestic display panel leader: The leading display panel manufacturer in China
UWG: The leading gene sequencing manufacturer in China
Hikvision: The largest supplier of security video surveillance products in China
SANO: The leading LED manufacturer in the world
Daqi Laser: The largest manufacturer of laser processing equipment in Asia
4D Graphics: The leading manufacturer of navigation maps in China
Wave Information Systems (WIS): The leading provider of information technology products and services in China.
Wave Information: Domestic server leader
Hopewell Strong: Beidou segment leader
KU Xunfei: artificial intelligence leader
Technical Watch:
1. The location began to encounter resistance, to put it bluntly is the morning index has arrived in this area, and then tossed the afternoon did not pass, which shows that the tangent line posed by the resistance level is effective.
Then the question comes whether the post-holiday period will break through the past?
Let's look at the 60-minute level chart again:
The Shanghai index rose from 2648 points to open each round of rise is a three-wave flow structure.
After two consecutive runs, the third is the third run from 2757 points, and this round of indexes will probably start the first post-holiday trading day will start the high fall trend, the hour time point in the morning before 11:30 a.m. the probability of rebound highs, and then will start a micro-wave back to step on the position of the back to step on the first look at the 2823 points, the window of time above the May 8 around.
Meaning that the Shanghai index after the festival back to May 8 will give us a chance to add positions (tentative), because the time window above April 30 has reached the limit of the time point, the first trading day after the festival inertia, then will be launched back to the adjustment.
If the second May 8 out of the reverse order time high, then the probability of April 30th trend will break through the tangent pressure level, rather than the afternoon hanging there half a day did not break through.
Is the meaning clear enough?
Next, we will look at the index:
The index above the same day blocked at 2076, the whole afternoon did not make a breakthrough.
Then prove that the 2076 points of regional pressure is effective, then the first trading day after the festival GEM index probability will also start back to step adjustment, and the adjustment cycle is tentatively set for two trading days, and this adjustment is also for the final top of the market to do the preparation.
News
1, the policy to care for the development of the industry, subsidies slowed down.
The implementation period of the new energy vehicle subsidy policy was extended to the end of 2022, and the subsidy standards for 2020-2022 were sloped back 10%, 20%, and 30% respectively on the basis of the previous year.
Among them, in 2020, new energy passenger cars and trucks will have a regression of about 10-15%, and passenger cars will remain basically unchanged. At the same time, the subsidy threshold for pure electric passenger cars from 250 km to 300 km.
The slowdown in subsidies will further protect the benign development of the industry and ensure that the industry will not be subject to the risk of large fluctuations.
2, Tesla took the initiative to reduce prices
It is reported that this adjustment is to meet the latest requirements of the new energy vehicle subsidies. For Tesla's initiative to reduce prices, netizens have said "immediately go to the order".
This price adjustment on May 1 is Tesla's initiative to reduce prices, so that the domestic Model 3 standard range upgraded version meets the latest requirements of the new energy vehicle subsidies, catering to the "pre-subsidy less than 300,000 yuan" requirement.
3, Tesla Q1 sales history best
In the first quarter, Tesla's production and sales were completed 102,600 units and 88,400 units, an increase of 33%, 40.3%.
Early in the quarter, they started building the Model Y. Model Y production for the entire quarter exceeded the total production of the first two quarters of Model 3 volume production in 2017, and also exceeded the production of the Model 3 at the Shanghai factory in the first quarter.
4. Accelerating the electrification of public **** transportation and specific sectors has great potential.
At present, the proportion of public **** transportation and specific areas of electrification is less than 7%, to accelerate the electrification of public **** transportation and other areas of the car, urban bus, road passenger transport, rental (including network car), sanitation, urban logistics and distribution, postal courier, the field of vehicles in line with the requirements of the space is vast.
5, set an annual subsidy of 2 million units cap, 300,000 yuan price limit, to encourage the "power exchange" mode.
The price limit of 300,000 yuan is expected to increase the willingness of car companies to reduce prices, thereby stimulating consumption, while the set of 2 million units of the ceiling or in the future to drive the industry to rush to install the same is to promote the industry to accelerate the transition to market-oriented initiatives.
6, March new energy vehicle sales, power battery installed capacity improved significantly; European electric vehicle sales growth against the trend.
The subsidy is delayed for two years, the industry inflection point has appeared, the domestic Tesla continued to accelerate, the joint venture car new models intensive launch.
Annual sales are expected to be 1.4 million units +, up 15% year-on-year.
In March, the installed power was 2.76gwh, down 46% year-on-year, and up 363% year-on-year. 2020 January-March cumulative installed power was 5.68gwh, a cumulative year-on-year decrease of 54%; Tesla drove the release of foreign batteries.
Semiconductors and components sector strengthened, leading 6.31%, which 21 were undervalued concept stock exposure! Suggested collection
The above 21 undervalued concept stocks are: ultrasonic electronics, Dongshan Precision, Hudian shares, Jinan Guoji, Chonda technology, Shenghong technology, bright sun circuit, raw benefit technology, Jingwang electronics, YiDun electronics, ShiYun circuit, ZiGuang state micro, in the Ying electronic, Taiji industry, synthesis of the shares, FengHuaGaoKe, ZhenHua science and technology, ShunLuo electronic, Fuking science and technology, Jianghai shares, three ring group
What is the semiconductor and components plate?
The use of semiconductor materials made of devices in general. Such as semiconductor diodes, semiconductor rectifiers, transistors, photoresistors, thermistors, semiconductor photovoltaic batteries, semiconductor temperature difference generator, semiconductor refrigeration, semiconductor lasers, semiconductor microwave power source and semiconductor integrated circuits, etc.
Thank you for reading, I hope to help you.
The day before the vacation closed all three major indexes closed up, before the May Day holiday, the market closed perfectly. But too many unsettling factors during the holiday, Lao Guo hopes that we do not blindly enter the field after the holiday, because it is not good to grasp the specific points, want to follow, the exchange area unified
Specific position:
Next week's strategy:
Looking ahead to the aftermath of the market, the current market, belonging to the Tuesday large level low 2758 points support after a strong counter-cycling, is only a small level of counter-pressure of the highs need to be Digesting, if there is no special negative news during the holiday period, the probability that the market will continue to break through after digestion after the holiday is very high! By the time this week, the beginning of the week low short cut meat away from the retail investors, will again chase up into the field to take over the retail investors are so losing money if there is a huge negative news, then it will only affect the opening of the first day of the morning of the trend, the stockholders try to relax, the market will only be more and more opportunities to make money
.