Resumption on February 25: Technology stocks have not completed the main funds to attack 8 shares


Resumption on February 25: Technology stocks have not completed the main funds to attack 8 shares

What kind of concepts should be followed by policy-friendly technology stocks?

Come to Sina University of Finance and listen to the news of the annual column “Trade Day Financial Morning Post” Sina Finance News on February 25. Affected by the overseas stock market crash, the three major stock indexes opened lower.

Subsequently, the Shanghai stock market index fluctuated and stood back above 3,000 points again. After several twists and turns, the stock index turned red again and strengthened again.

On the disk, the rise of wheel rotation speeded up, the masks, antiviral drugs sector bucked the trend, the related concepts of smart cars rose, and the agricultural sector rebounded slightly.

The market closed early in the morning, and the market situation suddenly changed. The three major stock indexes weakened rapidly. The CPI once fell by more than 4%. The Shanghai and Shenzhen stock indexes also expanded.

After the short-term bottom, the three major stock indexes rebounded rapidly, and the Shanghai and Shenzhen stock exchanges traded more than 900 billion yuan in half a day.

On the disk, in the early session, the strength of the strong sector was fully narrowed. Masks and anti-virus concept stocks were stubborn. The gold sector rose slightly.

In the afternoon, the index continued to strengthen, and the index index staged a deep V reversal and turned red, falling more than 4% in the early morning.

On the surface of the disk, the concept may continue to recover, and the car-related concepts are rising.

The panic in the early morning continued to be released, the bombing rate was reduced, and the market gradually stabilized.

At the end of the day, the decline in the Shanghai Index narrowed again, the Shenzhen Component Index rose and turned red, and the CPI once rose by more than 1.

2%, a new high of rebound.

Disk, 5G, semiconductor and other technologies can fully strengthen, and the market sentiment has risen again.

  The turnover of Shanghai and Shenzhen markets reached 1.

42 trillion, a new high since November 2015, and also maintained above 1 trillion for 5 consecutive days.

Shenzhen’s turnover exceeded 900 billion yuan, and GEM’s turnover exceeded 320 billion yuan.

  Specifically, at the end of the day, the Shanghai Composite Index was quoted at 3013.

05 points, down 0.

60%, the turnover was 513.1 billion (the turnover on the previous trading day was 451.6 billion); the Shenzhen Component Index reported 11856.

08 points, up 0.

71%, with a turnover of 902.2 billion yuan (7704 trillion in the previous trading day); the Pioneering Index reported 2287.

31 points, up 1.

03%, with a turnover of 320.3 billion yuan (the turnover of the previous trading day was 280.5 billion yuan).

  1. 145.5 billion funds competed for 20 shares: The main funds focused on 8 shares (list). Statistics show that the stock turnover of TOP20 exceeded 145.5 billion US dollars. According to the Sina Finance leve2 fund flow chart, 7 of these 20 stocksThe stock showed major capital inflows. Among them, the net inflow of Ganfeng’s lithium power exceeded 700 million, the net inflow of Ophelia’s main power exceeded 500 million, the net inflow of central shares exceeded US $ 400 million, and the net inflow of Ningde’s era exceeded 3US $ 100 million, Oriental Fortune, and Shanghai Power’s main inflows exceeded 100 million, NavInfo’s new main inflows exceeded 100 million, and Zhaoyi Innovation’s main inflows exceeded 100 million.

  Second, the daily limit resumption: the two cities turnover 1.

The 4 trillion technology breakthrough was once again strong. The Shanghai and Shenzhen daily limit was 147 (covering new shares and ST), the daily limit was 2 and the number of individual stocks rose by 1,158, the flat price was 44, and the number of individual stocks fell by 2,677.

  Today’s daily limit: Today’s daily limit stock analysis name rise current price limit analysis open times Shenhua Holdings 10.

22% 2.

05 Wind Power 0 Jiangnan High Fiber 10.

17% 3.

25 masks 0 Jingwei shares 10.

15% 3.

58 hydrogen fuel cell 18 oriental electric heating 10.

15% 2.

935G0 Zotye 10.

15% 2.

93 new energy vehicles 8 Lifan shares 10.

14% 3.26 hydrogen fuel cell 3 Jia Linjie 10.

13% 4.

13 new virus protection 5 Kang Sheng shares 10.

11% 2.

94 hydrogen fuel cells 0 Neptune bio 10.

09% 5.

89 masks 2 North Glass shares 10.

09% 6.

33 Tesla 1 JAC Car 10.

08% 5.

35 new energy vehicles 1 search in special 10.

08% 2.

73 new viral genes 3 HNA investment 10.

08% 2.

73 Hainan 5 Huawu shares 10.

08% 6.

88 Military Industry 2 Zhejiang Shibao 10.

08% 5.

57 auto parts 3 sea and land heavy industry 10.

07% 5.

9 gallium nitride 2 Vetron shares 10.

07% 7.

54 equity transfer 10 blue cursor 10.

07% 7.

98 net red economy 3 black peony 10.

07% 8.

31 OLED3 Chaohua Technology 10.

06% 7 copper clad sheet 3 Huasheng shares 10.

05% 6.

13 masks 10 trillion shares 10.

05% 6.

46Mini LED3 enlightenment information10.

05% 10.

84 connected cars 1 Runbang shares 10.

05% 6.

9 Medical waste treatment 0 Wanwei High-tech 10.

05% 4.

6 large airplanes 7 Harbin Pharmaceutical shares 10.

04% 5.

04 Medicine 1 Xinli Finance 10.04% 10.

08 Diversified Finance 6 Changshan Beiming 10.

04% 13.

04Huawei Concept 0Jinan Guoji 10.

04% 11.

07 copper clad laminate 1 Xinjiang Zhonghe 10.

04% 5.

59Graphene3 铜 峰 电子 10.

04% 5.

59 passive components 0 Chujiang new material 10.

04% 8.

99 Military Industry 4 East Crystal Electronics 10.

04% 12.

39 quartz crystal 5 Weiming medicine 10.

04% 9.

32 Medicine 0 Wuzhong Jiangsu 10.

03% 9.

65 medicine 4 and 10 win shares.

03% 16.

89 lithium batteries 0 Shuanglin shares 10.

03% 6.

8 —- Lightning Lightning Protection 10.

03% 13.

82 —- Blonde Technology 10.

03% 10.

53 —- Lingyun shares 10.

03% 11.

74 —- Huayang Group 10.

03武汉夜网论坛% 16.

68 automotive electronics 0 red phase shares 10.

02% 22.

5 —- Boteng shares 10.

02% 23.

93 medicine 4 Shengtong shares 10.

02% 5.

16 online education 0 new building shares 10.

02% 5.

27 Rail Transit 0 Huatian Technology 10.

02% 17.

13 chips 1 Luchang Technology 10.02% 28.

77 car network 4 Ortega 10.

02% 6.

15 Tesla 0 Yujing shares 10.

02% 31.

41 rare earth permanent magnets 0 silver round shares 10.

02% 12.

63 Tesla 5 Soviet Daweig 10.

02% 33.

28 virtual reality 4 Shanghai Xiba 10.

02% 35.

04 Sewage treatment 0 Net reach software 10.

02% 35.

37 UHD videos 0 Invic 10.

01% 48.

35 charging piles 2 Zhongguang Tiancho 10.

01% 31.

87 net red economy 15 data port 10.

01% 55.

83 big data 5 Yangpu Medical 10.

01% 11.

65 masks 3 Zhongmu shares 10.

01% 12.

97 animal vaccines 0 little bear appliances 10.

01% 75.

09 new shares 3 Hite Hi-tech 10.

01% 21 GaN 6 Zhenan Technology 10.

01% 88.

07 Earthquake 2 Electrical Connected Technology 10.

00% 51.

68 Huawei Concepts 3 Daun Shares 10.

00% 27.

05 results pre-increased 0 carbon yuan technology 10.

00% 30.

13 mobile phone industry chain 1 wins electronics 10.

00% 31.

23 Tesla 3 China Stone Technology 10.

00% 39.

04 Mobile phone industry chain 1 Zhende Medical 10.

00% 42.34 masks 5 Ruixin micro 10.

00% 43.

77 new shares 0 Ogilvy Medical 10.

00% 46.

63 masks 0 Ganfeng lithium industry 10.

00% 60.

49 lithium batteries 0 Yanjiang shares 10.

00% 25.

63 masks 1 should pass through the century 10.

00% 6.

275G0 Wynn shares 10.

00% 7.

37 GEM restructuring loosened 2 Huaping shares 10.

00% 6.

49 remote office 0 Yu Diamond 10.

00% 3.

74 diamonds 1 Huali Chuangtong 10.

00% 14.

74 satellite navigation 0 Louxiao Technology 10.

00% 7.

48 PV + SiC 0 Hudian shares 10.

00% 30.

85G2 Ophelia Light 10.

00% 22.

22 mobile phone industry chain 0 Gaode infrared 10.

00% 51.

7 new virus protection 0 Asia Pacific shares 10.

00% 5.

94 Telematics 3 Dali Technology 10.

00% 23.

1 Infrared detection 8 Big Dipper 10.

00% 33 Beidou Satellite Navigation 4 Xinlong Holdings 10.

00% 10.

56 masks 5 CSG A10.

00% 6.

16 photovoltaic 3 national agricultural science and technology 10.

00% 41.

58 Huawei Concepts 0 Tony Electronics 10.

00% 36.

85 wireless headphones 0 Placo 10.00% 18.

48 animal vaccines 2 bicyclic pharmaceuticals 10.

00% 17.

71 medicine 2 days medicine shares 10.

00% 5.

28 Medicine 7 Yongding shares 10.

00% 5.

61 Quantum Communication 0 Wentai Technology 10.

00% 166.

33 chip 5 star semiconductor 10.

00% 76.

69 new shares 0 purple optical big 10.

00% 38.

07 Online Education 3 Meetings 10.

00% 75.

045G0 Tianfu Communication 10.

00% 52.

825G5 Sega Technology 10.

00% 465G2 Xiangxin Technology 9.

99% 43.

47 Tesla 0 Liaoning into Big 9.

99% 18.

93 plans to spin-off 5 South Wei shares 9.

99% 18.

05 masks 1 Shuangfei shares 9.

99% 42.

6 new shares 2 Sanxiang new materials 9.

99% 13.

98 rare earth permanent magnet 0 Xiangdian shares 9.

99% 11.

56 wind power 0 Yi’an Technology 9.

99% 18.

83 new material concept 3 Teda shares 9.

99% 8.

7 masks 2 wisdom Songde 9.

99% 8.

04 results pre-increased 0 Derun Electronics 9.

99% 15.

97 automotive electronics 4 Gao Lan shares 9.

99% 22.58 new energy vehicles 3 Dong Yi Ri Sheng 9.

99% 7.

49 smart home 1 Fenghua Hi-Tech 9.

98% 27.

1MLCC3 四环 生物 9.

98% 6.

28 Medicine 5 Road Communication Video Message 9.

98% 12.

45 IoT 0 Buddha Plastic Technology 9.

98% 6.

17 New Energy Vehicles 0 Xingsen Technology 9.

98% 17.

96 Huawei Concept 1 Powerful New Material 9.

98% 22.

48 chips 0 Central shares 9.

98% 22.

15 Photovoltaic Concepts 5 Li Sichen 9.

98% 21.

93 online education 2 good products shop 9.

98% 18.

85 new shares 0 new day Hengli 9.

98% 4.

52 new material concepts 5 Anjubao 9.

98% 8.

93 cloud community 0 Lianming shares 9.

97% 13.

01 Tesla 2 reached 9 when new.

97% 6.

84 robots 3 oriental zirconium industry 9.

97% 6.

84 new material concept 5 Lu Kang medicine 9.

97% 13.

68 Medicine 0 Silver Jubilee Technology 9.

97% 6.

62 Huawei Concepts 0 Chang Aluminum Shares 9.

97% 6.

62 Tesla 1 Tyre shares 9.

96% 5.

52 supercapacitors 0 Weidi shares 9.

96% 5.19 car networking 0 Juhua shares 9.

95% 9.

61 Fluorochemical 3 Tailong Pharmaceutical 9.

95% 6.

52 medicine 2 sunshine shares 9.

94% 5.

31 Real Estate 5th Century Dingli 9.

93% 6.

42 Online Education 3 Hangzhou Iron & Steel Co., Ltd. 9.

92% 5.

65 Ring Hangzhou Bay Greater Bay Area 0 Pacific 9.

92% 3.

99 brokers 3 Sichuan Changhong 9.

91% 3.

775G0 Zijiang Enterprise 9.

91% 4.

99 intends to spin off and list 0 Beijing Express 9.

91% 3.

55 photovoltaic 4 HNA innovation 9.

91% 2.

33 Hainan 3 Yellow River Whirlwind 9.

86% 3.

12 Industrial Internet 3 * ST ICT 5.

14% 3.

48ST plate 0ST Antong 5.

09% 4.

13ST plate 5 * ST riverization 5.

07% 6.

22ST plate 0 * ST Carey 5.

06% 5.

61ST plate 16 * ST Suoling 5.

01% 5.

66ST plate 0 * ST bus 4.

98% 4.

64 performance pre-increased by 1 * ST Xiagong 4.

96% 2.

33ST plate 13 * ST Xinhai 4.

85% 2.

38ST section 3, three, ten bloggers look at the market outlook: who directed the GEM’s shocking counterattack Du Kunwei: technology stock market is not complete According to this trend, technology stock market is not complete, the market outlook is mostly the differentiation between the sector and individual stocksStock selection is very important. Under the current situation, it may be a little behind in terms of estimates. Most of them are trend markets. Only the growth trend remains good. Opportunities have a probability of existence. It is a silly game anyway.It depends on who is lucky and cautious.

From the perspective of certain stocks, oversized single funds are replaced, but may be pushed up by a continuous stream of mid-single boots to buy boots. Is there any risk in this stock? It is still worth thinking about.  Stock sea lighthouse: Shock warehouse after the new high. From the analysis of technical indicators, the MACD indicator line on the Shanghai stock market daily chart has become a golden cross, indicating that the short-term adjustment of the broader market will not continue to decline unilaterally.The principle of the “check-in system” has a desire to impact the 233-day moving average (3063 points).

  Stock market situation: Short-term short-term shorting is a strong bull feature. If it is not a negative external influence, the “dragon rising” technology determines that today’s motherboard market will also be stronger. It is not difficult to directly touch 3100 points.

At present, the market has reached the stage where it is aggressive when it is bad. The more people sing short and get out early, the easier it is to force a short. The fundamental reason is that the current A-share market is a bull market and a strong bull.