Towards the end of the year, funds still prefer "holding stocks". Although some stocks were adjusted yesterday due to financial differences, they rose strongly again after the "diving", and the capital's belief in "holding stocks" has returned. The heavy buying of northward funds over the past few days has not only significantly boosted market sentiment, but also unexpectedly copied the bottom of the Ningde era of lithium electricity leader in the process of market adjustment yesterday.
After the organization "hugged the group stock" and "dived", it turned over and rose again.
Today, the three major stock indexes all fluctuated higher, with the gem index rising more than 3% to a five-year high, and the market strength has been boosted by the surge in the Ningde era, and the repair and rise of "clustered stocks" has undoubtedly boosted the confidence of investors in the market. The photovoltaic and lithium battery plates that were greatly adjusted yesterday have been fully repaired today.
It is worth noting that just yesterday, the "holding group stock" market was like the hell model, with the gem down more than 1%, individual stocks up and down by half, up more than 9% by more than 70, and falling by more than 9% by nearly 90, with the market sharply divided. On the plate, photovoltaic, wind power, lithium power and other collective collapse of the plate. Capital flows to the low-level 5G and cloud game sectors.
"holding stocks" behind the shock is due to some plates and individual stocks rose too much this year, there is a risk of profit-taking adjustment. Citic Securities Research Institute pointed out on December 27 that it is expected that by the beginning of next year, after the end of the "ranking war", institutions will usher in a time of centralized repositioning, and speculative funds driven by the logic of "institutional huddling" will also be withdrawn from relevant varieties. At that time, local speculative huddling will be highly likely to disintegrate.
However, some market participants said that behind the strong rise of "holding group stocks" is more the embodiment of the strong pursuit of high-quality individual stocks at the head of the A-share market. At a time when the registration system is constantly advancing, the investment concept of blue chip stocks and taking big as beauty has gradually taken root in the hearts of the people, especially the scarce high-quality leading stocks in the A-share market, although the performance growth rate of some high-quality stocks is not as high as before, but the industry status and product competitive advantage are still there. So it is still attractive to money. However, people in the market also said that we should also be wary of "huddling" speculation in some industries and individual stocks, and strengthening the study of fundamentals remains the focus of future investment.
Beixiang Capital made a sentry call at the end of the year to buy lithium faucets yesterday.
Although the recent market trend is bumpy, the buying attitude of northward funds is very firm. Data show that the net buying amount of northward funds in the past two days totaled more than 10 billion yuan.
What is more striking is that in the process of yesterday's sharp fall in "holding group stocks", northward funds not only were not frightened, but substantially increased their positions and copied the bottom of many bibcock. Among them, Longji shares, Oriental Wealth, Grammy, Tongwei shares, Ningde Times and so on were bought with a large net amount, but in today's market performance, the share prices of these stocks have been repaired to varying degrees, with the biggest increases in Ningde era and Greenbeauty at the same time.
For the Ningde era, it is undoubtedly the focus of today's market. Affected by the company's announcement yesterday that it plans to invest no more than 39 billion yuan to actively expand production and build three battery manufacturing bases, the stock opened sharply higher today and went higher unilaterally. As of the close, the share price closed at 340, up more than 10%, and the total market value approached the 800 billion yuan mark.
The news of the substantial expansion of production in the Ningde era has also attracted the attention of the organization. this morning, China International Capital Corporation said that the Ningde era intends to invest no more than 39 billion yuan in the construction of lithium power production capacity, and it is estimated that the total production capacity will be increased by about 120-150GWH in the next 2-4 years. Taking into account the short-term acceleration of industry prosperity, the overall improvement is expected in the medium and long term, raising the target price of Ningde era by 50% to 450 yuan.
It is worth noting that by observing the recent changes in capital fundamentals in the Ningde era, we can find that as of yesterday, the market value of the stock held by foreign investors had increased significantly; even though the share price of the Ningde era had been adjusted several times in the past week, the northbound capital, known as "smart money", still bought 678 million yuan net in the Ningde era in the past 7 days. In the past month, Ningde era received a northward capital increase of nearly 2 billion yuan, second only to Longji shares, Guizhou Moutai, Hengrui Pharmaceutical and Hang Seng Electronics.
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