A: Today, there is a comprehensive backlash in the market. Whether it will form a short-term upward trend needs careful analysis. As previously analyzed, the Shanghai Composite Index is mostly composed of large-cap blue-chip stocks, and the funds inside are mainly institutions and foreign capital. These funds tend to invest in the medium and long term, and make decisions based on macroeconomic performance and industry fundamentals, so the fluctuation of funds has relatively little impact on the Shanghai Stock Exchange. Even if the average turnover drops, it will not affect the big structure of the Shanghai Stock Exchange. The strong factors supporting the bottom are still there, and the bottom is still very solid.
But the situation of small and medium-sized enterprises is different. As analyzed earlier, SMEs are obviously affected by funds. Many institutions hold a fixed-income attitude of avoiding large funds in this sector. The funds inside are mainly aggressive funds, and the style is more inclined to short speculation. The necessary condition for the upward trend of capital-driven market is that the moving average transaction volume should continue to rise. But today's market turnover is significantly lower than a few days ago. This does not mean that the market will fall, but it should be compared with the previous volume and price level.
The valuation center in the second week of 65438+February moved up significantly compared with the first week of 65438+February, and the transaction volume was also significantly enlarged compared with the first week of 65438+February. The key is whether the extra amount can be stabilized near the current value. I think if the turnover continues to shrink tomorrow, it is very likely that the valuation center will fall back.
Based on this, I still maintain the strategy suggested before: short-term operation needs to continue to adopt the strategy of high throwing and low sucking, and medium and long-term enterprises can continue to lay out blue chips in batches.
2. What do you think of ByteDance considering selling most of Tik Tok's shares?
A: First of all, some background information: TikTok is a subsidiary of ByteDance, while Tik Tok is an overseas version of Tiktok and a subsidiary of ByteDance. ByteDance owns Tik Tok and Tiktok. Foreigners also have a soft spot for Tik Tok. Tiktok ranks among the top ten downloads of apps in Apple Store and Google Store all the year round.
Recently, however, the United States accused Tik Tok of threatening the national security of the United States, saying that Tik Tok collected information about American citizens. No matter how ByteDance explains it, it will not change the doubts of the US Congress. If you want to add a crime, you can always find it. ByteDance was forced to figure out a way to sell Tik Tok's equity.
With the popularity of Tik Tok, ByteDance can run his own business and enjoy all the dividends of the company's development. However, under the coercion of the United States, most of the profits can only be given up in exchange for the flattery of the US Congress.
3. How do you think Huawei will release a mobile phone equipped with graphene battery and it is confirmed to be false news?
A: Graphene is called "black gold" and is the "king of new materials". Scientists even predict that graphene will "completely change 2 1 century", which is likely to set off a subversive new technology and new industrial revolution sweeping the world. Judging from the above paragraph. Readers can understand the prospect and growth potential of graphene, but the excessive overdraft of graphene in the capital market will still restrict the healthy and sustainable development of the industry.
Although China is currently in the forefront of the industry (related patents are in the forefront of the world), China's graphene industry still faces deep-seated problems such as weak basic research ability, lack of leading enterprises, disconnection between upstream and downstream enterprises, immature industrial chain and high production cost. In a word, graphene is a very important material. If it is really applied, it will have an explosive impact, but this technology has not been realized yet.