Biting the two main lines does not relax
1. The Dow fell 119.70 points, or 0.42%, to 28,583.68 points; the Nasdaq fell 2.88 points, or 0.03%, to 9,068.58 points; Morgan Stanley is not worried that the situation in the Middle East will weigh on the stock market, and S & P is expected to continue the bull market.
2. The total turnover of the two cities was 732.4 billion yuan, although it was down from the previous trading day. Northbound funds had a net inflow for 4 consecutive trading days. Yesterday's net inflow was 4.507 billion yuan. 3. Affected by factors such as the continued improvement in the foreign exchange market and the recent decline in the US dollar index, the RMB exchange rate against the US dollar has recently rebounded strongly. As of the close of 16:30 on January 7, the onshore RMB / USD exchange rate was reported at 6.9376, an increase of 369 basis points from the previous trading day, the highest since August 2019.
4. Two major computer manufacturers launch new folding screen products, and the OLED market is expected to erupt. Xinlun Technology (002341) actively deployed the flexible OLED market and cooperated with well-known manufacturers at home and abroad to provide overall solutions from smartphone cover to OCA to OLED support film buffer and heat dissipation material; Wanrun (002643) subsidiary The share of high-end OLED materials of Jiumu Chemical continues to increase. Intermediate and monomer expansion projects are expected to start production in 2021, at which time the production capacity will double. The nano-silver film project of Wanshun New Materials (300057) is mainly used in folding screen mobile phones. , Instead of the traditional ITO conductive film.
5. Foshan and other places are accelerating the application of hydrogen energy vehicles, and related companies are expected to receive attention. According to media reports, 386 hydrogen energy buses in Nanhai, Foshan have been newly acquired. These buses will be put into use within 2020, and there will be over 800 in the South China Sea. A hydrogen energy vehicle is driving on the road. At present, in addition to the existing four hydrogen refueling stations in the South China Sea, two hydrogen refueling stations are under construction, and six hydrogen refueling stations are under construction. At the district level, the number of hydrogen refueling stations in the South China Sea has taken the lead in the country. In addition, the Changshu Municipal Government of Jiangsu recently released the Changshu Hydrogen Fuel Cell Vehicle Industry Development Action Plan (2019-2022), which proposes that by 2022, the overall development level and comprehensive strength of the Changshu hydrogen fuel vehicle industry will be significantly improved.
6. Lithium-sulfur battery is a more efficient battery than the currently widely used lithium battery. According to reports, researchers at Monash University recently produced and introduced what they call the most efficient lithium-sulfur battery to date. An appropriately sized lithium-sulfur battery cell is enough to run your smartphone for 5 days, while a car lithium-sulfur battery pack can theoretically allow an electric car to travel more than 621 miles (about 1,000 kilometers). The Monash University team may be closer to providing practical products than most teams. Guoxuan High-tech (002074) said that lithium-sulfur batteries and solid-state batteries have been developed, and laboratory samples have been available.
Potential market hotspots:
1. Technology stocks (with new energy vehicles as the main line)
2 major financial institutions (brokers, banks)
three. Today's view:
Biting the two main lines and not relaxing 1. According to today's "Securities Times", "Ultra HD video industry welcomes new opportunities. The article titled “Leadership of Themes Begins First” reported that 9 stocks in this concept were heavily funded by Northbound capital, including Hikvision 20.8 billion yuan; BOE was 6.4 billion yuan; Dahua shares 3.5 billion yuan. Coupled with new energy vehicles, these technology stocks are expected to imitate Maotai and Ping An's slow bullish uptrend in the spring market, so that technology stocks will become one of the main lines of the spring market. But for ordinary investors, technology stocks are difficult to choose.
2. "Spring market is on the way" has been the consensus of the whole market. The Gonghai Compass believes that the high point of spring 2020 will be higher than 3288 points in 2019 and is expected to reach around 3600 points. The market comes, and the brokerage stocks benefit the most. The brokerage bank is the second main line of the market. After 2 pm yesterday, the stock market changed, and the second half of the week is expected to take it to the next level. (. 博. 客)