A huge risk, these two days in the U.S. stock release strongly.
The impact of the national rectification of the education and training industry, listed in the U.S. New Oriental, Gao Tou, good future, etc., in the Friday evening appeared at every turn 60% decline, the big money to flee at all costs.
Under the panic, almost all of the Chinese stocks fell sharply.
A-shares y adjusted under the transmission effect!
This sentiment was quickly transmitted to A-shares on July 26, Monday. On that day, the SSE index fell by up to more than 125 points during the day, closing down 83 points, or 2.34%. The Shenzhen Composite Index and GEM Index fell 2.65% and 2.84% respectively.
A few of the main declining sectors in the stock market on the day were liquor, medical and beauty, healthcare, education and other industries.
The education industry needless to say, the leading public education without any controversy stop. The first half of the scenery of the "medical beauty three giant" love beauty, Huaxi biological, Hao Hai Shengke plummeted 15%, 18%, 10% or so!
Alcohol, Guizhou Maotai plummeted 5%, Wuliangye plummeted 8%; medical, Tongce medical stop, Aier ophthalmology plummeted more than 10%.
The plunge of these fund stocks in white wine and medical care means that the big money in the A-share market is fleeing.
On the day, the vast majority of sectors fell, only semiconductors, lithium batteries and other industries to perform okay.
Generally speaking, after a big drop in A shares on the previous trading day, the next day tends to decline momentum exhaustion, there will be a small rebound, or a small decline. But on July 27, the stock market after two o'clock in the afternoon again straight line diving, as of the close, the SSE index fell 2.49%, Shenzhen Chengxin index fell 3.67%, GEM index fell 4.11%.
In just two days, A shares evaporated 4 trillion market value!
Plate, the most ruthless fall changed to the salt lake lithium, photovoltaic building integration, solid-state batteries and other concepts, that is, lithium, photovoltaic, the two high boom industry.
In the last two months, semiconductors, lithium, photovoltaic is a deserved three big track industry, highly sought after by the funds, the rate of increase is also very good. With the collapse of photovoltaic and lithium-ion, semiconductors are also difficult to survive. 27 afternoon, the continuous surge of semiconductors also fell back sharply, closing barely red plate.
If you look at the daily chart, it's an inverted hammerhead line with a huge high volume, and it's a strong topping signal.
So the stock market in the past two days is basically this trajectory: on the 26th, in addition to photovoltaic, lithium-ion, semiconductors, almost all the boards are falling, 27, photovoltaic, lithium-ion, semiconductors have joined the camp of the kill, all the hot panels of the A-share all the lineup.
Hong Kong stocks, more than A shares fell
In fact, before 2:00 p.m. on the 27th, the A-share walk is still relatively smooth, the end of the rapid decline, to a large extent, is the Hong Kong stock band avalanche.
Hong Kong stocks on the 27th can be described as "large technology companies have collapsed". The Hang Seng Technology Index was the hardest hit, falling 7.97%.
In terms of individual stocks, Meituan fell more than 17%, NetEase fell more than 13%, Beiliili fell more than 11%, Tencent Holdings fell more than 8%, Alibaba fell more than 6%.
Here, Meituan fell the most because of one piece of news.
July 26, the General Administration of Market Supervision and other seven departments jointly issued a document to maintain the takeaway delivery workers, from the protection of labor income, protection of labor safety, maintenance of food safety, improve social security, optimize the practice of the environment, strengthen the organization, the contradiction in the disposal mechanism of the seven aspects of the network catering platform requirements.
The document mentions that the platform shall not use the strictest algorithm as the assessment requirement for delivery workers, and urges the platform and the third-party cooperation unit to participate in social insurance for the delivery workers who have established a labor relationship.
Meituan is relying on the algorithm to make money, the provisions of the document will undoubtedly affect the profits of Meituan, and to takeaway delivery workers to increase the expenditure on social insurance will lead to a great impact on the takeaway platform's business model, so Meituan's shares plummeted not surprisingly.
For other companies, one is Tencent Music was ordered to lift the exclusive copyright of online music, and the other is WeChat to suspend new user account registration in these days of early August. This also triggered a sell-off of funds on Penguin's stocks.
Against the backdrop of the antitrust investigation, almost all Internet platform-based companies, have been affected, and the stock price has plummeted as a result.
The current Internet platform companies, regardless of how beautiful the performance, how fast the growth rate, in the face of anti-monopoly, strengthen the supervision of the biggest logic, the stock price will form a trend down.
Now killing is the valuation, after being strengthened regulatory impact on the performance, the next Internet giants may have to face the "kill performance". No matter how bullish the company, once the formation of the downward trend of the empty head arrangement, do not easily enter the bottom. Guizhou Maotai is the most bullish A-share company, right, 26 plummeted 5% you bottom, 27 immediately fell 5%, as long as the copy a few times copy the wrong, your principal will be a substantial loss. Open three tires under the investment direction Whether it is the Internet's anti-monopoly, or standardize the extracurricular education and training industry, are closely related to the current demographic situation. Under "996", "involution", and high cost of living, contemporary young people are no longer willing to have children, and are not even interested in getting married. At present, those who have the will and financial strength to have multiple births are often couples who are 35 or even 40 years old, but their physical conditions make it difficult for them to have another child. On the one hand, young people have been suppressed by the desire to have children, On the other hand, in these years, education, the Internet, real estate, finance, liquor, medical beauty, medicine and other industries and make a lot of money. The education industry, needless to say, every year, parents give their children to spend thousands of tuition fees, more than hundreds of thousands; The Internet platform company developed a variety of games induced the children to kryptonite consumption, poor self-control of the children waste of school, so that the parents have a lot of headaches; The medical industry, profits are too profitable, a certain amount of money is not enough to pay for a good job. As for the real estate industry, the largest industry, after many years of rising prices, developers ate all the dividends, countless families emptied the "six wallets". "The six wallets are often only enough to make a down payment. In the face of the real problem, the state in recent years through a series of measures to reduce the burden on the people, such as centralized purchasing of drugs, so that the price of medicines has been reduced significantly; to the real estate developers to formulate the "three red lines", to limit its high leverage radical expansion; for the bank, the proportion of major small and medium-sized banks to tightly control the housing loans. The high cost of medical care and the high cost of housing are seriously depressing consumption and fertility, so it is necessary to reduce the profits of these industries, so that they can benefit the people, in order to fundamentally solve the problem of the reluctance of the people to give birth. Combined with this general background, what industry stocks are best not to touch, I think we are clear. Ren Zeping, a famous economist, recently said, what is the big picture? It is to reduce the profits and monopolies of real estate, finance, education, Internet, etc., as well as the result of the past long-term squeeze and costs on people's livelihood and the real economy, and vigorously develop the manufacturing industry, hard science and technology, the real economy, new energy, capital markets, etc.. So when stocks in education, real estate, and other industries fell, symbolizing the manufacturing industry and hard science and technology semiconductor, lithium-ion, photovoltaic, and other industries all the way up. But these three tracks weren't immune to the selloff and pullback today due to profit-taking on short-term gains. After sufficient adjustment, these three sectors may be able to ride the wave again to start again. These days the capital market winds and waves, fully proved a sentence: speculation stocks must follow the policy! These days, the capital market is in a state of flux.