AstraZeneca’s US-listed stock plummeted on Tuesday, with reports that the British drugmaker has suspended trials of the new crown vaccine. AstraZeneca's after-hours trading in New York once plunged 3%. The media quoted a company spokesperson as reporting that AstraZeneca had suspended clinical trials of the new crown vaccine due to a suspected serious adverse reaction from aStock allocation operation process British clinical trial participant. The report stated that the nature of the suspension is unclear and may not matter.
The market value of Spring Breeze Power and Elodea’s lifting of the ban is also above 5 billion yuan, 58.1 billion yuan and 59.1 billion yuan respectively, and they are also restricted for sale and circulation before the issuance. It is worth noting that Chunfeng Power issued an announcement on August 4 that Jin Shunqing, a director, supervisor and senior manager, plans to reduce the company’s shares by no more than 200,000 shares from August 28, 2020 to February 23, 2021. The reduction ratio does not exceed 0.15%. Chunfeng Power’s main business is motorcycles. This is the fourth time the company has issued a share reduction announcement this year. Since the company's stock price bottomed out at more than 13 yuan at the end of 2018, the highest price this week reached hundreds of yuan, and the stock price has increased by more than 7 times in more than a year.
However, a person from the market department of a medium-sized fund company said that the current market is strong and it is a high probability that new funds of outstanding fund managers will become explosive. However, he suggested that investors should invest rationally, not blindly follow the trend, and do not need to pursue new funds too much. If you are optimistic about the market outlook, deploying old funds managed by outstanding fund managers is also a good choice.
The ChiNext Index reached the 2,700 mark, a new high since 2016. Technology stocks rose sharply. As of the morning's close, technology concepts such as lithography machines, new retail, and chips have risen by more than 3%. Some analysts pointed out that with the continuous advancement of the market, a large number of first-line technology leaders have set new highs. It is not ruled out that the market of technology stocks will continue to proliferate. It is worth paying attention to the leading technology stocks that are unanimously optimistic by institutions and have large upside potential. .
In addition, (Later on March 6th (Friday), China Mobile announced the centralized procurement of 5G Phase II wireless network master equipment in 2020, involving 28 provinces, autonomous regions, and municipalities directly under the Central Government, with a total demand of 232,143 stations. Mobile The first phase of the 5G project has been fully completed, and 5G commercialization has been achieved in 50 cities. This time, the centralized procurement of the second phase of 5G engineering equipment has been launched to ensure that the number of 5G base stations reaches 300,000 by the end of 2020. 5G commercial services are provided in cities above the national level.
According to the analysis of Great WStock allocation operation processall Securities (002939), benefiting from the recent increase in risk appetite, it is recommended to focus on the 5G industry chain, electronics (semiconductor, consumer electronics), computer (medical informatization, domestic substitution), new energy vehicles, media and other sub-sectors.
However, the time has come to the second half of the year. According to the past laws of A shares, the market style will switch once every six months. Consumer stocks, represented by food and beverages, have risen sharply in the first half of the year. Although they are still stable in the medium and long term, the short-term excessive rise has overdrawn the performance forecast, and it is difficult to make excess profits in the second half of the year. The probability that stocks of technology growth, which have been sluggish in recent months, will become the focus of capital in the second half of the year is rising. The following inferences are made from four aspects:
In addition to active partial stock funds, related ETFs also made a lot of money in the 2019 bull market of technology stocks. Data show that the Southern China Securities 500 Information Technology ETF, China Merchants Shenzhen Stock Exchange TMT50 ETF, GF China Securities All-information Technology ETF, Cathay Pacific CES Semiconductor ETF and other products have all increased by more than 50% in 2019.
Third, the policy environment: in this down cycle, the policy has shifted from the past counter-cyclical adjustments of real estate and infrastructure demand to moderate deleveraging, insisting on clearing taxes, reducing taxes and reducing fees, and vigorously supporting technological innovation, of which an important starting point is to become stronger and bigger In the direct financing market, the importance of the stock market in the overall policy has increased significantly.
In terms of concepts, the rare earth permanent magnet sector saw the highest increase, up 79%; the second-child policy, wireless charging, and cold chain logistics index also all increased by more than 5%. Relatively speaking, the Yangtze River Economic Belt, financial holding platforms, housing leasing, and mobile payment sectors all fell more than 1%.