“Hongmeng concept stocks” soared, and the fund had a heavy position of 8 billion. The hot money of Changdian technology swept through Runhe software, up 380%


Huaxia Times reporter Song Jie and Chen Feng reported in Beijing that stimulated by Huawei’s release of Hongmeng operating system version 2.0 on June 2, a number of software stocks were flying. As of the closing on June 11, the “Hongmeng concept stocks” in the wind data continued to rise, and all 31 stocks in the sector have recorded positive earnings in the past seven trading days《 The reporter of Huaxia times found that the 31 “Hongmeng concept stocks” involved 185 funds, of which Huaxia Fund, Harvest Fund and noan fund each had a market value of nearly 3 billion, but the increase of their shares was relatively stable. Few institutions patronize individual stocks that set off a “rising tide” such as Runhe software (300339. SZ) and Jiulian Technology (688609. SH). Wang Zijing, chief computer analyst at Soochow securities, analyzed some stocks with weak fundamentals

After five years, the “war” of European football is rekindled! Which sectors are expected to benefit in the sports year?

After five years, the
Wanyu is calling, the summer of football is back! The European Cup, which has been waiting for five years and postponed for one year, officially opened on June 12. In addition to the resurgence of football “war” in the European continent, this year, major international sports events such as the Olympic Games and the American Cup will also start one after another. Will you drink beer to watch the game? Which A-share companies may benefit from the sports year? The European Cup returned after five years. Because of the epidemic, the football Carnival of the European Cup was a year late. On June 12, the first round of group A of the opening game of this European Cup was competed at the Olympic Stadium in Rome, which ignited the “war” of continental football in Europe, and finally Italy won Turkey 3-0. It is worth mentioning that this game created several firsts. First, the way of the first goal. The Italian team’s first record goal came from the opponent’s player demiral

Shenwan Hongyuan: Why did 10Y US bond yield decline when US inflation exceeded expectations again?

Shenwan Hongyuan: Why did 10Y US bond yield decline when US inflation exceeded expectations again?
Original title: Shenwan Hongyuan: Why did 10Y US bond yield decline when US inflation exceeded expectations again? Source: in the second years after the outbreak of COVID-19, Shen Wan Hongyuan, the US CPI has basically returned to the level of 08 years before the outbreak of the financial crisis. Is this the beginning of the new crisis or the beginning of the downlink? In May, the US CPI was 5.0% year-on-year and the core CPI was 3.8% year-on-year, exceeding market expectations, but both fell month on month, and the decline of core CPI exceeded the overall CPI. Therefore, the market had long expected the decline of CPI inflation month on month, and the point of exceeding expectations this time mainly lies in the limited decline of core commodities month on month. Stimulated by financial subsidies in the early stage, durable goods such as furniture are driving commodity inflation. In May, the main driving force of us commodity inflation turned to car prices

Securities fraud! Wang Ying, the controller of Wuxin technology, Huaxing capital and beauty, was sued by American investors

Securities fraud! Wang Ying, the controller of Wuxin technology, Huaxing capital and beauty, was sued by American investors
Source: according to the Research Report of international investment bank, the controllers of fog core technology and beauty did not escape the prosecution of American investors. An investor has formally filed a lawsuit against rlxtechnology Inc. in the Southern District Court of New York on the grounds that the Chinese e-cigarette company exaggerated its financial situation and distorted potential regulatory risks when submitting documents for its IPO in the United States. The defendants include legal persons such as fog core technology and Huaxing capital, as well as Ying (Kate) Wang, the actual controller of fog core technology. Ling news agency looked at the lawyer’s website and found that in fact, this law firm (at least two law firms) launched an investigation into fog core technology a few days ago. A hunt for fog core technology has begun. It is estimated that beauty has begun to regret going to U.S. stocks

22 trillion yuan of insurance capital is calm, rare zero placards in the year

22 trillion yuan of insurance capital is calm, rare zero placards in the year
Original title: 22 trillion yuan of insurance capital is calm. It is rare to see zero placards during the year. Since this year, the enthusiasm of insurance capital for a shares and Hong Kong shares has cooled. On June 11, the reporter of Securities Daily combed the data on the official website of China Insurance Industry Association and found that there was no sign raising event for insurance funds during the year. However, in the same period from 2016 to 2020, the number of sign raising was as high as 14 in the same period last year. In addition, bank shares that were listed by insurance funds last year have also been frequently reduced this year. Overall, under the influence of multiple factors, a large amount of insurance capital has been cautious about the equity market since this year. According to the disclosure of the cbcirc, as of the end of April this year, the balance of insurance capital utilization had reached 22.6 trillion yuan. Among them, the allocation balance of stocks and funds was released from January to March

Strictly control the entrance. During the year, 213 IPO companies raised more than 188 billion yuan

Strictly control the entrance. During the year, 213 IPO companies raised more than 188 billion yuan
Original title: strictly control the entrance. During the year, 213 IPO companies with “large quantity and high quality” raised more than 188 billion yuan. In recent years, with the continuous promotion of the reform of the registration system, the number and financing amount of A-share IPOs have increased year by year, and the ability of the capital market to serve the real economy has been continuously enhanced. According to wind information statistics, as of June 11, this year, in nearly half a year, 213 listed companies have been added to the A-share market, and the financing scale of initial listing has exceeded 188159 billion yuan, an increase of 104.81% and 47.76% respectively over the same period last year. Market participants believe that since this year, IPO has maintained a normal issuance. Under the background of strict “entrance clearance” by regulators, IPO enterprises have shown “large quantity and high quality”. With the continuous improvement of the audit system by the regulatory authorities

Liu jinhori: the gold market trend changes frequently. Suggestions on TD operation of paper gold and silver

Liu jinhori: the gold market trend changes frequently. Suggestions on TD operation of paper gold and silver
Analysis of spot gold trend: on June 11, the gold daily chart closed 2 negative lines. At present, the “inverted hammer line” is brewing, and the bearish mood in the future is still strong! After the 4-hour line closes the star, the subsequent 2 positive lines constitute the form of stagflation red three soldiers, and the market tends to be neutral or stagflation! At present, after receiving the red three soldiers form in the 1-hour chart, three crosshairs form a relatively rare top form of Samsung. At present, it is still bearish in the future! Combined with the wave range, the author suggests that the current price 1899 continue to follow up the empty order, stop loss 1906, target 1891-1882-1872! 1. Medium and long term analysis: as shown in the figure, the author believes that the five wave structure since 1677 (near the vertex 1916) has been completed! The big three waves are over! At present, the market is in four waves of adjustment since 1676

Shao Hongyang: can gold maintain a strong gold crude oil trend analysis and operation strategy

Shao Hongyang: can gold maintain a strong gold crude oil trend analysis and operation strategy
——[Gold News]: on Friday, June 11, during the Asian session, spot gold remained stable around 1898. On Thursday (June 10), the gold price rebounded from the bottom. The CPI of the United States increased by 5% higher than expected in May, the fastest year-on-year growth rate since August 2008, triggering market concerns about inflation. The yield of 10-year US bonds jumped at the news, once reaching a new high of 1.53%. The rise of CPI continues to be affected by the base effect and the pressure of demand rebound after being suppressed, which may not give a clear answer to the current hot inflation problem. From the perspective of the rapid decline of US bond yield, the idea of the bond market is consistent with that of the Federal Reserve. It is believed that the current rise in inflation is temporary and there is no guarantee that the Federal Reserve will start to reduce QE soon. Therefore, this expectation is the same as what we judged in yesterday’s morning review

Competition for the leader of Weijia, Jiangxi 3-1, Shenzhen back to the top of the table

Competition for the leader of Weijia, Jiangxi 3-1, Shenzhen back to the top of the table
In the ninth round of the 2021 Huawei mobile phone Cup China go League, Jiangxi Jindalai environmental protection team beat Shenzhen Longhua team 3-1 in the top battle, and returned to the top of the table. Before this round of competition, the two teams were tied for the first place with 21 points. Jiangxi team made full preparations before the competition. Hua Bin of Jiangxi Go Association specially entrusted coach Li Kang to invite the players to dinner. Everyone spoke freely at the dinner table. They were happy, relaxed and relieved the pressure. Team members can devote themselves to the game, and also received good results. Gu Zihao played well against world champion Shen Minjun. After eating four sons from the top right, he firmly grasped the situation. Although there was some confusion in the back, Gu Zihao’s judgment was accurate. Finally, he won steadily and won again for Jiangxi team