Afternoon comment: the two cities opened lower and went higher, and the index rose 3.

69% cloud office continues strong

Afternoon comment: the two cities opened lower and went higher, and the index rose 3.

69% cloud office continues strong

Sina Finance News February 4 news, the two cities opened lower, after the opening of the three major indexes quickly rose, the index once rose more than 3.

8%, Shen Chengzhi once swelled more than 2%. Disk, telecommuting, and online education sectors led the gains.

After the end of the day, the index dropped slightly. Overall, the broader market improved significantly late yesterday. The trading volume of the two cities increased significantly, but the profit-making effect was average, and individual stocks generally fell.

At the close of the morning, the Shanghai Composite Index reported at 2752.

44 points, up 0.

21%; Shencheng Index reported 9949.

95 points, up 1.

74%; Founding Index reported 1862.

00 points, up 3.


  From the perspective of the disk, the cloud office, masks, bio-vaccines and other sectors are at the top of the list, and the tourism, transportation, and shipbuilding sectors are at the top of the list.

  Hot sectors: 1. Tesla Hanchuan Intelligent rose 12%, Ningde Times, Aotejia, Xiuqiang shares, Changchun Economic Development, Anjie Technology and other daily limit of more than 10 shares.

  On the news, on February 3, local time, Tesla is expected to surge 19.

89%, closed at US $ 780, with a total market value of US $ 140.6 billion, another record high.

Since this year, Tesla has gradually increased 86.


Air force agency Argus Research has substantially raised its target price from $ 556 to $ 808.

  On January 30, 2020, Tesla’s founder Musk stated at the fourth quarter of the fiscal 2019 financial exchange meeting that Ningde Times has become a Tesla partner, and the specific cooperation details will be further copied in the “battery day” in April.
Preliminary sources point out that this is another breakthrough for China’s power battery manufacturing industry chain to gain international recognition.

  2. Cloud office science and technology board Zhiyuan Internet daily limit, Jinshan office rose more than 12%, the three five interconnected, Huichang, 263, Suzhou Science and Technology daily limit, Crypto shares, Qixin Group and other leading gainers.

  On the surface of the news, in order to prevent and control the epidemic, many governments have issued continuous start-up notices and encouraged corporate personnel to work from home.

  News: 1. The World Bank recently stated that it supports China’s response efforts, including its efforts to maintain economic resilience.

As the new coronavirus spreads, the World Bank Group is evaluating financial and technical resources that can be quickly adjusted to support adversarial efforts and assist in intensive rescue efforts to stop the virus from spreading and mitigate its effects.

The World Bank’s gathering of all countries to strengthen their health surveillance and response systems is essential to stop the spread of the disease and any future outbreaks.

The World Bank is working closely with international partners to accelerate international responses to support countries in addressing global health emergencies.

  2. Jiuzhou Pharmaceutical stated on the interactive platform that Jiuzhou Pharmaceutical and Gilead started cooperation in 2011 and are strategic partners of the company. The company has provided a variety of CDMO services, and the two parties cooperate closely.

  3. General Administration of Customs: Temporarily extend the deadline for the collection of tax payments and related late payment fees and delayed payment items.

  4. News from the Statistics Bureau on the 4th. According to the monitoring of market prices of 9 categories of 50 important means of production in 24 provinces 成都桑拿网 (autonomous regions, municipalities) in the circulation field, the prices of nine products rose in late January and mid-January 2020., 20 species fell, 21 species remained flat.

Specifically, pigs (outside ternary) rose by 2 from the previous month.

2%, natural rubber (standard rubber SCRWF) fell 3 month-on-month.

At 7%, liquefied natural gas (LNG) fell 2 month-on-month.

8%, an increase in decline.

  5. Mercury Home Textiles stated on the interactive platform that the company was commissioned by the Shanghai Municipal Government to modify some production lines for the production of protective clothing with a daily production capacity of 2,000 sets, contributing to the fight against “epidemic”.

The company produces non-medical protective clothing, which has obtained government permits and has begun production.

  6. The blue cursor said on the interactive platform on the 4th that in the face of the epidemic, the number of people going out was reduced, and the holidays were extended, so the length of online entertainment for everyone increased significantly, which also promoted the advertising line of games, short videos, going to sea, and OTTOver 90% of the company’s operating income comes from digital media. It is expected that the related revenue of advertising in January this year will increase compared with the same period last year.

  7, Taihe Technology said on the interactive platform on the 4th that some of the company’s products such as 84 disinfectant, hypochlorous acid, etc. have been implanted in the market to serve the fight against coronavirus.  8. The flight issued a document stating that it would launch a single-day open market operation on February 3rd.

After 2 trillion yuan, the People ‘s Bank of China continued to increase supply liquidity on February 4th. On the same day, the open market operation reversed the repurchase fund of US $ 500 billion, and the liquidity gradually increased to 1 on two days.

The 7 trillion yuan fully demonstrates the determination to stabilize market expectations and boost market confidence.

The higher-than-expected liquidity launch pushed down the interest rates of the money market and the bond market, and further increased the interest rate of the loan market. This will help reduce the cost of capital, ease the financial pressure on enterprises, especially small and micro enterprises, expand the scale of financing, and support the real economy.

  Market View: Dongguan Securities stated that, overall, the short-term impact of the epidemic on the market is unavoidable, and it is expected that the short-term market will still be under pressure, change or intensify under the background of the general decline in overseas markets.

However, the overall impact tends to be short-term. In the medium term, the current estimates of A-shares are still attractive. The pace of internationalization of A-shares and the trend of foreign exchange inflows into A-shares remain unchanged, which can replace selling pressure and increase liquidity support., And the subsequent epidemic situation gradually stabilized, I believe that the market has the opportunity to stabilize and repair opportunities.

The market is expected to show a volatile and repetitive pattern in February.