shine trader reports:
Huawei computing announced yesterday that on September 25, Huawei will newly release the operating system openeuler Euler, with the theme of “gathering the innovative power of the operating system and shining the sea of stars in the digital age”. Recently, Ren Zhengfei said that Euler is making great strides. Euler’s positioning is aimed at the operating system and ecological base of the national digital infrastructure, and undertakes the historical mission of supporting the construction of a leading, reliable and secure digital infrastructure.
It is reported that Euler officially opened source in gitee in January 2020. It is Huawei’s server operating system Euler OS, which was named openeuler after opening source. It is mainly oriented to the enterprise level general server architecture platform, based on the Linux stable system kernel, supports Kunpeng processor and container virtualization technology, and is applied to Huawei’s cloud services and device servers. This morning, Hongmeng concept rose sharply, Chengmai technology rose by 20%, and Jiulian technology, Runhe software, sitge and other stocks rose by more than 5%. Huawei concept rose more than 1%.
This year may be the worst year for value stocks in recent years. As of yesterday’s close, the home appliance index fell nearly 26%, the first decline in the two cities. Food and beverage fell nearly 21%, ranking second. In addition, the value sectors of agriculture, forestry, animal husbandry and fishery, non bank finance, leisure services and real estate all fell by more than 10%.
The performance of growth stocks and cycle stocks this year can be described as your singing and I’m on the stage. When will the A-share style conversion come? Is there any market for value stocks? In early trading today, value stocks rebounded across the board, light manufacturing rose by more than 3%, real estate, building materials, food and beverage and other sectors rose by more than 1%, while the previously strong chemical sector fell sharply. Another feeling of style change. Is it really coming this time?
Tenfold chemical bull stocks suddenly fell to the limit
In early trading today, Shenghong, a ten fold chemical Bull Stock, opened higher and went lower. As of the morning closing, the stock was reported at 31.57 yuan, down 10.01%, with 17000 orders sealed. Dongfang Shenghong is one of the representatives of the bull market of cyclical stocks in this round. At the beginning of last year, the share price was once in the early part of 4 yuan (after the restoration of rights), and the share price recently reached the highest part of 41 yuan.
The overall decline in the chemical sector was not small, closing down 1.33% in the morning, and more than 30 stocks fell more than 5%. In terms of related concepts, phosphorus chemical industry fell nearly 5%, organic silicon fell nearly 3% and coal chemical industry fell more than 2%. Some bull stocks fell significantly. In addition to Dongfang Shenghong, several stocks such as Lianhong Xinke and yuntu holdings closed at the limit at noon.
Liquor rose sharply, when will the white horse stock market come?
The king of the value sector, which has been silent for a long time, led the rise of the food and beverage index this morning. Among them, the Haitian flavor industry, known as Maomao soy sauce, once soared nearly 6% and closed up more than 4% at noon. Liquor stocks also rose sharply, willing to limit the intraday limit of the liquor industry, and Jiugui Liquor rose more than 4%.
Tianfeng Securities believes that in the near future, we still need to pay attention to policy supervision and repeated epidemics in some areas, resulting in the uncertainty of double section dynamic sales data. Therefore, we need to rely on the dynamic sales data during the double section and the performance of the third quarterly report for judgment. At present, maintain a short-term neutral and cautious attitude. In the high-end liquor sector, under the background of consumption upgrading, the company relies on high brand barriers to raise prices and upgrade product structure, resulting in performance flexibility and sustained and stable growth of revenue.
The performance of value stocks led by food and beverage is average this year. In 2021, when will the style turn to value stocks? Shengang Securities believes that the growth and cycle are facing the final dance, and the value market in 2022 is ready to go: in terms of Wande’s consistent expectation, although the 2021 annual cycle and growth are expected to perform well with high profit growth, there will be the largest month on month decline in the 2022 cycle, and the growth rate will return to normal. Meanwhile, medium and small cap stocks dominated by China Securities 500 and China Securities 2000 will also face a significant decline in growth month on month in 2022, which makes the financial consumption and market value market expected to return in 2022.
Databao sorted out the over falling value stocks with historical low valuation at present, and the screening conditions are as follows: there are 36 value stocks rated by more than 10 institutions, with the latest market value of more than 30 billion yuan, the latest price falling by more than 30% compared with the peak of the year, and the latest P / E ratio below 30% of the historical quantile of the past decade. Among them, Xincheng holdings, industrial bank, Vanke A, China Ping An, China Pacific Insurance and other stocks are expected to yield less than 10 times this year.
Reprint indicated source：Shine Trader Limited Live information