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震荡行情下并购重组持续火爆,寻找后排补涨性机会

Under the volatile market conditions, mergers and reorganizations continue to be hot, looking for opportunities for secondary rebounds.

cls.cn ·  Oct 27 21:29

Track the entire lifecycle of the main sector.

Introduction: ① MergerAfter the release of the 'Six Rules,' there continues to be active trading, with leading high-quality stocks showing strong performance. It is worth paying attention to the possibility of further diffusion similar to that of BSE. ② Last Friday, the new energy sector exploded, with the large market cap stocks hitting the limit up, but continuous high-angle rises are challenging. There is a possibility for a rotational trend in the future, focusing on opportunities to buy on dips after a divergence. ③ The Shenzhen venture capital concept showed decent performance last Friday. When it strengthens this week, be alert for leading core stocks to first lead the gains.

Last Friday, the market continued to be mainly volatile, with the GEM index leading the decline under the influence of the new energy sector. However, BSE plummeted noticeably in the afternoon, impacting sentiment to a certain extent. Overall, the short-term market is still very profitable. Until there is obvious negative feedback in the core high-quality stocks, continue actively seeking rotational opportunities.

Looking at the market, the focus remains on merger and reorganization. Since the release of the 'Six Rules for Mergers and Acquisitions' in September, the momentum in the merger and reorganization sector has been active and has successfully broken out. As of last Friday, leading core high-quality stocks (such as Hainan Shuangcheng Pharmaceuticals, Dongguan Huali Industries, Shanghai CDXJ Digital Technology, etc.) have maintained a very strong consecutive limit-up trend. Moreover, speculative trading continues to spread. With the news of BSE hosting talks on listing company mergers and reorganizations, it is worth noting whether the speculation in mergers and reorganizations will further impact BSE.

However, it is important to note that last week, with rapid rotations in other hot sectors, the market intensified speculation on mergers and reorganizations. After related stocks continuously rose at high angles with large volumes, there may be doubts about the peak of short-term sentiment. If there is not enough funding to support it this week, there may be a certain degree of differentiation. It is advisable to avoid chasing highs as much as possible, patiently wait for opportunities to buy low during divergences in core targets, or focus on finding opportunities for rising in the back-line sectors.

Last Friday, the new energy sector led by photovoltaics once again exploded, with Longi Green Energy, Tongwei Co.,Ltd, Ja Solar Technology and other large market cap stocks successively hitting the limit up. However, due to the lack of sufficient incremental funds, these stocks may find it challenging to maintain continuous high-angle rises. Therefore, for the photovoltaic sector, there is still hope for it to become one of the market's rotational directions in the future. The subsequent corrective rally is likely to continue in a pattern of volatile rise, with a focus on opportunities for buying on dips during divergences.

In addition, recently the information creation direction has seen intensive policy catalysis. Officials from the Data Bureau stated that many heavy-weight policies in the data industry have been finalized this year. The following 7 policy documents will be introduced on enterprise data development and utilization, high-quality development of the industry, registration of public data resources, and governance of circulation safety. After resolving differences in data elements, it is expected that there will still be repeated activity in the market this week. The venture capital concept in Shenzhen is still worth paying attention to, as the performance of related stocks was quite good last Friday. However, this direction is still in the general uptrend phase, with the core stocks not particularly prominent at the forefront. When it strengthens further in trading this week, special attention should be paid to the first leading core stocks.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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