On the last trading day before the festival, technology suddenly sounded the horn of attack. At the end of the low tide stage, the market began to enter the stage of emotional recovery and upward expansion, the banner of science and technology rose, and the market responded one after another. There is bound to be a strong rebound after the holiday!

Growth enterprise market and main board broke through the new high position of the platform, which was very strong. The effect of making money in the market is fully activated under the leadership of technology stocks. After the holiday, technology stocks began to stand on the stage of the new cycle as the protagonist. But now it is puzzling, which plate should be the most bargain-hunting?

As the index continues to rise, the main direction of funds is still concentrated in technology stocks, especially the 5G sector supported by policies, which is expected to become the strongest market outlet.

Why do you say that? There are three reasons why the 5G plate is worthy of layout:

First of all, affected by the epidemic, the plate was seriously killed. At present, the overall stock price is at the bottom of the market, and the overall market value of the plate is relatively small, with high multiplier effect and leverage, which is easy to double the demon stock.

Secondly, we must seize the opportunities given by industrial digitalization and digital industrialization, accelerate the construction of new infrastructure such as 5G networks and data centers, vigorously promote scientific and technological innovation, focus on expanding new growth points, and form new kinetic energy for development.

Finally, the capital expenditure budget in 2020 is179.8 billion yuan, an increase of 8.4% compared with165.9 billion yuan in 2065.438+09. Among them, the 5G-related investment plan is about 654.38+000 billion yuan, accounting for 55.6% of the total investment, an increase of 365.438+06.7% over 2065.438+09.

Under the policy support and accelerated investment, as a sub-industry that has not risen sharply under the science and technology sector, its potential leading position is very stable under the current situation!

trend analysis

The market in April has ended. Throughout April, the trend of A shares was quite in line with expectations. Judging from the performance of the Shanghai Composite Index, the index finally stood above 2850 points in April, which opened up room for growth in May.

Judging from the trend in the last week of April, it is further confirmed that the market strengthened rapidly after the holiday, and the Shanghai Composite Index rose by1.84% per week; Shenzhen Component Index rose by 2.86%; The index rose by 3.28%; Judging from this week's gains, the market shows signs of strengthening.

Judging from the trend in April, the index is still a volatile market. On April 28, the main force used the GEM registration system and the pre-holiday effect to wash the dishes strongly, which led to panic. On April 30, more brokers joined hands with technology stocks to get out of the short market. Under the influence of the closure of the northbound capital channel and the last trading day before the festival, the index successfully stood above 2850 points, and the short market was very obvious. It can be seen that the market will continue to rise after the holiday.

Under the leadership of the GEM 50 Index, the GEM will start to fill vacancies; Judging from the peak value of chips, the red long chips in the bottom warehouse are very strong, and the blue stuck chips at the top are few, which is conducive to the main attack.

In operation, from the analysis of the market trend at the end of April, the main force has sent a positive signal. Even if the index opens sharply lower on Wednesday, it will soon regain lost ground. If it opens lower, it will cover the gap below, which is more conducive to the index going up. Therefore, if the index opens sharply lower on Wednesday, it is an excellent opportunity to enter the market, especially for investors who have stepped into the air, and it is a rare opportunity to get on the bus.

On the last day before the index festival, the Dayang line rose, showing signs of breakthrough. Unfortunately, after the close, A50 plunged 5%, many technology stocks were bearish, and the periphery generally fell. There is no suspense in opening sharply lower on the first day after the holiday, but there is support at 2800 points, and there is limited room for decline. I hope there will be a strong trend of opening lower and going higher.

Big bounce, a technology stock on the market, will be under pressure due to negative influence after the holiday. Observe first, and don't rush after it. Pure performance growth is a rotating performance, which is not persistent and participatory, unless the midline layout. Tesla plunged during the holiday, and new energy vehicles are estimated to be under pressure. It is worth noting that the second time is to create new funds, and the gap period is easy to attract people.

Plate review

Big technology (chip, 5G)

Leading: Rong Da Photosensitive 3 Days 2 Boards Related: Big Fund Phase II, Photoresist, Printed Circuit Board.

Longji: World Games Circuit 2 Connection Board: Printed Circuit Board, Tesla, benefited from devaluation.

Dragon three: Netac Technology's first board connection: digital currency, intellectual property rights, mergers and acquisitions

Last Thursday's most eye-catching plate, big technology became the main direction of the market, with the biggest increase in intraday chips. Most voices in the market predict that the quarterly reports of technology companies will be bleak, but as some head companies release quarterly reports one after another, they will increase instead of decrease, which directly blinds the eyes of the market and ignites the confidence of funds. Moreover, the post-epidemic era focuses on restoring the economy, so the quarterly report of enterprises in the later period is much better than the quarterly report, which reduces the concern of doing more funds.

Tesla

Leading: Jingwei shares 5 days and 4 boards related: performance growth, lithium batteries, auto parts.

Longji: Shuangfei Co., Ltd. 2 Related Board Association: Sub-new shares

Dragon three: The first board of Yin Lun shares: quantum communication, high-speed rail and Yangtze River Delta.

Subordinate new shares

Leading: Jiahe Smart 5 Days and 4 Boards Lenovo: Smart Speakers, Wireless Headphones, Huawei Concepts

Longji: Xiangjia shares 3 board connection: feed

Dragon three: Huashengchang 2 Lianban: Performance Growth and Virus Prevention.

In the absence of themes, the market launched a new fund as a switching point. Judging from the daily limit of the plate, the strength is not bad. On the last trading day before the festival, the front row bid has resisted the differences and basically gave the opportunity to return the seal. Then there may be a wave of acceleration after the holiday, whether it is a successful acceleration or a big face change. It is also necessary to observe the performance of the front row targets. After all, the second time has always been a high-risk sector. If you don't handle it well, you should be careful.

The list of hardcore leaders in the A-share technology industry is as follows: (Recommended collection)

1: No.1 in the world

Hikvision: ranked first in the global video surveillance equipment market in 7 years.

Lux share:ai rpods' first assembly supplier in the world.

BOE: The first LCD screen in the world.

Ding Hui Science and Technology: The shipment of fingerprint chips ranks first in the world.

Wen Tai technology: the world's largest mobile phone ODM company

Changchun Hi-Tech: the world's first long-acting growth hormone.

Goer shares: micro microphone, game pad business and high-end virtual reality business are the first in the world.

Yilian Network: SIP shipments rank first in the world.

Xinwangda: the world's number one smartphone battery.

Yifan medicine: calcium pantothenate is the first in the world

2. First place in China.

Hengrui Pharmaceutical: the first place in the comprehensive strength of domestic drug research and development.

Mindray Medical: the first medical device company in China.

ZTE: China's communication power supply market is the first.

360: China No.1 Antivirus Software.

Zhifei Biology: The sales volume of Class II vaccine ranks first in China.

UFIDA: China's first public cloud SaaS

Sanan Optoelectronics: the first LED chip in China

Iflytek: The first intelligent voice in China.

Deeply convinced: the virtual private network field 1 1 has been ranked first in China for years; The next generation firewall ranks first in UTM field in China.

North Huachuang: The category of integrated circuit equipment ranks first in China, covering almost all integrated circuit manufacturing equipment except mask aligner.

Yiwei Lithium Energy: the first lithium thionyl chloride battery in China

Shennan circuit: the first PCB in China

Visual source shares: the first interactive smart tablet in China.

Hualan Bio: The blood products manufacturer with the most varieties and specifications in China.

Guanglianda: the first building informatization company in China

Shenzhen Eurofilm Technology Co., Ltd.: the first optical instrument in China.

Putelai: the first artificial graphite anode material in China.

Baoxin software: the first brand of domestic steel manufacturing information automation

Dazu Laser: the largest laser equipment enterprise in China.

Xinwei Communication: the first mobile phone antenna in China.

Zhongke Shuguang: Super Top 100 is the first in China.

The first hotel information management system in China.

Hudian Co., Ltd.: The first multi-layer printed circuit board company in China.

Venus Star: China Airport is the first.

Shen Tianma: China's first car screen shipment

Four-dimensional map new: the first place in domestic car front navigation

Huayu Software: 1 1 ranked first in the informatization field of courts and procuratorates in China.

Guangdian Express: 1 1 ranked first in domestic banking equipment.

NetScience: the first CDN business in China

Optical communication technology: China is the first optical communication device.

New World: China's first POS machine.

Hainengda: the first private network communication terminal in China.

3. List of leading industries in scientific and technological subdivision

BOE A: The leader of display panel in China.

Huada Gene: China's Leading Gene Sequencing

Hikvision: the largest supplier of security video surveillance products in China.

Sanan Optoelectronics: Global Leader in LED Industry

Hanzu Laser: Asia's largest manufacturer of laser processing equipment.

Siweituxin: the leading enterprise in the domestic navigation electronic map industry

Inspur information: the leading server in China

Joint thinking: Beidou subdivision leader

Iflytek: The Leading Enterprise of Artificial Intelligence

Technical watch:

1. Shanghai Composite Index:

On the last trading day before the festival, the Shanghai Composite Index successfully hit the tangent position of 3048 points and began to encounter resistance. To put it bluntly, the index reached this area in the morning, and then it didn't pass for an afternoon. This shows that the resistance potential formed by this tangent is effective.

Then the question is coming, will it break through the past after the holiday?

Let's take another look at the 60-minute level chart:

The rise of Shanghai Composite Index from 2648 points is a three-wave structure.

After two consecutive runs, the third run began in 2757, and this round of index will probably start to rise and fall on the first trading day after the holiday. There will be a high probability rebound before 165438+ 0: 30 in the morning, and then there will be a slight fluctuation. The location of this step back will be in 2823, and the time window will be around May 8.

It means that stepping back on May 8 after the holiday will give us a chance to add positions (tentative), because April 30 above the time window has reached the limit time point. If the inertia rises on the first trading day after the holiday, it will start to step back and adjust.

If it is the second peak time in reverse order on May 8, then the trend with high probability on April 30 will directly break through the tangent pressure level, instead of wandering there for half a day in the afternoon without a breakthrough.

Is that clear enough?

Next, let's look at Chuangzhi:

Chuangzhi was blocked in 2076 that day, and there was no breakthrough all afternoon.

Then it is proved that the regional pressure level at 2076 is effective, and then the GEM index is adjusted back on the first trading day after the holiday, and the adjustment period is tentatively set at two trading days. This adjustment is also a preparation for the final market.

News surface

1, the policy protects the development of the industry, and the subsidy decline slows down.

The implementation period of subsidy policy for new energy vehicles will be extended to the end of 2022, and the subsidy standards for 2020-2022 will be reduced by 65,438+00%, 20% and 30% respectively on the basis of the previous year.

Among them, the gradient of new energy passenger cars and trucks will be about 10- 15% in 2020, and passenger cars will remain basically unchanged. At the same time, the subsidy threshold for pure electric passenger cars has been raised from 250 km to 300 km.

The slowdown of subsidy retreat will further guarantee the healthy development of the industry and ensure that there will be no risk of large fluctuations in the industry.

2. Tesla took the initiative to cut prices.

It is reported that this adjustment is to meet the latest requirements of subsidies for new energy vehicles. For Tesla to take the initiative to cut prices, netizens have said that they will "place an order immediately".

The price adjustment of 1 in May was Tesla's initiative to cut prices. In this way, the domestic Model 3 standard endurance upgrade version meets the latest subsidy requirements for new energy vehicles and caters to the requirement of "within 300,000 before subsidies".

3. Tesla Q 1 has the best sales history.

In the first quarter, Tesla produced and sold 102600 vehicles and 88400 vehicles respectively, up 33% and 40.3% year-on-year.

At the beginning of the first quarter, they began to manufacture Model Y. The output of Model Y in the whole quarter exceeded the total output of Model 3 2065 438+07 in the first two quarters, and also exceeded the output of Model 3 in Shanghai in the first quarter.

There is great potential to speed up the electrification of public transport and specific areas.

At present, the proportion of public transportation and electrification in specific fields is less than 7%. Accelerate the electrification of vehicles in public transportation and other fields, and there is a broad space for urban public transportation, road passenger transport, rental (including online car rental), sanitation, urban logistics and distribution, postal express delivery, and vehicles that meet the requirements in the field.

5. Set an annual subsidy ceiling of 2 million vehicles and a price limit of 300,000 yuan, and encourage the "electricity exchange" mode.

The price limit of 300,000 yuan is expected to increase the willingness of car companies to reduce prices, thus stimulating consumption, and the setting of the upper limit of 2 million vehicles may drive the industry to rush to install in the future, which is also a measure to accelerate the transformation of the industry to marketization.

In June and March, the sales volume of new energy vehicles and the installed capacity of power batteries increased significantly; European electric vehicle sales have increased against the trend.

Subsidies have been postponed for two years, the turning point of the industry has appeared, domestic Tesla has continued to accelerate, and new models of joint venture vehicles have been launched intensively.

It is estimated that the annual sales volume will be 6.5438+0.4 million vehicles+,up 654.38+05% year-on-year.

In March, the installed capacity was 2.76gwh, down 46% year-on-year and up 363% quarter-on-quarter. From June 5438 to March 2020, the cumulative installed capacity was 5.68gwh, a cumulative year-on-year decrease of 54%; Tesla drives foreign batteries to increase volume.

The semiconductor and component sectors strengthened, leading up by 6.3 1%, and this 2 1 was only exposed by low-valued concept stocks! Suggested collection

The above 2 1 low valuation concept stocks are: Ultrasonic Electronics, Dongshan Precision, Hudian, Jinan Jiguo, Chongda Technology, Hong Sheng Technology, Yangming Circuit, Yi Sheng Technology, Wangjing Electronics, Eaton Electronics, Shi Yun Circuit, Ziguang Guowei, Zhongying Electronics, Taiji Industry, Variety Shares, Fenghua Hi-Tech, Zhenhua Technology, Shunluo Electronics and Fu Jeer Technology.

What are semiconductors and component boards?

The general term for devices made of semiconductor materials. Such as semiconductor diodes, semiconductor rectifiers, transistors, photoresistors, thermistors, semiconductor photovoltaic cells, semiconductor thermoelectric generators, semiconductor refrigerators, semiconductor lasers, semiconductor microwave power sources and semiconductor integrated circuits.

Thank you for reading. I hope I can help you.

The day before the holiday, all three indexes closed up. Before the May Day holiday, the market closed perfectly. But there are too many unstable factors in holidays. Lao Guo hopes that everyone will not blindly enter the venue after the festival, because they can't grasp the specific points and want to follow, and the exchange area is unified.

Specific location:

Next week's strategy:

Looking forward to the market outlook, the current market is a strong countercyclical supported by Tuesday's market low of 2758 points. At present, only a small range of high-level back pressure needs to be digested. If there is no special bad news during the holiday, there is a high probability that the holiday market will continue to break through after digestion! At that time, the retail investors who lured the air to cut meat at the beginning of this week will chase up and then enter the market. This is how retail investors lose money. If there is additional bad news, it will only affect the trend of the first morning after the opening. Shareholders will try to relax, and there will only be more and more opportunities to make money in the market.