newupcomingcryptogames| It soared by more than 80%! This real estate stock is rising against the market. What's the situation?

The three major A-share indexes pulled back today, with the Northern 50 Index rising against the market; Hong Kong stocks also plunged, and the Hang Seng Technology Index fell more than 2%.

Specifically, the three major stock indexes opened low, accelerated down in the afternoon, and Prev tested 3100 points of support. By the close, the Prev index was down 1%.Newupcomingcryptogames.33% traded at 3116.39 points, the Shenzhen Composite Index fell 1.56% to 9541.64 points, the gem Index fell 1.38% to 1852.07 points, and the Northern Composite 50 Index rose 1.68%. The total turnover between the two markets was 847.7 billion yuan, an increase of 16.5 billion yuan over yesterday.

Nearly 4600 shares floated green on the floor, while non-ferrous, coal, steel, oil and other resource stocks fell collectively; real estate industry chain stocks fell, Hainan Expressway (000886) and Zhengyuan shares fell by the limit; the concept of glass substrate fell sharply. Longli Technology (300752), Wudang Optoelectronics (300162) fell about 9%, Lehman Optoelectronics (300162) fell about 6%. The military industry plate rose against the market, Kent shares, Xinyu Guoke (300722), Great Wall military Industry (601606), Walter shares (002886), etc.; the concept of PEEK materials is active, Huami new materials are up about 25%, Chongde Technology and Fuheng new materials are up about 14%; the concept of low-altitude economy is also strong, a Bo science and technology, Shanggong Shenbei (600843) and so on.

Hong Kong stocks were also weak, with the Hang Seng Index falling 19000 points and the Hang Seng Technology Index down more than 2 per cent. By the close, the Hang Seng Index was down 1.7 per cent at 18868.71 and the Hang Seng Technology Index was down 2.41 per cent at 3896.19. In terms of individual stocks, NetEase fell nearly 8%, Xiaopeng Motor and Alibaba fell more than 5%, and Jinhui Holdings rose more than 80%.

Resource stocks fell collectively

The non-ferrous sector fell sharply today. by the close, Xiaocheng Technology (300139) was down more than 10%, Liyuan shares were down by the limit, Shengda Resources and Northern Copper were down nearly 8%, and Yuguang Gold lead (600531), Hanrui Cobalt (300618) and Changaluminum shares (002160) were down more than 6%.

Domestic commodity futures closed, and non-ferrous metals also led the decline. Shanghai silver and alumina fell nearly 5%, international copper, Shanghai copper and Shanghai nickel fell by more than 4%, Shanghai tin fell by more than 3%, and Shanghai aluminum and Shanghai gold fell by more than 2%.

At the same time, international gold and silver are also falling. As of press time, COMEX gold fell 1.44% to $2358.5 / oz, while COMEX silver fell 3.07% to $30.530 / oz.

In addition, coal, steel, oil and other sectors fell, Jinling Mining (000655), Hainan Mining (601969) fell more than 7%, Meijin Energy (000723) fell more than 6%, Shengde Xintai, Bacon Energy (002828) fell more than 5%.

On the news side, the minutes of the Fed meeting show that policy makers are worried about insufficient progress in the decline in inflation and believe that it will take more time to have the confidence to cut interest rates, suggesting that the wait-and-see state of keeping interest rates high should last longer. A number of policy makers intend to raise interest rates further once the inflation risk is reignited.

The minutes of last night's Fed meeting were slightly hawkish to Fed officials, the agency said. The minutes showed that the Fed had maintained current interest rates for longer than expected, and Fed officials said they were waiting for evidence of falling inflation. You need to be patient. With the safe-haven and monetary attributes of precious metals weakening slightly, the impact of Fed monetary policy strengthened last night, which led to a downward adjustment in short-term precious metal prices.

Guangfa Securities said that although there has been a brief correction in the non-ferrous metals, precious metals and oil and gas industry chain, global inflation expectations have not changed, and commodity prices are expected to remain high for some time to come. The reduction in capital expenditure will promote high dividends in the resource sector, and it is recommended that we continue to pay attention to opportunities in dividend sectors such as resources, banks, electricity, highways and so on.

Concept callback of glass substrate

The concept of glass substrate fell sharply today. By the close, Longli Technology was down more than 9%, Pentagon Optoelectronics was down 8.7%, Kaige Seiki and Dier Laser (300776) were down more than 7%, Vogel Optoelectronics (603773) and Lehman Optoelectronics were down about 6%.

Longli Technology, which rose more than 40% on the previous 5 days, issued a risk reminder last night that investors on the interactive platform of the Shenzhen Stock Exchange are more concerned about whether the company's business involves glass substrate business. Verified by the company, it is explained as follows.Newupcomingcryptogames: (1) the company currently specializes in backlight display module products (LED backlight display module and Mini-LED backlight display module). (2) the raw materials of Mini-LED backlight display module will involve substrate materials, including FPC, aluminum substrate, PCB board and glass substrate, etc., different substrate materials are used according to the performance specifications of terminal products, among which the application of glass substrate material is currently in the stage of research and development and patent reserve, and has not been mass produced yet, which has not had a significant impact on the company's operation. Investors are respectfully invited to invest rationally and pay attention to risks.

Lehman Optoelectronics has doubled its cumulative increase for the previous 5 days, and the company hinted last night that the company's stock turnover rate for five consecutive trading days was 133.16%, the short-term increase was seriously deviated from the growth enterprise index, and the valuation was too high. the company's stock trading has market sentiment overheated, irrational speculation factors, and there may be a risk of falling after a large short-term rise. Recently, the concept of glass substrate has attracted the attention of market funds. After self-examination, the company's new PM-driven glass-based packaging technology can not be applied to semiconductor integrated circuit chip packaging, is currently in the stage of trial production, has not yet been industrially applied and has not formed revenue. The company respectfully invites the majority of investors to invest rationally and pay attention to the risk of conceptual speculation.

Vog Optoelectronics nearly 4 trading days harvest 3 boards, the company also reminded that recently, according to relevant media information, the company was included in the glass substrate concept stocks, after the company's self-examination, the company glass-based TGV products currently do not have mass production capacity, did not form business income, please investors rational investment, pay attention to the concept of speculation risk.

The military industrial plate is pulled up against the market.

The military industry plate was active in intraday trading. By the close, Kent shares and Xinyu Guoke "20cm" rose by the daily limit, Tianhai Defense (300008) rose more than 14%, Wanfang Development (000638), Great Wall military Industry, Watt shares, Kangda New Materials (002669), etc., rose by nearly 10%, and Chenxi Airlines (300581) rose nearly 10%.

For this sector, the agency said that in today's complex and ever-changing international situation, military demand is still in the early stages of the outbreak, a new round of industry business cycle is worth looking forward to, and high-quality leading companies in all aspects of the industrial chain still have a lot of room for growth. In recent years, the growth rate of China's defense expenditure budget is higher than that of GDP in most years. China's defense spending still has a lot of room for growth, and the growth rate may be higher than that of GDP for a long time in the future.

Southwest Securities pointed out that it is currently at the end of the "intermediate adjustment" of the military industry, and this year will usher in the inflection point of industry demand and performance. It is suggested that we should actively lay out the fields of traditional military aviation and aerospace, as well as the field of "new quality and new domain", and pay attention to satellite Internet, commercial aerospace, unmanned (low altitude), underwater and other subdivided fields.

Jinhui Holdings soared by more than 80%

Hong Kong stocks also weakened, with the Hang Seng Index falling below 19000 points and the Hang Seng Technology Index falling more than 2%. At the close, the Hang Seng Index fell 1.7% to 18,868.71 points, and the Hang Seng Technology Index fell 2.41% to 3,896.19 points.

In terms of individual stocks, Netease fell nearly 8%, Xiaopeng Automobile and Alibaba fell more than 5%, and Huahong Semiconductor, NIO, Jingdong Group, Ideal Automobile, etc. fell more than 4%.

In addition, Jinhui Holdings rose sharply, soaring by more than 90%. The closing price rose nearly 83% at HK$4, with the latest market value of HK$16.2 billion. Jinhui Holdings previously announced that the company has settled all credit bonds issued on the open market. It is understood that in July 2023, Jinhui Holdings completed the clearing of domestic credit bonds and debts. In addition, the completion of the redemption of US$300 million of overseas bonds, all the company's public bonds have been fully redeemed.

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