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Original title: the Dow made the biggest weekly decline in nearly half a year, but the general education stocks rebounded collectively! Institutions scrambled to raise 13 shares for first-half results. Source: Datanbao.
On Friday, local time, the three major indexes of US stocks closed down, with the Dow down for five consecutive days, down 1.58% on Friday and 3.45% in a week, the biggest weekly decline since October last year. The Nasdaq fell 0.92% and the S & P 500 fell 1.31%.
The Federal Reserve sends a "hawk" signal
U. S. stocks closed lower across the board or affected by the Fed's "hawkish" signal. Last night, St. Louis Fed President Brad told foreign media that "given that inflation is expected to be higher than the Fed's target of 2%, it may be appropriate to start raising interest rates next year." I think the rate hike may begin at the end of 2022. " In terms of inflation expectations, Mr Brad said, "my forecast is that core PCE inflation will be 3 per cent in 2021 and 2.5 per cent in 2022. If the actual situation is as expected, by the end of 2022, inflation will have reached 2.5-3 per cent for two years."
In addition, Friday coincides with the second "four Wizards Day" in the United States this year. Siwu Day refers to the settlement date of derivatives in the US market on the third Friday of the quarter (March, June, September and December). Stock index futures, stock index options, stock options and single stock futures are all due for delivery at the same time on the same day. Historically, these four asset classes have been delivered at the same time, and trading volumes have tended to rise rapidly, usually leading to severe market volatility.
In terms of market performance, the Dow was the worst performer among the world's most important indices this week. Yesterday, most U. S. semiconductor stocks, oil and gas stocks and bank stocks fell, while education stocks rebounded collectively. Most important technology stocks fell, with Apple down 1.01%, Amazon down 0.07%, Netflix up 0.49%, Google down 1.34%, Facebook down 2.04% and Microsoft down 0.56%.
While US stocks tumbled, the dollar index rose on the basis of the Fed's hawkish comments, breaking through the 92 mark.
China General online Education stocks rebounded
New Oriental urgently refutes the rumor
After days of sharp falls, Chinese stocks in the online education sector rebounded yesterday. Huafu Education rose rapidly after the opening, rising nearly 30% at one point, and then shaken back to close up 11.37%. In addition, the good future rose 8.54%, the head education rose 4.55%, Gao Tu Group rose 3.42%, New Oriental rose more than 5%, and closed down slightly by 0.52%.
On the face of the news, the official statement of New Oriental yesterday said that the "news of the internal discussion of New Oriental" and the contents of the discussion had recently been circulated on the Internet. New Oriental Education and Technology Group solemnly declared here that there was no so-called discussion on the relevant content and did not know about the above content.
Yu Minhong, founder of New Oriental, also said on social media, "New Oriental has never held such a meeting, and we don't know any news." Life is not easy, why stab in the back? "
Institutions scramble to raise these performance soaring shares.
Securities Times data Bao statistics, in the past two months in the list of dragons and tigers, 395 stocks appeared in the figure of institutions, of which 222 stocks showed a net buying status of institutions. The top three net buyers are Ruixinwei.Yun Aluminum Co., Ltd., optical startup technologyThe net purchase amount of institutional funds was 626 million yuan, 556 million yuan and 487 million yuan respectively.
The pre-increase in performance will often bring a wave of medium-report market, and some of the performance soaring stocks have been laid out in advance. Statistics show that among the stocks that have disclosed their performance forecasts, the Dragon and Tiger list has disclosed that a total of 13 stocks have been bought net by institutions in the past two months, with a total net purchase of 612 million yuan.
Gore sharesThe institutions ranked first with a net purchase of 166 million yuan, with an estimated net profit of about 1.561 billion yuan to 1.796 billion yuan in the first half of the year, an increase of 100% to 130% over the same period last year. The company said that in the first half of this year, the sales revenue of virtual reality products and intelligent wireless headset products increased and profitability improved; at the same time, the fair value change profit and loss of KopinCorporation equity investment held by the company increased.
The overall performance of the soaring shares raised by institutions has been relatively good recently, with an average cumulative increase of 35.1% in the past two months, including Harbin Sanlian., Tianji shares, Tanzhong sharesThe share price has doubled in the past two months, and Tianyuan sharesA cumulative increase of 56.44%. Tianji shares rose 105.94 per cent in the past two months and is expected to achieve a net profit of 160-200 million yuan in the first half, a year-on-year turnround, mainly due to a substantial increase in sales volume and sales price of the company's lithium hexafluorophosphate business compared with the same period last year.
