Following the huge rebound of A shares and Hong Kong stocks, the increase of offshore RMB is also expanding. On Tuesday, the highest value of USD against RMB reached 7.354 1, but the lowest value dropped to 7.26, and the highest value of RMB rose by more than 900 points that day. That night, US stocks opened higher across the board, and popular Chinese stocks rose again. The Nasdaq Golden Dragon China Index rose by more than 8% at one time.
In terms of news, in addition to the major benefits that have been reported, the other three major news stories are constantly being screened.
At the 2022 Shenzhen Global Innovation Talent Forum, structural biologist Yan Ning announced that he would resign from Princeton University and become the first president of Shenzhen Academy of Medical Sciences.
Second, Zhengzhou Health and Wellness Committee official WeChat official account 10 3 1 published the article "COVID-19 is not terrible, it can be prevented and cured, and Zhengzhou authoritative experts answer it". Experts say that the infection in COVID-19 is a self-limited disease, so we should not be too alarmed.
Thirdly, according to the official knowledge of Kangxinuo, thirteen cities in Jiangsu Province have also started the deployment of COVID-19 inhalation vaccine after Shanghai began to inoculate COVID-19 inhalation vaccine.
In addition, Yang Dong, the former general manager of Xingquan Fund who urged the citizens to redeem at 6000 A shares, said: You should cherish it! On the track, five ministries and commissions jointly released an action plan for the integration of virtual reality and industrial applications (2022-2026) on Tuesday.
What signals did the three heavyweights release?
Investors are not only staring at the stock market, but also staring at some events that seem to have nothing to do with the stock market, but have a far-reaching impact on the stock market. On Tuesday, during and after the meeting, there were three heavy screens:
At the 2022 Shenzhen Global Innovation Talent Forum, structural biologist Yan Ning announced that he would resign from Princeton University and become the first president of Shenzhen Academy of Medical Sciences.
Yan Ning graduated from Princeton before the age of 30 and returned to Tsinghua to teach, becoming "the youngest professor in Tsinghua". Since then, her scientific research achievements have attracted more attention-since 2009, as a correspondent, she has published 19 papers in the most influential international top academic journals Nature, Science and Cell, and two of them have been rated as "Top Ten Progress of the Year" by Science magazine.
On April 20 17, Yan Ning left Tsinghua University in 10 and became the first Shirley Tillman tenured professor in the Department of Molecular Biology at Princeton University. Shirley Tillman is a world-famous molecular biologist and the first female president of Princeton University in more than 200 years. This title is considered unique among American professors.
The return of such talents to the motherland is far more significant than her appointment as the president of Shenzhen Academy of Medical Sciences. For those capital and talents who want to flow out, her change can be said to be more meaningful.
Second, the article "COVID-19 is not terrible, preventable and treatable, answered by authoritative experts in Zhengzhou" published by the official WeChat account of Zhengzhou Health and Wellness Committee on June 65438+1October 3/KLOC-0. Zhengzhou Municipal Health and Wellness Committee invited experts from Zhengzhou First People's Hospital, Zhengzhou Center for Disease Control and Prevention and Zhengzhou Hospital of Traditional Chinese Medicine to answer questions about the prevention and control of COVID-19 epidemic.
How to take medicine after COVID-19 is infected? Experts say that the infection in COVID-19 is a self-limited disease, so we should not be too alarmed. According to the condition and symptoms after infection, under the guidance of specialists, we can choose oral Chinese patent medicine Huoxiang Zhengqi Capsule (oral liquid), Lianhua Qingwen Granule (capsule), Jinhua Qinggan Granule and Shufeng Jiedu Capsule (granule) for treatment. At the same time, ensuring adequate sleep, drinking more boiled water, maintaining a happy mood and eating regularly will help the rapid recovery of the disease.
Thirdly, according to the official knowledge of Kangxinuo, thirteen cities in Jiangsu Province have also started the deployment of COVID-19 inhalation vaccine after Shanghai began to inoculate COVID-19 inhalation vaccine. Among them, Wuxi, Huai 'an and Yangzhou took the lead in opening the reservation vaccination of recombinant novel coronavirus vaccine (adenovirus type 5 vector) for Kangxinuo biological inhalation, which can provide the general public with vaccination services without injection.
COVID-19 vaccine for inhalation makes the atomized vaccine reach the lungs through the respiratory tract through oral inhalation, which can stimulate the mucosal immunity of respiratory tract while producing humoral immunity and cellular immunity. Respiratory mucosal immunity may be a more effective method to prevent infection and block transmission, which is also a significant advantage compared with intramuscular injection vaccine.
According to the clinical trial results, the neutralizing antibody level of COVID-19 inhaled vaccine is 65438 04 times higher than that of inactivated vaccine, and it can provide protection for at least 6 months. And the elderly can be vaccinated.
The RMB soared by 900 points.
The above three heavy news are undoubtedly good for RMB assets, because the core variable of the market is the epidemic situation. The above news is conducive to eliminating people's panic about COVID-19 and optimizing the prevention and control of the epidemic situation.
Stimulated by these news, after A shares and Hong Kong stocks surpassed Big bounce, the increment of offshore RMB is also expanding. On Tuesday, the highest value of USD against RMB reached 7.354 1, but the lowest value dropped to 7.26, and the highest value of RMB rose by more than 900 points that day.
The pre-market performance of Chinese stocks listed in the United States is also very strong. After the U.S. stock market opened, the popular China stock rose again, and the NASDAQ Golden Dragon China Index once rose by more than 8%. By the afternoon of 10, Beijing time, the constituent stocks of Vantage International were led by an increase of over 2 1.4%, while those of IWC were over 17%, that of iQiyi was about 16%, and that of Jinshan Yun,,, Dada, Zaiding Medicine,, Li and Ctrip.
According to the official WeChat account "Smart Investor", Yang Dong, former general manager of Xingquan Fund and founder of Ningquan Assets, said: "I think now is the key time to grasp the cycle. The stock market is quite good. As long as you have patience, you will be given a good opportunity every few years. " "The opportunity of such a big fluctuation is only once in quite a while, so you can cherish it."
Why should Yang Dong's remarks be taken seriously? Because in 2007, when the market rose to 6000 points, he reminded the holder in a letter that the stock market may have a big adjustment. Before 5,000 points in 2065,438+05, the company's funds reminded in the quarterly report that "the bubble may burst again soon", "the damage caused by this stock price crash may even exceed that in 2008" and "the stock market may be in a storm". It can be said that he is a typical bull market informant and has a conscientious asset manager.
Five ministries and commissions released super good news.
It is worth mentioning that from the perspective of market structure, there are new hot spots besides the expectation of epidemic prevention and control optimization.
The Ministry of Industry and Information Technology, the Ministry of Education, the Ministry of Culture and Tourism, the State Administration of Radio, Film and Television and the State Sports General Administration jointly released the Action Plan for the Integration of Virtual Reality and Industrial Applications (2022-2026) on Tuesday, pointing out that by 2026, the overall scale of China's virtual reality industry (including related hardware, software, applications, etc.). ) It will exceed 350 billion yuan, and the sales volume of virtual reality terminals will exceed 25 million units (according to AR). It will cultivate 100 backbone enterprises with strong innovation ability and great industry influence, build 10 cluster areas with regional influence and lead the ecological development of virtual reality, and build 10 industrial public service platform.
According to IDC data, the 22H 1 shipment of domestic VR terminals is about 558,000 units. Since the third quarter of 2002, domestic manufacturers such as Pico and Skyworth have released new models one after another, which is expected to further increase the annual shipments. In 2022, domestic VR shipments are expected to reach more than 6.5438+0.5 million units. Based on the above shipments and the planned target calculation in 2026, the shipments of CAGR China VR terminals will reach 65,438+002% in the next four years.
Caitong Securities said that it is optimistic about the rapid growth of XR hardware demand at the B/G end. The long-term sales target of 25 million units will release nearly 10 times of the current market space in five years, and the long-term logic will be fully opened, and domestic XR industrial chain companies will fully benefit.
Shen Wanhongyuan said that the industry has made positive breakthroughs in hardware and application this year. In terms of hardware, Pancake optical scheme reduces the weight of VR head display, and full-color VST function makes VR products transition to MR products. New VR products such as PICO and Skyworth Digital (0008 10) have been launched one after another. Nreal, Thunderbird, etc. Launch new AR products. In terms of content, live video content such as VR concerts and sports events, and content such as fitness and hardcore games continue to be rich.
On the whole, the bullish pattern of the A-share market has become more and more obvious, and the energy released when it rises is also increasing. From this perspective, the market has a better and better feeling. With the declining yield of 10-year US Treasury bonds, there may be more and more market opportunities in the future.