The bustling stock market

Xiaomi is also going to build a car, and the car will be full of small monster stocks!

On the morning of November 11, Xiaomi Motors appeared in the new batch of Industry and Information Technology catalogue, which means that Xiaomi Motors has obtained a birth certificate. Stimulated by this news, related concept stocks moved at the news, and Autech and Kaizhong shares opened directly at the daily limit.

As early as October 10, Lei Jun, the founder of Xiaomi, announced on his personal social account that the development of Xiaomi Automobile is going very smoothly and will be officially launched in the first half of 25, which has whetted the market's appetite. On November 2024, the patent for "vehicle tail wing and vehicle" applied by Xiaomi Automobile was authorized.

As the mass production of Xiaomi Automobile approaches, who will be the "OEM" of Xiaomi Automobile has become the focus of investors' attention, and rumors have been flying everywhere. Now the stone has finally been settled. According to the application catalog, the name of the company is BAIC Group, which means that Xiaomi Automobile's production qualifications are "borrowed" from BAIC Group and produced in its own factory.

Automobile is a pillar industry of the national economy and the only sunrise industry that has maintained double-digit growth in the post-epidemic era. Due to its long and thick industrial chain, large total value, high technological content, wide radiation and driving range, and wide employment capacity, it is expected to be the only industry that can hedge against the downward pressure on the real estate industry and the only new engine that can replace real estate to drive economic growth. my country has become the largest exporter of new energy vehicles.

Judging from the stock market in 2023, Huawei's automotive concept has produced a large number of bull stocks, and Shenglong shares, which have been on the board for 13 consecutive days, have emerged one after another. This once again proves that the automotive industry chain is the main chain and leader of the entire market, and the automotive industry chain is undoubtedly the birthplace and exclusive supply line of the crazy bull market!

Adding fuel to the fire! After Huawei's car, Xiaomi is also going to make cars. The "Xiaomi car concept" has attracted attention. Investors should not underestimate its hype opportunities and strength. They can focus on the main chain of automobiles and take advantage of the callback opportunity to dig deep into investment opportunities in automotive parts, automotive molds and tools, automotive electronics and chips, automotive new materials and accessories, especially automotive composite superposition concepts and other sub-sectors. The "Xiaomi car concept" has set off a new trend. Can Xiaomi replicate the Huawei legend?

From the market's perspective, a trillion-yuan transaction is the top. The CSI 300's transaction share hit a record low, while the CSI 2000's transaction share hit a record high. Theme stocks continue to attract money. On the one hand, sentiment is at a low point, and on the other hand, the transaction share of theme stocks remains high. The market is actually a world of ice and fire, and the market is not as deserted as it seems. Before the market sees a new rise, the floating chips of theme stocks need to be cleared once again.

Historically, the cross-year market has shown obvious characteristics of "value setting the stage, growth playing the show". The performance of finance, cycles, consumption, and stability in the fourth quarter are the best among the four quarters of the year; and the performance of growth style in the fourth quarter is second only to the first quarter, which also indicates that the fourth quarter is a good layout window for the whole year. In addition, in the year-end market, low-valuation sectors often perform better than high-valuation sectors, blue chip stocks are better than loss-making stocks, and large-cap stocks are better than small-cap stocks. There is often a reversal effect at the beginning of the year.

The market performance on Monday and Tuesday was disappointing. The US dollar index collapsed on Tuesday night. Many people had high expectations for the previous trading day, but the market opened high and closed low, which has caused anxiety among stockholders. On Friday, the market opened low and closed low again, which is unbearable for most people. To be fair, the recent market is not too bad. As long as you don't chase high prices, you will at least not lose money even if you don't make money. However, most stockholders can tolerate the same decline, but cannot tolerate structural increases. They can't tolerate others' increases without their own. As a person who has experienced it, I can understand it very well, but I can't help. This kind of cultivation of the mind can only be obtained by being tortured by the market.

It can be clearly seen from the industry sector decline list that growth sectors such as medical/new energy/semiconductors have become the main force of the market crash, and these are also the ones with the most institutional layout. Even if the depreciation of the US dollar has greatly reduced the valuation pressure of heavyweight stocks, institutional heavyweight stocks are still a rhythm that no one will play with. On the other hand, the bull market of the micro-cap stock index has been all over the screen in the past two days. The small-cap pie-spreading model that once existed has once again appeared in front of the public in a glamorous way. I don’t know if this is what some people call "active", but I know that the rise of these small-cap stocks has nothing to do with the vast majority of shares. Investors still rely on the overall market brought about by the performance and rising valuations to make money.

Planning for the cross-year market, you can pay attention to innovation and growth in terms of direction. The first is AI applications and MR. In 2024, new MR/AR products will be launched intensively, and the shipment volume will have a large upward elasticity. The experience of the new version will be significantly improved, and related sectors are expected to accelerate the implementation of applications. The second is electronics. The last round of semiconductor cycle has been in a two-year downward cycle since it peaked in the fourth quarter of 2021. Since September, the sales of new phones from Huawei, Xiaomi and other companies have exceeded expectations. If subsequent innovations can bring about a new round of phone replacement, the electronics sector is expected to usher in an upward cycle. The third is medicine. In the third quarter, some sub-sectors of the pharmaceutical industry were affected by the anti-corruption incident and their performance growth rate was relatively low. In the future, the marginal impacts of medical insurance, centralized procurement, anti-corruption, etc. will become smaller and smaller. The long-term demand logic of the pharmaceutical sector has always been there, and it is expected to start a new round of market conditions against the background of two consecutive years of adjustment.