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📌 Several A-share companies, earnings surge
🍖 Chopper says:
This message is probably the biggest relief for market sentiment today. Recently, the broader market has been hovering around the 3,000-point mark, and everyone feels uneasy. When more and more companies report a sharp earnings increase, it at least shows that the fundamentals haven’t fallen apart. Take Zhaobi? (600436) as an example—if its earnings come in above expectations, the stock price can likely stabilize a bit, since it has already dropped a lot before and the valuation has returned to a reasonable range.
That said, it depends on the type of company. If it’s a semiconductor or新能源 (new energy) company with strong performance, it may drive sector rotation. If it’s a cyclical stock seeing a big jump, it’s worth being cautious about whether it could be a near-term peak. Compare Ningde Times (300750): although its earnings are good, the market worries about a slowdown in growth, so the valuation hasn’t been pushed too high. In this situation, it’s still best to be cautious about chasing after a rally—many companies post strong earnings but their stock prices still fall because expectations were priced in too aggressively.
#600436 #300750 #A股
🍖 Chopper says:
This message is probably the biggest relief for market sentiment today. Recently, the broader market has been hovering around the 3,000-point mark, and everyone feels uneasy. When more and more companies report a sharp earnings increase, it at least shows that the fundamentals haven’t fallen apart. Take Zhaobi? (600436) as an example—if its earnings come in above expectations, the stock price can likely stabilize a bit, since it has already dropped a lot before and the valuation has returned to a reasonable range.
That said, it depends on the type of company. If it’s a semiconductor or新能源 (new energy) company with strong performance, it may drive sector rotation. If it’s a cyclical stock seeing a big jump, it’s worth being cautious about whether it could be a near-term peak. Compare Ningde Times (300750): although its earnings are good, the market worries about a slowdown in growth, so the valuation hasn’t been pushed too high. In this situation, it’s still best to be cautious about chasing after a rally—many companies post strong earnings but their stock prices still fall because expectations were priced in too aggressively.
#600436 #300750 #A股
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