On the morning of the 27th, nearly 4,000 A-share stocks fell, and the popular stocks in the early stage collectively fell to the limit.

　　Among the first-tier industries in Shenwan, only the coal sector rose; the computer sector led the market, and the media, machinery and equipment, household appliances and other sectors led the decline.

As of the noon close, the Shanghai Composite Index fell 0.88%, the Shenzhen Component Index fell 1.52%, and the ChiNext Index fell 1.67%.

The pre-popular stocks collectively fell by the limit

　　This morning, popular stocks such as Qujiang Culture and Tourism, Jida Zhengyuan, Infineon, and Annie shares fell by their limit, and short-term speculation funds ebb.

　　Infineon closed at 4.16 yuan per share this morning, with a half-day turnover of 155 million yuan.

In the past two trading days, Infineon has been trading at the daily limit.

On the morning of the 27th, Infineon released a performance forecast, predicting a loss of 900 million yuan to 1.35 billion yuan in net profit attributable to the full year of 2021, a decrease of 1128.57% to 1642.86% over the previous year.

　　The announcement shows that the reason for Infineon's pre-loss performance is the decline in the company's overseas business, which is affected by the repeated global new crown epidemic and the company's strategic sale of Canada Infineon.

In addition, the company has acquired a certain amount of goodwill in the past. As of December 31, 2021, the goodwill balance of each subsidiary totaled 715 million yuan.

　　In Infineon's stock bar, some netizens said: "I was pressed by the nuclear button, cut the meat and leave." Another netizen said: "Use your imagination, for example, it was announced during the Spring Festival, and billions of contracts were signed."

　　Annie's shares, which had previously achieved 5 consecutive daily limits, fell by the limit on the previous trading day, and continued to drop by the limit today at the opening, closing at 7.09 yuan per share, with a turnover rate of 1.18%.

In response to the abnormal fluctuations in the stock price, Annie shares announced on January 25 that the company has noticed the recent market and investors' attention to the company's research on the application and development of NFT in the copyright field, and the company's stock price has risen significantly.

At present, the company's application of NFT in the copyright field is still in the research stage and has not yet had a significant impact on the company's performance.

　　In addition, the new stock Zhen Lei Technology landed on the Science and Technology Innovation Board today, and broke with lightning after the opening.

The stock rose more than 11% during the call auction, and closed down 10.28% as of noon.

　　Bank stocks strong support

　　This morning, Lanzhou Bank hit the daily limit in an instant, followed by Qilu Bank, Nanjing Bank, Sunong Bank, etc.

　　In addition, China Power Construction and China Communications Construction have soared, and the large-scale infrastructure and state-owned enterprise sector has skyrocketed, followed by China Metallurgical Corporation and China Energy Construction.

　　计算机板块掀起跌停潮，华胜天成、海量数据、新炬网络、浙大网新、南天信息、浪潮信息、博彦科技等多股盘中跌停，中威电子、新晨科技、东方国信、科大国创等跌超10%。

　　中信证券表示，计算机行业持仓景气度进一步从底部回暖，持仓头部公司多元化趋势持续。云计算重点公司仍是配置主线，市场持续关注景气行业共振带来的投资机会。

具备反弹空间

　　资金流向方面，5日主力净流出额居于行业首位的是医药生物行业，超过120亿元；其次是传媒板块，为68亿元；居于第三位的是非银金融板块，5日主力净流出额为45亿元。电力设备板块是5日主力净流入额最多的板块，超过125亿元。

　　华鑫证券指出，春节前两周A股投资者风险偏好历来较为谨慎，长假前投资者更倾向于落袋为安，来规避海外市场不确定性风险，今年尤为突出。目前A股已经提前反映了预期风险。

　　银河证券表示，2022年开年以来，A股回调已释放一定风险，目前估值也已经下跌至较低位置，具备反弹空间。同时，我国正处于稳增长政策逐步发力的阶段。后市来看，待投资者情绪企稳、部分赛道风险逐步释放后，稳增长带动的春季行情或将逐步开启。