Blue and white combined to break the situation, concept stocks fall into disaster areas

A few days ago, tourism stocks and aviation stocks rose sharply due to the blue and white combination. Today (24th), due to the influence of the blue and white combination, Lunfei, Xiadu, Humble House, Yunpin, Lion, Phoenix, China Airlines, EVA Air and other stocks fell after the opening, with the worst loss of nearly 6%. (Further reading:Pre-election 2 policy beef food stocks “outshine”, unified new inclusion 00878 led the rise）

The presidential election is approaching, and the political parties of the green camp focus on semiconductors, AI, military industry, security control, communications, green energy, innovation, etc.; the blue camp focuses on tourism, construction, steel, cement, and electric vehicles.

As for the People’s Party, it is healthcare, green energy, AI, electric vehicles and information security. The topic of promoting “blue and white concept stocks” has been much discussed.

Previously, related concept stocks rose due to topics such as blue and white combination, but the atmosphere changed after the blue and white combination broke. Lunfei (2364), the benchmark stock among blue camp concept stocks, opened at 121.5 in early trading and then turned black, falling by more than 2 %.

Xiadu, Humble House, Yunpin, Lion, Phoenix and other stocks were not spared. Within ten minutes of the opening, Xiadu fell more than 4%, Humble House 3.92%, Yunpin fell the most (more than 5%), and Lion fell 4.48%. .

Chu Xiangsheng, chairman of South China Investment Consulting, pointed out in an interview with “Yahoo Financial News” that the main reason is that investors believe that the failure of Blue and White to win may increase cross-strait tensions, and cross-strait tourism and other exchanges will also be affected. “This is Why did travel and airline stocks move (up) for a period of time due to the combination of blue and white, and then corrected as if they smelled the atmosphere of a breakup? “

Lunfei’s main products include military-standard laptops and tablets, with its own brand Durabook accounting for 75% and ODM/other businesses accounting for 25%. The main application markets are military and national defense, public safety (police, firefighting, ambulance) and hazardous industries. (Public resources, petrochemicals, food), benefiting from the mass production of two new products this year, driving revenue growth. (Reviewer: Ye Yiru)