I. disk overview
After the opening of the index, it fluctuated lower and dived during the session. The Shanghai index once fell by more than 1%, risking 3400 points, and the record index once fell by more than 2%. The northward capital outflow continued to exceed 8 billion yuan. The local stocks in Guizhou opened higher and went lower, while the coal and civil aviation airport sectors rose against the market. On the whole, the individual stocks in the sector showed a general downward trend, and nearly 4000 stocks in the two cities floated green.
In the sector, Guizhou, bank and coal sectors led the rise, while digital currency, gold and scenic spot tourism sectors led the decline.
II. Main line analysis
[bank]
On the sector, Lanzhou bank, Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) , Qilu Bank Co.Ltd(601665) , Bank Of Nanjing Co.Ltd(601009) and other stocks rose sharply. On the news front, early Thursday morning Beijing time, the Federal Reserve announced that it would keep the benchmark interest rate unchanged in the range of 0% – 0.25%, and said that the interest rate hike could be carried out as early as the meeting in March.
[infrastructure]
On the sector, Shandong Hi-Speed Road&Bridge Co.Ltd(000498) , Zhongyan Technology Co.Ltd(003001) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , China Haisum Engineering Co.Ltd(002116) and other stocks rose sharply. In terms of news, the official website of the Ministry of housing and urban rural development officially released the “14th five year plan” for the development of construction industry, which proposed to vigorously develop prefabricated buildings. Cultivate a number of intelligent construction and prefabricated construction industrial bases.
III. strategic plan
Overnight, US Federal Reserve Chairman Powell made hawkish remarks again. It was almost certain that interest rates would be increased in March. At the same time, it was not ruled out that interest rates would be increased every time the next interest rate resolution was made. This news had a certain impact on the market. Therefore, the major indexes fell again today.
The index was wrongly killed and stabilized after stepping back quickly, which is more conducive to the spring market. From past experience, the adjustment in January can make room, and there is a greater chance of a better trend in the spring market. So two days before the festival is a natural layout window. After the year, the layout direction still focuses on the return of track stocks that have been emphasized many times recently, such as new energy. The fundamentals of large infrastructure in the first quarter have better support, and the digital economy has the opportunity to pay attention to differences.
