brief description of disk
On Thursday morning, A-Shares fluctuated lower and continued to adjust the trend. When the Shanghai Composite Index approached 3400, the banking sector supported the market, the decline of the stock index narrowed, and the gem index fell below 3000 points. On the disk, coal, airports, banks, railways and other low-cost blue chips supported the market, and Internet services, computer equipment, software development, precious metals, tourism hotels, communication services, games, cultural media, decoration, communication equipment, motors, education and other industries led the decline. In terms of subject stocks, Huawei shengteng, digital economy, electronic license sector, smart government, digital currency, state-owned assets cloud, Huawei Euler and RCS concept fell by more than 4%.
message plane
the application for redemption by public offering is calm, and the second new fund accelerates the establishment of positions
Recently, the A-share market fluctuated and adjusted. China Securities News reporter interviewed a number of fund companies and found that although the net value of the fund fluctuated, the overall application and redemption of the fund was stable. Among them, fixed income funds continued to receive net subscription, and equity funds were redeemed, but there was no redemption tide as a whole. In addition, on the occasion of market correction, the sub new fund accelerated the pace of position building.
the landing time and strength of multi sectoral release of steady growth policy signals will exceed expectations
The central economic work conference put forward “seven policy combinations” including macro, micro, structure, science and technology, reform and opening up, region and society. In the past two weeks, the state information office has intensively held press conferences. At the press conferences, the Ministry of industry and information technology, the people’s Bank of China, the Ministry of Commerce, the Ministry of finance, the State Administration of Taxation and other departments revealed this year’s policy ideas and force points. Many analysts said that a series of real and hard moves for steady growth will be launched this year, and some policy efforts and landing time points will exceed expectations.
Powell confirmed that he had planned to raise interest rates in March, and did not rule out raising interest rates at every meeting in the future
At the press conference after the interest rate resolution, Fed chairman Powell personally admitted that the Fed intended to raise interest rates at its March meeting. At the same time, he also pointed out that “without threatening the labor market, there is a lot of room to raise interest rates. It is not ruled out that interest rates will be raised at every Federal Open Market Committee (FOMC) meeting.”
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the liquidity at the macro level has gradually improved, and the PMI index has turned upward for two consecutive months, indicating that the medium-term market of A-Shares is expected to be better, and the offensive in spring will be gradually launched.
Pre market judgment: European stock markets collectively rebounded 2% overnight; U.S. stocks fell at the end of the session due to the Federal Reserve’s interest rate meeting, and A-Shares are expected to continue to fluctuate and bottom.
In fact, in the morning, A-Shares were basically flat open, and there was no extreme reaction. Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) once made Shanghai stock index and gem index popular. However, with the expansion of the decline of the Nikkei index, A-Shares fell at the same time. The Shanghai Stock Index retreated 3400 points, and the gem index fell more than 2%, falling below yesterday’s low and triggering a new round of selling tide. On the disk, almost all industries fell across the board.
After 10:30, the limit of Lanzhou bank, the second new bank stock, led to a sharp rise in the banking sector, narrowed the decline of the stock index, relatively strong coal and airports, and abnormal rise in the real estate sector and engineering construction sector.
In the afternoon, if there is no capital to enter the market to stabilize sentiment, the market will continue to bottom.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. After new year’s day, A-shares have been callback continuously. It is suggested to bargain hunting in the middle line and pay attention to smart driving, chips and other technology stocks with large growth space. In the short term, we can focus on four opportunities: state-owned assets reform, high growth in annual reports, securities companies and oversold new shares.
