body:
I. Market Review
Yesterday, the whole market ushered in the repair. At the opening, the energy track sector led the repair of the market. It was suppressed by the air at 10:17 and fell back. However, in the afternoon, many parties made efforts again to repair the second time within the day, directly V up, and the new energy track sector led the market.
2. Yesterday, the gold needle of the index bottomed out and closed the small positive line. It can be said that the difficult stage has passed, and the last two trading days before the Spring Festival will also be warmer.
III. today’s information
1) the content of the interest rate meeting announced by the [Federal Reserve] in the early morning was more hawkish than expected. Powell said that he did not rule out raising interest rates at every meeting and carrying out a large-scale table reduction;
2), [regional development] issued by the top of the “opinions on supporting Guizhou’s new road to the new era of western development”, and the market is relatively high and more innovative is digital economy, new energy and Baijiu:
3) [new energy vehicle] Tesla reported a net profit of US $2.321 billion in the fourth quarter, an increase of 760% year-on-year.
Investment strategy: after short-term adjustment, market sentiment will be repaired; Wind power and other varieties with short-term changes are still rebounding to find selling points. The digital economy is about to usher in a low point reversal and actively grasp the opportunities related to the data center; In addition, finance and infrastructure in the direction of steady growth remain key opportunities.
