[pre disc interpretation]
On Thursday, the market took another stab. Although the Federal Reserve announced that the interest rate remained unchanged overnight, hawkish remarks continued, the expectation of raising interest rates and shrinking the table accelerated, and the influence of Russia and Ukraine was superimposed. The global stock market was obviously under pressure and the volatility intensified. There is only one trading day left before the festival. Open and close operations are not recommended for the time being, and keep watching more and moving less.
On the disk, there were almost no decent hot spots in the market, and finally only the coal sector barely closed red. However, the performance of oil, wine, banking and other sectors was relatively stable, showing a certain resistance to decline; The tourism, software, semiconductor and other sectors fell sharply, and the smashing was fierce. As can be seen from the list of sector ups and downs in recent days, in this volatile and risky market, it is still a low-level blue chip with better fall resistance and stronger toughness. It is suggested to continue to pay attention to it in the later stage.
Technically, the index reappeared the negative line, and the Shanghai index fell below the integer mark of 3400 points. From the daily line, there is no clear signal to stop falling and stabilize. Next, the possibility of further inertial exploration is not ruled out, but after continuous and substantial decline, it also has technical repair needs. If there is repair, pay attention to observe its continuity and strength.
Strategically, today is the last trading day before the festival, and the activity of trading sentiment may be further weakened. In addition, the negative selling of stocks by some institutions yesterday led to the freezing of the disk atmosphere, and the short-term weak atmosphere will continue. In terms of operation, control the position below 50%, focus on avoiding risks, and patiently wait for the opportunity of low absorption after full washing.
[message side]
Central bank sun Guofeng: this year, we should improve the formation and transmission mechanism of market-oriented interest rates.
We should deeply understand the connotation of the flexibility and moderation of prudent monetary policy. First, we should keep the word steady and strive for progress while maintaining stability, second, we should adjust flexibly, and third, we should measure and price moderately. In 2022, the monetary policy will focus on four aspects: first, maintain the stable growth of the total amount of money and credit, and comprehensively use a variety of monetary policy tools to invest liquidity in a timely and appropriate manner; Second, guide the steady optimization of credit structure, and actively do a good job in "addition" with structural monetary policy tools; Third, promote the reduction of comprehensive financing costs of enterprises and cultivate the inter-bank benchmark interest rate system represented by the repurchase interest rate of deposit institutions in the inter-bank market; Fourth, keep the RMB exchange rate basically stable at a reasonable and balanced level.
[short term hot spot]
Anhui Provincial Development and Reform Commission issued the "several measures to further promote consumption in the near future" on the 27th, proposing to guide real estate, automobile and household appliance sales enterprises to expand commodity consumption in the peak consumption season of the Spring Festival by means of installment free handling fees, giving deduction vouchers, reducing the proportion of down payment, subsidy replacement and so on. We will accelerate the construction of indemnificatory housing, develop the long-term rental housing market, and steadily promote the "same right of rent and purchase". Encourage home decoration enterprises to carry out "Wanjia lights" and other home decoration promotion activities.
According to reports, Tesla founder Elon Musk told investors on Wednesday that developing Optimus human Siasun Robot&Automation Co.Ltd(300024) is one of Tesla's most important work this year. Musk also said that humanoid Siasun Robot&Automation Co.Ltd(300024) can help the United States solve the labor shortage problem. It will first be applied to Tesla factory. "Over time, Optimus is likely to become more important than the automotive business," Musk said
