today's disk
Today, the Shanghai and Shenzhen stock markets showed a shock adjustment pattern as a whole. The three major indexes opened slightly lower, and then the Shanghai index rebounded weakly and fell into shock, while the gem index and Shenzhen Component Index fell directly, refreshing the recent low again. On the whole, the pattern of weakness is obvious.
From the industry sector growth ranking, the growth of blind box economy, tourism hotels, online tourism, household light industry, coal industry, decoration and other sectors ranked first, while the decline of Ning combination, blade battery, energy metal, photovoltaic equipment, battery and other sectors ranked first. As of the time of posting, the number of rising and falling companies is basically half and half, and the profit-making effect is general. The net purchase of northbound funds is less than 1 billion.
message interpretation
It is reported that Apple's iPhone 13 is selling well, and Hon Hai group, the largest assembly plant, is full of orders. It has released a big recruitment plan before the end of the New Year holiday. Zhengzhou Foxconn idpbg business group, the iPhone assembly base of the group, announced to expand the recruitment of general workers, with a recommendation bonus of up to 8000 yuan.
Research firm canalys released a report on January 19. Driven by the strong demand for iphone13, Apple's smartphone shipments accounted for 22% of the global market in the fourth quarter of 2021, returning to the top of the global smartphone market after three quarters.
Therefore, it is expected that the market demand of iphone13 may be stronger than that of iphone12 released in 2020. In the future, Apple's new product preparation and sales momentum are expected to further increase. From the perspective of business cycle, the long-term growth trend of Apple industrial chain company is determined. In the medium and long term, the consumer electronics sub sector has high cost performance and long-term layout value, Leading companies in related fields deserve attention.
should focus on strategies and directions
On the whole, the oversold rebound of the market ended in the short term and fell into shock adjustment again, which is basically consistent with our prediction. Before the overall trend of the market changes, we should continue to maintain the idea of light positions and should not increase positions rashly. Strategically, "steady growth" is the phased main line in the first quarter. Traditional infrastructure, cyclical stocks and banks should be paid attention to in the short term. The growth direction is high in the medium term, and the business cycle is obvious. However, as the US debt is still high, it is difficult to exceed the expected performance in the short term, so it is not recommended to increase the position for the time being.
