Guangzhou Bandung: exposure of two layout directions in the short-term bottom building of the market

I. disk overview

The three major indexes opened slightly lower, the Shanghai index continued to consolidate sideways, the gem index fell nearly 1% at one time, and then rose and turned red. China Mobile closed the limit at noon, rising sharply for two consecutive trading days. Plate, the good news of the policy, the digital currency sector set off a wave of daily trading, the concept of public explosives, aquaculture, data security, Baijiu and other sector strength. Overall, the market sentiment has picked up, with individual stocks more popular and less green. The transaction in the half day of the morning was nearly 570 billion yuan.

In the sector, digital currency, civil explosive concept and traditional Chinese medicine led the rise, while combustible ice, kitchen and bathroom appliances and gas led the decline.

II. Main line analysis

[digital currency]

On the sector, Wuhan Tianyu Information Industry Co.Ltd(300205) , Chase Science Co.Ltd(300941) , Shenzhen Emperor Technology Company Limited(300546) , Synthesis Electronic Technology Co.Ltd(300479) and other stocks rose sharply. In terms of news, recently, the China Banking and Insurance Regulatory Commission, China Securities Regulatory Commission and other four departments jointly issued the “14th five year plan” for the development of financial standardization. The plan proposes that by 2025, the standard system suitable for the modern financial system will be basically completed.

[communication services]

On the sector, China Mobile, Guomai Technologies Inc(002093) , Eastone Century Technology Co.Ltd(300310) , guangmai technology and other stocks rose sharply. In terms of news, recently, the national development and Reform Commission and other departments made it clear that 5g, data center and other new infrastructure construction will be moderately deployed in advance. In 2021, the construction of 5g network in China will be accelerated to cover all prefecture level cities, more than 98% of County cities and 80% of township towns. At present, China has built the world’s largest 5g network.

III. strategic plan

On Tuesday, the index rebounded to the bottom as scheduled, once again consolidating the confirmation of the 3400v bottom. The gem index weakened due to the inclusion of relevant companies in the unverified list, but it has been clarified, which is likely to be another miscarriage. At present, the main line of the market focuses on the expected direction of the key policies of the two sessions. Recently, the major infrastructure with the most emphasis has benefited from steady growth, and special bonds have been launched significantly. Another inseparable theme of the two sessions is the digital economy. The large financial sector, which is also undervalued, benefits from the promotion of the comprehensive registration system. In the post epidemic era, large consumption is expected to continue to be repaired.

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