Outlook:
The index rebounded in shock on Wednesday, with the Shanghai index rising for three consecutive days. The three major indexes opened slightly lower, then fluctuated upward, and finally the three major indexes closed up together. Individual stocks rose more or fell less, while communications, computers, food and beverage, media, non-ferrous metals and other sectors led the gains, while only banking, architectural decoration, real estate and coal sectors fell. In terms of market environment, the central bank and the China Banking and Insurance Regulatory Commission issued the notice on excluding the loans related to indemnificatory rental housing from the concentration management of real estate loans, which made it clear that the loans related to indemnificatory rental housing projects were not included in the concentration management of real estate loans, which was conducive to banks' access to incremental credit demand. In addition, the central bank and other departments issued the 14th five year development plan for financial standardization, which proposed to steadily promote the development of legal digital currency standards, explore the establishment and improvement of legal digital currency infrastructure standards, and stimulate the digital currency sector. From a technical point of view, the Shanghai index has achieved three consecutive positives, the Shenzhen index and the gem index have recovered from shocks, the volume of the two cities can be expanded, and the market has risen by more than 3000 stocks for four consecutive days. With the steady growth policy gradually forming a joint force, the market is expected to continue to stabilize and rebound, and pay attention to the gains and losses of the annual line and the rotation of the sector. In terms of operation, it is recommended to pay attention to finance, steel, food and beverage, household appliances, building materials, building decoration and other industries.
