I. disk overview
The three indexes collectively opened low, and then the trend differentiated. The Shanghai index fluctuated narrowly above the flat line, and the gem index weakened again. In terms of sectors, salt lake lithium and coal sectors rose, real estate, banking and other weight sectors strengthened, and digital currency, shipping, tourism, infrastructure and other sectors continued to be active. Overall, individual stocks showed a trend of more decline and less rise. More than 3500 shares in the two cities fell, with a transaction of 610 billion yuan in the morning.
On the sector, lithium extraction from Salt Lake, coal and tourism led the increase, while covid-19 treatment, traditional Chinese medicine and medical devices led the decline.
II. Main line analysis
[digital currency]
On the sector, Beijing Advanced Digital Technology Co.Ltd(300541) , Shenzhen Forms Syntron Information Co.Ltd(300468) , Hengbao Co.Ltd(002104) , Szzt Electronics Co.Ltd(002197) and other stocks rose sharply. In terms of news, the pilot of digital RMB in Beijing made positive progress last year. At present, it has covered more than 400000 scenes of the Winter Olympics, with a transaction amount of 9.6 billion yuan.
[bank]
On the sector, Lanzhou bank, Bank Of Chengdu Co.Ltd(601838) , Bank Of Nanjing Co.Ltd(601009) , Bank Of Jiangsu Co.Ltd(600919) and other stocks rose sharply. On the news front, the January credit data achieved a “good start”. The central bank released the January financial data yesterday, which showed that the new RMB loans in January were 3.98 trillion yuan, a monthly statistical high. Among them, the increment of social financing scale reached 6.17 trillion yuan in January, exceeding market expectations.
III. strategic plan
Some heavyweights were plagued by rumors yesterday. But just gossip is not enough to affect the market, and the Shanghai index turned red at the end of the day. And last night, U.S. inflation hit a new high again, and the expectation of raising interest rates rose again, leading to another decline in U.S. stocks overnight.
Last night, the central bank released financial data for January. The increment of social financing scale in January exceeded market expectations, and the steady growth policy continued to work, which had a positive impact on the stock market. At present, the major indexes of A-Shares are still not a problem, and the individual stock market is more active than the index. At present, the market direction is still the infrastructure sector. When the traditional infrastructure meets the new infrastructure outlet, the profit-making effect will not be bad. In terms of theme, in addition to the environmental protection industry, the green power line is also gradually clear, including wind power, optoelectronics, smart grid, etc.
