today’s disk
Today, the Shanghai and Shenzhen stock markets showed a shock pattern as a whole. Affected by the decline of peripheral markets, the three major indexes opened low across the board, but then the gem index rebounded rapidly, with an increase of nearly 1% at one time, but then fell down in shock; The Shanghai index fluctuated underwater as a whole in early trading.
From the industry sector growth ranking, covid-19 drugs, tourism hotels, online tourism, CRO, precious metals, blind box economy, jewelry and other sectors led the rise, while digital currency, civil explosion concept, Zhenquan, insurance, low-carbon metallurgy, digital economy, banking and other sectors led the decline. As of the time of posting, the number of gainers and losers has been halved, and the profit-making effect is general. Northbound funds sold a net 2.3 billion.
message interpretation
Recently, many places have issued clean energy support policies such as photovoltaic and wind power. Henan’s “14th five year plan” for new infrastructure construction proposed to promote the county’s photovoltaic pilot and build a distributed photovoltaic cloud platform. The 14th five year plan for the development of renewable energy in Shandong Province, issued by Shandong recently, proposes to unswervingly promote the high-quality leap forward development of renewable energy. We will strive to basically double the total consumption, installed capacity and electricity of renewable energy during the 14th Five Year Plan period compared with the end of the 13th five year plan. Inner Mongolia Eerduosi Resources Co.Ltd(600295) the Municipal People’s government issued the guiding opinions on state-owned capital supporting Fengguang hydrogen storage industry, which pointed out that it should focus on supporting state-owned capital to promote the development of Fengguang projects.
On the whole, after the adjustment, the valuation of photovoltaic direction is gradually returning. At the same time, the direction is still in a high business cycle for a long time, which is worthy of attention. From the current situation, photovoltaic installation is still expected to accelerate. In terms of construction and operators, the central economic work conference set the tone of “stability first and seek progress in stability” in economic work in 2022. The strategic position of new energy infrastructure led by scenery base has been significantly improved, and the whole industrial chain provides new driving force for economic growth. Therefore, the subdivision faucet in this direction is worth excavating.
should focus on strategies and directions
After four consecutive positives, the Shanghai stock index rose and fell on Friday. It was analyzed last week that the rebound will not be achieved overnight. There is a great possibility of the second bottom. In the short term, the rebound under the short trend of the daily line is blocked by the 20 day moving average. The external market affects the short-term market to continue to sort out. In the short term, the market weak pattern remains. It is suggested to continue to control positions and carefully wait for the opportunity after the second bottom in the later period.
Today, there are short-term changes in the market style. The growth direction drives the gem index to rebound, which is mainly driven by the rebound after Ningde refutes the rumor and the rebound of Pfizer’s approved CXO. However, it is still a constraint on the gem in terms of macro and technical aspects. Therefore, it is suggested not to act blindly and continue to maintain a wait-and-see attitude towards the growth direction.
