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I. Market Review
The index fell last Friday, and the gem index adjusted greatly. More than 90% of the stocks in the whole market are green, with a median decline of 2% in the whole market. The loss effect is strong, and the hot spot of steady growth is one of the few lights in the market.
II. At present, the market sentiment is unstable. It is advisable to observe the disk first.
III. today’s information
1) [covid-19 oral drug] the high-level emergency approved the import registration of Pfizer covid-19 therapeutic drugs, which is also the first oral drug approved for listing in China, promoting the rapid control of local epidemic and the recovery of offline consumption.
2) forenoon [NFT] Bing dwen dwen, on the morning of February 12th, saw that the NFT of the original price of $99 a ice pier has become a history, and the two transaction price has surged nearly one thousand times in the nWayPlay official website.
3) [cement] after the Spring Festival, the prices of clinker in the Yangtze River Delta and Pearl River Delta have risen one after another. Many enterprises have issued price adjustment letters, raising the ton price of cement by 30-50 yuan, an increase of about 4% – 7%.
Investment strategy: steady growth hot spots lead the market to make money, and actively select individual stocks; It is expected to accelerate the issuance of [infrastructure + special debt] and other key sub sectors due to the reversal of [infrastructure + transportation] opportunities, which is expected to appear in the short-term.
