ignoring the sharp decline in the high level of the overseas market, the large-scale net outflow of funds in the north of more than 3.5 billion yuan, and the repeated decline of "Mao" stocks held together by institutions, the stock indexes of Shenzhen and Shanghai gave a reduction and opened high to attack the positive line under the influence and stimulation of "consumption and growth" and the reproduction of "general rise + sharp rise + big rise" by more than half of the industry segmentation index, The volatility may break through the integer closing pressure, or give the combination of morning star k line, or the initial formation of MACD golden fork, so as to improve the risk appetite and enhance the opening after the periodic sharp decline.
according to the stock index, the shrinking upward attack positive line failed to break through the back pressure of the 5th line, which is the relay resistance of the second bottom of the technology. If it is unable to make an upward attack and break through the technical resistance of 3500 points, it is necessary to be vigilant about the C-wave killing structure given by the 60 minute line; It is expected to form a high opening rate of 2800 {at the bottom of the classic gem, which is expected to form a high opening rate of 2980} at the lower end of the classic gem; Combined with the large-scale upward attack of the Kechuang 50 index, the positive line returns to 1200 points. The K-line combination of the classic morning star of Shenzhen component index is expected to test the strong trend of the 10th line. It is expected that the capital market dancing with "consumption + growth" is expected to end the previous extremely weak trend and enter the upward attack structure.
At the close of the market, CXO, PVDF, new tobacco, automobile chip, medical care, electrical equipment, semiconductor, medicine, super capacitor, hjt battery, wireless headset, immunotherapy, silicone, gallium nitride, covid-19 detection, sodium battery, superconductivity, BIPV, cultivation diamond, covid-19 medicine and other sectors led the rise, with large-scale net capital inflow and an average volatility of more than 3%, Form a strong positive long guidance and drive for the three indexes. Combined with the long short energy ratio, 81 stocks rose by more than 9%, 280 stocks rose by more than 5%, 614 stocks rose by more than 3%, 17 stocks fell by more than 9%, 68 stocks fell by more than 5% and 191 stocks fell by more than 3%, it is expected that the decline of fund holding stocks will be stabilized, which is conducive to the extremely weak killing trend before the end of the small cycle and enter the benign repair stage.
In terms of news, the State Council officially released the plan for promoting agricultural and rural modernization in the 14th five year plan. By 2025, the agricultural foundation will be more stable, the Rural Revitalization Strategy will be promoted in an all-round way, and important progress will be made in agricultural and rural modernization; Step by step, areas with conditions will take the lead in basically realizing agricultural and rural modernization, and poverty-stricken areas will consolidate and expand the achievements of poverty alleviation and effectively connect with rural revitalization. The notice of the Ministry of finance, the General Administration of customs and the State Administration of Taxation on the "zero tariff" policy for self used production equipment in Hainan free trade port was issued, adding production equipment required for sports and tourism, such as carousels, swings and other amusement park entertainment equipment, which will be exempted from tariff, import value-added tax and consumption tax in accordance with the provisions of CGS [2021] No. 7.
The Ministry of education will implement the strategic action of digitizing basic education, further upgrade the national primary and secondary school network cloud platform, vigorously promote the co construction and sharing of high-quality educational resources, and strengthen the in-depth integration and application of information technology and education and teaching; All cloud platform resources are free to use. All localities should be demand-oriented and make full use of the important role of "cloud platform" resources in education and teaching. In 2022, we will further strengthen the role of school education as the main front, and take the implementation of "double reduction" as the top priority of school work.
The State Forestry and grass administration has issued the development plan of forestry and grass industry (2021-2025). By 2025, the total output value of the national forestry and grass industry will reach 9 trillion yuan, basically forming a relatively complete modern forestry and grass industry system. The status of a powerful country in international trade of forestry and grass products has been preliminarily established, with an annual import and export trade volume of US $195 billion, effectively ensuring the national ecological security, wood security Grain and oil security and energy security. In combination with central enterprises, we focused on steady growth and promoted high-quality development. In January, the main economic indicators achieved double-digit growth: the operating revenue of the month was 3 trillion yuan, a year-on-year increase of 12.4%; The total profit was 185.27 billion yuan, a year-on-year increase of 11.3%; The net profit was 142.38 billion yuan, a year-on-year increase of 10.2%; According to the data of 352.16 billion yuan of taxes paid, with a year-on-year increase of 18.2%, it is expected that the economic measures to stabilize the macro-economic market in 2022 should be conducive to the formation of medium-term good expectations in the capital market and the end of the declining weak trend.
The author believes that the "14th five year plan" for the development of information and communication industry in Yunnan Province clearly stipulates that by 2025, the number of 5g base stations in Yunnan Province will reach 150000, the number of Gigabit and above ports will reach 400000, the number of Gigabit broadband users will reach 2 million, the total bandwidth capacity of Internet out of the province will reach 65tbps, and the length of optical cable will reach 3.25 million kilometers, We will work together to build 10 benchmarks for intranet transformation and construction of industrial Internet enterprises, and support the construction of 3 to 5 5g fully connected factories. Several measures of Shanghai Municipality on the high-quality implementation of the regional comprehensive economic partnership agreement (RCEP) came into force, strengthened the "four functions" and deepened the construction of "five centers", so as to build a central node of China's great cycle; Wenzhou issued several policy opinions on further stimulating consumption potential and promoting the improvement and expansion of Commerce and trade industry, encouraging commerce and trade enterprises to become bigger and stronger, cultivating the development of key enterprises, promoting the improvement and expansion of living and dining industry and encouraging the holding of consumption promotion activities, which are conducive to the promotion of strategic emerging industries or new infrastructure, Identify new infrastructure, semiconductors, components, lithography machines, MCU chips, new materials, data centers, industrial motherboards, 5g, artificial intelligence, Internet of things, quantum technology, aviation, metauniverse, communication equipment, new energy vehicles, it equipment, UHV, industrial Internet, new energy and other sectors that benefit the core, and return the probability events to the upward trend, And deduce the bullish market. (the author is Zhang Cuixia, chief investment adviser of Jufeng investment)
attached: daily analysis diagram of different indexes
(daily analysis diagram of Shanghai stock index 2022-2-15)
(daily analysis diagram of gem index 2022-2-15)
Editor: Wang Yuanyuan
