Key investment points:
Financial Highlights
1. The national development and Reform Commission agreed to build a national hub node of the national integrated computing network in the four regions.
CPI rose by 0.9% year-on-year in January and February.
3. Eight departments including the Ministry of agriculture and rural areas: promote the merger and reorganization of pesticide production enterprises.
4. 168 shares have issued annual performance express, and the net profit of 32 shares has increased by more than 50%.
5. Tesla 4680 battery is about to be loaded, and many companies have accelerated the construction of production lines.
A-share market overview
On Wednesday (February 16), the A-share market opened higher and walked higher, with a slight shock rise. In the morning, the stock indexes of the two cities jumped higher and opened higher, and the new infrastructure sectors such as engineering construction and cement building materials rose in turn, which boosted the stock index to rise steadily. In the afternoon, with the growth of stocks, the stock index rose and fell, dragging down the stock index to make a slight correction. The Shanghai index basically showed the operation characteristics of a slight shock rise throughout the day. The growth enterprise market surged back and rose slightly on Wednesday, and the performance of the component index was weaker than that of the main board market all day.
Future research and investment suggestions
On Wednesday, the A-share market opened higher and went higher, with a slight shock and rise. The easing signal of the situation in Russia and Ukraine boosted the significant rebound of the European and American markets overnight. The Asia Pacific market rose across the board on Wednesday morning. The stock indexes of the two cities jumped higher and opened higher in the morning. The new infrastructure sectors such as engineering construction, cement building materials and chemical fertilizer led the rise in turn, driving the stock index to rise steadily, and the growth stocks rose and fell in the afternoon, Dragged down the slight correction of the stock index, and the Shanghai index basically showed the operation characteristics of shrinking and rising throughout the day. At present, the market continues to be in the stock game stage, and the off-site funds have a heavy wait-and-see mentality. Whether the track stocks and cycle industries can drive the stock index out of the market still needs to be observed. It is suggested to pay attention to the changes of policy, capital and external market.
It is expected that the short-term slight consolidation of the Shanghai index is more likely, and the short-term slight shock of the gem is more likely. We suggest investors to wait and see for a while in the short term and continue to pay attention to the investment opportunities of undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
