brief description of disk
After A-Shares opened slightly lower on Friday, the trend was divided, the Shanghai index fluctuated upward, and the gem made a slight correction. On the disk, coal, Internet services, steel, engineering construction, cement building materials, decoration, software development, communications, port shipping and other industries led the increase; Battery, photovoltaic equipment, jewelry, precious metals, jewelry, semiconductors, aerospace, shipbuilding, energy metals, wind power equipment, motors, power supply equipment and other industries made a slight correction. In terms of subject stocks, East digital West computing, state-owned cloud concept, data center, covid-19 drug, Huawei shengteng, Huawei Euler, cloud computing, rental and sale of the same rights, smart government, digital economy, smart city, etc. were among the top gainers, while civil explosion concept, helium concept, Salt Lake lithium extraction, cultivation of diamond, industrial mother machine, SMIC concept, silicon carbide, meta universe and other small callback.
message plane
the East digital West calculation project was officially launched
On February 17, the national development and Reform Commission and other departments jointly issued documents, agreeing to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong and Macao Dawan District, Chengdu and Chongqing, Inner Mongolia, Guizhou, Gansu and Ningxia, and planned 10 national data center clusters. So far, the overall layout design of the national integrated big data center system has been completed, and the “counting from the east to the west” project has been officially launched.
an important step has been taken in the combination of domestic quantum computing software and hardware
Quantum computing software is a bridge between users and quantum computing hardware devices. The software institute team of the Chinese Academy of Sciences recently released a new quantum computing programming software, isq core, and successfully deployed it to the world’s leading superconducting quantum hardware platform, marking an important step in the combination of domestic quantum computing software and hardware. The software has the characteristics of simplicity, ease of use, high efficiency, strong scalability and high reliability. It will provide strong support for users to facilitate the use of quantum computing hardware equipment.
copy the bottom of these stocks on a large scale! Gao Yi and Danshui spring, the two 100 billion giants, made a move
According to the 13F position data disclosed by the US Securities Regulatory Commission, by the end of the fourth quarter of 2021, the market value of Gao Yi’s US stock position exceeded US $161 million (about RMB 1.02 billion), slightly lower than that in the previous period. The top three heavy positions were pinduoduo, Zhongtong express and shell. Danshui spring is emerging in the US stock market. Its stock market value is only US $35.928 million (about RMB 228 million), but its holdings are relatively scattered, with 41 holding companies. The top three heavy positions are sea Ltd, pinduoduo and TSMC, which are known as “little Tencent in Southeast Asia”.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the liquidity at the macro level has been gradually improved, and the central bank has continuously cut reserve requirements and interest rates to release liquidity, indicating that the policy bottom has appeared; The medium-term market is expected to rise, but the construction of the market bottom is more complex and there is a time lag between the market bottom and the policy bottom. We should be more patient.
pre market judgment: A shares showed a contraction rebound for three consecutive days. On Friday, the gem will face the pressure position of falling volume last week. If the trading volume cannot be released, the short-term rebound will face twists and turns. Overnight, the external market generally fell, with $1900 on the gold station and rising risk aversion in the market. It is expected that A-Shares will open low and there is little possibility of upward breakthrough. We still need to be cautious.
In fact, the three major A-share indexes opened lower collectively, and the speculation on infrastructure theme continued, shifting to the favorable Eastern digital Western computing (covering the concepts of data center, computing power, communication, Internet and so on). In addition, the sectors adjusted on Thursday, such as steel, insurance, real estate and coal, strengthened again, pushing the Shanghai stock index to turn red for a time. The gem index fell 1% during the session to confirm the return of 2800 points. On the disk, the rotation of sectors accelerated, and strong sectors fell one after another yesterday.
In the afternoon, the hot spots in the infrastructure sector spread, and the engineering construction, cement building materials, decoration and other sectors rose strongly; The Shanghai index crossed 3500 points and the decline on the gem narrowed.
From the whole day’s market performance, stocks with low P / E ratio are defensive again; Growth stocks are mainly adjusted.
Investment suggestions:
Before the Spring Festival, A-Shares were corrected continuously, and the overvalued track stocks and growth stocks were significantly adjusted. The undervalued blue chips reflected a certain degree of defensive. After the Spring Festival, the market liquidity will be improved, and the spring offensive will be officially launched. In the initial stage, it will still be a structural market, with value and growth one after another. In the short term, it is recommended to allocate secondary new shares with high growth and oversold in the annual report. We can pay attention to bargain hunting for the theme of infrastructure, but there is no need to chase up.
