Today, the stock indexes of the two cities fluctuated after opening at a medium low range, and rose rapidly after 9:45. At 9:55, they fluctuated again and closed at noon; In the afternoon, the stock index rose slowly; Disk hot spots: strong performance in state-owned cloud, data center, covid-19 drug concept, NMN concept, cloud computing, smart government, big data, edge computing, coal, software, steel, construction, medical care and other sectors; Overall: today’s market continues to show a slight rise.
For the understanding of the general trend, our views have always been firm. To sum up, it can be summarized in four sentences: dilute the index fluctuation, agree with and comply with the structural rotation market, focus on the low-level sectors with policy support, and choose the varieties with low-level undervaluation and large increase in performance. The securities market is always changing. Every investor should take the initiative to adapt to this change. Sooner or later, it is better to take the initiative to adapt in advance. This is not only an attitude and values, but also a strategic adaptation to the future comprehensive registration system.
In terms of the current hot spots of the main line, Fan Bo of Xiangcai securities has been emphasizing the two directions of digital economy and construction for a while. Because from the rotation characteristics of the structural market, there are usually several main lines in a stage, and the main lines must be sectors that have not been fried in the early stage, so digital economy and construction can better play the mainstream of the current stage, Other hot spots are just supporting roles. I hope investors can deeply understand this concept.
Just yesterday, the branch data centers of the digital economy sector welcomed the good again. The national development and Reform Commission and other departments jointly issued documents and agreed to start the construction of National Computing hub nodes in Beijing, Tianjin and Hebei, the Yangtze River Delta, Guangdong, Hong Kong, 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.
Looking at today’s disk performance, the overall market of the two cities showed a slight rise. Although the index level was not warm, the profit-making effect was not bad. There were still more than 60 limit sectors in the two cities, especially the data center sector. Under the catalysis of good news, the limit tide was lifted, and there were as many as 20 limit stocks in the sector, It has become another branch of the relay digital currency within the large sector of digital economy, focusing on tracking and continuously mining low-end varieties.
To sum up: the market index will not change much, let alone expect a sharp rise, but the capital will not stop operating. The hot spots are still performing relay races. There are relay races within the main line hot spots digital economy, and the data center is vacated to actively tap low and underestimate varieties to do more.
