[pre disc interpretation]
Although the stock index was mainly adjusted on Monday, the overall mood of individual stocks was good, and the disk maintained a rising state of more than 3000 all day. In terms of the index, the Shanghai Stock Exchange digests the pressure near 3500 points, and the Chuang index is the return step after the normal oversold rebound. There are no major problems for the time being, which is in line with the expected technical consolidation trend.
On the disk, the hottest and brightest performance is counting from the east to the West. Due to the fermentation of the news over the weekend, it was strong all day yesterday. At the opening, there were 20% long legs trading of several stocks. In fact, the similarity between East digital West computing and the data center is very high, and the data center is a branch of the new infrastructure, so you can see that the current market is still looking for hot spots in the new and old infrastructure. Therefore, when paying attention to the overall trend of new and old infrastructure, we should also carefully identify the subdivision direction.
Technically, the stock index rebounded from the bottom, and the 6-day line intersected with the 18 day line, providing technical support in the short term. In the later stage, with the repair of the moving average and the upward shift of the index center of gravity, it is expected to end the bottom and resume the rebound trend. However, in the process of rebound, it should be noted that the limitless breakthrough is easy to be blocked and fall back. If Chuang refers to, it is still in the step back digestion stage after the oversold rebound. There is no major risk in the market as a whole, and we should wait patiently for the end of consolidation.
In terms of strategy, considering that the recent market rotation is obvious and the dependence between the stock index and the trend of individual stocks is weakened, it is suggested to lighten the index appropriately in operation and focus on the hot direction and the replacement between individual stocks. Moreover, the recent popular resource targets such as counting from the east to the West and rising intermittently are more changes in sub sectors, so it is suggested that you can start from the perspective of subdivision. The position shall be controlled at 50-60%. Pay attention to avoiding the falling channel and individual stocks whose adjustment is not in place.
[message side]
The national plan for the development of the cause of the elderly and the elderly care service system in the 14th five year plan was released on the 21st.
The goal is that by 2025, the total number of elderly care service beds will reach more than 9 million, the compliance rate of supporting elderly care service facilities in new urban areas and new residential areas will reach 100%, and the proportion of nursing beds in elderly care institutions will reach 55%. The plan proposes to realize the national overall planning of basic old-age insurance for enterprise employees as soon as possible, gradually delay the legal retirement age, and bring more drugs for chronic diseases into centralized procurement. The planning chapter proposes “vigorously develop the silver economy”, which is the first time in the five-year development plan for the elderly. It plans to layout about 10 high-level silver economy industrial parks and build a number of silver economy benchmark cities. The proportion of down payment will be adjusted more underground, the housing market will usher in the policy underpinning, and the prosperity index is expected to rise
[short term hot spot]
According to the official website of Beijing Medical Insurance Bureau on the 21st, Beijing has standardized the price adjustment of 63 medical service items, and 16 assisted reproductive technology items such as intrauterine artificial insemination, embryo transfer and sperm optimal treatment have been included in the category a reimbursement scope of medical insurance. The new policy will be implemented on March 26, which is applicable to public medical institutions in Beijing and non-public medical insurance designated medical institutions.
The six major banks of Industrial And Commercial Bank Of China Limited(601398) , Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) , China Construction Bank Corporation(601939) , Bank Of Communications Co.Ltd(601328) , Postal Savings Bank Of China Co.Ltd(601658) have lowered the housing loan interest rate in Guangzhou from today. Among them, the preferential approval interest rate of the first house is reduced from the previous LPR + 100bp (5.6%) to LPR + 80bp (5.4%), and the preferential approval interest rate of the second house is reduced from the previous LPR + 120bp (5.8%) to LPR + 100bp (5.6%).
[European and American stock markets]
US stocks were closed on Monday for president’s day.
Germany’s DAX index fell 2.07% to 14731.12; The French CAC40 index fell 2.04% to 6788.34 points; The FTSE 100 index fell 0.39% to 7484.33; Italy’s FTSE MIB index fell 1.72% to 26050.03; Europe stoxx50 index fell 2.17% to 3985.71 points; The Russian MOEX index fell 10.50% to 3036.88.
