After the sharp drop in the Russian market triggered a severe earthquake in the global market, the kinetic energy to continue to fall was exhausted. The major global market indexes opened low and rebounded in shock overnight. The three major A-share indexes also rose in shock. The most panic stage of the market may have passed. Wait until the flowers bloom and see the moon shine.
Disk analysis today’s market has three main lines: agricultural and rural line, covid-19 pharmaceutical line and military chip semiconductor line. Specifically, the introduction of Document No. 1 has focused on the three rural policies for 19 consecutive years, because the introduction time of Document No. 1 this year is relatively late, and more funds are lurked in advance. When the stock speculation is cashed, it is the day of departure, so it is not difficult to understand why the agricultural seed planting sector has opened high and left low. However, the Rural Revitalization focusing on rural areas and the strong shock of chemical fertilizer in the agricultural sector are a capital line in today’s market. After short-term speculation, the sustainability expectation is poor.
In addition, under the continuous outbreak of the epidemic in Hong Kong, it was finally decided to start the national compulsory nucleic acid test, which is the first nucleic acid test since the outbreak of the epidemic in Hong Kong. The superposition of positive cases in some cities in China, covid-19 test and the strength of the pharmaceutical sector today are also a capital focus line of the market. For the traditional Chinese medicine sector, we believe that with the approaching of China’s aging era, the demand for medicine is relatively large, which can be used as a long-term follow-up item.
The above two capital lines are actually easier to understand, but the logic of today’s chip semiconductor line actually needs to turn a corner. Under the background of Russia’s recognition of the independence of the two republics in eastern Ukraine, the Western NATO layer MION is more about economic sanctions and diplomatic means, including restrictions on chip imports to Russia and Russia’s overseas bond issuance, Restricting chip exports to Russia is beneficial to China’s chip exports to a certain extent. On the other hand, chip semiconductors fell deeply in the early stage and have a certain degree of repair expectation. Later, we can continue to pay attention to the related targets of chip semiconductors with deep correction.
At the level of individual stocks, the market today touched 140 daily limits, 38 fried boards and 29 connected boards, which rebounded significantly compared with the 61 sealed daily limits yesterday. In terms of the number of daily limits, 11 touched daily limits, and only 4 closed final daily limits. The number of daily limits was also significantly reduced by 6 compared with yesterday. The height of connected boards was Ningbo Construction Co.Ltd(601789) 6 connected boards, and yesterday’s longyi Chengbang Eco-Environment Co.Ltd(603316) high volume shock, From the perspective of recent market sentiment leaders, the special suspension of Zhejiang construction 11 days and 10 boards, Chengbang Eco-Environment Co.Ltd(603316) 8 days and 7 boards, and today’s Ningbo Construction Co.Ltd(601789) Liulian boards are listed companies in Zhejiang’s Construction Engineering and garden sector, hyping the concept of the Asian Games. After the Beijing Winter Olympics, the Asian Games will be held in Hangzhou from September to October this year, and the sentiment of relevant concept stocks in the short-term market is relatively high, There is a certain degree of risk after continuous lifting, so it is not suitable to blindly follow the trend.
At the capital level, the northbound funds bought a net 1.422 billion yuan today, which has returned. However, compared with the sharp flow out of the previous two days, the willingness to enter the market is but not very large. At present, the most panic stage of the market may have passed. Strengthen confidence, let low-end stocks abandon themselves and operate in reverse. Each decline is the breeding of opportunities. Wait for the flowers to bloom and see the moon when the clouds bloom.
