brief description of disk
After opening low on Thursday, A-Shares rebounded in shock, fell back after 10:20, plunged in a large amount in the afternoon, the Shanghai index retreated 3400 points, the gem fell more than 3%, and the stock index rebounded slightly after 14:30. On the disk, mining, gold, gas, oil, jewelry, shipbuilding, aerospace and other industries led the increase; Education, Internet services, cultural media, household light industry, software development, computer equipment, engineering construction, games, wine making, cement building materials, automobiles, etc. led the decline. In terms of theme stocks, combustible ice, cultivation of diamonds, oil and gas equipment and services, shale gas, helium concept, gold concept and natural gas led the rise, while digital currency, NFT concept, Huawei shengteng, cloud games, state-owned assets cloud concept, digital economy, data security, civil explosion concept and other significant pullbacks.
message plane
SASAC requires to ensure that the three-year action period of state-owned enterprise reform will be completed
According to the news of SASAC on February 23, the Party committee of SASAC recently held a special meeting to emphasize that 2022 is a decisive year for the three-year action of state-owned enterprise reform. We should highlight the key points, focus on the difficulties, strive for practical results, adhere to system integration, coordination and efficiency, ensure that the three-year action period will be completed, promote the three-year action of state-owned enterprise reform, strive to achieve a number of influential landmark achievements, and hand over a satisfactory answer to the party Central Committee and the State Council.
a rare scene! A number of white horse stocks are listed on the list, and the bulk trading recipients are all institutions
With the recovery of the A-share market, the bulk trading market staged an active scene! On February 23, Luxshare Precision Industry Co.Ltd(002475) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Gree Electric Appliances Inc.Of Zhuhai(000651) , Focus Media Information Technology Co.Ltd(002027) , Hengyi Petrochemical Co.Ltd(000703) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Midea Group Co.Ltd(000333) and other white horse stocks were intensively traded in the bulk market according to the closing price, and the recipients were institutional special accounts.
3000 billion “fruit chain” leaders entered the bureau to build cars, and 300 institutions broke the threshold for research!
The front foot just announced the establishment of ODM company with Chery new energy, Luxshare Precision Industry Co.Ltd(002475) and the back foot threw out a fixed increase of 13.5 billion yuan to expand the production of consumer electronics and new energy vehicles. Luxshare Precision Industry Co.Ltd(002475) successive big moves have attracted the attention of many institutions, and the leaders of public offering and private placement have investigated in person. According to the statistics of the securities times, 223 institutions participated in the company’s research activities after Luxshare Precision Industry Co.Ltd(002475) announced the construction of the car on February 13; On February 22, Luxshare Precision Industry Co.Ltd(002475) announced a fixed increase of 13.5 billion, and 239 institutions conducted research on the company. Excluding institutions with duplicate names, a total of 332 institutions have investigated Luxshare Precision Industry Co.Ltd(002475) since February, ranking first in the number of monthly institutions.
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: overnight, European stock markets surged and fell, US stocks opened high and fell sharply, led by large technology stocks and new energy vehicles, gold and mining stocks rose sharply. The expectation of the Federal Reserve to raise interest rates is the main factor leading to the adjustment of the global market; It is expected that the A shares will open low and the track shares may be sold down. We should pay attention to controlling the position.
In fact, today, the central bank continued its 7-day reverse repurchase operation of 200 billion yuan, and the bid winning interest rate was 2.10%, which was the same as before. The three major A-share indexes collectively opened low, then rebounded in shock, and the gem once turned red. After 10:20, the periphery went down again, the rebound of A-Shares fell back due to resistance, and the gem fell by more than 1%.
yesterday’s afternoon review and closing review suggested: “for the oversold rebound market, we should reduce our expectations. If the rebound is unlimited, we should still pay attention to the risk of decline.” At present, this view remains unchanged. After the rebound of the market is blocked, the bottom will continue to be tamped and the box will be constructed.
In the afternoon of , international oil prices soared by 5%, and the price of gold broke through 1950 US dollars / ounce. in the afternoon, A-Shares plunged sharply, the gem fell by more than 2%, and gold, crude oil, natural gas and military industry rose against the market. At this moment, we should be much more calm in the face of such a reduction. It is expected that the market will continue to bottom after a wide shock.
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 improved, but A-Shares are still a structural market, with value and growth one after another. Recently, the oversold rebound of growth stocks and secondary new shares has been launched. In the future, you can choose to sell high, and continue to seek trading opportunities in the low P / E sector.
