brief description of disk
On Thursday, A-Shares rebounded after a low opening, and then fell back when encountering obstacles to return to the downturn. On the disk, mining, gold, traditional Chinese medicine, photovoltaic, gas, biological products, power supply equipment, electric power, chemical pharmacy, chemical fertilizer, decoration, etc. led the increase; Education, Internet services, wine making, insurance, software development, computer equipment, cultural media, etc. led the decline. In terms of subject matter stocks, hit batteries, cultivation diamonds, helium concept, recombinant protein, covid-19 drugs, combustible ice, oil and gas equipment and services, shale gas, industrial motherboards and so on led the rise, while digital currency, holographic technology, state-owned assets cloud concept, digital economy, data security, network security and so on made a slight correction.
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.
300 billion “fruit chain” leaders entered the Bureau and built cars. 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 session judgment : the European stock market surged and fell overnight, the US stock market opened high and fell sharply, led by large technology stocks and new energy vehicles, gold and mining stocks rose sharply. The situation in Ukraine and the expectation of the US Federal Reserve to raise interest rates are the main factors 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, and then rebounded in shock. The gem index fell by 1% in the session, and the science and innovation board 50 took the lead in rising in the red market. Since then, the gem turned red, but after 10:20, the periphery fell again, the A-share rebound fell in resistance, and the gem fell by more than 1%. The international oil price soared by more than 3%, and the gold price stood at US $1920 / ounce.
After the opening, the mining and gas sector led the rise, followed by the rise of photovoltaic and power sectors. The track stocks continued their strength on Wednesday, and the education, insurance, wine and other sectors began to adjust. The market is still a structural market. The concept of Eastern digital computing and Western computing, which rose sharply for four days, rose and fell, driving the decline of many sectors such as Internet, cloud computing and data security.
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.
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. 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.
