Market trend:
The index rebounded collectively today, and the gem index led the rise all day. On the disk, cro and other pharmaceutical stocks rose sharply, and Chengda pharmaceutical, Guangzhou Wondfo Biotech Co.Ltd(300482) and anxiu biological 20cm rose. The power and port sectors strengthened in the afternoon, and Huaneng Power International Inc(600011) , Huadian Power International Corporation Limited(600027) , Jiangsu Lianyungang Port Co.Ltd(601008) and other limits rose. On the whole, the sector shows the characteristics of rotating rebound. Yesterday’s rise against the trend of the risk aversion sector, today’s collective adjustment. The market fell sharply yesterday. Under the background of the quick decision of the war between Russia and Ukraine, A-Shares rebounded today after the release of bad concentration. Under the general rise pattern, the hot sectors are not as concentrated as before, and the medical, digital economy, electric power, port and other sectors are stained with rain and dew. At present, the admission is mainly the rebound short-term funds, which is easy to cause great fluctuations in the market; Pay attention to the hype rhythm.
In terms of sectors, today we will focus on two sectors:
First, in early trading today, market funds showed signs of rushing to raise MSCI stocks, such as Topchoice Medical Co.Inc(600763) , Chongqing Fuling Zhacai Group Co.Ltd(002507) , Contemporary Amperex Technology Co.Limited(300750) . The current situation in Europe is not peaceful, so it is bound to find another place for funds. On the one hand, some return to the United States and on the other hand, some flow into China. After the Winter Olympics, China’s stability, unity and security left a good impression on all countries. This cultural confidence is increasing its attraction to foreign investment. Although China is a major energy importer, there is a long-term agreement price with Russia, and it is expected that the enterprise cost segment will not rise significantly. Even if the demand in Europe is weak and the decline at the export end is estimated to be lower than expected, of course, this needs to be verified by the data in the first and second quarters. In addition, some stocks in this sector also oversold significantly, which can continue to be concerned in the future. Second, stocks in the East West calculation sector rose and fell in the morning, indicating that there are many short-term funds in Bo, and it still takes time for the sector to digest profit after adjustment. At the same time, it should be noted that market speculation has spread from simple calculation in the East and west to other aspects of the digital economy. To be sure, the overwhelming advantage of Russia on the battlefield is conducive to digesting the uncertainty faced by the market in the short term at a faster speed. On the whole, the market environment is still conducive to the speculation of growth stocks. Digital economy is also the focus of the two sessions and an important starting point for steady growth; Under the background that consumption is still developing and the recovery of real estate still needs to be looked at again, the development of infrastructure section should be the earliest and most inertial in time, and the main line of stable growth of new and old infrastructure should not be lost.
Outlook:
Today, the market ushered in a sharp rebound, and the gem index rose by more than 3%. Yesterday’s market sentiment was cautious and risk averse, and the recent market sentiment is obviously extreme; The two cities generally rose, and the pharmaceutical sector rose sharply; In addition, in terms of subject stocks, the number of eastern and Western computing, semiconductors, industrial machines, salt lake lithium extraction and other sectors rose sharply. On the one hand, the rise limit of Topchoice Medical Co.Inc(600763) is oversold. On the other hand, it does not rule out foreign capital flowing into China to avoid risks. In addition, the price of China’s commodity market does not seem to rise sharply as expected. On the contrary, the prices of coal and iron ore also fluctuate downward. The market was worried about inflation before, but now it is worried about stagflation; At present, there is still some uncertainty about cyclical stocks.
