brief description of disk
On Friday, A-Shares opened higher and walked higher. After 10:30, the increase of the stock index narrowed, led by the growth enterprise market. On the disk, medical treatment, batteries, engineering consulting services, iron and steel, shipping ports, small metals, photovoltaic, motors, logistics, beauty care, textiles and clothing ranked among the top gainers; Precious metals, ships, aerospace, gas and oil made up the decline. In terms of theme stocks, CRO, medical cosmetology, in vitro diagnosis, photovoltaic buildings, assembly buildings, low-carbon metallurgy, electronic cigarettes, immunotherapy, etc. led the rise, and the cultivation of diamond, gold concept and other small pullbacks.
message plane
the Ministry of housing and urban rural development revealed the four signals of real estate development
Financial Associated Press, February 25 (Xinhua) — yesterday, the Ministry of housing and urban rural development set the tone for real estate development in 2022 again. Under the main tone of “real estate, housing and non speculation”, it gave the policy direction according to the time. In fact, the repeated statements of relevant departments not only reflect the phased problems in the industry that need to be solved, but also make it clear that the status of “pillar industry” of real estate remains unchanged. The Ministry of housing and urban rural development said four “key words” when talking about real estate this time, which are also four important signals.
the international oil price surged and fell, and the price in the oil distribution period rose by more than 2%
On Thursday, US Eastern time, the international oil price surged and fell. As of the closing, crude oil futures in April in New York closed up US $0.71, or 0.77%, to US $92.81/barrel, up more than 9% at one time, reaching US $100.54/barrel at the highest; Brent April crude oil futures closed up $2.24, or 2.31%, at $99.08/barrel, reaching a maximum of $102.26/barrel.
how much impact does the escalation of the conflict between Russia and Ukraine have on the market? Here comes the latest interpretation of the organization
China Industrial Securities Co.Ltd(601377) : growth and cycle style are dominant in the short term; China Merchants Securities Co.Ltd(600999) : geopolitical factors will further exacerbate the global inflation trend; Gf Securities Co.Ltd(000776) : geo risk itself does not dominate the trend of the stock market.
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, after the international oil price surged nearly 10%, it fell back and closed up 1%, the gold price surged 3.5% and closed down. The European stock market generally fell 4%, the US stock market reversed greatly, and the NASDAQ index fell 3% to close up 3%. A shares are expected to open higher. Short term funds chasing up gold and crude oil may flee on Thursday. It is suggested to continue to control positions every rebound.
In fact, the three major indexes collectively opened higher this morning, with the Shanghai index opening higher by 0.45% and the gem opening higher by 1.58%; Track stocks such as photovoltaic, semiconductor, wind power, lithium battery and cro opened significantly higher. Gold, military industry and oil, which rose due to changes in the afternoon yesterday, opened sharply lower.
After the opening, the high level of track stocks fluctuated, and defensive sectors such as steel, port and cement rose, driving the stock index to continue to rise. Moreover, Kweichow Moutai Co.Ltd(600519) rose more than 2% and Contemporary Amperex Technology Co.Limited(300750) rose more than 5%, driving the stock index upward. The Shanghai stock index rose more than 1% and the gem index rose 3%. The previous hour, the market had a sharp volume, with a trading volume of more than 500 billion yuan and a return of 6.6 billion yuan to the north. After 10:30, the shelling of the Ukrainian capital resumed, and A-Shares narrowed their gains. At present, although the impact of the situation in Ukraine on A-Shares has weakened, the recent market has released a daily amount for two consecutive days, which is worthy of vigilance. Tianliang means that the market outlook will usher in changes.
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.
