Outlook:
The index adjusted slightly on Friday, and the net inflow of northward funds remained strong. The three major indexes opened low, and then the trend differentiated. The Shanghai index was weak and volatile all day; The gem index rose in early trading and narrowed in late trading. Finally, the Shanghai index and Shenzhen index closed down slightly, and the gem index closed up. Individual stock sectors rose and fell, with the media, non-ferrous metals, electrical equipment, chemical industry, textile and clothing among the top gainers, while the trend of non-bank finance, steel, mining, computers, building materials and other sectors was weak. In terms of market environment, the central bank decided to increase the foreign exchange deposit reserve ratio of financial institutions by 2 percentage points to 9% on December 15, the second increase in the year, which will help stabilize the trend of RMB exchange rate. In addition, the central bank released financial data in November. The new social financing scale was 2.61 trillion yuan and the new RMB loans were 1.27 trillion yuan, which were lower than expected. However, the large amount of Financial deposits was obvious, and the “backward” financial rhythm finally came into force. From the technical point of view, after the strong rise of the index for two consecutive days, it ushered in a slight consolidation. However, the volume of the two cities can remain high, and the net capital inflow to the north is still strong. It is expected that the market is expected to continue to fluctuate upward. Pay attention to the flow of foreign capital and plate rotation. In terms of operation, it is recommended to pay attention to finance, food and beverage, household appliances, electrical equipment, TMT and other industries.
