Outlook:
On Thursday, the index achieved two consecutive positives, and the net capital inflow to the North exceeded 20 billion yuan. The three major indexes rose and fell at the beginning of the trading. They all rose in shock in the morning. The trend of the index was stable in the afternoon. Finally, the index closed up collectively, with an increase of about 1%. Individual stocks rose more or fell less, leisure services, medicine and biology, household appliances, food and beverage, non bank finance and other sectors led the rise, while the trend of national defense and military industry, electrical equipment, non-ferrous metals, mining and other sectors was weak. In terms of market environment, the National Bureau of statistics released price data in November. Affected by the expansion of fresh vegetable prices and non food prices, CPI increased by 2.3% year-on-year, an increase of 0.8 percentage points over the previous month; PPI rose by 12.9% year-on-year. Due to the increasing implementation of the policy of ensuring supply and stabilizing price, the increase in this month fell by 0.6 percentage points compared with the previous month. It is expected that the growth rate of CPI will rise quarter by quarter next year, the increase rate of PPI will fall, and the overall price transmission is controllable. From a technical point of view, the index has achieved two consecutive positive, and the volume of the two cities can be significantly expanded. The market continues to switch between high and low, and the trend of blue chip plates such as big finance and big consumption is strong. The strong net inflow of funds from the North exceeds 20 billion yuan, driving the enthusiasm of market trading. It is expected that the market is expected to continue to fluctuate upward, and 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.
