Outlook:
On Monday, the index rose and fell, with a slight net inflow of funds to the north. The three major indexes rose and fell at the opening, and then the trend continued to differentiate. The Shanghai index maintained a red market shock in the morning, and the gem index continued to fall. In the afternoon, the heavyweight sectors such as finance and real estate rose and fell, dragging down the diving and turning green of the Shanghai index in the afternoon. The decline of the gem index expanded to 2%, and finally the three indexes collectively closed down. Individual stocks fell more or rose less, leisure services, building materials, household appliances, non bank finance, banking and other sectors led the gains, while electrical equipment, agriculture, forestry, animal husbandry and fishery, comprehensive, medicine and biology and other sectors had a weak trend. In terms of market environment, the economic Blue Book: analysis and forecast of China’s economic situation in 2022 released by the Academy of Social Sciences points out that China’s economic growth is expected to be 8.0% in 2021, exceeding the expected target and higher than that of most other major economies in the world. Considering that the global epidemic continues, China’s economy is expected to grow by about 5.3% in 2022. Technically, the index rose and fell, the Shanghai index fell 3600 points, and more than 3500 shares in the two cities floated green. However, with the expected warming of RRR reduction, the volume of the two cities can remain high, and the net inflow of northward funds for four consecutive days, it is expected that the market will rise in repeated shocks, paying attention to the flow of foreign capital and the rotation of plates. In terms of operation, it is recommended to pay attention to finance, food and beverage, chemical industry, electrical equipment, TMT and other industries.
