There was no sharp drop or sharp drop in the overseas stock market segments of the “Shanghai Pu index + RMB 0.7 billion” and the “Shanghai Pu index + RMB 0.7 billion” opened lower or closed lower than the low line, and there was no sharp drop in the overseas stock market segments of the “Shanghai Pu index + RMB 0.7 billion”, In order to digest the demands of moving average and integer closing resistance in a small cycle, the judgment point of maintaining the bottom of the box without breaking the strong support in the process of short jump gap before volatility covering.
In terms of the Shanghai stock index, when opening low and taking the contraction shock line and digesting the 34 day line pressure, if the volatility is unable to quickly get rid of the neck line and moving average pressure, or has the appeal of jumping short before covering again; The gem index opened low and walked low, adjusted the negative line slightly, took the initiative to make up for the gap of last Friday’s short jump, cooperated with the MACD index golden fork to go up well, and the 2710 point regional technical double bottom support is effective. It is expected that the return to 2780 point is the boarding opportunity for short investors; Combined with the low opening and low going negative line contraction of Shenzhen Component Index and the contraction hammer line of Kechuang 50 index, or continue to test the operation of 1208 points, it is expected that the turbulence of the international situation will become the left and right factors of the short-term A-share trend, and the probability will prolong the time of bottom construction.
At the close of the market, chemical fiber, power exchange, sodium battery, PVDF, carbon fiber, new tobacco, tire pressure monitoring, fluorine, wireless headphones, degradable plastics, energy storage, tourism, semiconductor and other sectors led the decline, with a large-scale net outflow of funds, with an average volatility of more than 2%, forming a strong negative impact and impact. However, the red disk operation of seed industry, shale gas, aquatic products, Helicobacter pylori, natural gas, combustible ice, pension concept, coal, oil and other sectors finally led to the bottom recovery trend of the index. Combined with the long short energy ratio, 71 stocks rose by more than 9%, 166 stocks rose by more than 5%, 362 stocks rose by more than 3%, 3 stocks fell by more than 9%, 23 stocks fell by more than 5%, and 120 stocks fell by more than 3%. It is expected to “ignore” the external negative impact on the operation of the “independent market” A-share index, or there is the risk of filling the gap by interval shocks, However, it is only a matter of time to choose an upward breakthrough without the condition of systematic downside risk.
On the news side, Russian President Vladimir Putin signed a presidential decree on supplementary interim measures to ensure financial stability. From March 2, when Russian residents provide ruble loans to personnel of “unfriendly countries” or carry out securities and real estate transactions with them, they must obtain the permission of the foreign investment supervision committee of the Russian government; When carrying out securities trading, it is necessary to obtain the permission of the Russian Central Bank and the Ministry of Finance and carry out securities trading at the designated exchange; It is prohibited to carry foreign currency cash equivalent to more than US $10000 converted from Russia according to the official exchange rate of the Central Bank of Russia on that day, in order to maintain Russia’s financial stability. Italy’s declaration of a state of emergency will help the Italian government to simplify the Provisional Legislative Procedures and take timely measures to deal with problems such as energy shortage and refugee relief, which is valid until December 31, 2022.
In China, in order to maintain the stable operation of money market interest rates, the people’s Bank of China carried out standing lending facilities for financial institutions in February, with a total of 2.712 billion yuan, including 262 million yuan for overnight period and 2.45 billion yuan for one month period, with interest rates of 2.95%, 3.10% and 3.45% respectively.
The central network information office and other four departments issued the key points for improving the digital literacy and skills of the whole people in 2022, increased the supply of high-quality digital resources, improved and strengthened digital education and training resources, cultivated new applications and new scenes of digital life, improved the construction and application level of smart communities and smart families, deepened the aging transformation of digital applications, and accelerated the construction of information accessibility.
The State Administration of market supervision and the Ministry of industry and information technology issued the guiding opinions on promoting the construction of national quality standard laboratories, and strive to build several national quality standard laboratories in key fields such as high-end manufacturing, new materials, information technology and biomedicine by 2025; Grasp the latest development direction of quality technology, break through a batch of new inspection and testing technologies and common key technologies, develop a batch of intelligent high-end testing equipment, and form a batch of key industrial standards and certification methods; By 2035, a national quality standard laboratory system suitable for the development and safety guarantee of modern industrial system will be basically completed, forming a benign development situation with prominent focus, reasonable layout, appropriate scale, advanced technology and efficient operation.
The SASAC stressed that it should strictly control the import of new investment, strictly control the scale and direction of investment in non main industries, and should not blindly layout Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) ; in the case of weak industrial foundation and lack of resource advantages; Strengthen investment control in key areas such as real estate, finance, PPP, foreign mergers and acquisitions and industrial park construction, strictly control investment and construction in high-risk countries and regions, strictly control the construction of overseas projects with large investment amount, long construction cycle, crossing national borders or involving multinational factors, and prohibit debt investment beyond financial affordability; Strengthen the focus on strengthening and optimizing the main industry, accelerate the improvement of the technological innovation ability of enterprises, strictly control the projects that do not meet the new development concept, make it clear that the policy combination of maintaining pressure is good, which is conducive to the stable operation of the stock indexes of Shenzhen and Shanghai at the end of the shock market, and deduce the structural behavior opportunity of shock climbing.
The author believes that the 14th five year plan for healthy aging promotes the in-depth integration of elderly health and pension, health preservation, culture, tourism, sports, education and other business forms, vigorously promotes the development of Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) , new business forms and new business models in the field of elderly health, and supports the development of new materials, artificial intelligence Deep integrated application and promotion of virtual reality technology in the field of elderly health; Zhengzhou issued a notice on promoting the virtuous circle and healthy development of the real estate industry, encouraging financial institutions to extend and renew loans to troubled enterprises, increase the support for M & A loans of real estate enterprises in accordance with the principles of law, regulation, risk control and commercial sustainability, guide financial institutions to increase the investment of individual housing mortgage loans in Zhengzhou, and reduce the interest rate of housing loans, Favorable for “steady growth” is deeply rooted in the hearts of the people, and favorable industries and industries benefiting from the core benefit will receive the improvement and promotion of premium expectation. In view of this, we will continue to track and focus on new infrastructure, new materials, lithium batteries, semiconductors, components, lithography machines, MCU chips, data centers, industrial motherboards, 5g, artificial intelligence, Internet of things, quantum technology, aviation, metauniverse, communication equipment, new energy vehicles, it equipment, UHV, industrial Internet, new energy and other sectors that benefit from the core, Strategic bargain hunting layout should be that opportunities outweigh risks. (Note: the above information is for reference only and is not used as specific operation suggestions. There are risks in the market and investment should be cautious.)
Author: Zhang Cuixia, chief investment adviser of Jufeng investment
Attachment: daily analysis diagram of different indexes p align = “center” (daily analysis diagram of Shanghai stock index 2022-3-2) p align = “center” (daily analysis diagram of gem index 2022-3-2)
