[pre disc interpretation]
Affected by the periphery in early trading on Tuesday, the Shanghai index jumped short and opened low, followed by a narrow shock consolidation throughout the day. At present, this wave of stepping back is mainly due to the market washing dishes with the help of peripheral bad, which has a limited impact on the continuation of the upward trend and continues to maintain the medium and long-term bullish view.
On the disk, the hottest concept meta universe was further fermented, but the core target was adjusted, and the "edge" stocks rose sharply. Pay attention to the internal differentiation of the plate. Resources continue to benefit from repair expectations and long-term performance support, which can be further concerned. Automotive electronics, affected by the overall environment of new energy vehicles, the prosperity of the industry continues to be high, so it is recommended to pay attention. Due to the favorable industrial policies and new economic policies, there is still room for development in the follow-up of power equipment. The seed industry has significantly increased its scale and is in the new cycle of seed industry revitalization policy. Driven by the new scheme, it is expected to usher in a wave of market opportunities. It is suggested to pay attention to it in the short term.
Technically, at present, the stock index is blocked and falling back, which is expected. The time-sharing low is 3654 points, which is close to the 3650 platform support prompted yesterday. Today, the support is still effective, but if the index washing is strong, further pay attention to the gap near 3637 points below. In terms of indicators, the [bottom reading and top escaping] indicators of the Shanghai stock index all go down the green column in 15 to 60 minutes. Pay attention to the demand for technical adjustment in the short term, but the [long short boundary] still operates in multi-party markets. Step back and pay attention to low absorption opportunities.
In terms of strategy, although the index is suppressed by blue chip adjustment, the performance of individual stocks is not poor, rising more and falling less, which is more active. There are still operation opportunities in the market, but we should pay attention to the rhythm. At the same time, due to the rapid rotation of hot spots, the benefit space is narrowed. Therefore, in terms of operation, we should actively capture the short-term opportunities of individual stocks on the basis of 5-6 positions, fast in and fast out, and close when we see the good.
[message side]
The central bank, the Ministry of Finance and the cbcirc will deploy key tasks in 2022.
The central bank stressed the need to do a good job in cross cyclical and counter cyclical policy design and improve the foresight and pertinence of monetary policy; We will continue to release the potential of the reform of the quoted interest rate in the loan market and promote the steady decline of the comprehensive financing cost of enterprises. The Ministry of Finance said that it is necessary to actively launch policies and measures conducive to economic stability, strive to stabilize the macro-economic market and promote economic operation within a reasonable range; We will resolutely curb new implicit debts of local governments. The cbcirc stressed the need to actively launch financial regulatory policies conducive to economic stability to meet the capital needs of moderately advanced investment in infrastructure.
[short term hot spot]
Oppo held a future science and Technology Conference on the 14th, released a new generation of smart glasses oppoair glass, and launched oppo 5g long-distance racing car and cyberreal full-time spatial computing ar Application 2.0 in 5g and AR fields respectively Oppo smart glasses adopt customized diffractive optical waveguide technology, and the weight of a single lens is only 6.6 G.
It is reported that China Automotive Data Co., Ltd. released the 2021 energy saving and new energy vehicle development report at the industry forum held in Tianjin on December 14. The report puts forward that the installed structure of power battery presents the development of "polarization" with high energy density and low energy density, and the share of installed capacity of 140wh / kg and below and 160wh / kg and above has increased significantly. Enterprises actively layout solid-state batteries and are expected to realize industrialization by 2030. The power density of electronic control continues to increase, and 800V high voltage platform will become the future trend of the industry.
[European and American stock markets]
On Tuesday US Eastern time, the three major US stock indexes fell collectively. As of the close, the Dow fell 106.77 points, or 0.30%, to 35544.18; The NASDAQ fell 175.64 points, or 1.14%, to 15237.64; The S & P 500 index fell 34.88 points, or 0.75%, to 4634.09.
On Tuesday, European time, the main indexes of European stocks fell collectively. As of the close, the UK FTSE 100 index closed at 7218.64, down 12.80 points or 0.18% from the previous trading day; France CAC40 index closed at 6895.31, down 47.60 points or 0.69% from the previous trading day; Germany DAX30 index closed at 15453.56, down 168.16 points or 1.08% from the previous trading day.
(Bairui wins)
