today's disk
Today, the Shanghai and Shenzhen stock markets showed a shock adjustment pattern as a whole. The three major indexes opened higher on the whole, and then the shock fell significantly. Among them, the gem index and Shenzhen composite index plunged rapidly, and the weak pattern was obvious. As of the issuance of the document, the Shanghai index rose slightly, while the Shenzhen Component Index and the gem index fell by nearly 1%.
In terms of the rise ranking of the industry sector, China Russia trade concept, shipping port, covid-19 medicine, tourism hotel, online tourism, airport and coal industry led the rise, while Huawei Euler, battery, aerospace, photovoltaic equipment, Huawei automobile, blade battery, Hongmeng concept and wine industry led the decline. As of the time of posting, the number of gainers has exceeded 2000 and the number of losers has exceeded 2500, with a general profit-making effect. The net purchase of northbound funds exceeded only 200 million.
message interpretation
According to the data of business agency, the index of traditional Chinese medicine on March 1 was 1388 points, an increase of 8 points over yesterday, a record high in the cycle, and an increase of 42.36% from the lowest point of 975 points on November 25, 2019 (Note: the cycle refers to 201906-30 to now). Since June 17, 2021, the Chinese herbal medicine index has increased by 27.223% in 258 days.
The agency pointed out that the traditional Chinese medicine industry has ushered in a golden period of development and investment opportunities in the gold mining industry chain. In the long run, under the background of population aging, changes in disease spectrum, national top-level policy support and internationalization, the growth space of traditional Chinese medicine industry is huge. According to its judgment, the traditional Chinese medicine industry is expected to usher in an upward inflection point in 2022 with the support of policies and medical insurance. The traditional Chinese medicine formula granule industry embraces market expansion and standard and quality improvement, and the innovative traditional Chinese medicine is accelerated to be approved into medical insurance.
Therefore, in the context of aging, with the superposition of epidemic factors, the traditional Chinese medicine industry has gradually entered a high boom cycle. The underestimation of high performing and high growth varieties in the industry deserves special attention.
should on strategy and focus
After the opening today, the trend of Shanghai strong and deep weak is still presented. Driven by the cycle and finance, the Shanghai index is relatively strong, and the adjustment of growth direction drives the adjustment of gem index. The pressure on the stock index is obvious at 3500. On the whole, the market is still in the pattern of shock bottoming. However, there is little risk of sharp decline in this position at present. In terms of operation, we only need to control the position and not catch up. In terms of specific strategies, balanced allocation of value and growth is still recommended. At the same time, the growth direction is constantly active, and there are new news in policy. You can continue to pay attention to the evolution of the rebound and wait for the opportunity to increase positions after the index stabilizes.
