today's disk
Today, the Shanghai and Shenzhen stock indexes showed a shock adjustment pattern as a whole. The Shanghai Composite Index and Shenzhen composite index opened low and went high. The gem index was sorted out near yesterday's closing price, and the overall weak pattern was obvious.
From the industry sector growth ranking, holographic technology, vocational education, cultural media, radio and television, titanium dioxide, in vitro diagnosis, virtual reality, cloud games and other sectors led the rise, while energy metals, blade batteries, base metals, small metals, sodium ion batteries, glyphosate, automobile and other sectors led the decline. As of the issuance of the document, there were more than 2300 gainers and more than 2000 losers, and the net purchase of funds from the North was nearly 3 billion.
message interpretation
According to the data, China's mobile phone shipments in November were 35.3 million, a year-on-year increase of 19.2%, including 28.967 million 5g mobile phones, a year-on-year increase of 43.9%, accounting for 82.2% of mobile phone shipments in the same period. From January to November, the total shipments of mobile phones in the Chinese market totaled 317 million, a year-on-year increase of 12.8%, including 239 million 5g mobile phones, a year-on-year increase of 65.3%.
The agency pointed out that due to the epidemic last year and the lack of core in the supply chain, the cycle performance of consumer electronics such as mobile phones in the off peak season in 2021 is different from that in the past. After two consecutive months of year-on-year decline in mobile phone shipments in August and September, China's mobile phone shipments ushered in a reversal in October.
Therefore, we believe that with the gradual easing of factors such as the lack of core in the industrial chain, it is expected that the demand for mobile phones will be released in succession in the future. The change of data has obviously reflected the recovery of travel scene. Therefore, we believe that the subdivided areas of the industrial chain are worth exploring.
should focus on strategies and directions
Yesterday, the index rose and fell, which has clearly reflected the pressure of the 3700 point integer level. Therefore, today's index adjustment is basically within our expectations. Moreover, China Mobile is about to enter the IPO process after obtaining the approval, which will also negatively interfere with the market bulls' confidence. Therefore, in the short term, the Shanghai index 3700 and the record index 3500 will be repeated. We should operate with caution and beware of increasing the adjustment.
In terms of operation strategy, in view of the repeated switching of growth value, it is suggested to continue to adhere to the strategy of "light warehouse game and both attack and defense". Defensive positions, it is recommended to continue to focus on the institutional capital switching low core value stocks, such as Baijiu, medicine, health care, food and beverage consumption blue chips; For offensive positions, it is recommended to continue to pay attention to the growth direction of high prosperity, such as lithium battery, photovoltaic, military industry and other core tracks. Overall position, it is recommended to continue to control within 30%.
(Yuanda)
