[pre disc interpretation]
Under the positive impact of the important meeting at the weekend, the securities companies opened stronger on Monday, pushing the stock index to stand at 3700 points and close to the high point of 3723 points. However, the market surged up and fell in the afternoon, indicating that the back pressure near 3700 points still needs to be digested. However, the main tone of the current upward market shock has been formed, and the short-term stepping back does not affect the overall rebound trend.
On the disk, in terms of themes, the meta universe broke out in an all-round way. The founder of Microsoft said that in the next two or three years, the virtual conference will shift from two-dimensional images to meta universe, with broad growth space for the industry, which can be further observed in the later stage. In terms of weight, according to the statement that the basic national conditions of “stable growth” and “coal based” proposed by the central meeting are difficult to change in the short term, the new infrastructure and resources sector will usher in the repair expectation. It is recommended to focus on this sector with rebound demand for bargain hunting and long-term performance support.
Technically, at present, the Shanghai upward breakthrough is obviously subject to the back pressure near 3723, so it is more likely to be blocked in the short term. If you step back, first observe the replenishment of the gap below, and pay attention to the effectiveness of the 6-day line support.
In terms of strategy, although the overall atmosphere of the current market is warm due to the rising mood of funds and securities companies in the north, the probability of an upward breakthrough of the Shanghai index is small. Instead of taking the initiative to withdraw, it is a power storage behavior. After full digestion, it is still possible to be high before the impact. In terms of operation, due to the rapid rotation of hot spots and the pressure of fund assessment at the end of the year, the plates with high growth have the desire to cash in. Therefore, pay attention to avoid the varieties with large growth in the early stage, control the position at 50-60%, and grasp the entry opportunity when the index retreats.
[message side]
CSRC: comprehensively deepen the reform and opening up of the capital market under the guidance of the reform of the whole market registration system.
The CSRC defines the key work of the capital market in 2022 and emphasizes the need to take the reform of the whole market registration system as the traction, comprehensively promote the key reforms such as improving the quality of listed companies, improving the delisting mechanism, multi-level market construction, strengthening the responsibility of intermediaries, investment side reform, improving the judicial system mechanism of securities law enforcement, and continuously improve the basic system of the capital market. We will coordinate development and security, steadily promote the high-level opening of the capital market to the outside world, and accelerate the improvement of the supervision system for overseas listing of enterprises. Scientifically and reasonably maintain the normalization of IPO and refinancing, actively play the role of the main channel of M & A in the capital market, and expand the pilot of public offering REITs in the field of infrastructure. We will steadily resolve the risk of bond default, and carry out in-depth rectification of risks such as “pseudo private placement” and “pseudo Gold Exchange”. Strengthen the standardized guidance of capital, and strictly supervise the financing and M & A activities in specific sensitive fields.
[short term hot spot]
It is reported that China’s Beidou satellite and ground station use laser signals to carry out innovative high-speed communication experiments. Recently, researchers said that according to the experimental data, this method can enable the satellite to send data to the ground at the speed of thousands of megabytes per second. What is this concept? The 5g communication we are currently commercial has a theoretical transmission rate of 1GB in 8 seconds. In other words, China Beidou satellite has achieved a transmission speed dozens of times faster than 5g through laser communication.
It is reported that in the United States, with the approaching holiday at the end of the year, people’s demand for beer, cola and other drinks has also increased. However, as the supply chain crisis continues, there is a shortage of packaging bottles and cans, resulting in an obvious shortage of beverage supply in the U.S. market. According to the latest data released by American data service company, the current supply chain crisis affects the supply of almost every kind of consumer goods in the United States and China, and the shortage rate of beverages is as high as 13%, including soft drinks, beer and spirits.
[European and American stock markets]
On Monday US Eastern time, the three major US stock indexes fell across the board. As of the close, the Dow fell 320.04 points, or 0.89%, to 35650.95 points; The NASDAQ fell 217.32 points, or 1.39%, to 15413.28; The S & P 500 index fell 43.05 points, or 0.91%, to 4668.97.
On Monday European time, the three major European stock indexes fell collectively. As of the close, the FTSE 100 index closed at 7231.44 points, down 60.34 points or 0.83% from the previous trading day; France CAC40 index closed at 6942.91, down 48.77 points or 0.70% from the previous trading day; Germany DAX30 index closed at 15621.72, down 1.59 points or 0.01% from the previous trading day.
(Bairui wins)
