Yuanda: the policy positive index opened higher to guard against the trend of financial stocks

today's disk

Today, the Shanghai and Shenzhen stock indexes showed a shock rebound pattern as a whole. The Shanghai Composite Index and the Shenzhen composite index opened higher and walked higher. After stepping back on the 5-day moving average, the gem index also rebounded upward, and the overall rebound pattern was obvious. The Shanghai composite index made further competition near 3700 points.

From the industry sector rose ranking, Yuan universe concept, cloud games, pumped storage, games, digital reading, quick concept, and many other concepts and other sectors are among the top gainers, while diamond, battery, aerospace, non-metallic materials, jewelry, CRO, Turisthotellet and other Kwai Fu are the top ones. As of the issuance of the document, the number of gainers is more than 2300, the number of losers is more than 2000, and the net purchase of funds from the North exceeds 5 billion.

message interpretation

The central economic work conference was held in Beijing from December 8 to 10. The meeting called for the reform and opening up policy to activate the driving force of development. We should pay close attention to the pilot of comprehensive reform of market-oriented allocation of factors, fully implement the stock issuance registration system, complete the three-year action task of state-owned enterprise reform, and steadily promote the reform of natural monopoly industries such as power grid and railway.

State owned enterprises are the ballast and main force of the national economy. In 2020, the assets of state-owned enterprises have accounted for more than 60% of the total assets of enterprises in China. The three-year action plan for the reform of state-owned enterprises (2020-2022) proposes that state-owned enterprises should become the market subject with core competitiveness. The mixed reform of state-owned enterprises, restructuring and integration and the reform of state-owned assets supervision system will enter a new stage of rapid and substantive promotion. More than 70% of the total tasks in the three-year period 2020-2022 will be completed by the end of 2021. The agency pointed out that 2022 is the last year of three years of state-owned enterprise reform, which can focus on the moderate increase in the year, the obvious improvement of profit acceleration and cash flow, and is expected to benefit from the subject of state-owned enterprise reform.

should focus on strategies and directions

Under the catalysis of the central economic work conference, the index opened higher and went higher, but it still fell below the previous high of 3723. It can be seen that there are still stock funds in the floor. Because of this, the performance of individual stocks is relatively flat. The stock index is also continuing to fluctuate and fall, and the prototype of double head is beginning to appear in 60 minutes. It is suggested that we should be highly vigilant. Once the brokerage stocks are established in this position, this round of rebound of the index may end at any time.

In terms of operation, controlling the overall position and combining attack and defense is still the main strategy at present. Defensive positions, it is recommended to continue to focus on low level of core value of the stock exchange value, including the required consumption, bulk consumption blue chips, such as Baijiu, medicine, health care, food and beverage; For offensive positions, it is recommended to continue the three core tracks of lithium battery, photovoltaic and military industry with high prosperity and great certainty opportunities. The overall position is still recommended to be strictly controlled within 30%.

(Yuanda)

 

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