[pre disc interpretation]
Last Friday, the two cities opened low, the Shanghai index digested and sorted, the record index continued to rebound and repair, the volume was flat, and the market as a whole tended to be benign. At present, stepping back is still a good opportunity for low absorption.
At the weekend meeting, it was mentioned that the full implementation of the registration system is good for finance, large market blue chips and industry leaders. In addition, the market is willing to build a platform with weight. Next, we can continue to pay attention to this direction. On the other hand, the meeting also pointed out that a correct understanding and grasp of carbon neutralization mainly shows that it is not the time to completely withdraw from traditional energy. Due attention can be paid to the positive composition of resource stocks that fell in the early stage.
Technically, the stock index rose in the short term, then faced the high pressure in the range of 3700-3723 points upward, and observed the small gap replenishment near 3637 points downward; Chuang refers to the continuation of the rebound repair trend, focusing on the small high pressure near 3500-3522 above.
In terms of strategy, there are two obvious characteristics in the market at present, one is the recovery of mood, and the other is the high-low switching. The first is the continuous and substantial purchase of northbound funds, which has continuously boosted market sentiment. The second is the expectation of monetary easing, the expectation of valuation repair has increased, the low-level blue chip has made up the rise, and the high-level stocks in the early stage have been under pressure. Therefore, from a comprehensive point of view, we believe that the market has limited room for decline, and the index retreat may be a good opportunity for entry and allocation. In terms of operation, we should pay attention to the optimization and screening of individual stocks, focusing on the intervention opportunities of blue chip white horses such as finance, consumption and resources.
[message side]
The release of the 14th five year plan for cold chain logistics development will create a number of comprehensive leading enterprises with strong international competitiveness.
By 2025, a cold chain logistics network connecting the origin and land sales, covering urban and rural areas and connecting China International will be initially formed, and a cold chain logistics system that meets China’s national conditions and industrial structure characteristics and meets the needs of economic and social development will be basically built. Promote the professional development, large-scale operation and digital transformation of third-party cold chain logistics enterprises, and strive to cultivate leading enterprises with strong international competitiveness.
[short term hot spot]
Recently, Hebei Province issued a public announcement on the detailed rules for the implementation of urban water supply price management in Hebei Province (Draft for comments), which is to further standardize the urban water supply price management, protect the legitimate rights and interests of both water supply and water users, promote the healthy development of urban water supply, and save and protect water resources. It is also an important measure to implement the measures for the administration of urban water supply prices (order [2021] No. 46) issued by the national development and Reform Commission and the Ministry of housing and urban rural development.
Since May last year, China’s raw milk has risen strongly. According to the data, the average price of raw milk rose from 3.57 yuan / kg to 4.38 yuan / kg, setting a record high. After August, the price of raw milk fell slightly, but there are signs of rise in the near future.
[European and American stock markets]
At 16:00 on December 10 (Beijing time, 04:00 on December 11), the Dow Jones industrial average rose 216.30 points, or 0.60%, to 35970.99. The Nasdaq composite index rose 113.23 points, or 0.73%, to 15630.6. The standard & Poor’s 500 index rose 44.57 points, or 0.95%, to 4712.02.
In Europe, the FTSE 100 index fell 0.40% to 7292 points. The French CAC40 index fell 0.24% to 6992 points. Germany’s DAX index fell 0.09% to 15625.
(Bairui wins)
