ignoring the strong rise of overseas markets, the stock indexes of Shenzhen and Shanghai closed a strong shock line in line with expectations under the influence and stimulation of the continued strong trend of most industry segment indexes, the leading decline of real estate, the continued small outflow of funds from the north of more than 1.7 billion, the rising premium of scientific and technological innovation growth stocks, the falling limit tide of theme “demon stocks”, and the continued strong trend of most industry segment indexes, It is required for multi head counter attack supported by periodic adjustment to the “resonance point” or tamping the bottom with gap replenishment, but from the perspective of trend logic, the second bottom exploration is an opportunity for low absorption layout.
From the perspective of the Shanghai stock index, the gap was covered by opening high and taking the contraction adjustment line, but the attack angle was too narrow, the MACD index fell sharply, and the trading volume shrank. It was clear that there was still long and short competition and repeated demands on the 3600 point line; The gem index went up to the extreme positive line in a large amount and failed to break through the technical resistance of the 5th line. Although there was an amplification of trading volume, there may still be a risk and hidden worry of a double dip when the dead fork of MACD index failed to reverse; Combined with the operation of Kechuang 50 index rising and falling, the large-scale shock line failed to break through the 5-day line, and the Shenzhen component index opened high and took large-scale attack on the positive line, which has reached 14800 points. It is expected that the market bottom with clear policy bottom signal or fierce competition between long and short will appear.
At the close of the market, the Internet, cloud games, new tobacco, advertising packaging, wireless headphones, intellectual property rights, components, agriculture, forestry, animal husbandry and fishery, public transportation, consumer electronics, online games, pork, meta universe concept, apple concept, virtual reality, Xiaomi concept, intelligent wear and other sectors led the rise, with large-scale net capital inflow and an average volatility of more than 2%, It constitutes a strong positive leading and driving force for the index, which is the core of the market with high sentiment despite the differentiation of the index. Combined with the data of long short energy ratio, 105 stocks rose by more than 9%, 273 stocks rose by more than 5%, 588 stocks rose by more than 3%, 17 stocks fell by more than 9%, 93 stocks fell by more than 5%, and 278 stocks fell by more than 3%, Shenzhen and Shanghai stock indexes that are not expected to lack profit-making effect, or there is a need for interval shock consolidation due to the rapid rotation of plates and the demand to tamp the bottom, However, from the perspective of trend logic, this position has reached the area of chip replenishment opportunities. Investors can follow the investment strategy of “big drop and big buy” of good stocks and game the cross-year red envelope market.
One belt, one road, is , . The top level design of the country emphasizes that China and Germany are actively opening up new cooperation areas such as new energy, green and digital economy, releasing the growth potential of service trade and strengthening cooperation in the “one belt and one way” framework. Combined with the data of Dealogic, a research institution, as of December 16, the global M & a transaction volume increased by 63%, breaking through US $5 trillion for the first time, setting a historical record of US $5.63 trillion, and far exceeding the record of US $4.42 trillion before the financial crisis in 2007. Among them, the technology and medical industry accounts for the largest share of the M & a market, and almost all the largest transactions this year focus on the data of the technology and medical industry. It is expected that the strategic emerging industries around the economic structure transformation will still be the focus and focus of investment in the future.
On the Chinese side, the law of the people’s Republic of China on scientific and technological progress (Revised Draft) has been submitted for deliberation. In view of strengthening the reform of the ownership of job-related scientific and technological achievements, It stipulates that “the State implements a distribution policy oriented to increasing the value of knowledge, promotes the reform of intellectual property ownership and rights and interests distribution mechanism in accordance with relevant state regulations, and explores the system of giving scientific and technical personnel the ownership or long-term use right of post scientific and technological achievements”, In terms of the extraction of awards and remuneration and the improvement of incentive measures, it is proposed that “the extraction of awards and remuneration for activities such as technology development, technical consultation and technical services shall be implemented in accordance with the relevant provisions on the transformation of scientific and technological achievements”, “the State encourages scientific and technological research and development institutions, colleges and universities and enterprises to encourage scientific and technological personnel by means of equity, options and dividends”.
The national development and Reform Commission issued several opinions on further promoting the reform of the investment project approval system, strictly managing the investment approval items, strictly controlling the new or disguised addition of approval links, and strictly controlling the new or disguised addition of investment approval links in the name of “service” and “registration”; Effectively control the “access” of projects, and focus on reviewing whether investment projects comply with development and construction planning, regional planning, industrial policies, and the implementation of construction conditions such as fund-raising of government investment projects, so as to effectively prevent the blind development of “two high” projects and the blind launch of government investment projects in violation of regulations; Do a good job in coordinating real estate investment trust funds (REITs) projects in the field of infrastructure, actively expand effective investment and strive to stabilize the macro-economic market; We will promote the construction of major projects such as the Sichuan Tibet railway, the new land and sea channel in the West and the high-speed railway along the river with high quality, speed up the completion of shortcomings in gas pipelines, disaster prevention and reduction, systematically control urban waterlogging, and comprehensively promote the construction of drainage and waterlogging prevention facilities; We will make greater efforts to support the development of the real economy, promote enterprises to speed up equipment renewal and technological transformation, and strive to consolidate the foundation of economic development; In terms of macro policy, we should make good use of investment policy and consumption policy tools, implement the upcoming strategic outline for expanding domestic demand, accelerate the construction of a unified national market, promote the construction of a high-standard market system, and pay close attention to the pilot of comprehensive reform of market-oriented allocation of factors; Deepen the reform of mixed ownership of state-owned enterprises, optimize the development environment of private economy, and create a development ecology of symbiosis and common prosperity between large enterprises and small, medium and micro enterprises; We will continue to deepen the supply side structural reform and enhance the core competitiveness of the manufacturing industry around the smooth China cycle; Cooperate to do a good job in anti-monopoly, anti unfair competition, anti profiteering, preventing short-term hot money speculation, anti real to virtual capital, anti head platform enterprise infringement, etc; In terms of preventing and resolving major risks, we strengthened risk early warning, prevention and control mechanism and capacity-building, continued to promote the prevention and resolution of local hidden debt risks, strengthened the prevention of corporate bond default risk, and made it clear that although there are multiple counter attacks in the “double control” and “double limit” sectors, it is difficult to have a trend multi attack market under the background of national policy regulation, This is not the core and key of over considering “cheap stocks”.
The author believes that the world’s first 35 kV km superconducting cable demonstration project has been put into operation in Shanghai, connecting two 220 kV substations, with a total length of 1.2 km and a design current of 2200 amps; The notice of the general office of Hainan Provincial People’s Government on accelerating the high-quality development of the government social capital cooperation model was issued to accelerate the high-quality development of the government social capital cooperation (PPP) model, focusing on sewage and waste treatment projects; Shanghai has strengthened the forward-looking study and judgment of new technologies, new business formats and new models, actively seized the digital economy track, guided enterprises to step up the research on the important platform for the interaction between the future virtual world and the real society, strengthened the research and development of new energy intelligent networked vehicles, and strengthened the cultivation and layout of intelligent services Siasun Robot&Automation Co.Ltd(300024) , intelligent wearable devices, smart homes and other fields, Make every effort to build a superconducting industry highland with global influence, accelerate the construction of superconducting manufacturing innovation center, break through key core technologies such as low-cost preparation of high-temperature superconducting materials, superconducting magnet winding and efficient refrigeration system, and create a source of superconducting technology innovation; The 14th five year plan for the optimization of the layout and structural adjustment of Guangzhou’s state-owned economy accelerated the adjustment of the stock structure and optimized the direction of incremental investment, and strengthened the layout of forward-looking strategic industries; Chengdu will build a new meta universe center on jiaozi Avenue, create a new meta universe life and consumption scene matrix with diversified technology, culture and trend, and make it clear that the strategic emerging industries leading the rise still have room and momentum for higher premium. In view of this, we continue to be optimistic about the core benefit sectors such as semiconductors, components, software services, industrial motherboards, rare earths, UHV, energy storage, smart grid, charging pile, lithium battery, photovoltaic, quantum technology, new materials, lithography, data center, electrical equipment, aviation, meta universe concept, Internet of things, artificial intelligence and hydrogen energy, The “three low” subdivided leading companies are preferred, and the “cross year red envelope” with more attack strength can be harvested. ( the author of this article is Zhang Cuixia, chief investment adviser of Jufeng investment. Note: the above information is for reference only and is not used as specific operation suggestions. There are risks in the market and investment should be cautious.)
attached: daily line analysis diagram of different indexes
(daily analysis diagram of Shanghai stock index 2021-12-22)
(daily analysis diagram of gem index 2021-12-22)
(Xinhua Finance)
