Text:
1、 Market Review
Yesterday, the market looked red, but the market speculation plate did not have the support of industrial logic. It still carried out unreasonable emotional speculation around the attributes of “small”, “new”, “poor”, “animal name” and so on; Green power, as a new variety, was slightly repaired yesterday.
2、 As yesterday’s market volume can be reduced, there are still hidden worries; However, at present, the index is on the lower track of individual stock trading indicators, and the stage is in the bottom area. At present, only time and no space are lost, and low absorption is the best policy.
3、 Today’s information
1) [expanding domestic demand] yesterday, leaders of the national development and Reform Commission said that they should actively make good use of investment policies and consumption policy tools, implement the upcoming strategic outline for expanding domestic demand, and implement the national new urbanization plan. (infrastructure and consumer benefits)
2) [natural gas] on Tuesday, European time (December 21), the price of natural gas rose by more than 20%, as a key natural gas pipeline from Russia to Germany changed the supply direction, resulting in a decline in natural gas transmission in the past three days.
3) [yuan universe] the first domestic yuan universe product “Xi soil” released by Baidu was officially opened for directional internal testing; Shanghai guides enterprises to strengthen the research on the important platform for the intersection of the future virtual world and the real society, and timely layout and cut in.
Investment strategy: yesterday, green power launched a counterattack as scheduled, driving the market to repair as scheduled; At the end of the year, 1.46 trillion special bonds were issued in advance, superimposing the technical reversal of infrastructure ETF. In the short term, it is suggested to pay attention to infrastructure theme opportunities such as cement and construction machinery.
(Tianding securities)
