today’s disk
Today, the Shanghai and Shenzhen stock indexes showed a shock adjustment pattern as a whole. The three indexes opened slightly higher in early trading, then fluctuated near yesterday’s closing price, and the overall weak pattern was obvious.
In terms of industry sector growth ranking, pumped storage, power industry, green power, lidar, chicken concept, wind power equipment, auto parts, photovoltaic equipment and other sectors led the increase, while vocational education, real estate services, energy metals, cloud games, medical devices, games and other sectors led the decline. As of the issuance of the document, the number of gainers is more than 1500, the number of losers is close to 3000, and the net purchase of funds from the North exceeds 2 billion.
message interpretation
The European energy crisis continues to ferment. Since November, the price of natural gas in Europe has increased by 171.26%.
With the severe cold weather sweeping Europe and the heating demand rising sharply, it is predicted that the temperature in several European countries will fall below zero this week, which puts more pressure on the power grid that has been trapped by low wind speed and serious nuclear interruption in France. Power shortage means that Europe needs more natural gas, and with the reduction of natural gas supply from Russia, the energy crisis has affected the European economic recovery.
The agency pointed out that Russia’s supply capacity to Europe is limited. If it is a cold winter, the European natural gas price will remain at a high level. At the same time, there is high certainty in judging the rise of long-term natural gas price center.
Therefore, under the background of benefiting from the price rise, the investment logic of the natural gas industry is still, and we can continue to tap low-level targets from subdivided fields.
should focus on strategies and directions
Yesterday, we said that the rebound of the index was limited. At present, the index fell into a shock consolidation trend again, which is basically consistent with our expectations. The index fluctuation range will be between 3630-3580 points; The fluctuation range of gem index will remain between 3400-3300 points.
Continue to control positions and balance the game. Among them, the core asset value stocks (including consumer blue chips) and the annual performance growth exceeded expectations, but the recent stock price oversold significantly, so they can be preferentially allocated on bargain hunting. At the same time, the three core tracks (new energy vehicles, new energy and photovoltaic), as the growth direction of high view, need to wait patiently for this round of adjusted low entry opportunities.
(Yuanda)
