[pre disc interpretation]
Before, we said that the current market is a fancy market. Yesterday, the “flower” in the market passed from real estate to semiconductor. Throughout the day, the weight is tepid and the performance is average. The theme stocks take semiconductors as the prime minister. The market is further divided. In the short term, there is a demand for repeated washing dishes.
On the disk, the real estate stocks that rose sharply a few days ago fell after rising profit taking today, or will enter the stage of consolidation and digestion; As for the sudden outbreak of components and semiconductors, they benefit from the positive stimulation of rapid growth and short-term sustainable attention of industries such as smart cars, VraR meta universe plus online games, and smart wear. In the hot spot direction, keep the original view, resources, low-level traditional white horse, stock market flag bearer securities companies can further pay attention to future trend opportunities.
Technically, at present, there is backpressure in the transaction intensive area near 3650 points on the Shanghai index, and there is support in the range of 3580-3600 points. If the short-term can not effectively break through the 3650 point pressure zone, there is a high probability that there will be a process of second downward support.
In terms of strategy, the short-term differentiation of the market fluctuated, there were some differences on the disk, the plate explosion rate of individual stocks increased, and pay attention to the demand for technical rest in the later stage. At the same time, the continuous outflow of funds from the north, although the amount is small, will have a certain emotional suppression on the market. In operation, try to keep short-term thinking in small wave band, stop surplus in time, don’t be fond of war. If there are flowers, you must fold them straight, and don’t wait for no flowers to fold branches.
[message side]
The integration of China’s rare earth industry has accelerated.
China Minmetals Rare Earth Co.Ltd(000831) announced that the strategic reorganization of rare earth assets related to Chinalco, China Minmetals and Ganzhou municipal government will set up a new company controlled by the state owned assets supervision and Administration Commission of the State Council, and the equity of seven companies in the three parties will be transferred as a whole. Once the reorganization is completed, the newly established rare earth giant will account for nearly 70% of the total amount of China’s medium and heavy rare earth minerals, echo with China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) north and south, and shape a new pattern of two rare earth groups, one south and one north.
[short term hot spot]
The Ministry of transport recently issued the “14th five year plan” for the development of digital transportation. The plan proposes to improve the architecture of comprehensive transportation information platform at the ministerial and provincial levels, promote the construction of comprehensive transportation big data center system, strengthen the integration, sharing, comprehensive development and intelligent application of data resources, and create a “data brain” of comprehensive transportation. Further promote the application of Beidou industry. Beidou 3 terminal shall be popularized and applied in railway, highway, water transportation, civil aviation, postal and other fields. Deepen the application of high-precision navigation and location service of Beidou System in the field of transportation.
Xinhua News Agency announced that the limited collection will be released through blockchain NFT technology at 20:00 on December 24. It is reported that the collection will select and cast the 2021 news photography report, which is China’s first “News Digital Collection”. The first batch of “News Digital Collection” is pre issued with 11 copies, each limited to 10000 copies. A special version with only one release will also be launched.
[European and American stock markets]
At 16:00 on December 22 (Beijing time, 04:00 on December 23), the Dow Jones industrial average rose 261.19 points, or 0.74%, to 35753.89. The Nasdaq composite index rose 180.80 points, or 1.18%, to 15521.89. The standard & Poor’s 500 index rose 47.33 points, or 1.02%, to 4696.56.
In Europe, the FTSE 100 index rose 0.61% to 7342. The French CAC40 index rose 1.24% to 7052. Germany’s DAX index rose slightly by 0.95% to 15593 points.
(Bairui wins)
