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1、 Market Review
Yesterday, the index rose and fell. The plate (real estate) led the rise the day before yesterday led the fall. The plate (chip / national defense and military industry / hydrogen energy) of intra day pulse also rose and fell, which did not last.
2、 At present, the market sentiment is still unstable. First observe the disk.
3、 Today’s information
1) [lithium battery] Senior Engineer lithium battery content: ① the battery price of a factory is linked to the price of lithium carbonate; ② A battery factory controlled by Volkswagen Gu expects lithium carbonate to be 35-40w in the first half of next year; ③ The sales volume of electric vehicles is expected to be 450W next year because there is not enough lithium.
2) [NFT] Xinhua News Agency announced that it would release Limited collections through blockchain NFT technology at 20:00 on December 24.
3) [covid-19 oral drug] Pfizer covid-19 oral drug paxlovid has been approved by FDA, which will increase the output of covid-19 oral drug paxlovid from 80 million to 120 million in 2022.
Investment strategy: at present, the Shanghai stock index has come off the track of individual stock trading, and the opportunity is greater than the risk at the bottom of the stage; The warm wind of the reorganization of state-owned enterprises is blowing frequently, the state policy promotes the reorganization and integration of key areas such as railways, and actively grasp the opportunities triggered by the reorganization of Railway Assets.
(Tianding securities)
