brief description of disk
On Friday, A-Shares opened higher and went lower, and the gem fell more than 2%. On the disk, traditional Chinese medicine led the rise, while commercial department stores, chemical pharmaceuticals, food and beverage, pharmaceutical commerce, tourist hotels and biological products rebounded slightly; Energy metals, batteries, power supply equipment, wind power equipment, small metals, photovoltaic equipment, vehicle, shipbuilding and power grid equipment led the decline. In terms of subject stocks, the concept of traditional Chinese medicine, influenza, heparin, NFT and community group purchase led the gains, while blade batteries, solid-state batteries, lithium extraction from salt lakes, virtual power plants, titanium dioxide, fluorochemicals and rare earth permanent magnets led the declines.
message plane
Huawei's first Hongmeng automobile was officially released: AITO Enjie M5
On December 23, Huawei's winter flagship new product launch was held simultaneously today Wuxi Online Offline Communication Information Technology Co.Ltd(300959) . At the press conference, Huawei released Huawei P50 pocket flagship folding screen mobile phone, Huawei watch D wrist ECG and blood pressure recorder, Huawei smart glasses, a new generation of Huawei matebook x Pro notebook, AITO M5 smart car and other new products.
stabilize the investment layout, and the new round of infrastructure investment will rise
As an important aspect of steady growth, steady investment is stepping up its planning of "first hand chess". Recently, many places have worked hard to finalize the list of major projects in 2022, and planned a number of major investment projects focusing on key areas such as major transportation, energy and water conservancy, new infrastructure and so on. At the same time, financial security is also moving forward. In 2022, the new special debt limit was issued 1.46 trillion yuan in advance. Hebei, Jiangxi, Shanxi, Zhejiang and other places have disclosed the new special debt issuance plan in the first quarter of next year.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the space for monetary easing in China has been opened and liquidity will gradually become loose. The central bank released 1.2 trillion yuan of long-term funds, which generally formed a positive stimulus to the market. for stock assets, a new round of global bull market is still early, and structural growth opportunities are still the main tone. PMI index turned upward as scheduled in November , and the cross year market will gradually expand.
Short term mood:
pre market judgment: European and American stock markets generally rose overnight, Tesla Rose 14% this week, and Nokia released its first electric truck, up 18%; In addition, Huawei officially released Hongmeng automobile yesterday; It is expected that new energy vehicles will strengthen again, which can be paid attention to in the short term.
In fact, the Tesla plate opened slightly higher by 0.35%, and the rapid diving weakened at the opening. After the Huawei automobile concept opened higher by 0.76%, it rushed up, fell back and turned down. shows that the disturbance of the message to A-Shares is weakening. The market returned to a weak state. Especially when Kweichow Moutai Co.Ltd(600519) rose again in the morning, the decline of individual stocks deepened significantly.
Contemporary Amperex Technology Co.Limited(300750) fell 8%, driving the lithium battery plate to fall sharply. At the same time, it also dragged down the gem index and fell below the 3300 point integer level. Recently, demon stocks have turned around and fell, resulting in the failure of the "whale fall" phenomenon in the market. The sharp fall of Contemporary Amperex Technology Co.Limited(300750) triggered a new killing force in the market, and failed to lead the escaped profit funds to other sectors.
After a day's rest, the concept of traditional Chinese medicine rose again, and the increase in the afternoon was once expanded to 6%; The power sector was strong in early trading yesterday, fell close to noon and fell in the afternoon. Overall, the rise of the protection plate can not resist the sharp decline of the lithium battery plate. The plate rotation in the A-share market is obvious, and the profit-making effect is very weak. If there is no heavy positive at the weekend, there will be little suspense about the Shanghai index stepping back on 3600 next week.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. Since mid November, A-Shares have been significantly differentiated. Hydrogen energy, auto parts, UHV, energy storage, metauniverse, lithium battery, real estate and other popular sectors can only be closed when you sing and I come on stage. The theme of state-owned assets reform has become a new main line. In terms of operation, it is recommended to focus on small cap state-owned stocks with valuation advantages in the short term, and focus on technology stocks such as intelligent driving and chips with large growth space in the middle line.
(Jufeng Finance)
