brief description of disk
On Friday, after opening slightly higher in the morning, A-Shares fell back, led by the gem, and the decline of the stock index narrowed slightly near the afternoon. On the disk, traditional Chinese medicine led the rise, while food and beverage, tourism and hotels, electric power, medicine and securities rebounded slightly; Energy metals, batteries, power supply equipment, complete vehicles, ships, automotive services, photovoltaic equipment, small metals and wind power equipment led the decline. In terms of subject stocks, heparin concept, NFT concept, traditional Chinese medicine concept, influenza and green power led the rise, while solid-state batteries, lithium extraction from salt lakes, virtual power plants, tail gas treatment and data security led the decline.
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.
northbound funds and 10 billion private placement are crazy about buying brokerage stocks, but big funds are trading in "big price reduction"
From the recent operation of institutions on brokerage stocks, there is a confrontation between long and short sides for the market in the next stage: on the one hand, Citic Securities Company Limited(600030) etc. are traded at a discount on the block trading platform; On the other hand, 10 billion private placement and northbound funds are sweeping goods, of which the monthly net purchase of non bank financial sector by northbound funds reaches 18.028 billion yuan, ranking first among 31 first-class Shenwan industries.
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. In November, the PMI index turned upward as scheduled, and the cross year market will gradually unfold.
Short term mood:
Pre market judgment: European and American stock markets 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. It 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. The Contemporary Amperex Technology Co.Limited(300750) fell by nearly 8%, dragging down the gem index again. The gem fell by more than 2% and fell below the 3300 point integer level.
After a day's rest, the concept of traditional Chinese medicine rose again; The power sector continued its strength yesterday, but the rise of these sectors could not resist the sharp decline of the lithium battery sector. Overall, the plate rotation of the A-share market in the morning was obvious, and the profit-making effect was very weak. At this point, forcing Chinese medicine, Baijiu, and medicine is the only way to achieve the performance ranking by the end of the year. Judging from the trend in the morning, it is difficult for the Shanghai index to hold 3600 points.
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)
