Bairuiying: market differentiation, vigilance against high-standard ebb tide risk

[pre disc interpretation]

On Thursday, the market was further divided, the stock index rose and closed red, and individual stocks fell more and rose less. Northward capital flows in different directions, with Shanghai Stock connect flowing in more than 3 billion and Shenzhen Stock connect flowing out more than 500 million. The amount is small, but it shows the preferred direction of capital. Overall, the upward trend in the medium term of the market remains unchanged, the plate differentiation is relatively serious, and there is a trend of shock deviation in the short term.

On the plate, Baijiu liquor rose strongly yesterday afternoon, pushing the stock index to turn red. Recently, the pork sector has also been more popular, and the short line can be concerned about the performance of such consumer stocks. In terms of high-standard stocks, there are obvious signs of make-up decline, which is in the risk release period. Pay attention to avoiding high risks in the short term. In the hot spot direction, the green power with policy support and the low-level traditional blue chip white horse are still the focus of attention. At the same time, as a high prosperity track with long-term support in the future, new energy has recently shown signs of capital reflow, and relevant concepts are ready to move, which can be further observed.

Technically, although the short-term inertia of the Shanghai Stock Index soars, it still faces the back pressure of the transaction intensive area near 3650. In addition, the volume energy of the two cities shrinks and the upward momentum is not sufficient. Therefore, if there is no volume energy to cooperate with the rapid breakthrough, the probability is still in the process of stepping back and gaining momentum, so the position is controlled at about 5-60%.

In terms of strategy, at present, the hot spots on the disk bloom in multiple lines. Although the rotation speed is high, the activity of the hot spots has also been improved. It is difficult to operate, but there are some opportunities. Therefore, we should pay attention to the rhythm, flexible allocation, coordination of volume and price in the market rolling, and try to prefer individual stock targets with low potential and opportunities to start up.

[message side]

Article on the website of the Central Commission for Discipline Inspection: how the yuan universe rewrites human social life.

According to an article published on the website of the Central Commission for Discipline Inspection, there is no single technology called “meta universe” in the world. Meta universe is the combination and upgrading of various existing technologies, which can be understood as “3D version of the Internet”. Multiple factors promote metauniverse from concept to popularity, which can bring development opportunities for the combination of games and social networking, retail and e-commerce links, industrial Internet, etc.

[short term hot spot]

In order to implement the decision-making and deployment related to the safety management of national agricultural genetically modified organisms and the development of modern seed industry, the office of the National Crop Variety Approval Committee has organized the drafting of national standards for the approval of genetically modified soybean and maize varieties, solicited opinions publicly a few days ago, and plans to be issued and implemented after the revision of the measures for the approval of major crop varieties.

According to China’s China Three Gorges Renewables (Group) Co.Ltd(600905) 23 news, recently, China Three Gorges Renewables (Group) Co.Ltd(600905) , Three Gorges capital, Anhui Fuyang Municipal People’s government and Beijing zhongkehai sodium Technology Co., Ltd. reached a cooperation intention and signed an agreement on the settlement of the world’s first large-scale production line of sodium ion batteries in Fuyang City, Anhui Province.

[European and American stock markets]

At 16:00 on December 23 (Beijing time, 04:00 on December 24), the Dow Jones industrial average rose 196.67 points, or 0.55%, to 35950.56. The Nasdaq composite index rose 131.48 points, or 0.85%, to 15653.37. The standard & Poor’s 500 index rose slightly by 29.23 points, or 0.62%, to 4725.79.

In Europe, the FTSE 100 index rose 0.43% to 7373 points. The French CAC40 index rose 0.77% to 7106. Germany’s DAX index rose 1.04% to 15756.

(Bairui wins)

 

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