panel overview
On Friday, A-Shares opened low, then rose and fell, continuing to adjust the trend. On the disk, pharmaceutical business, chemical pharmacy, semiconductor, medical services, medical devices, coal, education, biological products, traditional Chinese medicine, wind power, photovoltaic and other industries led the increase; Mining, oil, gas, steel, engineering construction, cement and building materials, shipping ports, electric power, diversified finance, precious metals, real estate, insurance and other industries led the decline. In terms of subject stocks, assisted reproduction, covid-19 drugs, vaccine cold chain, covid-19 detection, gene sequencing, super fungi and cro led the rise, while combustible ice, oil and gas equipment, shale gas, natural gas, cross-border payment, pumped storage, geothermal energy, lease and sale rights, coal chemical industry and hydrogen energy source led the decline.
message surface
looking forward to the two sessions key words: digital economy or new highlights
The national two sessions in 2022 will be held soon. Looking ahead from the contents of this year's local two sessions, the main line of "steady growth" has been clarified in advance, and there are also new goals in green industry, digital economy, scientific and technological innovation, new and old infrastructure, modern service industry and consumption promotion.
5 connecting sector and 6 connecting sector! Two major "explosive stock speculation" emergency prompt risks
Ningbo Energy Group Co.Ltd(600982) , Xinjiang Tianshun Supply Chain Co.Ltd(002800) respectively received 6 and 5 limit sectors in succession. After the continuous rise of the stock price limit, Ningbo Energy Group Co.Ltd(600982) issued a risk warning announcement that there is uncertainty in the implementation of pumped storage projects Xinjiang Tianshun Supply Chain Co.Ltd(002800) said in the announcement of abnormal fluctuations in stock trading that the company's Russian related business income accounts for a relatively small proportion of the company's operating income.
Powell hearing: inclined to raise interest rates by 25 basis points in March
US Federal Reserve Chairman Powell said that the US economy is very strong and inflation is far higher than the target. The Fed will flexibly raise interest rates in the coming months. Before the crisis in Ukraine, we were supposed to raise interest rates in March. Indeed, it is still appropriate to raise interest rates by 25 basis points in March.
Jufeng viewpoint
Pre market judgment: - the oversold rebound of the gem after the Spring Festival has come to an end. In the short term, the European and American stock markets made a collective correction overnight. After the crude oil price reached a new high since 2008, it was sharply corrected by 7%. It is expected that the A shares will continue to shake and bottom, and the energy sector may make up the decline. The stocks related to the two sessions are expected to be active. It is suggested to reduce their positions by taking advantage of the intraday changes.
In fact, the three major indexes collectively opened low this morning, with the Shanghai index opening low by 0.61%, the Shenzhen Composite Index opening low by 0.85% and the gem opening low by 1.03%. The concept of pharmaceutical business and Sino Russian trade led the rise, and the oil and gas exploitation sector opened about 2% lower, which was in line with expectations.
After the opening, the concept of Sino Russian trade plunged sharply; The scientific innovation board took the lead in turning red, and medicine, medical treatment and chips became the main drivers of the rise; The Shanghai Composite Index fell more than 1% in the intraday market, and then narrowed down with the help of Baijiu, pork and coal. 10: After 30, the stock index weakened again. From the early trading situation, the market selling pressure is heavy, and it is a more prudent practice to reduce positions in case of rebound.
Investment suggestions:
Jufeng investment adviser believes that the central bank has continuously reduced reserve requirements and interest rates since December last year to release liquidity, indicating that the policy bottom has appeared; However, the construction of the market bottom is more complex and there is a time lag between the market bottom and the policy bottom, so the trend of A-Shares has twists and turns. After the Spring Festival, the liquidity of the market improved, and A-Shares began to oversold and rebound. The value and growth rose one after another, but the sustainability was not strong. Be careful not to chase up. The time has entered the window period of the two sessions. The probability of A-share building the bottom box is high, which will be a good opportunity for high selling and low absorption; The medium-term proposal takes growth as the main line, and individual stocks with higher than expected growth in the annual report and the first quarter report can continue to participate in the rebound.
