I. disk view
On Tuesday, the A-share market index opened slightly higher and fluctuated higher. The volume of energy in the whole day continued to shrink. The trend of energy metals and wind power equipment was relatively stable. At the top of the increase list, the mood was relieved relatively, and the 3600 psychological level has been stabilized. The trend of gem is stronger than that of the main board, with an increase of about 1%. The trend of securities companies is relatively strong in the afternoon. The plate still needs to continue to work hard at the end of the year. If the plate wants to show a long trend, it still needs to wait patiently.
Hexin view: the general trend software market shows that the market continues to shrink, stabilize and rebound today, and the closing index is above the support level of 3600 points. The volume can continue to shrink in these two days. In the game of stock funds, the market needs to be gradually repaired. At the end of the year, we need to see more and move less. We can make up positions or absorb certain targets on bargain hunting. In terms of opportunities, we should patiently wait for the market to improve. Now bargain hunting is arranged for the red envelope market in January next year. We can consider the opportunity to make up for the low price of varieties with better bottom performance.
II. message plane
1. A record number of covid-19 confirmed cases were added in a single day after Christmas
Global covid-19 confirmed cases increased by more than 1.44 million in a single day, with a record increase. Omicron is a highly mutated and most infectious variant strain, which is rapidly becoming the main epidemic strain in the world. The seven day rolling average number of cases on Monday was about 841000, up 49% from when the mutant was first found in southern Africa a month ago.
2. Chip supply of Chinese auto enterprises has improved, and auto production and sales have recovered
From January to November, the total amount of automobile upstream manufacturing logistics increased by 5.8% year-on-year, the demand for automobile supply logistics increased, and the automobile production and sales showed a recovery trend. In an automobile logistics enterprise in Yizhuang, Beijing, the person in charge of the enterprise said that this year, affected by the epidemic and the problem of “lack of core”, the production pace of major automobile enterprises continued to slow down. However, since November, with the improvement of chip supply, the orders for auto parts and complete vehicles received by enterprises have increased significantly, and the inventory has decreased.
(Hexin investment consultant)
