[pre disc interpretation]
On Monday, the market contracted and adjusted, opened low and went high, then rushed up and fell back, and finally the Shanghai index closed as a false Yang cross star. The circulation of northward funds will resume tomorrow. If the inflow trend before the festival can be continued, it will boost market sentiment to a certain extent. Pay attention to observation.
On the disk, yesterday’s agricultural benefits were good, and some agricultural dividends were good to cash. High opened low. The Chinese medicine sector continues to be strong, and the rising logic behind it: on the one hand, the centralized collection of Chinese medicine is over, which is bad for the plate itself; On the other hand, the mutant strains swept the world. Traditional Chinese medicine, as one of the better drugs against covid-19, is beneficial and stimulating. In the later stage, we can pay more attention to the operation opportunities of relevant medical plates.
Technically, the stock index pulled back after reaching the integer level of 3600 points, indicating that there is effective support in the short-term near the 3580-3600 point range. Next, focus on the support strength of this range. As long as it does not effectively fall below, it is still expected to build a short-term low. If there is a rebound repair with the help of northbound funds today, first pay attention to the 18th line of yesterday’s blocked moving average, followed by the 3650 point pressure platform.
In terms of strategy, at present, there are more differences in the market, there are adjustment risks in the high boom track, and the capital flows out to the plates of consumption, food and other long-term consolidation in the early stage. Moreover, although the trend of the index was weak yesterday, the performance of individual stocks was still active, indicating that there are still structural market opportunities in the market. Therefore, in operation, pay attention to the high and low, and focus on the layout opportunities of low-level blue chips. At the same time, given that we continue to be optimistic about the medium and long-term market of a shares, we will further observe the role of the financial sector in promoting the stock index.
[message side]
The central bank working meeting will be held in 2022.
Prudent monetary policy should be flexible and appropriate; Accurately increase financial support in key areas; Strengthen the supervision of capital and platform enterprises according to law, and continue to do a good job in the rectification of online financial platforms. We will steadily implement the prudent management system of real estate finance to better meet the reasonable housing needs of property buyers; We will continue to use the Multilateral Debt coordination mechanism to address the debt problems of low-income countries in a stable manner.
[short term hot spot]
According to media reports, Byd Company Limited(002594) recently held a strategic cooperation signing ceremony with robosense (Suteng juchuang), which has a deep technical accumulation in the three core technology fields of lidar hardware, intelligent sensing software and chip. At the Guangzhou auto show not long ago, avita ( Chongqing Changan Automobile Company Limited(000625) ), Jihu (BAIC), GAC AIAN, salon ( Great Wall Motor Company Limited(601633) ) and other brands all appeared with lidar models, and the number of lidars carried by a single car is also higher than in the past.
The National Informatization Plan for the 14th five year plan recently issued by the central network security and Information Technology Commission proposes to strive to consolidate the construction level of digital infrastructure, deploy and build the ubiquitous Zhilian digital infrastructure system, appropriately deploy the next-generation intelligent facility system in advance, and deepen the digital and intelligent transformation and upgrading of public facilities.
[European and American stock markets]
On Monday US Eastern time, the three major US stock indexes closed higher, and the S & P 500 index reached a record closing high. Specifically, the Dow rose 351.82 points, or 0.98%, to 36302.38 points; The NASDAQ rose 217.89 points, or 1.39%, to 15871.26 points; The S & P 500 index rose 65.40 points, or 1.38%, to 4791.19.
On Monday European time, major European stock indexes rose. As of the close, Germany DAX30 index closed at 15835.25, up 78.94 points or 0.50% compared with the previous trading day; France CAC40 index closed at 7140.39, up 53.81 points or 0.76% from the previous trading day. The UK stock market is closed for the Christmas holiday.
(Bairui wins)
