[pre disk interpretation]
It is said that Monday’s sharp fall was a little sudden. Judging from the weekend news, it was mixed, and there was no introduction to the avalanche. Fortunately, however, A-Shares were miserable, and the periphery was even worse. The Nikkei index fell by up to 3.79% and Hong Kong stocks fell by up to 4.93%. From this point of view, A-Shares are more likely to collapse by peripheral bands. Since it is not the demand of A-Shares themselves, there is no need to panic too much.
On the disk, there were two main directions that performed better yesterday. One was oil and gas benefiting from the war, and the other was related concepts such as infants and children and three births benefiting from the two sessions. As for the sharp decline in market value, it is obvious that both of them are dragged down by the sharp decline in market value. However, fortunately, the limited number of falling price limit companies shows that there is no panic on the disk and the disk has fled.
Technically, the time-sharing low of the Shanghai stock index yesterday was 3360 points, which is still a line from the previous low. Today, it may test 3356 points by inertia. It doesn’t hurt to fall below. For the later trend, the whole still maintains the view of rebound after shock bottoming. After three days of falling demand, there is also a rapid rebound in technology. Therefore, at present, we mainly focus on controlling positions and paying attention to the long and short wrestling near small lows.
Strategically, from the current trend, try to control the position below 50% in the short term, and pay attention to the low absorption opportunity after stopping the decline and stabilizing. For those with high share prices, be vigilant and appropriately avoid risks; For stocks with obvious support below, the light warehouse layout can be made after the stabilization signal is clear. In the hot direction, we will continue the previous views, including new and old infrastructure supported by clear funds at the two sessions, resources affected by inflation and war, and new energy with bright future development. However, we should also pay attention to the screening of branches in new energy, and those with high speculation in the early stage need to wait a little longer.
[message side]
Lun nickel closed up 67.22%, an all-time high. Shanghai nickel’s main trading limit reached a new high, and the sector set off a wave of trading limit. The leader Ningbo United Group Co.Ltd(600051) three days and three sectors, Qingdao Zhongzi Zhongcheng Group Co.Ltd(300208) bottom trend bull, the sustainability of this wave of nickel market will continue to exceed expectations. The uncertainty of the Russian Ukrainian war and the demand for new energy exceeded expectations have driven the growth of nickel. The gap became more and more serious in April and may, and the nickel sector deserves key research and attention, Meanwhile, in 22 years, with the application of Tesla high nickel 4680 battery, metal nickel may be the brightest small metal in the bulk.
[short term hot spot]
It is reported that recently, due to well-known reasons, apple and Samsung, the world’s top two mobile phone companies, have announced the suspension of sales in the Russian market, and other Android mobile phone companies may also be affected. In this case, Huawei Hongmeng may usher in a development opportunity and further expand the overseas market.
In an interview, Shanghai Mobile said that in the future, it will speed up the construction of data center clusters and further consolidate the resource base of data center based on the two core hub nodes of Shanghai Qingpu and Lingang; Build a new information infrastructure of “5g + computing power network + smart middle platform”, and build a new information service system of “connection + computing power + capability”.
[European and American stock markets]
The three major US stock indexes collectively closed lower, with the Dow down 2.37%, the S & P 500 down 2.95%, the largest closing decline since October 2020, and the NASDAQ down 3.62%.
France Paris Stock Market CAC40 index closed at 598227 points, down 79.39 points or 1.31% from the previous trading day; Germany’s Frankfurt stock market DAX30 index closed at 1283465, down 259.89 points or 1.98% from the previous trading day; In London, the average price index of 100 stocks in the financial times closed at 695948, down 27.66 points or 0.40% from the previous trading day. The three major European stock indexes fell across the board on the same day.
