[pre disc interpretation]
On Tuesday, the overall performance of the market was a mild rebound, and the tail was slightly raised driven by securities companies. However, it can not be ignored that the volume of the two markets can further shrink, and when the circulation of funds in the north is restored, it shows that the trading willingness and long enthusiasm of funds are relatively limited. Years ago, capital liquidity weakened, and the market of about trillion may continue further.
On the disk, lithium resource stocks rebounded strongly, and related stocks rose and fell one after another. First, the plate adjusted sharply in the early stage, and ushered in a technical oversold rebound and repair in the short term; Secondly, recently, the whole direction of resources is rotating internally. First, coal and steel in the early stage are rotated to lithium mine, which is a process of repair as a whole. Similarly, the obvious big consumption in the internal rotation is that the small appliances are on the rise yesterday. But looking back, we can find that the recent performance of food, Baijiu or medicine is in turn. Although we have already hint for two weeks, the next opportunity to stimulate consumption at the end of the year is that there are still opportunities in this direction, which suggests continuous attention.
Technically, the stock index is still in the range of 3600-3650 points to maintain the trend of repeated shocks. Next, the top still focuses on whether the pressure at 3650 points can be effectively broken through. If it is blocked, it will continue to shake and prepare in the box, and the position will continue to be controlled at about 5-60%.
Strategically, the recent hot spots in the market are scattered, disorderly and lack of a clear main line, but the activity of individual stocks on the disk has always been positive, so there are local opportunities in the market, but the operation is difficult. Therefore, strategically, it is not recommended to open and close attacks, maintain the main tone of band rolling, and try to prefer low-level blue chip white horses, such as finance, some consumption, etc.
[message side]
Yi Gang, governor of the central bank, said that the total amount of money and credit should grow steadily in 2022; This year, the average interest rate of enterprise loans has been below 5%, which is a new low since statistics. In the next step, we will improve the formation and transmission mechanism of market-oriented interest rates, give play to the efficiency of the reform of quoted interest rates in the loan market, and promote the steady decline of enterprise comprehensive financing costs. Financial support for carbon peak and carbon neutralization is an important work of the central bank. The two special tools to support carbon peak and carbon neutralization are expected to release the first batch of funds to financial institutions before the end of this year. After individual real estate enterprises were in danger in the early stage, relevant departments and local governments have actively taken measures to steadily and orderly resolve risks and meet the normal financing needs of residents and real estate enterprises. Market expectations are gradually improving.
[short term hot spot]
Recently, the carbon based materials industry high-end forum of China advanced materials industry innovation and development conference was held in Changsha, focusing on the development direction of intelligent and environmental protection of carbon based materials and discussing the high-quality development path of carbon based materials industry.
The “14th five year plan” for the development of medical equipment industry was released on December 28. The plan proposes that by 2025, the level of advanced medical equipment industry foundation and industrial chain modernization will be significantly improved, the effective supply of mainstream medical equipment will be basically realized, and the performance and quality level of high-end medical equipment products will be significantly improved, so as to initially form a comprehensive support capacity for public health and medical health needs.
[European and American stock markets]
On Tuesday US Eastern time, the three major US stock indexes rose or fell, and the Dow rose for the fifth consecutive trading day. As of the close, the Dow rose 95.83 points, or 0.26%, to 36398.21; The NASDAQ fell 89.54 points, or 0.56%, to 15781.72; The S & P 500 index fell 4.84 points, or 0.10%, to 4786.35.
On Tuesday, European time, the UK stock market was closed for holidays, and other major indexes closed higher. As of the close, the French CAC40 index closed at 7181.11, up 40.72 points or 0.57% from the previous trading day; Germany DAX30 index closed at 15963.70, up 128.45 points or 0.81% from the previous trading day.
(Bairui wins)
