I. disk view
The Shanghai index fell more than 4% on Wednesday, and pulled back again after diving in the afternoon. It can be said that there was a shocking reversal, the V-shaped reversal of the market index, the emergence of extreme market conditions, and the ups and downs were all in an instant. On the increase list, energy stocks related to carbon neutralization rose sharply, and the concept sector, East West calculation, green power and other sectors performed better. Wine making also played a role in stabilizing the military today. Half ice water and half flame are the real performance of today’s market. In a word, under the extreme market and extreme price, the opportunity is gradually approaching. Once the market stabilizes, the rebound is expected to be triggered, so we need to wait patiently.
Hexin’s view: the general trend software market shows that at present, from the perspective of a shares, the whole market is still in shock, and the panic mood is temporarily relieved. The game of stock funds in the whole market is relatively insufficient. Today, the single needle bottoms out, and whether it can support the column needs to continue to be observed. Generally, there will be a “gold everywhere” trend after a sharp fall. At this time, we should pay attention to looking for market opportunities, dare to bend down and pick up bargains, and then need to be patient.
II, message surface
1. The US Secretary of Commerce warned that Chinese enterprises would face “severe punishment” if they continued to supply goods to Russia
Taking the sanctions against Russia as an example, the black hand of the United States extends to Chinese enterprises. According to the New York Times, in an interview with the newspaper on the 8th local time, U.S. Commerce Secretary Gina ramondo said that the United States would cut off the supply of U.S. equipment and software for “Chinese enterprises that do not comply with U.S. export control measures against Russia”. Raymond claimed that Russia “will certainly win over other countries to bypass our sanctions and export controls”, but if the United States finds that Chinese enterprises supply chips to Russia, the United States can “basically” close these enterprises, “because we will prevent them from obtaining our equipment and software”. If the US side takes action against “Chinese enterprises that do not comply with control measures”, it will cause a “devastating blow” to China’s ability to produce chips.
2. The quotation of some lithium battery materials continued to rise today, and the average price of nickel beans exceeded 400000 yuan / ton
According to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) , the quotation of some lithium battery materials continued to rise today, and the battery grade lithium carbonate increased by 500 yuan / ton, with an average price of 504000 yuan / ton; Lithium hydroxide increased by 35005000 yuan / ton; Nickel beans rose 38900 yuan / ton, with an average price of 403200 yuan / ton.
