[pre disk interpretation]
Under the missile, there is no grass. Judging from the current trend, Russia's missiles are not hitting the territory of Ukraine, but at the heart of the global stock market. This week's two-day wide adjustment directly sent A-Shares to the hot search. The entry name is "the sharp decline of A-Shares is mainly due to external factors", which is clear, simple and straightforward. This is also the best answer summarized in the information presented on the current disk.
On the disk, individual stocks fell numbly, and the number of ups and downs was 1:10 In the morning, there was a change in securities companies. They wanted to pull the market, but they didn't pull it up; In the afternoon, Contemporary Amperex Technology Co.Limited(300750) appeared on the stage, which made the gem popular all the way, but it was just a false shot. Then, the fork didn't hold steady and directly turned around and dived, and the Chuang finger also collapsed. Overall, the whole army was wiped out. Baijiu and East West were removed.
Technically, the stock index has fallen for four consecutive trading days. It is reasonable to say that there is a technical demand for oversold rebound next. However, under the impact of panic, the short-term technical impact may be weakened, so the operation is cautious and the position is controlled below 50%. If there is a technical rebound repair next, it is not recommended to rush for the rebound. Instead, we can reduce our positions at high prices and return the funds, and then choose the opportunity to enter the site after it is clearly stabilized in the later stage.
Strategically, after a series of sharp falls, the market sentiment plummeted. Next, it is unrealistic to stabilize immediately. Under this blow, the disk needs some time and space to repair. This is also the reason why we suggest reducing positions at high prices. When the market is weak, there is no need to panic too much. Instead, we can observe the direction with strong logic and good resistance during the decline. First, the important counter cyclical adjustment tool new and old infrastructure mentioned by the two sessions, second, new energy with high substitution and price comparison effect under energy tension, and third, resources that have gone out of the upward channel and inflation has pushed up prices.
[message side]
The central bank turned in 1 trillion profit, which is equivalent to the fiscal policy of comprehensively reducing the reserve requirement by 50bp and increasing by 1%.
The central bank announced that in accordance with the spirit of the meeting and the deployment of the work report, in order to enhance the available financial resources, the balance profits were handed over to the central finance according to law this year, with a total amount of more than 1 trillion yuan, which was mainly used to offset tax rebates and increase transfer payments to local governments, support enterprise relief, stabilize employment and ensure people's livelihood. According to the analysis of insiders, this is equivalent to a comprehensive reduction of 50bp and an increase of 1% in the fiscal policy.
[short term hot spot]
According to reports, Guo Mingxuan, a famous apple industry chain analyst, recently tweeted that Apple may launch a 30W power adapter with a new shape design in 2022. The power adapter will adopt gallium nitride "Gan" technology, which can realize a smaller, lighter and more energy-saving charger compared with the current conventional charger. In addition, the new 30W power supply may be included with the latest MacBook Air. Last October, Apple launched its first gallium nitride technology charger. 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".
According to Baichuan Yingfu, after the sharp rise of the previous day, the vanadium price rose again on March 8. The quotation of ammonium metavanadate was 136000138000 yuan / ton, with an average price of 137000 yuan / ton, an increase of 3.4%. The quotation of vanadium pentoxide is 145000147000 yuan / ton, with an average price of 146000 yuan / ton, an increase of 3.55%. The quotation of ferrovanadium is 150000 ~ 155000 yuan / ton, with an average price of 152500 yuan / ton, an increase of 3.74%. As of March 4, the price of vanadium pentoxide in Europe was US $11.5-12.25/lb, up US $0.425/lb from the previous period. The price of ferrovanadium in Europe was US $57-61 / kg, an increase of US $5.25/kg compared with the previous period.
[European and American stock markets]
The three major US stock indexes collectively closed lower. As of the close, the S & P 500 index fell 0.72% to 417070 points; The NASDAQ index fell 0.28% to 1279555; The Dow Jones index fell 0.56% to 3263264..
In London, the average price index of 100 stocks in the financial times closed at 696411, up 4.63 points or 0.07% from the previous trading day; France Paris Stock Market CAC40 index 8 closed at 596296 points, down 19.31 points or 0.32% from the previous trading day; Germany's Frankfurt stock market DAX index closed at 1283151, down 3.14 points or 0.02% from the previous trading day.
