Market trend:
The three major indexes fluctuated higher throughout the day. The Shanghai index once rose nearly 1%, the record index rose nearly 2% in early trading, and the index fell slightly in the afternoon. As of the close, the Shanghai index rose 0.62%, the Shenzhen Composite Index rose 0.97% and the record index rose 1.25%. Individual stocks rose more or fell less, more than 2900 stocks rose and more than 1400 stocks fell. The whole day turnover of the two cities exceeded trillion yuan, and the net capital inflow to the North exceeded 12 billion yuan. Yesterday, the contraction of the two cities generally fell, and today it generally rose, basically recovering yesterday’s decline. Before the new year’s Day holiday, the capital was still cautious as a whole, the trading volume was only slightly enlarged, led by medicine and yuancosmos, supplemented by clothing and other sectors in large consumption, military stocks in science and technology stocks were strong, and semiconductors rebounded. Overall, to continue to rise, the trading volume needs to be further enlarged.
Hot plate analysis:
In terms of plates, we will focus on tracking two plates today: first, the yuan universe plate led the rise of the two cities. The concepts of media, games and virtual digital people all rose, and many stocks such as Kaiser (China) Culture Co.Ltd(002425) , New Guomai Digital Culture Co.Ltd(600640) , Dalian Zeus Entertainment Co.Ltd(002354) rose. China Merchants Securities Co.Ltd(600999) the research report points out that metauniverse is rapidly coming to us, and the development speed of new energy vehicles is far beyond our expectations. Now, Facebook, Microsoft, Disney and NVIDIA are all trying their best to layout metauniverse. I believe that metauniverse is in the right direction, but moving in this direction. For the media and Internet sector, There must be many investment opportunities to be explored, and now, the first ones to land are virtual people and NFT. The plate is still active repeatedly due to its good growth. Second, traditional Chinese medicine stocks continued to be strong, and the sector index reached a new high since April 2017. Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) 20% limit, Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Kunming Longjin Pharmaceutical Co.Ltd(002750) , Yabao Pharmaceutical Group Co.Ltd(600351) and other stocks rose by the limit, Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) once rose by more than 9%, and Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) which fell sharply yesterday fell by more than 6% in the morning. After that, the decline narrowed rapidly, and the turnover of “Shenzhen V” exceeded 3 billion. Andon Health Co.Ltd(002432) trading again. In this sector, we suggested low suction opportunities in early trading. Today, it strengthened again, with a large short-term increase. It can be low suction, but it is not suitable to catch up after rising. Third, the military industry sector, Shaanxi Aerospace Power Hi-Tech Co.Ltd(600343) limit. In 2021, the military industry sector successfully transformed from “event driven” to “Fundamentals driven”, and institutional funds paid more attention to the prosperity, growth level and sustainability of subdivided fields. Looking forward to next year, the counter cyclical and long boom comparative advantages of the plate will be gradually recognized by the market, and the trend allocation opportunities of the plate may be gradually strengthened, which can be paid attention to in the long term.
Outlook:
Today, the two cities rebounded and strengthened, basically recovering the land lost yesterday, led by consumer stocks, frequent demon stocks in the pharmaceutical sector, sharp rises in housing economy stocks such as games, clothing and entertainment, and good performance in military industry and green electricity in science and technology stocks. Stocks rose more than fell. It should be noted that today’s rebound has not been significantly large-scale, and the pressure near the 3640 point above still needs to be large-scale to rush over; Tomorrow is the last trading day of the year, and short-term funds still appear more cautious. From the current market rebound time, it is not enough, but if we do not estimate the volume, it is the plate rotation market; If it can rebound and rise, it is expected that large and small stocks will rise together under the expectation of the restless market in spring.
(Qian Kun investment)
