[pre disc interpretation]
On Wednesday, the market contraction was adjusted. The Shanghai index fell below the 3600 point platform at the end of the trading day. The gem index had a bare head and bare feet, and the overall performance of the stock index was weak. In contrast, individual stocks were slightly tenacious, and more than 2000 red indexes rose until the close. Overall, the stock index fell sharply, but the panic was not heavy.
On the disk, the rotation speed of hot spots was further accelerated, and the decline of food, beverage and traditional Chinese medicine with good rise in the early stage was the top, indicating that the willingness of capital sustained speculation is limited, and they intend to control the rhythm of high-low switching, and prefer the short-term band. However, in the short-term hot spots, it is mainly message driven, and the style is difficult to determine, cut and change quickly, so it is mainly defensive for the time being. From the perspective of future trend, the logic of good consumption is still tenable, and short-term fluctuations will not affect the medium and long-term trend in the future, which can be observed continuously; At the same time, as a clear direction for future policy guidance, it is suggested to pay attention to low-level layout opportunities.
Strategically, the global covid-19 confirmed the record high yesterday, the large market technical pressure and the position adjustment of institutions at the end of the year. As a result, large funds are cautious and sell some core blue chips. However, the current policy tone and loose liquidity do not support the continuous decline of the market, so now it is mainly to wash dishes and release space. At the same time, considering the approaching holidays, the willingness of capital trading is not strong, so the operation is mainly wait-and-see temporarily, and patiently wait for the low absorption opportunity after full adjustment.
[message side]
The executive meeting of the State Council decided to continue the implementation of some preferential policies on individual income tax, and extend the policy of excluding the annual one-time bonus from the salary income of the current month and the implementation of separate monthly tax until the end of 2023.
[short term hot spot]
Good news came from the field of combustible ice mining technology in China. It is reported that Li Xiaosen, a researcher at Guangzhou Institute of energy, Chinese Academy of Sciences, has independently developed the international first set of effective volume of 2585 liters in three years, aiming at the difficult problems of high risk and high cost of field test production of natural gas hydrate (commonly known as combustible ice) in the sea area, based on the conditions of natural gas hydrate accumulation in the South China Sea A three-dimensional comprehensive experimental production system for natural gas hydrate in large-scale full-scale production wells with a maximum simulated sea depth of 3000 meters. The project passed the acceptance of the expert group recently.
It is reported that on December 28, the launch of the national magnesium based energy storage material innovation consortium and the unveiling ceremony of Dawan District hydrogen energy industry technology research institute were held. Pan Fusheng, academician of Chinese Academy of engineering and director of national magnesium alloy materials engineering technology center, presided over the launching ceremony. Dawan District hydrogen energy industry technology research institute aims to play a major scientific and technological support role for Dawan District in the gathering of hydrogen energy innovation and entrepreneurship talents, demonstration transformation and application, cultivation of strategic emerging industries, and strive to become a high-end hydrogen energy R & D, transformation, testing and service platform with important influence in China's foreign work.
[European and American stock markets]
On Wednesday, US Eastern time, the three major indexes of US stocks rose or fell. The Dow rose for six days, and both the Dow and the S & P 500 index reached a closing high. As of the close, the Dow rose 90.42 points, or 0.25%, to 36488.63; The NASDAQ fell 15.50 points, or 0.10%, to 15766.22; The S & P 500 index rose 6.71 points, or 0.14%, to 4793.06.
On Wednesday, European time, the main indexes of European stocks were mixed. As of the close, the UK FTSE 100 index closed at 7420.69, up 48.59 points or 0.66% over the previous trading day; France CAC40 index closed at 7161.52, down 19.59 points or 0.27% from the previous trading day; Germany DAX30 index closed at 15852.25, down 111.45 points or 0.70% from the previous trading day.
(Bairui wins)
