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I. Market Review
It broke out in the periphery overnight, especially the fuse of the market, "European powder keg", rose sharply, and the German and French stock markets rose by more than 7%. Today's index is highly likely to open and go high. Moreover, the major index continued to adjust for three days on Wednesday, and the risk sentiment was fully released.
II. The bad news of the conflict between Russia and Ukraine has been fully digested. The market has greatly released risks in the short term. After the panic, it means that a new cycle of rising market sentiment begins, and the remaining two trading days of this week can be more optimistic.
III. today's information
1) riyueyue, a major packaging manufacturer of [semiconductor packaging and testing], issued an announcement after hours on March 9, with a cumulative revenue of 92.404 billion yuan in the first two months, an annual increase of 19.28%, a new high in the same period;
2) [photovoltaic] according to the latest energy strategy of the European Commission, solarpower Europe is optimistic that the EU is expected to achieve a total installed capacity of Cecep Solar Energy Co.Ltd(000591) power generation of 1 tw (1000 GW) in 2030;
3. [commodities] as of the early morning of March 10, international commodities collectively fell sharply, of which crude oil fell by 12%, which means that inflation eased and boosted the performance of the stock market.
Investment strategy: the growth enterprise market fell in large quantities, panic saw a low point, boldly enter the market and absorb at a low price. Semiconductors resonate exponentially in the near future and can be tracked continuously; In addition, hot varieties such as counting from the east to the west, medicine and so on bucked the trend, and are strong varieties worth grasping in the short term.
