Bairuiying: pay attention to the violent washing and rebound in the market

[pre disk interpretation]

The market continued to run down on Wednesday. The diving in the afternoon almost killed all a shares, which not only broke through the gap support below, but also defeated the psychological defense line of most investors. It can also be seen from the significantly enlarged trading volume near the lowest point that the panic sector had been killed at that time, and in a howl, the bottom reading funds quietly entered the market, pushing the index up all the way and closing out the long shadow line.

On the disk, the resistance of coal, semiconductor, East West calculation and other parts is relatively good, rising against the trend and leading the increase; Oil, chemical fiber, real estate and securities companies led the decline. Because the United States announced restrictions on the export of Russian coal, oil and natural gas, the market supply was tightened, and the international coal price rose, resulting in a strong coal price yesterday. Then why did oil fall first? On the one hand, it is because of the large increase in the early stage, on the other hand, it is related to China’s policies. The state stipulates that when the international crude oil is higher than 130 yuan / barrel, China’s oil price will not rise. Therefore, while observing the market, we should also pay attention to the differences in industry segmentation.

Technically, the stock index rebounded after covering the gap near 3150 points below. Although the bottom reading and top escaping index showed a bottom reading signal in 15 minutes and turned from green to red, the large time sharing and daily line levels are green short positions, so the position continues to be controlled below 50%.

In terms of strategy, the recent interest rate hike by the Federal Reserve and the conflict between Russia and Ukraine, as well as the rise of the epidemic and the impact of some policy uncertainties, have caused serious market concerns. Therefore, the main funds “kill with a knife” and smash the sector violently to clean the chips. However, considering the performance of yesterday’s late rally and overnight peripheral rise, today’s rebound may continue further, but pay attention to its strength while rebounding. In terms of operation, the high-level stocks in the early stage continue to be dominated by position reduction; Those with good texture, strong fall resistance or high valuation safety margin can continue to hold.

[message side]

National Development and Reform Commission: the project of “counting from the east to the west” is a key measure to promote the high-quality development of China’s digital economy.

The NDRC issued a document pointing out that the “counting from the east to the west” project is an important starting point for realizing the independent innovation of key core technologies and an effective help to achieve the goal of carbon peak and carbon neutralization. We should adhere to the national game of chess, promote our strengths and weaknesses, comprehensively promote the implementation of the project of “counting from the east to the west”, and make due contributions to the full implementation of China’s 14th five year plan for national economic and social development and the realization of the long-term goal of 2035.

[short term hot spot]

China Jushi Co.Ltd(600176) ( China Jushi Co.Ltd(600176) ) announced on the evening of September 9 that the total profit from January to February 2022 increased by more than 60% year-on-year,; Due to the full capacity operation of production bases outside China, the roving production and sales rate remained high, the inventory level continued to maintain a historical low, and the sales price increased steadily month on month.

According to the website of the Ministry of industry and information technology, at the “Ministerial channel” of the meeting on March 8, the Minister of industry and information technology said that we should continue to strengthen the research on key core technologies and consider the deployment technology research in the evolution direction of the next generation mobile communication technology (6g).

[European and American stock markets]

As of the close, the S & P 500 index rose 2.57% to 427788; The NASDAQ index rose 3.59% to 1325555; The Dow Jones index rose 2% to 3328625.

In London, the average price index of 100 stocks in the financial times closed at 719072, up 226.61 points or 3.25% from the previous trading day; France Paris Stock Market CAC40 index 9 closed at 638783 points, up 424.87 points or 7.13% from the previous trading day; Germany’s Frankfurt stock market DAX index closed at 1384793, up 101642 points or 7.92% from the previous trading day.

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