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I. Market Review
At 13:48 p.m. the day before yesterday, the index fell to a low point, and then repaired all the way; Yesterday, the market collectively strengthened, and more than 80% of the stocks in the whole market rose in the red market. From the panic point to yesterday’s closing, it was less than one and a half trading days, and the gem index repaired 6.6%.
II. From the perspective of rhythm, there is a demand for cashing in the profit margins accumulated in the short term, and the news from the peripheral Russia and Ukraine is also short. Today’s market will be relatively bumpy.
III. today’s information
1) [expectation of the two sessions] at 10:15 today, the senior management attended the press conference and answered questions from Chinese and foreign journalists. The key expectations are pension for three children, special drugs, stable growth of infrastructure, etc.
2) [epidemic situation] an epidemic situation occurred in schools in Jilin; The overall epidemic situation is grim. The epidemic situation in Shanghai, Hangzhou and Jilin has triggered heated discussion, which has stimulated the detection and covid-19 drugs.
3) the performance of [chip equipment] Naura Technology Group Co.Ltd(002371) increased greatly. From January to February, the company realized an operating revenue of 1.366 billion yuan, an increase of about 135% year-on-year; New orders exceeded 3 billion yuan, a year-on-year increase of more than 60%; The accelerated localization of semiconductors benefits from substitution.
Investment suggestion: Recently, the market has fallen in large quantities, and the panic sector has been killed out. The panic will see the stage low point, focusing on stock selection. Covid-19 drugs, infrastructure construction, assisted reproduction and other topics led the benchmark. It is suggested to grasp the opportunities of low-level varieties in relevant sectors.
