Hexin investment consulting: the index is differentiated, and covid-19 treatment sector leads the increase

[ midday review strategy]

After the market opened low in the morning, the bottom rebounded, and the major indexes differentiated. The Shanghai composite index still fell by more than 2%, hitting a new low in the session, and the gem index rebounded and rose slightly. As of midday closing, the Shanghai index fell 2.18%, the Shenzhen composite index fell 1.32% and the gem index rose 0.41%.

In terms of sectors, electronic ID card, covid-19 treatment, Eastern digital Western computing, communication services and other sectors led the increase, while coal, precious metals, oil and gas mining, steel, gas and other sectors led the decline.

On the disk, the concept stocks of electronic ID cards continued to strengthen, and the GEM stocks Hangzhou Everfine Photo-E-Info Co.Ltd(300306) rose by 2 consecutive boards and Linewell Software Co.Ltd(603636) 3 consecutive boards. In addition, there was no particularly strong hot sector in early trading. In terms of decline, cyclical stocks led the adjustment, and many cyclical sectors fell sharply in a row.

Overall, individual stocks fell more and rose less, and more than 4000 stocks in the two cities fell. The half day turnover of Shanghai and Shenzhen stock markets reached 646.8 billion, up from 37.8 billion in the morning of the previous trading day.

[message side]

1. National Bureau of Statistics: there are still some uncertainties about the changes of the epidemic situation, and the impact on the economy in the next stage needs to be observed

Fu Linghui, spokesman of the National Bureau of statistics, said at a press conference on the 15th that recently, sporadic epidemics have appeared in many places, and the epidemic situation in some areas has tightened, which will objectively have a certain impact on the local economic recovery. However, from a national perspective, the situation of national epidemic prevention and control is generally stable, and the economic operation has remained basically stable. From the overall experience and situation of China’s epidemic prevention and control in the past two years, we have accumulated rich experience in epidemic prevention and control. A series of measures taken can also effectively block the spread of the epidemic and gradually control the impact on the economy. Of course, there are still some uncertainties in the observation stage of the epidemic, because of the impact on the economy. On the whole, China’s economy is characterized by sufficient resilience, great potential and wide space. There are still many favorable conditions for maintaining steady economic development. In the next stage, we should implement the relevant arrangements of the central government on this year’s government work report, continue to scientifically coordinate epidemic prevention and control and economic and social development, and promote the stable and healthy operation of the economy.

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