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1、 Market Review
On the last day of 2021, after the gem index opened high, it fell all the way. Only the traditional Chinese medicine plate was relatively strong. Several plates of intra day pulse (rare earth / lithium battery / photovoltaic) rose and fell back.
2、 On the whole, the current market is chaotic. Let’s take a look at the disk today.
3、 Today’s information
1) According to the sales data of new energy vehicles released in December, Tesla delivered 308600 vehicles in the fourth quarter of 2021, with a year-on-year increase of nearly 90% in 2021, exceeding expectations.
2) [traditional Chinese medicine] on December 31, 2021, the Party group of the State Administration of traditional Chinese medicine held a meeting to promote the high-quality development of traditional Chinese medicine and develop new, hard and practical moves; The giant of traditional Chinese Medicine issued a notice of price increase of some proprietary Chinese medicine products from January 1, 2022.
3) , [yuancosmos – virtual digital human]: in the new year’s activities on various platforms in 2022, virtual human guests become a highlight. Jiangsu Satellite TV allows virtual people such as Deng Lijun and Luo Tianyi to perform on the same stage with real idols; Seoul municipal government held a virtual New Year bell ringing ceremony; Tencent music tmeland held a virtual concert carnival.
Investment strategy: in 2022, Da a will still maintain a structural slow bull pattern and can actively be long. [salt lake lithium extraction] in line with the resonance stock selection method once again leads the market to strengthen. The short-term benchmark stocks shrink and reverse package. It is expected to accelerate the outbreak of trading limit, and pay attention to the continuous performance expectation.
(Tianding securities)
