[Jufeng viewpoint]
On Wednesday, A-Shares opened low and went low. The Shanghai index retreated 3600 points, and the gem fell more than 2%. On the disk, games, jewelry, petroleum, insurance, banking, port shipping and other industries rose slightly, led by wind power equipment, traditional Chinese medicine, aerospace, photovoltaic equipment, power industry, semiconductor, battery, chemical pharmacy, electronic components, motor, auto parts, medical services, non-metallic materials and other industries. In terms of theme stocks, Shangtang concept, cloud game, prefabricated vegetable concept, NFT concept, virtual digital man, pork concept, digital currency, e-sports, etc. led the rise, while helium concept, exclusive medicine, traditional Chinese medicine concept, super fungus, 3D camera, syringe concept, etc. led the decline.
[technical Kanpan]
The rising market in the first quarter of 19 changed into a medium-term volatile market around the 60 week moving average, entering the third wave of rising market on the weekly line. Now, after the adjustment of the third wave of rising market, the market has formed a medium-term volatile market.
In the short term, driven by the cross year market expectation and northward funds, the rise of the two cities fell behind and accelerated the adjustment recently, but the overall market still fluctuated in a large range from 3400 to 3700.
[hot plate]
The game industry strengthened: Rastar Group(300043) , Shenzhen Zqgame Co.Ltd(300052) 20% limit, Silkroad Visual Technology Co.Ltd(300556) , Avit.Ltd(300264) more than 10%, and Dalian Zeus Entertainment Co.Ltd(002354) limit, Tangel Culture Co.Ltd(300148) , Hubei Century Network Technology Inc(300494) , Meisheng Cultural & Creative Corp.Ltd(002699) , Kunlun Tech Co.Ltd(300418) , Cultural Investment Holdings Co.Ltd(600715) , Kaiser (China) Culture Co.Ltd(002425) more than 4%.
The concept of Beijing Winter Olympics is stronger: Beijing Kingee Culture Development Co.Ltd(002721) , Beijing Caishikou Department Store Co.Ltd(605599) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) daily limit, Hes Technology Group Co.Ltd(002963) , China Quanjude(Group) Co.Ltd(002186) intraday limit, Sunvim Group Co.Ltd(002083) , Visual China Group Co.Ltd(000681) , Yihai Kerry Arawana Holdings Co.Ltd(300999) , China Vanke Co.Ltd(000002) , Beijing Capital Development Co.Ltd(600376) , Guangdong Dongpeng Holdings Co.Ltd(003012) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) led the increase.
Support of financial stocks: Industrial Bank Co.Ltd(601166) , Bank Of Chengdu Co.Ltd(601838) , Ping An Bank Co.Ltd(000001) , Bank Of Ningbo Co.Ltd(002142) , Zhejiang Shaoxing Ruifeng Rural Commercial Bank Co.Ltd(601528) , Postal Savings Bank Of China Co.Ltd(601658) , Ping An Insurance (Group) Company Of China Ltd(601318) rose by more than 2%.
In the afternoon, hydrogen energy stocks rose: Beijing Jingcheng Machinery Electric Company Limited(600860) , Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) , Lanpec Technologies Limited(601798) , Lanzhou Greatwall Electrical Co.Ltd(600192) rose by the limit, Zhejiang Chunhui Intelligent Control Co.Ltd(300943) rose by more than 10%, with Fujian Snowman Co.Ltd(002639) , satellite chemistry and Shouhang High-Tech Energy Co.Ltd(002665) among the top gainers.
[highlights inventory]
China Mobile is about to officially land in Shanghai and plans to buy back 10% of Hong Kong shares!
China Mobile (600941) was listed on Shanghai Stock Exchange on January 5, and all three operators landed a shares. Meanwhile, on the evening of January 4, China Mobile announced that it planned to repurchase no more than 2.048 billion Hong Kong shares and cancel them.
the subsidy standard for new energy vehicles has declined by 30%, and most auto enterprises are not in a hurry to raise prices
The survey found that new energy vehicles are crossing the turning point of marketization and gradually getting rid of the dependence on financial subsidies. The vast majority of auto companies are not in a hurry to raise prices, but give priority to maintaining market share. The intensive listing of a large number of high-quality models is expected to drive the rapid growth of new energy vehicle market in 2022.
countdown a month! The opening of the Beijing Winter Olympic Games is approaching, and the concept stocks take off early
On January 4, one month before the opening of the 2022 Beijing Winter Olympic Games, the Winter Olympic concept stocks were boiling ahead of time. As of the closing on the 4th, the Winter Olympics index of CSI Taurus app rose 2.98%, Hangzhou Arcvideo Technology Co.Ltd(688039) , Beijing Jiaxun Feihong Electrical Co.Ltd(300213) rose more than 10%, Lander Sports Development Co.Ltd(000558) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Skyworth Digital Co.Ltd(000810) , Shanghai Wondertek Software Co.Ltd(603189) and other harvest “one word” limit.
[fund trend]
According to the statistics of Dongcai, as of the closing, the Shanghai and Shenzhen stock markets showed a net outflow of funds. On that day, the net outflow of funds from Shanghai and Shenzhen stock markets was 71.921 billion yuan, the net outflow of super large orders was 38.412 billion yuan, the net outflow of large orders was 33.509 billion yuan, the net inflow of medium orders was 13.949 billion yuan, and the net inflow of small orders was 57.972 billion yuan.
[limit analysis]
Today’s trading limit was 172 and the trading limit was 37;
Today, the number of trading boards in the two cities decreased compared with the previous trading day, and the number of trading boards increased compared with the previous trading day. The daily limit data showed that market sentiment fell today compared with the previous trading day. According to the data of Hithink Royalflush Information Network Co.Ltd(300033) , the trading limit stocks in the two cities are mostly concentrated in the Winter Olympic Games, sports industry and other sectors. The theme heat of the two cities is poor and the profit-making effect is poor.
[viewpoint strategy]
Jufeng investment adviser believes that the macro level liquidity has gradually improved, and the PMI index has turned upward for two consecutive months, indicating that the medium-term market of A-Shares is expected to be better, and the spring offensive will come as scheduled.
From the disk, the three high stocks represented by Contemporary Amperex Technology Co.Limited(300750) fell and collapsed on the gem. The market is worried that “Mao 50” will be killed after the Spring Festival last year. This year, it will be copied from Yu Ning portfolio. Some panic and some deliberately dig pits and threaten. Under the dual effect, the market will accelerate the adjustment. It is expected that after the adjustment of short-term three high stocks, the market will regain its upward trend.
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. After new year’s day, A-Shares will enter the window period of the annual report, and it is expected that there will be a new leading line. Before the market is clear, control positions, bargain hunting midline, and focus on technology stocks such as intelligent driving and chips with large growth space.
(Jufeng Finance)
