brief description of disk
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, insurance, banking, port shipping, jewelry, real estate, food and beverage, wine making and other industries rose slightly, while industries such as traditional Chinese medicine, wind power equipment, power industry, chemical pharmacy, motor, semiconductor, auto parts, medical services, photovoltaic equipment, batteries and energy metals led the decline. 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, hair medicine, etc. led the decline.
message plane
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.
Jufeng view
Medium term 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.
Short term mood:
Pre offer judgment: in the past two months, hydrogen energy, auto parts, UHV, energy storage, wind power, photovoltaic, yuancosmos, lithium battery, real estate and other hot sectors have emerged one after another, with weak sustainability and great difficulty in grasping. After A-Shares fail to make a good start in 2022, the adjustment of three high stocks may intensify in the short term, and three low varieties such as undervaluing low and low prices are expected to make up for the rise.
In fact: today's hot plate made a sharp correction. After the plate of traditional Chinese medicine rose 22% for 11 consecutive days, it fell sharply by 4% today. In addition, wind power, photovoltaic, auto parts, semiconductors, medical services and other sectors have made a sharp correction. Market funds poured into insurance, port shipping, household appliances, banks and other undervalued sectors to avoid risks.
The Big Mac China Mobile is listed today, with a half day trading volume of more than 10 billion, which has a certain diversion of market funds, and is also an important factor leading to the breakdown of the Shanghai composite index at 3600 in early trading. Subsequently, finance, real estate, wine, etc. pulled up to protect the market, and the Shanghai composite index recovered 3600 points.
Investment suggestions:
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)