[pre disc interpretation]
As the first trading day of the new year, Tuesday continued the rebound before the festival and opened higher in the morning, but the subsequent differentiation was intense. Under the sharp decline of heavyweights, the stock index adjusted one after another. At present, the trend of Shanghai strong and deep weak is obvious, the funds are willing to switch between high and low, the plates rotate violently, and the overall market continues to be dominated by structural market.
On the disk, although the stock index was depressed yesterday, individual stocks generally rose, which is also a hidden dividend. Yuan universe, digital currency, media and entertainment, coal, etc. were among the top gainers; Health care, non-ferrous metals and some new energy racetrack sectors led the decline. For the current market, rotation is an inevitable result. Therefore, the hot spots should be offset from the plates with supporting logic as far as possible, such as the new infrastructure. The 14th and 5th middle school clearly stated that the project has broad space and high investment scale. In the later stage, with the demand for steady growth, it will strengthen or rise back.
Technically, the stock index fell back near the 3650 point platform. Although the upward momentum of the market is not sufficient, the space to step back down is also relatively limited. As can be seen from the bottom recovery yesterday afternoon, the power to undertake funds under the index is still relatively strong. If Chuang refers to, the trend is obviously weaker, and there may be further broad shock consolidation in the later stage. Under the polarization, the position continues to be controlled at 50-60%.
Strategically, there is little possibility of a comprehensive bull market in the new year, but with the support of the overall stability of fundamentals and liquidity, and with the support of the steady growth policy, the good trend of the market will continue. However, the Fed’s table contraction and interest rate increase cycle are also macro factors that can not be ignored. Overall, under the sound tone, the market is difficult to rise and fall, and pay attention to the high and low rhythm conversion in operation. In the short term, we can pay appropriate attention to the theme divergence of the meta universe, and continue to tap the layout opportunities of low-level blue chip white horses in the trend.
[message side]
The central bank issued the financial technology development plan (2022-2025), which proposed to comprehensively strengthen the construction of data capacity, fully activate the potential of data elements and effectively improve the quality and efficiency of financial services! Build a green and highly available data center, lay out an advanced and efficient computing power system, and further consolidate the “digital base” of financial innovation and development.
[short term hot spot]
The State General Administration of sports and other five departments issued the basic public service standards for national fitness (2021 Edition), which defined the scope and bottom line of basic public services for national fitness that should be guaranteed by governments at all levels from two aspects: the opening of public sports facilities and national fitness services, and put forward the opening hours of public sports facilities, charging standards, allocation of social sports instructors Nine specific contents such as mass fitness activities or competitions.
Recently, the Ministry of ecological environment, the development and Reform Commission, the Ministry of finance, the Ministry of natural resources, the Ministry of housing and urban rural development, the Ministry of water resources and the Ministry of agriculture and rural areas jointly issued the plan for the protection of soil, groundwater and rural ecological environment during the 14th five year plan. The plan puts forward 20 specific tasks from four aspects. First, promote the prevention and control of soil pollution, including preventing new soil pollution by industrial and mining enterprises, and orderly promote the risk control and repair of soil pollution on construction land. Second, strengthen the prevention and control of groundwater pollution, including the establishment of groundwater pollution prevention and control management system. Third, deepen agricultural and rural environmental governance, including efforts to promote pollution prevention and control of aquaculture, remediation of rural black and smelly water bodies, treatment of rural domestic waste, etc. Fourth, improve the ability of ecological environment supervision.
[European and American stock markets]
At 16:00 on January 4 (04:00 on January 5 Beijing time), the Dow Jones industrial average rose 214.59 points, or 0.59%, to 36799.65. The Nasdaq composite index fell 210.08 points, or 1.33%, to 15622.72. The standard & Poor’s 500 index fell 3.02 points, or 0.06%, to 4793.54.
In Europe, the FTSE 100 index rose 1.63% to 7505. The French CAC40 index rose 1.39% to 7317 points. Germany’s DAX index rose 0.82% to 16153.
(Bairui wins)
