Tianding Securities: the time window of the annual report is opened to grasp the opportunity of annual report performance speculation!

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1、 Market Review

Yesterday, the market opened high and went low. The gem index once fell by 3.4% from the opening. Several track plates (salt lake lithium / CXO / chip, etc.) in the whole market ushered in a sharp decline; There are only news stimulated traditional Chinese medicine and meta universe / digital people in the whole market, which are relatively stronger.

2、 At present, the market is chaotic. Let’s take a look at the disk today.

3、 Today’s information

1) [military industry] signed the order No. 1 of the Central Military Commission in 2022 and issued a training mobilization order to the whole army;

2) [NFT / Games / smart home] the 2022 International Consumer Electronics Exhibition (CES) will open on January 5. As a “wind vane” in the international consumer electronics field, this exhibition focuses on NFT (non homogeneous token), games, smart home and other fields.

3) [covid-19 oral medicine] US President Biden said that the United States may need to purchase more Pfizer covid-19 oral medicine.

Investment strategy: open the time window of the annual report and grasp the opportunity of annual report performance speculation; The pre increased [traditional Chinese medicine] companies with significant performance took the lead in disclosing, igniting the annual report of the traditional Chinese medicine sector; In addition, [digital currency] benefited from the “de dollarization” policy, which is worthy of attention in the short term.

(Tianding securities)

 

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