Abstract: it is expected that the overall market trend before the Spring Festival will be dominated by shock and upward. In the direction of hot spots, the concept of prefabricated dishes led the market for the first time yesterday, with high freshness, which deserves special attention; The meta universe, virtual digital man and agricultural breeding sector have all stepped out of the unilateral upward momentum, and are expected to become the hot spot of high-frequency rotation in the short term. In the direction of the middle line, it is still recommended to focus on tracking the pharmaceutical, military and agricultural sectors.
1、 Today’s strategy
In the short term, we look at new scientific and technological concepts and new energy, and in the middle line, we look at medicine, military industry and agriculture
2、 General trend study
On January 4, the first trading day of 2022, although the median of the index fluctuated and divided seriously, and the gem even fell by more than 2%, looking at the overall pattern, the trading volume of the two cities increased significantly, most of the plates rose, hot topics in the market emerged one after another, the overall trend was stable and orderly, and the profit-making effect was good.
There are two highlights in the market on that day. First, the trading volume of the two cities is more than 20% larger than the average daily volume of last week, and the trading atmosphere is very active; Second, the hot spots of the plates have been actively rotated, and the new concept plates have soared collectively, such as the concept of prefabricated dishes, the concept of meta universe, virtual digital man, NFT concept, etc., which are mainly concentrated in the fields of large consumption and new technology. Among them, the concept of prefabricated dishes led the market for the first time, with high freshness, which deserves special attention; The meta universe, virtual digital man and agricultural breeding sector have all stepped out of the unilateral upward momentum, and are expected to become a hot spot of high-frequency rotation in the short term. We can consider tracking the leading or choosing stagflation stocks to intervene at a low price. The trend of the new energy theme that led the decline on the same day is essentially a shock callback. There is still a high probability of returning to the upside in the short term. It is suggested to choose the opportunity to absorb low. In the direction of the middle line, it is still recommended to focus on tracking the pharmaceutical, military and agricultural sectors.
(Dexun Zhenggu)
