Key investment points:
Financial Highlights
1. The pilot areas can use digital RMB to order takeout, and the bank IT sector will accelerate the volume.
2. The national development plan for Agricultural Mechanization in the 14th five year plan is printed and distributed, hoping to welcome the tide of machine purchase.
3. Listed companies have “on the chain” lithium battery industry, and the price of lithium salt has reached a record high.
4. Minutes of the FOMC meeting of the Federal Reserve: the reduction of the table is already on the way.
5. Protests broke out in Kazakhstan, the world’s largest uranium producer, or lead to an upward attack on uranium prices.
A-share market overview
On Thursday (January 6), the A-share market was first depressed and then raised, with a wide range of shock consolidation. All U.S. stocks fell overnight, and the Asia Pacific market fell in the morning. After the stock indexes of the two cities jumped short and opened low in the morning, the financial, wine making, automobile and game industries fell in turn, dragging down the rapid downward exploration of the stock index. The Shanghai index gradually stabilized after touching the 3560 point area of the semi annual line, and the Chinese medicine Engineering construction, steel and other low-cost blue chips took the lead in rising, driving the stock index to rise steadily. The Shanghai index basically showed the operation characteristics of first restraining and then rising throughout the day. The GEM market fluctuated downward on Thursday, and the performance of the component index was significantly weaker than that of the main board market.
Future research and investment suggestions
On Thursday, the A-share market was first depressed and then raised, with wide-ranging shock consolidation. All U.S. stocks fell overnight. The Asia Pacific market fell comprehensively on Thursday. The stock indexes of the two cities jumped short and opened low in the morning, and the industries such as finance, wine making, automobile and games fell in turn, dragging down the rapid downward exploration of the stock index. The Shanghai index gained support near 3560 points of the semi annual line. In the afternoon, cement, building materials The rise of low-cost blue chips such as engineering construction and steel bucked the trend, driving the stock index to rise steadily, and the Shanghai index showed a wide swing throughout the day. After new year’s day, after falling for three consecutive days, the Shanghai Composite Index gained strong support near the semi annual line, and there is an expectation of oversold rebound in the short term. Due to the frequent conversion of market hot spots and the lack of good profit-making effect, the mood of holding money and waiting for OTC funds is still heavy, and the characteristics of stock game are still the same. It is recommended that investors maintain balanced allocation.
It is expected that the short-term slight consolidation of the Shanghai index is more likely, and the short-term oversold rebound of the gem is more likely. We suggest that investors focus on investment opportunities in engineering construction, cement and building materials, household appliances, food and beverage industries in the short term, and continue to focus on investment opportunities in undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
