brief description of disk
Affected by the sharp decline in the periphery, A-Shares opened low and walked low in early trading on Thursday, and the gem led the decline again. However, there are positive signals in the market! Stocks rose more and fell less! Near midday, the decline of the stock index narrowed. On the disk, cement building materials, engineering construction, steel, environmental protection, wind power, power supply equipment, auto parts, real estate, oil, decoration building materials, gas and other industries led the rise, while non-metallic materials, airports, cultural media, games, education, photovoltaic, energy metals, Chinese medicine, ships and other industries led the decline. In terms of subject stocks, low-carbon metallurgy, shell resources, sponge City, digital currency, horse racing concept, vaccine cold chain, Beijing, Tianjin and Hebei, REITs, etc. led the rise, while virtual digital man, meta universe, cloud games, NFT concept, blade battery, e-sports, Huawei shengteng, etc. led the decline.
hot plate
Cement building materials strengthened: Beijing Hanjian Heshan Pipeline Co.Ltd(603616) rose by the limit, Gansu Shangfeng Cement Co.Ltd(000672) , Huaxin Cement Co.Ltd(600801) , Anhui Honglu Steel Construction(Group) Co.Ltd(002541) , Anhui Conch Cement Company Limited(600585) , Guangdong Tapai Group Co.Ltd(002233) , Xinjiang Guotong Pipeline Co.Ltd(002205) led the increase.
Real estate development strengthened: Sundy Land Investment Co.Ltd(600077) , Lander Sports Development Co.Ltd(000558) daily limit of 3 boards, Beijing North Star Company Limited(601588) daily limit, China Union Holdings Ltd(000036) , Tahoe Group Co.Ltd(000732) , Beih-Property Co.Ltd(600791) , Jinke Property Group Co.Ltd(000656) etc. followed.
Steel plate rebounded: Xinxing Ductile Iron Pipes Co.Ltd(000778) limit, with Zhejiang Kingland Pipeline And Technologies Co.Ltd(002443) , Tianjin You Fa Steel Pipe Group Stock Co.Ltd(601686) , Zhejiang Jiuli Hi-Tech Metals Co.Ltd(002318) , Maanshan Iron & Steel Company Limited(600808) , Jiangsu Shagang Co.Ltd(002075) , Hunan Valin Steel Co.Ltd(000932) , Baoshan Iron & Steel Co.Ltd(600019) , Beijing Shougang Co.Ltd(000959) among the top gainers.
The concept of Beijing Winter Olympics is stronger: Lander Sports Development Co.Ltd(000558) , Bingshan Refrigeration & Heat Transfer Technologies Co.Ltd(000530) , Shanghai Challenge Textile Co.Ltd(002486) , Beijing Jingcheng Machinery Electric Company Limited(600860) limit, Beijing Dynamic Power Co.Ltd(600405) , Beijing Kingee Culture Development Co.Ltd(002721) , Shanghai Haixin Group Co.Ltd(600851) , Sunvim Group Co.Ltd(002083) , Beijing Egova Co.Ltd(300075) , Shuhua Sports Co.Ltd(605299) , China Quanjude(Group) Co.Ltd(002186) , Beijing Caishikou Department Store Co.Ltd(605599) , Zhejiang Dafeng Industrial Co.Ltd(603081) etc. are among the top gainers.
Hydrogen energy strengthened: Sinopec Shandong Taishan Pectroleum Co.Ltd(000554) , Beijing Jingcheng Machinery Electric Company Limited(600860) , Fujian Snowman Co.Ltd(002639) , Hubei Kailong Chemical Group Co.Ltd(002783) , Lanzhou Ls Heavy Equipment Co.Ltd(603169) limit, Beijing Dynamic Power Co.Ltd(600405) , Hengguang shares, Moon Environment Technology Co.Ltd(000811) , Lanpec Technologies Limited(601798) , East China Engineering Science And Technology Co.Ltd(002140) etc. rose by more than 6%.
The concept of Helicobacter pylori Rose: Beijing Scitop Bio-Tech Co.Ltd(300858) , Zhejiang Yatai Pharmaceutical Co.Ltd(002370) , Juneyao Grand Healthy Drinks Co.Ltd(605388) limit, Yueyang Xingchang Petro-Chemical Co.Ltd(000819) , Shanshui technology, etc. Recently, the United States listed Helicobacter pylori as a clear carcinogen.
The digital currency sector rose and strengthened, Eastcompeace Technology Co.Ltd(002017) , Beijing Cuiwei Tower Co.Ltd(603123) , Guangzhou Kingteller Technology Co.Ltd(002177) rose by the limit, Feitian Technologies Co.Ltd(300386) rose by more than 8%, and Feitian Technologies Co.Ltd(300386) , Chutian Dragon Co.Ltd(003040) , Northking Information Technology Co.Ltd(002987) , Tansun Technology Co.Ltd(300872) followed. On the message side, the digital RMB app was upgraded and updated, and the wechat payment digital RMB wallet was launched.
message plane
multi sectoral intensive deployment and clear direction of steady growth
Recently, several ministries and commissions have intensively deployed policies related to steady growth in 2022. Experts say that the driving force of economic growth in 2022 will come from manufacturing investment with scientific and technological innovation as the core, accelerated infrastructure investment, gradually recovering consumption and sustained good exports. Active fiscal policy will become an important means to promote economic development, and monetary policy will cooperate with fiscal policy and industrial policy.
behind the 100 billion yuan reduction of senior executives of thousands of Companies: short-term trading and window trading
Data show that in the past year, the directors, supervisors and senior managers of 1107 listed companies in Shanghai and Shenzhen have reduced their holdings, with a total cash out of about 110.155 billion yuan. Moreover, combined with the information previously publicly reported by the regulatory authorities, it can be found that there is no lack of short-term trading, window trading, insider trading and other behaviors in these holdings reduction.
overnight external market: the three major indexes of US stocks fell across the board, and the NASDAQ fell more than 3%
The minutes of the Fed meeting favored tightening monetary policy. The NASDAQ fell more than 3%, the S & P fell nearly 2% and the Dow fell more than 1%; Large technology stocks fell across the board, with Tesla and NVIDIA down more than 5%, Google down more than 4%, meta and Microsoft down more than 3%, apple down more than 2% and Amazon down more than 1%; Most popular Chinese stocks fell, with BiliBili falling more than 6%, Weilai falling more than 5%, and ideal automobile and Xiaopeng automobile falling more than 3%.
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 market judgment: in the early morning, the Federal Reserve released the minutes of the meeting. It is expected that the interest rate increase will be advanced and the table contraction will be discussed, which will have a great impact on US stocks. The NASDAQ index fell by more than 3%, and large technology stocks generally fell. It is expected that the gem will open low today, but after continuous adjustment, it is expected to rebound. Investors need not worry too much.
actually:
Yesterday’s strong meta universe, NFT concept and cloud game sectors fell sharply. The lithium battery sector, which fell sharply yesterday, continued to adjust the trend. Not only that, the securities sector fell, Orient Securities Company Limited(600958) fell by more than 7%, and China Mobile touched the issue price on the second day of listing. The above phenomenon has seriously hit the market’s long confidence. The market opportunity lies in the linkage of ah shares and some new theme stocks, such as Beijing Winter Olympics, Helicobacter pylori, etc.
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 in the middle line, and pay attention to smart driving, chips and other technology stocks with large growth space.
(Jufeng Finance)
