Yuanda: Weekly continuous double shadow, short-term positive signal is obvious

today’s disk

Today, the Shanghai and Shenzhen stock markets showed a shock rebound pattern as a whole. Affected by the positive impact of the external market, the three indexes opened slightly higher in the morning, and then showed a shock pattern as a whole. Among them, the gem and Shenzhen Component Indexes performed better than the Shanghai index. On the whole, the three indexes were red in the morning.

From the industry sector growth ranking, longevity medicine, agriculture, animal husbandry, feeding and fishing, prefabricated vegetable concept, aquaculture, transgenic, agricultural planting, chicken concept and other sectors led the increase, while insurance, securities, airports, brokerage concept, banking, power industry, wind power equipment and other sectors led the decline. As of the time of posting, the number of gainers is nearly 3000 and the number of losers is more than 1600, which has a good profit-making effect. Northbound funds sold a net 3.5 billion yuan.

message interpretation

Recently, Huawei held a new conference of whole house intelligence and whole scene, and released a number of new products. Among them, Huawei’s first ink screen tablet matepad paper, which was unveiled on mwc2022, was finally released in China. Matepad paper has a 10.3-inch eye protection ink screen, equipped with harmonyos2 and standard second-generation m-pencil stylus, which brings convenient note taking function and rich reading resources.

Electronic paper, also known as electronic ink screen, is a display technology, which can imitate the visual impression of printing and writing on paper. This product has the characteristics of flexibility, low power consumption, visual comfort and so on. Electronic paper tablet will be the most potential electronic paper terminal. Previously, Iflytek Co.Ltd(002230) , Guoyue, bigme, Sony and other terminal manufacturers have released large screen electronic paper tablet products, opening a new chapter in the innovative application of electronic paper.

According to runto data, the size of the end market of electronic paper market is expected to reach US $72.3 billion (RMB 459 billion) in 2025, with a five-year compound growth rate of 59%. Therefore, science and technology will guide the future. There is a huge space in this subdivided field, and the relevant leading companies are worth exploring.

should on strategy and focus

In terms of market trend, there may be short-term shocks, but the overall development is in a positive direction, and the operation can be cautious and optimistic. Last week, the market went out of the bottom recovery trend, and the lower shadow line was long on the weekly line. It is worth noting that the lower shadow line has been closed for two weeks, and the bottom undertaking sector is relatively obvious. The daily line has rebounded for three consecutive days since last Wednesday, and the upward gap has not been made up for two days. The characteristics of policy bottom and technology bottom are relatively obvious. Benchmarking the trend of October 2018, the current short-term rebound market is still expected to appear, but before the trend has not changed, we should still control the overall position, adhere to the strategy of absorbing low but not chasing high in specific operation, and grasp structural opportunities while doing a good job in risk defense.

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