I. disk view
After yesterday’s shock was repaired, the index continued to fluctuate today, and the mood showed signs of cooling, but there was no performance on the index. The trend of real estate on the disk is relatively strong. At the same time, the concepts of automobile transportation, high-speed railway, finance and oil and gas also have good performance. The decline list is mainly concentrated in the treatment direction of covid-19. At the same time, the recovery concept and semiconductor also have obvious callback. Technically, continuous shocks are accompanied by the decline of capacity. If we can not effectively launch an attack in the short term, it is difficult to change the fate of callback.
There are obvious signs of sector switching in today’s real estate rise. However, it is difficult to get out of sustainability whether it is real estate or yesterday’s agriculture. Moreover, these sectors are generally not driven. The rise itself is dominated by rotation, which is also not suitable for catching up.
As for the concept of high-speed railway, automobile transportation and large aircraft, it is stimulated by the news. The China Eastern Airlines incident is indeed worrying, but the aircraft is still the safest mode of transportation. On the basis of short-term sector rotation, when encountering the news stimulation, the pull-up also does not have sustainability, and the concept of oil and gas is almost the same logic.
Hexin’s view: the short-term sentiment of the market is actually good, and the funds are relatively active, but the sector that does not lead the rise is the biggest problem at present. The funds do not have sustainability for the attack in any direction, which leads to the higher sector. After the sector rises, the market considers retreat more than strengthening the attack. For this situation, control the position and follow the market to sell high and absorb low.
Message い II
1. Exposure of NSA’s most powerful Internet attack tool
360 government enterprise security group fully disclosed the technical characteristics of the quantum attack platform, a representative network weapon used by the National Security Agency (NSA) against targets in China, for the first time. At the same time, it proved that the network attack in the United States belongs to indifference attack, which can hijack the normal web browsing traffic of any Internet user in any part of the world. The latest report shows that quantum attack is an advanced network traffic hijacking attack technology specially designed by the U.S. National Security Agency for the national Internet. The U.S. national security agency uses quantum attack technology to launch network attacks against all Internet users around the world who visit American websites such as Facebook, twitter, tubing and Amazon. In addition, Chinese social software such as QQ is also their target.
2. National Health Commission: mega cities with a population of more than 10 million should complete the inspection task of delimiting the scope within 24 hours
The integrated group of the joint defense and joint control mechanism of the State Council has revised and perfected the guidelines for the implementation of the New Coronavirus nucleic acid testing organization (Second Edition). It has formed the guideline for the implementation of the regional New Coronavirus nucleic acid detection Organization (Third Edition). The third edition of the guide emphasizes more on accurately defining the detection scope on the basis of scientific research and judgment of the epidemic situation. The “all staff” in the second edition of the guide is modified to “area”. The size of the area is determined by the needs of epidemic prevention and control, and guides all localities to complete nucleic acid detection in the designated area; In order to adapt to the characteristics of rapid transmission of covid-19 virus variants such as Omicron, it is stipulated that the nucleic acid detection within the designated scope should be completed within 24 hours, so as to further improve the ability of “early detection” of the epidemic situation.
