I. disk view
The three major indexes opened low and fluctuated in a narrow range, and all closed up. On the disk, the performance of real estate and wind power sectors is strong. In addition, the performance of cro concept, hydrogen energy, traditional Chinese medicine and other concepts also want to be good. However, pharmaceutical commerce, epidemic detection, building energy conservation and electronic ID card are in the decline list. Technically, the 5th line crosses the 10th line and closes down the cross star. The trend is still dominated by shock rebound.
The real estate sector was a little better than expected today. There was no news at Evergrande’s investment meeting yesterday, which was obviously a little lower than expected. There was a large correction in the whole real estate sector in the morning. In addition to Yango Group Co.Ltd(000671) , the others also began to go through correction and differentiation. There was heavy news from Harbin in the afternoon. The 18-year purchase and loan restriction policy of the real estate market was abolished in six urban areas, and the real estate sector rose sharply. Up to now, we can see that, The real estate deregulation policy is going beyond expectations step by step. The superimposed sector is at a low level as a whole, and it is possible to further strengthen in the later stage.
Covid-19 treatment can go repeatedly in the current market and does not exceed expectations, but it was only recalled for one day yesterday. Today’s restart is a little beyond expectations, indicating that when the market is looking for certainty, although there are opportunities in combination with the stimulation of the news, hydrogen energy, wind power and photovoltaic, it is obvious that the market does not think there are continuity opportunities in these directions, so covid-19 treatment is expected to continue to erupt in the second half of the week.
Hexin’s view: the market continues to rise, but obviously the capital is not impulsive. The rise of many sectors is accompanied by the decline the next day. In terms of operation, try to catch up as little as possible. Combined with the current market performance, the real estate and covid-19 are expected to carry out sustainable opportunities.
II. message
1. The four largest energy traders warned that the reduction of Russian supply will lead to the shortage of diesel and natural gas in Europe and economic recession
The chief executives of the four largest energy traders, Vitol, gonward, mercuria and Trafigura, said the gas market had failed because margin calls were becoming increasingly difficult to control. Energy and commodity markets are in the shock after the Russian Ukrainian crisis. They warn that if Russia’s supply falls further, Europe will be short of natural gas and diesel, and the economy will fall into recession.
2. Nokia bell, together with Shanghai Mobile and MediaTek, successfully completed 5g downlink three carrier aggregation application
Recently, Nokia bell, together with Shanghai Mobile and MediaTek, successfully completed the world’s first application of n28 (700MHz band) 30MHz + n41 (2.6GHz band) 100MHz + n41 (2.6GHz band) 60MHz downlink three carrier aggregation technology under the existing Nokia bell airscale 5g base station. After the 700MHz / 2.6GHz downlink three carrier aggregation function is enabled, the mobile phone user experience rate is increased to more than 2.4gbps, which is 90% higher than the original 5g rate.
