[pre disk interpretation]
On Tuesday, the market rally was weak, and the Shanghai index again saw around 3250. In fact, from the overall performance, if the real estate is not good for the market, the index has a high probability that it will be green in an all-round way. It is mainly because of the limited willingness of funds to do more, the lack of upward momentum of the index, the pressure from the top and the demand for technical consolidation.
On the disk, real estate and financial stocks are active, which makes the Shanghai index relatively resistant to decline, but the style of small cap index is opposite, especially the suppression of blue chip is obvious. The main reason is that the active medical and health care stocks in the past two days led the decline, and the overall disk showed a seesaw effect of one change after another. Although the medicine has been adjusted, the short-term stepping back is mainly to digest the selling pressure sector accumulated in the early rebound, which does not affect the continued bullish in the later stage.
Technically, at present, there is 3300 integer mark pressure on the Shanghai index and gap support under it. In view of the fact that the upward attack of the index is not strong, there is the possibility of a second bottom in the later stage. In terms of operation, try to control the position below 50%, continue to hold stocks with good momentum, and appropriately reduce positions for stocks with relatively high short-term growth, and wait patiently for the market trend to be clear.
In terms of strategy, recently, the market's digestion of policy has gradually appeared on the disk, with the index falling into contraction, stagflation, sector differentiation and hot spot switching. In this market, even if the positive view of the middle line remains unchanged, the risk of short-term adjustment and vacancy filling can not be ignored, so we suggest controlling positions and screening individual stocks. In the direction, we should keep a close watch on new energy and digital currencies with high capital attention. At the same time, the role of the financial sector in maintaining market stability is also worthy of attention.
[message side]
The National Health Commission released the third edition of the organization and Implementation Guide for nucleic acid detection of covid-19 virus.
Revise the "full staff" nucleic acid detection to "regional" nucleic acid detection, with more emphasis on scientific and accurate delimitation of the scope of nucleic acid detection. At the same time, according to the characteristics of rapid transmission and strong concealment of Omicron virus strain, the nucleic acid detection within the designated area is required to be completed within 24 hours.
[short term hot spot]
The national development and Reform Commission and the Energy Administration recently issued the "14th five year plan" for modern energy system, proposing to improve the UHV AC grid structure in North China, East China and central China, provide support for UHV DC power transmission, build Sichuan Chongqing UHV main grid and improve the main grid of Southern Power grid; Promote the power grid to actively adapt to the development of large-scale centralized new energy and large-scale distributed energy.
The medium and long-term plan for the development of China's hydrogen energy industry will be issued soon. The national development and Reform Commission announced that it would hold a press conference at 10:00 a.m. on March 23 (Wednesday) to introduce the medium and long-term plan for the development of hydrogen energy industry (20212035).
[European and American stock markets]
As of the close, the Dow Jones index rose 0.74% to 3480746; The S & P 500 index rose 1.13% to 451161; The Nasdaq composite index rose 1.95% to 1410882.
In London, the average price index of 100 stocks in the financial times closed at 747672, up 34.33 points or 0.46% from the previous trading day; France Paris Stock Market CAC40 index closed at 665941, up 77.08 points or 1.17% from the previous trading day; Germany's Frankfurt DAX index closed at 1447320, up 146.23 points or 1.02% from the previous trading day.
