Tianding Securities: related infrastructure, consumption recovery, medicine and other varieties are expected to continue to usher in long opportunities

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I. Market Review

Yesterday, the gem was under pressure, the main board real estate, infrastructure and other stable growth varieties continued to rise, vaccine related pharmaceutical stocks led the decline, and the market was divided; The two cities still have the daily limit of nearly 100 shares, and have entered the stage of selecting individual stocks in the short term.

2. At present, the market is in the shock stage. The dance with cattle software shows that the gem index will have a reversal point near March 23. In the short term, pay attention to the opportunities of eliminating the weak and retaining the strong and grasping the main rising trend of hot varieties; Avoid blindly chasing high.

III. today's information

1) [energy] on March 22, the 14th five year plan for modern energy system issued by the National Energy Administration officially announced that accelerating the development of wind power and Cecep Solar Energy Co.Ltd(000591) power generation ranked first in the green and low-carbon transformation; [benefit new energy]

2) [US stocks] US stocks rose sharply overnight, and the NASDAQ rose 2%, mainly driven by the sharp rise of China Jinlong index. [boost the performance of blue chips today]

3) [Russian Ukrainian negotiations] on the 22nd local time, senior Russian officials said that the negotiations between Russia and Ukraine had substantive content. [the impact of Russia and Ukraine is coming to an end, boosting market confidence]

Investment strategy: Gem means that there will be a reversal signal near March 23 and pay attention to selecting individual stocks in the short term. In terms of market hot spots, the main line of steady growth is expected to run through the whole year, and relevant varieties such as [infrastructure], [consumption recovery] and [Medicine] are expected to continue to usher in long opportunities.

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