1 , the market fluctuated and adjusted throughout the day, and the three indexes fell slightly. On the disk, pharmaceutical stocks were strong all day, with cro, recombinant protein, pharmaceutical business and other sectors rising, Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) 7 Lianban, Jinghua Pharmaceutical Group Co.Ltd(002349) , Andon Health Co.Ltd(002432) and other trading limits. Gold, chemical and other cyclical sectors were active in the session. In terms of decline, digital economy related sectors were depressed all day. On the whole, more than 3700 stocks in the two cities fell. The turnover of Shanghai and Shenzhen stock markets today was 92.1 billion, down 22.4 billion from the previous trading day. In terms of sectors, CRO, pharmaceutical business, recombinant protein, precious metals and other sectors led the increase, while digital currency, communication equipment, digital economy, electronic ID card and other sectors led the decline. As of the close, the Shanghai index fell 0.63%, the Shenzhen composite index fell 0.83% and the gem index fell 0.36%. The net sales of northbound funds throughout the day were 127 million, including 1.205 billion net purchases of Shanghai Stock connect and 1.333 billion net sales of Shenzhen Stock connect
2 , market overview:
a shares today is another day of sideways shock consolidation. European and American stock markets fell sharply last night, which had an impact on the opening of a shares. Stock index low finishing, afternoon index tried to fast upside, but volume is not too awesome, failed to break through effectively, the latter half is still calm.
some news deserves attention. Following yesterday’s Zte Corporation(000063) deregulation, the United States announced the re exemption of 352 tariffs on Chinese imports before trading today. This is some warming signal after the important call between the two countries last week. The tariff exemption added by the trade war is good for the economic fundamentals. The stock market was hit and continued to weaken in 2018. It is worth paying attention to whether it will become stronger this year
3 , disk hotspot:
pharmaceutical sector has rebounded significantly from the bottom, mainly due to the epidemic situation. After the products of many listed traditional Chinese medicine enterprises were listed in the ninth edition of covid-19 diagnosis and treatment plan, the concept sector of traditional Chinese medicine rose strongly, and Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) continuous pulling sector made a demonstration effect. However, at present, the effect of theme speculation is obvious
coal sector continued to rise strongly today. The situation in Russia and Ukraine has promoted the continuous rise of international energy prices, and the supply and demand gap of oil, coal and natural gas has continued, forming a strong support for commodity prices. On the news front, Putin said that the supply of natural gas to Europe would be settled in rubles. European natural gas rose 8.7%, European coal demand increased, and Newcastle coal futures rose more than 8%
gold sector continued to be active. Uncontrollable inflation and the growing crisis in Ukraine have boosted the demand for safe haven gold, and the global banking industry is accelerating the hoarding of gold, which has not been seen in many years. Inflation transmission, the gold sector still has the opportunity to continue to strengthen
4 , outlook:
energy and food double click, and inflation is accelerating. This situation is undoubtedly conducive to the revaluation of asset prices, and all kinds of resource sectors continue to rise, which can be paid continuous attention. In addition, agricultural related seeds, chemical fertilizers, pesticides and other sectors are also the main line that can be followed up this year
after a strong rebound last week, the stock index has fluctuated for six trading days at 3250 points, with no amount of decline and no amount of rise. There is no sign of the end of this digestion and consolidation in the short term. Now the market environment is heating up. There is only one large-scale Changyang to demonstrate the profit-making effect. There are five consecutive Yin on the weekly chart. Waiting for positions is a better coping strategy
