[pre disk interpretation]
In the past, Zte Corporation(000063) “won the lawsuit”, and then the United States exempted 352 tariffs on Chinese imports again. Under the continuous positive boost, the market showed a trend dominated by adjustment. However, this is also normal. After all, the risk of technical correction of the index has not been lifted. Coupled with the collective decline of overseas markets overnight, it is not surprising for A-Shares to step back on the trend.
On the disk, the rise was led by medicine and biology yesterday, and the red market of coal, non-ferrous metals and basic chemical industry rose; While most sectors retreated downward, construction materials led the decline, and computers, media, food and beverage fell. It can also be seen from the recent trend that covid-19 epidemic line has strong toughness, and relevant pharmaceutical stocks can continue to pay attention; Secondly, energy and its substitutes affected by the Russian Ukrainian war and American inflation have strong resistance to decline; And new and old infrastructure supported by policies that may run through the whole year.
Technically, the recent rise of the Shanghai stock index has not been large-scale. At the same time, it is also under heavy pressure at 3300 points, so it itself is to adjust the demand. Moreover, the adjustment range yesterday was not large, indicating that the market is willing to maintain stability, the possibility of sharp decline is limited, the demand for short-term shocks is strong, and the position can be controlled below 50%.
Strategically, we have always expected the market to have the risk of adjustment. Yesterday, we did step back as scheduled. However, it remains to be seen whether this step back is sufficient and whether the adjustment is in place. After all, there is a certain degree of differentiation between the index and individual stocks. The decline of the index is small, but most individual stocks show a downward trend. This warm water boiled frog style stepping back shows that the market is indecisive, up or down is not simple and decisive, indicating its lack of confidence. Therefore, we should maintain a good attitude in operation, cash in the profit margins in time, fast in and fast out, and prevent the possibility of large-scale return of the index.
[message side]
Central bank: solidly promote the pilot research and development of digital RMB and orderly expand the scope of the pilot.
The central bank held a video conference on currency, gold and silver and security in 2022. The meeting required that in 2022, the people’s Bank of China’s cash security system should make every effort to ensure the cash supply, consolidate and form a long-term mechanism for regulating the rejection of cash, continue to improve the cleanliness of RMB in circulation, and further strengthen the defense line against counterfeit currency. Solidly promote the pilot research and development of digital RMB, orderly expand the scope of the pilot, continuously improve the design and use, and gradually establish and improve the management system framework.
[short term hot spot]
It is reported that on March 22, the British journal Nature communication showed a neuroscience research. A team of European scientists used computers to decode letters from brain signals to “unlock” the brain signals of patients with complete atresia in order to realize communication. These findings suggest that patients with complete atresia may be expected to use brain computer interface (BCI) for language communication.
According to media reports, many VR head brand products in China have sold out recently. Pico’s parent company has raised the company’s VR sales target from 1 million units to 1.8 million units in 2022. Adventure dream exclusive version of the new product launched 300 days punch in, full cash back benefits. The number of appointments exceeded 40000 in less than an hour, and soon exceeded 100000, and the number of appointments is still growing rapidly. Under the background of the accelerated arrival of the meta universe era, VR ecology hopes to realize accelerated expansion, and the industrial chain layout company hopes to benefit.
[European and American stock markets]
As of the close, the three major indexes were up more than 1%. The Dow Jones index rose 1.02% to 3470794; The S & P 500 index rose 1.43% to 452016; The Nasdaq composite index, dominated by technology stocks, rose 1.93% to 1419184.
On Thursday, European time, the main indexes of European stocks were mixed. As of the close, the UK FTSE 100 index closed at 746738, up 6.75 points or 0.09% from the previous trading day; France CAC40 index closed at 655577 points, down 25.66 points or 0.39% from the previous trading day; Germany DAX30 index closed at 1427379, down 9.86 points or 0.07% from the previous trading day.
