today's disk
In early trading today, the Shanghai and Shenzhen stock markets showed a shock rebound pattern as a whole. The three major indexes opened low in the morning, with weak shocks. Among them, the Shanghai composite index rebounded upward after covering the gap in the early stage, turning red strongly, while the gem and Shenzhen Composite Index performed weakly and remained green.
From the industry sector growth ranking, Hongmeng concept, Huawei Euler, rental and sale rights, virtual digital man, Huawei shengteng, real estate development, radio and television, meta universe concept and other sectors led the rise, while energy metals, batteries, small metals, brewing industry, blade batteries, MLCC, wind power equipment and other sectors led the decline. As of the issuance of the document, the number of gainers and losers is basically half and half, and the North has bought a net 2 billion yuan.
message interpretation
According to the Shanghai Municipal Health Commission, traditional Chinese medicine has been deeply involved in the whole process of "prevention, treatment and health" of covid-19 in Shanghai. Since March 1, the traditional Chinese medicine treatment of local covid-19 infected people has achieved full coverage. In terms of specific prescription medication, the medical team of traditional Chinese medicine flexibly applied Lianhua Qingwen granule, Xuanfei Zhike mixture, Liushen Pill and other proprietary Chinese medicines, combined with the use of traditional Chinese medicine decoction, made great efforts to solve the symptoms of patients such as fever, headache, cough and sore throat, and achieved good curative effect.
The national health and health committee recently released the "New Coronavirus pneumonia diagnosis and treatment plan (trial version ninth)". Traditional Chinese medicine is a national treasure and important resource. The development of traditional Chinese medicine during the 13th Five Year Plan period has become a national strategy. Since the outbreak, China has explored more traditional Chinese medicine treatment schemes on the basis of Western medicine treatment. The "three drugs and three prescriptions" represented by Lianhua Qingwen capsule has been clinically proved to have obvious therapeutic effect and shine brightly in the process of anti epidemic.
Therefore, in the context of repeated epidemics, the traditional Chinese medicine industry has been catalysed again, the relevant opportunities deserve special attention, and the subdivided leading companies deserve to be explored.
should on strategy and focus
Last week, we said that the gap below the Shanghai index needs attention. Today, we see that the gap has been filled. Although there was a rebound in the morning, the market rebound was obviously weak, and we still need to be vigilant in the future. In terms of operation, we have also repeatedly stressed that the weak and volatile market should not catch up with the high. We can light positions and absorb structural opportunities at low prices, but the overall position should still be well controlled. When the index drops again, it may be a better opportunity for low absorption. Before the trend changes, we should still treat it as a rebound trend.
