[pre disk interpretation]
On Tuesday, the market opened high and went low, the overall performance was weak, the funds played in the pan agricultural sector, and the defense atmosphere was strong. We can now see that the market is in a dilemma between rise and fall. It is insufficient to do more. There is a strong demand for repeated shocks and consolidation in the short term. Therefore, the strategy further continues the relatively cautious view in the early stage.
On the disk, agriculture, forestry, animal husbandry and fishery, coal, medicine, etc. were among the top gainers; Semiconductors, home furnishings and real estate led the decline. Among them, the real estate sector has strong differences due to the storm of debt default of individual enterprises. In addition, the overall performance of the disk is relatively negative.
Technically, the 6-day line and 18-day line are bonded downward, and the Shanghai index is facing greater technical pressure, or it will continue the second bottom trend in the early stage. There is still no signal of idling in the bottom reading and top escaping index and the multi empty boundary index, and the position continues to be controlled below 50%.
Strategically, under the background of rising all over the world, A-Shares made a car behind closed doors and walked out of the "independence" market. Of course, the fund shares can not be issued, the mood of fund trading on the floor is not high, and there are serious concerns about the overall environment. The lack of capacity makes the disk hot spots rotate at a high speed, and individual stock differences are easy to occur, so that the operation difficulty is rising. In this regard, we suggest to first control the risk by controlling the position, and then focus on the sectors with strong driving force in the field, such as medicine, spring farming speculation and agriculture with high food crisis, which are deeply affected by the epidemic in consumption. At the same time, we should focus on low-level potential stocks as much as possible.
[message side]
Central office and state office: encourage the issuance of sports consumption vouchers and support real estate enterprises to invest in national fitness.
The opinions on building a higher level public service system for national fitness pointed out that the implementation of the national fitness facilities to make up for the shortcomings of the project, the construction of national fitness centers, public stadiums, social football fields and other fitness facilities, the strengthening of township and street fitness venues and equipment, and the construction of a multi-level fitness facilities network and a 15 minute fitness circle in urban communities. Strengthen the incentive of national fitness. Issue certificates to those who meet the national physical exercise standards and sports level standards. Where there are conditions to encourage the issuance of sports vouchers. Formulate the measures and Implementation Rules for the government to purchase public services for national fitness. Actively attract the participation of social forces, and support willing real estate enterprises and social capital investment in national fitness, such as health and pension, cultural tourism and so on.
[short term hot spot]
From March 23 to 25, the national development and Reform Commission successively hosted a video Symposium on the economic situation in the first quarter, local experts and industry associations. This year's report proposes to actively expand effective investment and moderately advance infrastructure investment around the major national strategic deployment and the 14th five year plan China Industrial Securities Co.Ltd(601377) believes that according to the project data published on the websites of provincial and municipal governments, the disclosure time of major project planning in 2022 is ahead of schedule, the planned completion amount increases significantly, and the capital end and project end are guaranteed. Driven by the accelerated investment in infrastructure projects, architectural design and other related industries will usher in development opportunities.
It is reported that recently, some technology giants in Silicon Valley began to frequently promote nuclear energy. Well known technology entrepreneurs including Elon Musk, Jeff Bezos and Bill Gates, as well as the most famous technical experts, believe that nuclear energy can not only reduce carbon emissions, but also help the world get rid of the energy crisis. According to pitchbook, a research firm, venture capitalists invested $34.5 billion in nuclear power start-ups last year, a record high, even more than the past decade combined.
[European and American stock markets]
As of the close, the Dow Jones index rose 0.97% to 3529419; The NASDAQ index rose 1.84% to 1461964; The S & P 500 index rose 1.23% to 463160.
On Tuesday, European time, the main indexes of European stocks rose across the board. As of the close, the UK FTSE 100 index closed at 753725, up 64.11 points or 0.86% from the previous trading day; The French CAC40 index closed at 679216, up 203.05 points or 3.08% from the previous trading day; Germany DAX30 index closed at 1482033, up 402.96 points or 2.79% from the previous trading day.
