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I. Market Review
The gem index fell sharply last Friday and continued to fall sharply on Monday. After rising on Tuesday, it fell all the way down and killed the green, which has released the risk for three consecutive negative days; There were obvious signs of counterattack on the gem yesterday.
Second, last night, a warm signal came from Russia and Ukraine. From the rhythm of the market itself, the market released risks for three consecutive days, and today's market sentiment will probably pick up compared with the previous three trading days.
III. today's information
1) [traditional Chinese medicine] on March 29, the high-level issued the "14th five year plan" for the development of traditional Chinese medicine, which made it clear that by 2025, the health service capacity of traditional Chinese medicine will be significantly enhanced; (the Chinese medicine sector has been bullish again)
2) [Russia Ukraine] overnight, the Russian spokesman said that Ukraine did not seek to participate in the military alliance, and the negotiations between the two sides made important progress; The conflict between Russia and Ukraine is expected to end quickly; (boost index)
3) [bulk] crude oil, gold and Shenzhen Agricultural Products Group Co.Ltd(000061) futures fell across the board. The core is that the conflict between Russia and Ukraine is coming to an end, which is bad for the varieties benefiting from the conflict in the early stage; (avoiding crude oil, gold and other early hedging varieties)
Investment strategy: at present, the gem is at the bottom of shock and actively grasp the opportunity of low absorption. Recently, the strong real estate market has completed the make-up decline, which means that the risk is greatly released; There is a leading benchmark in the direction of agriculture, and there are opportunities to continue to do more in the short term; In addition, it is recommended to continuously select individual stocks for infrastructure, tariff exemption and other issues.
