[pre disk interpretation]
With the improvement of the situation in Russia and Ukraine, A-Shares opened higher and went higher. There was a long-term general rise on the disk, and the overall performance of the market was relatively strong. The two major factors affecting the market recently are war and epidemic situation. It is normal for the war to withdraw from the screen and the financial sentiment to be greatly boosted. We should know that the strength in front of us is nothing. If we want to be strong continuously, the market can get out of the market opportunity.
On the disk, the local good added weight, and the real estate stocks continued to rise sharply. Yesterday, there were more than 30 rare trading stocks, driving the sharp rise of relevant building materials, cement, property and other sectors. Meanwhile, the consumption share led by Baijiu, the financial stocks headed by securities companies, and the new energy track shares led by lithium batteries rose sharply. On the other hand, affected by the easing of the external situation, some agricultural planting, coal, sugar, cotton and other sectors fell against the market.
Technically, the Shanghai Stock Index walked out of the bald and barefoot positive line and recovered the 6th and 18th lines. In the short term, it faced the pressure of 3300 points above the platform. Next, we will pay attention to whether it can take the volume to the level. Considering that the current market capacity is less than trillion and the index has not formed a trend reversal, it is still appropriate to maintain a moderate position of about 50%.
Strategically, under the pressure of economic growth, if the incremental funds are insufficient, the driving force of the blue chip sector is limited, and it is easy to fall repeatedly. Therefore, it is not recommended to blindly catch up with the high, maintain low absorption and strategic allocation. Continue the previous infrastructure, medicine, consumption and finance in the direction of consumption differentiation, and pay attention to branch brewing; There has been performance in the early stage of medicine. Pay attention to the screening of individual stocks.
[message side]
The high-level meeting called for detailed measures to reduce compaction responsibilities and resolutely prevent major and major safety accidents. We should stick to the annual development goals, keep the policy of stabilizing the economy early and fast, do not take measures that are not conducive to stabilizing market expectations, and formulate plans to deal with greater uncertainty. We will deploy and make good use of government bonds, expand effective investment, and promote the improvement of weak spots, increase the momentum and stable economic growth. This year, we will add 3.65 trillion yuan of special local government bonds. We should pay close attention to issuing the remaining special bonds and support the construction of new infrastructure and other projects that have increased stamina and reached a higher level. The financial system should ensure the orderly issuance of treasury bonds and support project financing. In addition, it is decided to start a number of water conservancy projects with mature conditions, and the annual water conservancy investment can be about 800 billion yuan.
[short term hot spot]
The meeting held on March 30 proposed that water conservancy projects are livelihood projects, development projects and safety projects. This year, we will start a number of water conservancy projects that have been included in the plan and have mature conditions, such as the follow-up project of the South-to-North Water Transfer. The annual water conservancy investment can be about 800 billion yuan.
Shanghai Wanye Enterprises Co.Ltd(600641) latest announcement: the second phase of the national integrated circuit industry investment fund and the equipment and materials fund plan to increase capital of 350 million yuan and 40 million yuan respectively to Zhejiang praseodymium core, a listed company. After this capital increase, the second phase of the large fund will hold 17.284% shares of Zhejiang praseodymium core and become the second largest shareholder. Compart, which is wholly owned by praseodymium core holdings, is a leading supplier of semiconductor parts in the world. At present, local parts suppliers are developing rapidly and are expected to accelerate the pace of growth by taking advantage of the high prosperity of the whole semiconductor industry.
[European and American stock markets]
As of the close, the Dow Jones index fell 0.19% to 3522881; The NASDAQ index fell 1.21% to 1444228; The S & P 500 index fell 0.63% to 460245.
On Wednesday, European time, the main indexes of European stocks rose or fell. As of the close, the FTSE 100 index closed at 757875 points, up 41.50 points or 0.55% from the previous trading day; The French CAC40 index closed at 674159, down 50.57 points or 0.74% from the previous trading day; Germany DAX30 index closed at 1460605, down 214.28 points or 1.45% from the previous trading day.
