[pre disk interpretation]
Yesterday, as expected, the market rebounded with very limited continuity. It surged higher in the morning and then stepped back. It confirms what we suggested in the early stage that continuous strength is really strong. Pay attention to the differentiation and ebb tide after the general rise. For the last trading day before the festival, we continue to maintain the previous view, should not be radical, and focus on prudence and prudence.
On the disk, the rise of digital currency in the afternoon led the rise, while water conservancy, real estate and high transmission led the rise, while lithium battery, photovoltaic and semiconductor led the decline. In particular, the fried board rate was high yesterday. In the afternoon, the fried board rate in the two cities once exceeded 50%. There were multiple fried boards in real estate and medicine. It can be seen that the current market has high volatility risk and frequent capital fake actions. In the case of high operation difficulty, we should pay attention to winning in stability, and continue to pay attention to new and old infrastructure, cement building materials transmitted to the downstream and medicine catalyzed by continuous fermentation of future epidemic.
Technically, the stock index was again blocked by the platform pressure of 3300 points, and there were 6-day line and 18-day line below as short-term support. Although the daily bottom reading and top escape index shows signs of turning red, the red solid column has not been formed, the long space boundary also runs below the zero axis, and the long space conversion has not been formed. Therefore, in the technical sense, the position will continue to be held at about 50% without much idling.
Strategically, there was a certain amount of volume in the market yesterday, but the volume before the festival meant more capital shipment. Of course, there were also reasons for the withdrawal of some funds after the rebound. On the whole, this position should not be overly optimistic. The decline of the market choice shows that the time and space for consolidation are not enough. In addition, there are three trading days in the middle and periphery of the Qingming Festival, with strong uncertainty. The short-term operation should focus on defense and conservatism as much as possible, reduce positions at high prices and pay attention to stocks with potential at low prices.
[message side]
At present, more than ten securities companies, including China Galaxy Securities Co.Ltd(601881) , Anxin securities, Western Securities Co.Ltd(002673) , Huaan Securities Co.Ltd(600909) and others, have released their latest monthly portfolios. The power equipment and food and beverage industries have the largest number of gold stocks, with 13 and 10 respectively; The distribution of gold stocks in pharmaceutical, biological, electronic, banking, computer, basic chemical and other industries is also relatively dense, with more than 5. Among them, Topchoice Medical Co.Inc(600763) , Chongqing Zhifei Biological Products Co.Ltd(300122) , China National Nuclear Power Co.Ltd(601985) were jointly recommended by three securities companies. Looking forward to the future, the agency believes that the current market has entered the bottom grinding stage, the market positive factors are gradually accumulating, and the current round of trend rebound is expected to continue until May. In terms of allocation, there is a clear consensus on the direction of steady growth and high prosperity.
[short term hot spot]
It is reported that on April 1, China's first laser TV industry standard issued by the Ministry of industry and information technology will be officially implemented. It is reported that in view of the current mixed situation of laser TV in the market, the standard will be effectively standardized, which is of great significance to the healthy development of the industry, and provides standard support for guiding the development of the industry, consumer purchase and handling consumer disputes.
It is reported that US cotton futures rose sharply in recent days. This week, the cotton futures contract of the American Intercontinental Exchange (ice) once hit $1.41 per pound, the highest level since May 2011. Analysts pointed out that the recent surge in face prices was mainly due to the tight supply caused by the drought in Texas and the conflict in Ukraine.
[European and American stock markets]
As of the close, the Dow Jones index fell 1.56% to 34678 The NASDAQ index fell 1.54% to 1422052; The S & P 500 index fell 1.57% to 453041.
On Thursday, European time, the main indexes of European stocks fell collectively. As of the close, the UK FTSE 100 index closed at 751568 points, down 63.07 points or 0.83% from the previous trading day; The French CAC40 index closed at 665987, down 81.72 points or 1.21% from the previous trading day; Germany DAX30 index closed at 1441475, down 191.30 points or 1.31% from the previous trading day.
