Shanghai and Shenzhen two cities opened up mixed today, followed by a shock, early market, two cities were red, intraday games, tourism, Baijiu, industrial aircraft and logistics sector changes. The forenoon of the two cities in the morning has been on the way to the afternoon, and has rebounded at the end of the hotel catering, Baijiu, commercial chain and brokerage rising. The closing price closed 321333, or 1.46%. Shenzhen stock exchange closed at 1175.4, up 2.05%.
On the disk, the sectors of hotel catering, tourism, wine making, shipping, commercial chain and securities companies led the increase, while the sectors of oxalic acid and real estate adjusted slightly.
Technically, the Shanghai stock index is in a regional shock structure. At present, the medium – and long-term moving average has formed a downward pressure on the stock index, and the medium – and short-term moving average is bonded. This afternoon’s rebound is of great significance to maintain the regional shock of the index. In terms of policy, the opinions of the CPC Central Committee and the State Council on accelerating the construction of a national unified market was issued on the 10th of this month, with the purpose of promoting the efficient and smooth development and scale expansion of the Chinese market and cultivating new advantages in participating in international competition and cooperation. The “opinions” also emphasizes the “simultaneous development of legislation and destruction” and open up the development direction of double circulation in China and abroad through top-down reform. Due to the complex and changeable international economic environment and the impact of the external environment, China’s economy is expected to slow down this year. At present, if we need to break the situation, we have to strengthen our own advantages, play a game of chess throughout the country and form our own competitive advantage, so as to deal with the complex international environment. Although the introduction of this “opinion” is not as direct to the market as the benefits of reducing reserve requirements and interest rates in the short term, it has a positive and far-reaching impact on China’s economic development in the medium and long term.
It is difficult to change the market weakness adjustment pattern in the short term. The index will still be dominated by regional shocks in the short term. It is suggested to pay attention to investment opportunities in infrastructure, supply chain, logistics, commercial chain and digital China. For the recent hot sectors, try to choose the objects with low valuation in the sectors for operation.
