in the first week of 2022, the index closed down across the board, with the Shanghai index down 1.66%, the Shenzhen index down 3.46% and the gem index down 6.80%. The gem was the most depressed.
Bad news continued this week, and the US bond interest rate returned to the high point in March 2021. In addition, at the December 2021 meeting, the Federal Reserve said it was necessary to raise interest rates in advance and start to shrink the table in a relatively short time, resulting in the continuous adjustment of the NASDAQ index this week and affecting market sentiment.
According to the list of major capital outflows of , the new energy track Tianqi Lithium Corporation(002466) , Ganfeng Lithium Co.Ltd(002460) , Byd Company Limited(002594) is at the top of the outflow list, and the photovoltaic track Longi Green Energy Technology Co.Ltd(601012) is also at the top of the outflow list; And into the real estate sector, real estate post cycle sector, banking and insurance sector.
In terms of news, according to the relevant policies of the Ministry of Finance and other four departments, the new energy subsidy policy in 2022 will decline by 30% on the basis of 2021, and the new energy policy subsidy will end in December at the end of 2022; There is also a market rumor that the "double carbon" will not be assessed in the future, but only the growth rate. This rumor may slow down the installation speed of photovoltaic. Bad news may affect the mood of the "double carbon" track.
The three major indexes generally fell, but bull stocks are still very bull. Among them, Beijing Cuiwei Tower Co.Ltd(603123) , Sundy Land Investment Co.Ltd(600077) , Goody Science & Technology Co.Ltd(002694) , Beijing Zeho Waterfront Ecological Environment Treatment Co.Ltd(605069) , Shanghai Kaikai Industry Company Limited(600272) are all listed on the fourth board. The digital RMB (pilot version) app was put on the shelves and opened for download to apple and major android app stores, setting off a wave of limit trading in the digital currency sector, Beijing Cuiwei Tower Co.Ltd(603123) , Shenzhen Emperor Technology Company Limited(300546) were all on the list.
in addition, the top of the turnover rate is mostly the concept of Winter Olympics and the concept of meta universe.
(source: financial Associated Press)
