brief description of disk
On Monday morning, A-Shares opened low and quickly bottomed out, then hit the bottom and rebounded, and small cap stocks performed slightly better. On the disk, traditional Chinese medicine, medical devices, agriculture, animal husbandry, feeding and fishing, chemical pharmacy, pesticides and veterinary drugs, software development, public utilities, biological products and other industries led the rise, while oil, mining, real estate, shipping, photovoltaic, wind power, gas and other industries made a slight correction. In terms of subject stocks, Huawei Euler, chicken concept, in vitro diagnosis, pork concept, glyphosate, virus prevention and longevity medicine led the rise, while oil price related, digital reading, combustible ice, oil and gas ambush, cloud games, Shangtang concept and NFT concept led the decline.
message plane
The CSRC issued 20 regulations: introducing the market maker mechanism into the science and Innovation Board
On January 7, the CSRC issued more than 20 rules at one go, involving on-site inspection of listed companies, rules for independent directors, board transfer system, suspension and resumption system, etc. the above rules are measures taken by the CSRC to organize the integration of regulatory laws and regulations system and promote the improvement of basic systems. Among them, it is proposed to introduce the market maker mechanism into the science and innovation board.
The launch of digital RMB app has witnessed a wave of experience, and the average download volume of multiple platforms has increased by more than tenfold every day
The digital RMB (pilot version) app has set off a wave of experience boom since it was launched on January 4. As of January 9, the number of digital RMB (pilot version) app downloads in Huawei's application market has soared from "less than 10000 times" on the first day of launch to "more than 5.8 million times".
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the macro level liquidity has gradually improved, and the PMI index has turned upward for two consecutive months, indicating that the medium-term market of A-Shares is expected to be better, and the spring offensive will come as scheduled.
Short term mood:
Pre market judgment: over the weekend, multiple negative factors such as the Qinghai earthquake, the covid-19 epidemic and the continued decline of U.S. stocks attacked. This surgical innovation Board plans to introduce the market making business opportunity system, which also has a certain capital diversion impact on the main board and gem. A shares are expected to open low inertia and then rebound.
In fact:
In early trading, it opened low and went low. After 10 o'clock, it stopped falling and rebounded. Friday's strong oil sector correction, banks and medical continued to support the market. Semiconductor chips and the concept of meta universe made a sharp correction at the opening, and followed the index to stop falling and recover after 10 points. Traditional Chinese medicine, farming and animal husbandry, pork concept, lithium battery, computer and other sectors rebounded strongly. In addition, Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) and other super weights bottomed out, which had a great impact on the index. However, we should also note that disk rotation is still frequent. For example, securities companies and household appliances with strong opening fell when the index rose.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. After new year's day, A-Shares enter the window period of the annual report, and it is expected that there will be a new leading line. Before the market is clear, control positions, bargain hunting in the middle line, and pay attention to technology stocks such as intelligent driving and chips with large growth space. In the short term, we can focus on four opportunities: state-owned assets reform, high growth stocks in the annual report, securities companies that have never missed the oversold rebound market and oversold secondary new shares.
(source: Jufeng Finance)
