today’s disk
In early trading today, the Shanghai and Shenzhen indexes showed a pattern of rising and falling as a whole. The three major indexes rose rapidly in early trading, but the rebound was limited, and then fell into shock. Among them, the gem index fell by nearly 1%. As of the issuance of the document, the Shanghai index has barely turned red, the gem index and Shenzhen component index are still green, and the pattern of strong Shanghai and weak Shenzhen is obvious.
In terms of industry sectors, locust control, glyphosate, pesticide pharmacy, chemical fertilizer industry, transgenic, aquaculture, agriculture, animal husbandry, feeding and fishery and other sectors led the increase; Cro, Nanjing portfolio, semiconductor, unified market, Mao index, auto chips, biological products and other sectors led the decline. In terms of the rise and fall of individual stocks, there are more than 2400 gainers and more than 2100 losers, with a general profit-making effect.
message interpretation
The National Research Institute of economics and Baidu jointly released the Research Report on the ecological development strategy of China’s intelligent transportation industry. The report points out that in the global “intelligent revolution”, intelligent transportation is an important commanding height that is close at hand and must be grasped. The report suggests that in the construction of China’s intelligent transportation industry ecology, we should give play to the leading role of autonomous driving technology platform enterprises. At present, self driving taxis have begun to be commercialized in some parts of China, and the mass-produced models of the new forces of car making have generally launched the function of automatic driving assistance. Recently, the market has paid more attention to the new track of laser radar sensor.
According to agency statistics, more than 20 of the new models launched from 2021 to 2023 announced that they would be equipped with lidar. Therefore, according to the mass production time of models mainly equipped with lidar, with the continuous landing of automatic driving at L3 level and above, the automotive electronic market will expand rapidly. Lidar is expected to usher in the first year of mass production of vehicle front loading market in 2022, with a broad market space in the future. Therefore, with the advent of the era of automotive intelligence, relevant industrial chains usher in opportunities.
should on strategy and focus
Yesterday, the market continued to shrink and the market sentiment was still depressed. Therefore, after the end of the policy, the market bottom still needs to fluctuate repeatedly. At present, the bottom building pattern still needs to control the position. From the perspective of capital flow, high-level varieties frequently fall, while defensive low-level varieties rebound again, and the capital is still cautious. Therefore, we should also respect the trend in operation, avoid chasing high, and patiently wait for the opportunity to increase positions after the turning point in the future market.
