Yuanda: light warehouse, low frequency, heavy defense, patiently wait for the change window!

today’s disk

In early trading today, the Shanghai and Shenzhen indexes showed a shock adjustment pattern as a whole. The three major indexes opened slightly lower in the morning, and then the gem index refreshed its recent low again, and the two main board indexes also fluctuated weakly underwater. As of the issuance of the document, the three major indexes have all been green, and the gem index has decreased by nearly 2%.

In terms of industry sectors, the concept of condiment, genetically modified, brewing industry, food and beverage, beer concept, prefabricated vegetable concept, dairy and other sectors led the increase; Low carbon metallurgy, rental and sale of the same rights, real estate development, precious metals, steel industry, cement building materials and other sectors led the decline. In terms of the rise and fall of individual stocks, there are more than 2500 gainers and more than 2000 losers, with a general profit-making effect.

message interpretation

Some parts of North America received heavy snowfall last week. According to Canadian media reports, a rare snowstorm will sweep central Canada, southern Saskatchewan and Manitoba, and Northern Ontario from April 13. Canada’s meteorological department warned that these areas are expected to encounter 20 to 50 cm of snow and monsoon with speeds of up to 70 kilometers per hour or even stronger.

According to the data released by the food and Agriculture Organization of the United Nations on April 8, with the impact of the conflict in the Black Sea region on the main grain and vegetable oil markets, the world food commodity prices jumped sharply in March to an all-time high. Specifically, the food price index in March rose 12.6% compared with February, and the prices of grains, vegetable oil and meat jumped sharply to the highest level since 1990.

Therefore, weather factors will continue to push up grain demand. The overall supply of soybeans, corn and wheat in China is in a tight balance. In the future, prices may maintain a high operation trend, and the prosperity of the planting industry chain is highly uncertain. Therefore, the subdivided fields of planting industry are worth bargain hunting.

should on strategy and focus

At present, the market index is still in a shock pattern, and the long and short forces are gradually balanced. The market may welcome the change window. The gem is ahead of the new low of Shanghai Stock Exchange, or it has provided a reference for the change in the future. However, before the change signal appears and the trend turns, it is still necessary to strictly control the position, reduce the operation frequency and patiently wait for the opening opportunity in the future. Strategically, defensive varieties can continue to focus on bargain hunting, and whether the growth direction is reversed needs to be confirmed.

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