Market Overview
The Shanghai and Shenzhen stock markets were divided, the Shanghai index rebounded slightly after bottoming in early trading, and the gem index was shaken and consolidated. On the disk, the concept of vaccine testing has made a comeback, Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) , Xilong Scientific Co.Ltd(002584) sealing plate; The agriculture, forestry, animal husbandry and fishery sector rose strongly, and the chicken industry, pig industry and biological breeding performed well; Photovoltaic, wind power and new energy continued to callback. The market sentiment was relatively positive, with individual stocks rising more and falling less. More than 3000 stocks in the two cities rose, but the turnover of the two cities just exceeded trillion yuan, down more than 150 billion yuan month on month, and the volume of energy decreased significantly.
At present, the Baijiu wait-and-see sentiment is still heavier, and the stock game characteristics remain unchanged. It is suggested that investors should maintain a balanced configuration, pay attention to consumption switching in a short time, and gradually step out the expected bottom of consumption, and demand more vigorously at the end of the year. The midline focuses on investment opportunities for undervalued blue chips.
Normal tracking
Focus on Winter Olympics concept stocks
Early Thursday morning, the Federal Reserve announced the minutes of its heavyweight meeting, which was even more hawkish than before, suggesting that the process of raising interest rates and shrinking the table may be faster. The minutes of the Fed meeting pointed out that in view of the rising inflationary pressure and the strengthening of the labor market, the increase in policy easing brought by the current pace of net asset purchase is no longer necessary. In addition to the minutes of the meeting, the unexpected economic data also put pressure on US stocks. According to the data released by the ADP Research Institute on Wednesday, the number of ADP employees in the United States increased by 807000 in December, much higher than the previous revised value of 505000 in November. The sharp growth of employment data has strengthened people's confidence in economic recovery to a certain extent, which makes excessively loose policies seem unnecessary.
In terms of news, the opening of the 2022 Beijing Winter Olympic Games has entered the countdown. At the same time, ice and snow tourism has also become one of the most popular tourism modes at present. The holding of the Winter Olympics will set off an upsurge of ice and snow for the whole people. The Winter Olympics is expected to accelerate the development of China's ice and snow sports and ice and snow tourism, and relevant concept stocks are expected to benefit in the medium and long term.
