Key investment points:
Financial Highlights
1. 21 departments have issued heavy documents related to education, pension, medical treatment and housing.
2. Portrait of fund association investors: the proportion of post-90s decreased, and the proportion of post-60s and Post-70s increased.
3. The digital RMB app has lifted the tide of experience, and the average daily download volume of multiple platforms has increased by more than ten times.
4, Ministry of industry and Commerce: develop diversified Baijiu products for low consumption groups.
5. Japan and the United States seek to restrict the export of semiconductor, artificial intelligence and other technologies.
A-share market overview
On Monday (January 10), the A-share market first depressed and then rose, with a slight shock. Taking on the inertia of the previous day's decline, the stock indexes of the two cities continued to fluctuate and decline in the morning. Photovoltaic, wind power, oil, power and military industries took turns to decline, driving the stock index to explore downward rapidly. The Shanghai index gained support near 3555. In the afternoon, with agriculture, medicine, wine and other industries taking the lead in rebounding, Driven by the stabilization and recovery of the stock index, the Shanghai index basically showed a slight rise throughout the day. The GEM market fluctuated slightly on Monday, and the performance of the component index was weaker than that of the main board market all day.
Future research and investment suggestions
On Monday, the A-share market first depressed and then rose, with slight shocks. In the morning, photovoltaic, wind power, oil, military industry and other industries fell in turn, dragging down the rapid decline of the stock index. The Shanghai index gained support near 3555 points. In the afternoon, agriculture, medicine, communication and other industries took the lead in rebounding, driving the stock index to rise steadily and gradually recover its lost land. The Shanghai index basically showed a bottom recovery throughout the day Operating characteristics of small rise. The trading volume of the two cities on Monday was 1 trillion yuan, a decrease compared with the day before yesterday. The hot spots led by the market changed again, and the characteristics of the stock game are significant. After the festival, the signs of institutional position adjustment are more obvious. Since last year, the fully adjusted undervalued traditional blue chips have won the favor of the market again. It is suggested that investors should grasp them carefully.
It is expected that the short-term slight consolidation of the Shanghai index is more likely, and the short-term slight shock of the GEM may be greater. We suggest that investors focus on investment opportunities in engineering construction, cement and building materials, household appliances, agriculture and medicine in the short term, and continue to focus on investment opportunities in undervalued blue chips in the middle line.
Risk tip: policy risk, economic downturn.
