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I. Market Review
Yesterday, the gem fell sharply, and the market was relatively depressed, but the consumption recovery industry after the epidemic was relatively strong, which became the main line of the market. The continued strong performance of the new main line is a reflection of the continued long market stock funds. In the short term, we still pay attention to individual stocks.
II. At the moment when the index is still unstable, for the main line, there will inevitably be twists and turns in the process of operation, but the trend probability will continue after twists and turns.
III. today's information
1) [nuclear power] on April 20, the national Standing Committee approved three new nuclear power unit projects that have been comprehensively evaluated and included in the national plan, with a supply investment of 120 billion.
2) [agriculture] on April 20, the national Standing Committee further clarified the measures for agricultural production in spring to ensure a bumper harvest of grain and a stable supply of important Shenzhen Agricultural Products Group Co.Ltd(000061) crops; We will study measures to increase subsidies for agricultural materials and do a good job in the purchase of grain in a timely manner.
3) [transportation construction] on April 20, the senior management issued the opinions on the banking and insurance industry supporting the high-quality development of highway transportation, requiring to focus on the financial support of key areas and major projects;
Investment strategy: when the market was weak and volatile in April, the main line of the market took a benign turn and boldly grasped the opportunities of structural themes; The policy continues to boost the consumption field, and it is suggested to focus on the subdivided directions of food and beverage, tourism and new retail. In addition, pharmaceutical, cycle and other quarterly theme stocks can be continuously grasped.
