[pre disc interpretation]
The market rebounded again on Monday. In the recent wave of adjustment, it has been common for the market to rebound. The focus still depends on the strength and rebound height after the rebound. Although the market was slightly strong yesterday and the index and individual stocks showed a repair trend, the suppression of the 3600 point mark of the Shanghai index is still effective. Therefore, it still needs time and space. You can’t be impatient and rash.
On the disk, the recent performance of chicken and pork sectors is strong, mainly because the new year is approaching, the supply and demand of chicken sales market is upgrading, and the performance in the same period last year is bright, and there are expectations in the market; After the continuous correction in the early stage, the pork also began to stabilize in the short term; At the same time, some agricultural stocks benefited from the hype of Document No. 1.
Technically, the stock index got out of its new low since the adjustment in early trading, but the support near 3550 below is still effective. The gem index dipped near the gap. Although it was supported and pulled back, it failed to recover at 3100. In the short term, the differentiation between the two cities is obvious, and pay attention to the correction performance in the later stage.
In terms of strategy, the market rebounded from the contraction of new low-level heater yesterday, and the overall upward attack performance is not strong, so it is not suitable to be blindly optimistic for the time being. The market may continue the time and space of low-level shock to fully wash the dishes and prepare for the momentum. In terms of operation, continue to treat it as a structural market, because there are signs of stopping the decline, and there are operational values and opportunities, so those with light positions can appropriately look for low-level layout opportunities, but they should not be too radical, and the overall control should be 50-60%.
[message side]
The high-level meeting arranged to accelerate the promotion of major projects identified in the outline of the 14th five year plan and the special plan, and expand effective investment; It is decided to carry out the centralized procurement of drugs and high-value medical consumables in a normalized and institutionalized manner, and carry out the centralized procurement of orthopaedic consumables, drug balloons and dental implants concerned by the masses at the national and provincial levels respectively. The meeting pointed out that the 1.2 trillion yuan of local government special bond funds issued in the fourth quarter of last year should be allocated to specific projects as soon as possible; Pay close attention to the issuance of special bonds issued this year; Study and issue policies to revitalize stock assets.
[short term hot spot]
According to the grassroots research of securities companies, the promotion of industry Xinchuang is expected to be accelerated, and the release of financial Xinchuang product catalogue is expected to be accelerated. Guotai Junan Securities Co.Ltd(601211) Securities believes that the industry information innovation represented by financial information innovation is advancing rapidly, the industrial maturity is improving, and the relevant policies, capital investment and technical path are becoming clearer. Financial Xinchuang is expected to enter the comprehensive promotion stage in 2022, and will expand from less than 200 financial pilot units in 2021 to more than 5000 financial units in the whole industry. In the future, more benchmark projects will be implemented to open a broader growth space for the information and innovation industry.
According to media reports, Wuhan recently issued the opinions on promoting national fitness and sports consumption and promoting the high-quality development of the sports industry, proposing to give full play to Wuhan’s “national leader in speed horse racing projects”, build the “Wuhan speed horse racing open” into the most credible event, and strive for the “guessing horse racing lottery pilot” to be settled in Wuhan.
[European and American stock markets]
On Monday US Eastern time, the three major US stock indexes rose in late trading, and the NASDAQ V-shaped rebound turned red in late trading. As of the close, the Dow fell 162.79 points, or 0.45%, to 36068.87; The NASDAQ rose 6.93 points, or 0.05%, to 14942.83, with an intraday decline of 2.72%; The S & P 500 index fell 6.74 points, or 0.14%, to 4670.29.
On Monday European time, major European stock indexes collectively fell. As of the close, the FTSE 100 index closed at 7444.66, down 40.62 points or 0.54% from the previous trading day; France CAC40 index closed at 7115.77, down 103.71 points or 1.44% from the previous trading day; Germany DAX30 index closed at 15768.27, down 179.47 points or 1.13% from the previous trading day.
(source: bairuiying)
