[pre disk interpretation]
Yesterday, the market continued to be black on Thursday, and the continuous sluggish trend of the disk made more panic accumulated in the floor. This “rotten meat” is bound to be cut off, and the process of cutting off is also very painful. Do not break or stand. If the panic disk in the early stage is not fully released, it is difficult for the index to get out of the effective repair. Therefore, this kind of emotional catharsis is not necessarily a bad thing and there is no need to be overly pessimistic.
On the disk, the securities companies changed in the afternoon, and the financial sector rose in response to the call of the leaders of the central bank. Although it failed to successfully pull the disk, it has shown the willingness of finance to protect the disk, and financial support is indispensable in the later index reversal. Therefore, it is suggested to continue to pay attention. The second is consumption, which covers a wide range of fields and often shows in the near future. From the perspective of the global food crisis and inflationary pressure, agriculture is expected to become a hot spot of speculation; From the perspective of epidemic recovery and inventory replenishment, concepts such as business supermarket can also be paid due attention.
Technically, the return step of the Shanghai stock index makes it close to the small low point of 3023 in the early stage, and then there is some technical support between the low-level cells of 30 Chengdu Rainbow Appliance(Group) Shares Co.Ltd(003023) , so it is not ruled out that there is a possibility of technical resistance to rebound in the near future. However, the current market operation is difficult. From the perspective of risk defense, it is not recommended to blindly rebound. Instead, the individual stocks in hand can reduce their positions at high prices and control their positions below 30%.
Strategically, although the index and individual stocks fell together, and there was a rare median decline of 4% in the whole market, we don’t think we need excessive panic at present. After the continuous decline of the market, there has been a rebound in technical demand, and there is policy bottom support below. Moreover, the inflow of northward funds against the market yesterday released a positive signal, and the policy side also continued to have news to boost confidence. On the whole, the demand for repair is becoming stronger and stronger. The market has accumulated a lot and waited patiently for the stabilization signal.
[message side]
The CSRC held a symposium on institutional investors.
The meeting proposed that pension, banking and insurance institutions and various asset management institutions are the representatives of professional institutions among investors and the most important long-term capital sources in the capital market. Attach importance to equity investment in strategic planning and continuously strengthen the construction of investment and research capacity; We should focus on the long term, implement long-term assessment, and promote and strengthen the concept of long-term investment and value investment; Actively participate in the governance of listed companies by exercising voting rights, inquiry rights, suggestion rights and other means, promote listed companies to improve quality, pay attention to cultivating the pricing ability of new share issuance, and play the role of professional buyer; Giving full play to the advantages of long-term funds can overcome short-term market fluctuations, make good use of the amount of equity investment, further expand the proportion of equity investment and improve the level of long-term income.
[short term hot spot]
The Ministry of industry and information technology and the national development and Reform Commission issued guidance on the high-quality development of chemical fiber industry. By 2025, the industrial added value of chemical fiber enterprises above Designated Size will increase by 5% annually, and the proportion of chemical fiber output in the world will be basically stable. The innovation ability has been continuously enhanced, the investment intensity of R & D funds in the industry has reached 2%, and the R & D and manufacturing capacity of high-performance fibers meets the national strategic needs.
According to media reports, the first batch of digital RMB online loans in China recently landed in Qingdao. The pilot application of the digital RMB financing scenario is the first closed-loop application of digital RMB in the personal and corporate financing scenario of financial institutions, which has effectively improved the inclusiveness and availability of digital RMB.
[European and American stock markets]
As of the close, the Dow Jones index fell 1.56% to 34678 The NASDAQ index fell 1.54% to 1422052; The S & P 500 index fell 1.57% to 453041.
On Thursday, European time, the main indexes of European stocks fell collectively. As of the close, the UK FTSE 100 index closed at 751568 points, down 63.07 points or 0.83% from the previous trading day; The French CAC40 index closed at 665987, down 81.72 points or 1.21% from the previous trading day; Germany DAX30 index closed at 1441475, down 191.30 points or 1.31% from the previous trading day.
