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I. Market Review
Yesterday, the market fluctuated and fell all day, and the air force was slightly dominant. In the aftershock stage of the tug of war between the long and short sides, it was also very uncomfortable for the air force to use the aftershock.
2. At present, the market is at the bottom stage of aftershocks, so there is no need to be too pessimistic; Annual report theme stocks began to gather market sentiment, which is a positive signal.
3. Today's news:
1) during the "14th five year plan" period of [UHV], the State Grid plans to build an UHV project with 24 AC and 14 DC lines, involving more than 30000 kilometers of lines, 340 million KVA transformation capacity and a total investment of 380 billion yuan.
2) [covid-19 test] starting from January 15, the United States will send free rapid detection reagents (antigen reagents) to the public. The monthly demand may reach 2.6 billion doses, and the purchase amount involved is expected to exceed 10 billion US dollars.
3) the water security plan of the 14th five year plan jointly issued by the two departments [water conservancy engineering] proposes that by 2025, the effective utilization coefficient of farmland irrigation water will be increased to 0.58. The water supply capacity of new water conservancy projects is 29 billion cubic meters; The high-level government printed and distributed the comprehensive treatment plan for water environment of key river basins in the 14th five year plan;
The annual report market of mainstream funds and the doubling performance of benchmark stocks [ Shanghai Kaikai Industry Company Limited(600272) ] highlight the independence of the annual report. It is suggested to pay attention to high growth segments such as pharmacies; In addition, the meta universe has ushered in the opportunity of scientific and technological change, and the [virtual digital man] varieties related to the meta universe pay attention to the opportunity of low absorption.
