[pre disc interpretation]
On Wednesday, the market continued the weak shock adjustment trend, the Shanghai index was blocked and fell near 3600 points, and the gem failed to stand firm at 3100 points and continued to explore out of the new low. At present, the market is obviously unstable, and there is a demand for repeated washing and consolidation in the later stage.
On the disk, the baby concept has been promoted due to the news that Beijing Dabeinong Technology Group Co.Ltd(002385) encourages the child care program; Banks have begun to hype performance growth and revise expectations for steady growth in the future; Pharmaceutical stocks continued to ferment due to the continuous growth of covid-19 infected people. Throughout the day, sectors such as medicine, e-commerce and three child concept led the two cities, while national defense and military industry led the decline, and electronics and media led the decline.
Technically, the stock index fell back near the 3600 point integer level, indicating that the back pressure at the level is still large. At the bottom, we should first pay attention to the support near 3550 point. If it fails to fall below effectively, it is expected to maintain the trend of repeated shocks in the range. Although the performance of gem is weaker than that of the main board, there are also signs of deviation at the end of 60 minutes. There is an oversold rebound technical demand in the short term. However, the rebound needs to pay attention to the pressure above. If the kinetic energy is insufficient, it is possible to continue to fall to the bottom.
Strategically, the northward capital flowed out again yesterday. The recent frequent inflow and outflow of foreign capital shows that it has a strong willingness in the short-term band, and the emergence of market trend rebound opportunities still needs to wait patiently. In view of the short-term is still based on repeated trial and error, we should pay attention to maintain a good attitude and avoid coke and dryness. In terms of operation, continue to control the position at about 50%, advance and retreat appropriately, attack and defend, and wait for the clarity of the bottom stabilization signal.
[message side]
The State Council Office issued the opinions on doing a good job in cross cycle regulation and further stabilizing foreign trade, which proposed to stabilize the development of processing trade. Strengthen the cultivation and construction of national processing trade industrial parks, deepen the cooperation and joint construction between the East, the central and western regions and the northeast, and encourage and support the implementation and development of key processing trade projects. Accelerate the cultivation and identification of a new batch of key undertaking and demonstration places for gradient transfer of processing trade, increase support, and give play to the leading role of demonstration and radiation. The domestic sales tax of processing trade enterprises will be temporarily exempted, and the interest on tax deferment will be suspended until the end of 2022, so as to stabilize the development of processing trade and reduce the burden on enterprises.
[short term hot spot]
According to the official micro data of silicone, since late December 2021, the market price of silicone in China has continued to rise. At present, most manufacturers have closed their offer. By the end of last weekend, the quotation of individual DMC manufacturers had reached 30000 yuan / ton, an increase of 500 yuan over the previous day. Since the rebound in late December last year, the cumulative increase was nearly 7000 yuan / ton, an increase of nearly 30%; Some manufacturers of 107 glue quoted 28500-30000 yuan / ton, up nearly 20% since the rebound; The price of some bulk cargoes of raw rubber has exceeded 30000 yuan / ton, with a cumulative increase of more than 10% since the rebound.
It is reported that many drug dealers have learned that at present, many brands of Angong Niuhuang pills have received notice of price increase from manufacturers and suppliers, all due to the rise in the price of raw materials of traditional Chinese medicine. Wang Weiquan, chairman of the Chinese herbal medicine planting and breeding professional committee of the Chinese Herbal Medicine Association, said that like bezoar, it used to be more than 100000 yuan per kilogram, but later rose to more than 200000 yuan per kilogram. At present, it has risen to more than 500000 to 600000 yuan per kilogram. Musk used to be more than 100000 yuan and more than 200000 yuan per kilogram, but now it is more than 500000 yuan per kilogram.
[European and American stock markets]
On Tuesday, eastern US time, the three major US stock indexes opened low and went high, and closed up across the board. As of the close, the Dow rose 183.15 points to 36252.02 points, or 0.51%; The NASDAQ rose 210.62 points to 15153.45 points, or 1.41%; The S & P 500 index rose 42.78 points, or 0.92%, to 4713.07.
On Tuesday, European time, the main indexes of European stocks rose collectively. As of the close, the UK FTSE 100 index closed at 7491.70, up 46.45 points or 0.62% over the previous trading day; France CAC40 index closed at 7183.38, up 67.61 points or 0.95% over the previous trading day; Germany DAX30 index closed at 15943.49, up 175.22 points or 1.11% from the previous trading day.
