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I. Market Review
During the sharp decline on Monday, dancing with cattle made it clear that the low point is expected to reverse in three days; Before yesterday's trading, the market was still dominated by panic, but our team warned to be optimistic. Yesterday, the whole market ushered in a wave of sunny days as scheduled, and the gem index soared by 5.5% in a single day;
II. Yesterday, the dance team with cattle prompted the national fund and other institutional funds to enter the market for goods sweeping, and the track stocks rose sharply in the afternoon, most of which rose by about 4%.
Yesterday, the whole market rebounded violently and accumulated more profit in the short term. Today's market turbulence is inevitable. The next day when the market rose sharply, it usually depends on the long and short game between incremental funds and profit taking.
III. today's information
1) [consumption] according to the news on April 27, many places began to issue consumption vouchers: Daxing District and Pinggu District in Beijing currently issue 10 million yuan, 3 million yuan and 500 million yuan respectively; (benefit from consumption hotspots)
2) [express delivery] on April 27, the national Standing Committee adopted policies to support the logistics industry: the qualified express delivery income is exempted from value-added tax; 100 billion yuan of refinancing to support the financing of logistics industry; For express delivery enterprises, the net profit can be increased by about 10%; (benefit from logistics industry chain)
3) [VR metauniverse] on April 27, meta announced that its first "metauniverse" physical store will open on May 9. Consumers can experience and buy virtual reality (VR) head displays and other devices in the store; (metauniverse, AR / VR, etc.)
Investment strategy: positive changes have taken place in macro factors such as epidemic control + incremental capital entering the market, and the new market has been started and actively grasped. The main line of steady growth is expected to continue through 2022, focusing on consumption recovery (tourism, new retail, etc.) + investment opportunities in infrastructure and other related topics; At the same time, after the outbreak of sentiment in track stocks such as lithium batteries and semiconductors, appropriately track the opportunities of relevant low-level varieties.
