[pre disk interpretation]
After yesterday's rise, how many people changed their faith with a positive line? Although the rebound on Wednesday has indeed positively and effectively boosted morale, we should also look at the essence through the phenomenon. Can the amount stand at trillions? Is the technical index idling too much? Has the stabilization signal been established? Oversold rebound is not equal to trend reversal. Pay attention to maintaining a rational and objective attitude.
On the disk, the new energy track stocks that had fallen for a long time before became the main force of this wave of repair. Semiconductors, UHV, lithium minerals, Tesla and other stocks led the rise, while banks and real estate, which were relatively resistant in the early stage, led the decline. As a former star track, new energy retreated due to excessive growth. After a long-term adjustment and extrusion of the foam, it made another appearance with the help of oversold rebound. In a weak market, the probability of a hot spot becoming a flash in the pan is high. Therefore, we suggest to pay more attention to its continuity. At the same time, we will continue to pay attention to the main line infrastructure this year. After all, if new energy only makes an oversold rebound, the later capital will probably flow back to the infrastructure with policy support.
Technically, the stock index rebounded and rose, corrected the deviation, and the bottom reading and top escaping index changed from green to red in 15 to 30 minutes, and the bottom reading signal appeared in 60 minutes. There are repair opportunities at the corresponding time-sharing level in the short term. However, the trend line is still downward, and the three-tier indicators are arranged in short positions. The market has not completed much idling, and there is a process of repeated shocks to build the bottom in the later stage.
Strategically, objectively speaking, yesterday's rebound is not a signal of stabilization at the bottom or a trading point on the right, but it does play a role in repairing emotions. As we have said before, a large part of the market decline is due to emotional panic, so this step of the market yesterday was also very good. In terms of operation, if the position control in the early stage is better, it can be relaxed to about 50%; If you hold a stock quilt, you can reduce your position at high prices and roll to t in the repeated market in the next band.
[message side]
National regular meeting: from May 1 to the end of the year, qualified express delivery income is exempted from value-added tax.
The national standing committee pointed out that it is necessary to strengthen the assistance to freight operators. From May 1 to the end of the year, the qualified express delivery income will be exempted from value-added tax. Launch 100 billion yuan of refinancing as soon as possible to support the financing of logistics, warehousing and other enterprises. Reasonably support the extension of auto loan repayment.
[short term hot spot]
The Ministry of housing and urban rural development recently issued a notice to further clarify the relevant requirements for the construction of sponge City, and put forward that we should focus on the problems caused by rainwater in the built-up areas of the city, focus on alleviating urban waterlogging, make overall consideration, reduce rainwater runoff pollution and improve the level of rainwater collection and utilization. It is also necessary to flexibly select a combination of measures such as "infiltration, detention, storage, purification, utilization and drainage" to enhance the local absorption and detention capacity of rainwater.
On April 27, the meeting proposed that from May 1 to the end of the year, the qualified express delivery income should be exempted from value-added tax. In addition, recently, the Shanghai Municipal Commission of Commerce issued the first batch of national unified key material transportation vehicle passes for some express delivery enterprises to help logistics recovery.
[European and American stock markets]
\u3000\u30001. As of the close, the Dow Jones index rose 0.19% to 3330193; The NASDAQ index fell 0.01%, or 1.81 points, to 1248893; The S & P index rose 21.96% to 410.83%.
\u3000\u30002. On Wednesday, European time, the main indexes of European stocks rose collectively. As of the close, the UK FTSE 100 index closed at 742561, up 39.42 points or 0.53% from the previous trading day; France CAC40 index closed at 644526 points, up 30.69 points or 0.48% from the previous trading day; Germany DAX30 index closed at 1379394, up 37.54 points or 0.27% from the previous trading day.
