today's disk
In early trading today, the Shanghai and Shenzhen indexes showed a shock adjustment pattern. The three indexes opened slightly higher, but then differentiated. The Shanghai index basically fluctuated near yesterday's closing price, and the consolidation pattern was obvious. However, the gem index and Shenzhen Component Index competed fiercely for long and short, fell sharply first, and then rebounded upward, but the whole is still subject to the pressure near 3150.
From the industry sector growth ranking, the concept of prefabricated dishes, Huawei shengteng, digital currency, shipbuilding, aquaculture, community group purchase, Huawei Euler, stall economy and other sectors led the increase, while the traditional Chinese medicine, hair medicine, exclusive drugs, syringe concept, assisted reproduction and other sectors led the decline. As of the time of posting, there were nearly 2000 gainers and 2500 losers, with poor profit-making effect. Northbound funds were sold slightly.
message interpretation
According to the data of the Ministry of industry and information technology, in 2021, the sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles completed 3.521 million, a year-on-year increase of 1.6 times, ranking first in the world for seven consecutive years, and the new passenger car market equipped with combined driving assistance system accounted for 20%.
At present, among the mass-produced models, many intelligent vehicles have L2 + assisted driving function to help users Park and navigate automatically, but the driver's hands cannot be separated from the steering wheel, and people are still the main body in charge of the vehicle. The German and European markets have "deregulated policies" on L3 automatic driving, defined the division of responsibilities between people and vehicles in regulations, and granted Mercedes Benz the first license for L3 automatic driving on the road, which is expected to accelerate the evolution of global automatic driving to high-level automatic driving, stimulate global automatic driving practitioners and accelerate the R & D and testing process of L3 automatic driving.
Therefore, the automobile industry is moving towards the general trend of automation and electrification. With the continuous development of technology, the penetration of intelligent automobile industry chain is expected to continue to improve. There is a huge space in the future, and the opportunities for industry chain segmentation deserve long-term attention.
should focus on strategies and directions
At present, the market is still in a weak pattern, and the index rebounds immeasurably. Therefore, the overall sustainability is poor, and it is still a bottom shock pattern. In operation, we should still control the position and wait patiently. In terms of growth stocks, the current repression is still very obvious. After the rebound yesterday, it fell again today, mainly because the yield of US bonds rose again and suppressed overvalued varieties. However, the sensitivity of the market to the hawkish remarks of the Federal Reserve has been reduced. There may be a rapid rotation of steady growth and growth stocks in the market in the near future. These directions can continue to be paid attention to, but the overall trend is still the bottom shock trend. Don't increase your position first.
