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I. Market Review
Yesterday, the three indexes opened high and walked high, and the whole market ushered in a wave of repair. Both the track plate (UHV / lithium battery) and emotional themes were repaired, and the gem index closed at the highest point of the day.
II. At present, the market is still in the aftershock stage. After yesterday's general rise, it will inevitably be bumpy after today's rise. Today, pay attention to the differentiation of individual stocks and do a good job in eliminating the weak and retaining the strong.
III. today's information
1) [Social Finance] in December, the growth rate was 10.3%, and the total amount of social finance rebounded, but the structure was poor, indicating that the financing demand of the real economy was still weak, the economic recovery was slow, and there were loose expectations for monetary policy.
2) [Digital Economy] the digital economy development plan of the 14th five year plan states that by 2025, the digital economy will move towards a comprehensive expansion period, and the added value of the core industries of the digital economy will account for 10% of GDP; Benefit the hot spots related to the digital industry - metauniverse, cloud games, etc.
3) [epidemic situation] at present, European and American countries are still facing the "tsunami" spread by Omicron. The number of confirmed cases in a single day in the United States has exceeded 1.4 million, breaking the record again; Favorable covid-19 detection and other hot spots.
Investment strategy: mainstream funds hold together the annual report market, the annual report benchmark stock [ Shanghai Kaikai Industry Company Limited(600272) ] 8 is connected to the board, and has risen 120% in 8 days, so as to establish the popularity benchmark of the annual report market! It is suggested to focus on grasping the opportunity of the main line of the annual report market; In addition, the epidemic + housing economy drives the prefabricated vegetable industry, so we can continue to pay attention to the opportunities of relevant stocks in the short term.
