[pre disk interpretation]
On the last trading day before the festival, the afternoon Politburo meeting directly detonated the whole audience. The meeting mentioned infrastructure, consumption, registration system, etc., and two troikas driving the economy came. The disk sentiment was greatly boosted, and the major stock indexes rose rapidly. Even if April doesn’t go well, but the policy warm wind blows hard, may still has great prospects.
On the disk, individual stocks recovered across the board, hot spots bloomed, and the trading volume was also enlarged in the rebound. At the same time, the net inflow of funds going north accelerated, and the market sentiment increased significantly. This kind of long lost market is good for the further continuation of the market rebound. In terms of direction, according to the key elements mentioned in the important meeting, we continue our previous views and continue to be optimistic about the layout opportunities of consumption, infrastructure and finance sectors.
Technically, the stock index opened higher and walked higher, and the harvest was bald. Although there was still a line above the gap that had not been fully covered, it was not a big problem. At the technical level, the index still had the momentum of inertial upward attack. If it rebounds, it will face the suppression of 3100 point platform and the 18th line. At the same time, the long and short boundary index is to turn head up under the zero axis, so it is suggested to play steadily and control the position at about 50%.
Strategically, there were many disturbances in the news during the holiday, including the 50 basis point interest rate hike by the Federal Reserve and the thunderstorm in the performance of some fund track stocks. These emotions had been released in advance before the holiday, and the extent of impact was limited today. Overall, under the policy warm wind, there is still rebound support in the later stage, and the market is still dominated by structural opportunities. In terms of operation, on the premise of controlling the position, pay attention to the band rhythm. The reduction callback party is a good opportunity to intervene and pay attention to the sectors with good low-level potential.
[message side]
On April 29, the central bank held a special meeting to study and further implement the working measures of financial support to maintain the economic operation within a reasonable range and promote the standardized and healthy development of the platform economy. The meeting pointed out that we should pay close attention to planning incremental policy tools, support stable growth, employment and prices, and create a good monetary and financial environment for coordinating epidemic prevention and control and economic and social development. Support the smooth operation of the capital market. Implement the prudent management system of real estate finance, timely optimize the real estate credit policy, maintain the stability and order of real estate financing, and support the rigid and improved housing demand. Comprehensively improve the efficiency of capital governance and promote the completion of special rectification of platform enterprise financial business. We should implement normalized financial supervision over the financial activities of platform enterprises and promote the standardized and healthy development of platform economy.
[short term hot spot]
It is reported that Tesla is planning to double the capacity of the Shanghai plant by building a new plant, so as to build it into Tesla‘s largest automobile export center in the world. It is reported that Tesla mentioned in a thank-you letter to the Shanghai Lingang Holdings Co.Ltd(600848) SAR government that it plans to build another new factory near the current park of the Shanghai factory to expand production capacity. The new plant is expected to produce model 3 and model y models with an annual capacity of 450000 vehicles.
It is reported that the camping tour is on fire, and the shortage of many camping equipment in the peak season has become the norm. The sales of folding tables and chairs in Zhejiang, which has been in a state of rapid growth in the same period of last year. The sales of folding tables and chairs, especially those in charge of camping, have been in a state of rapid growth in May, which is not far from the expectation of China’s Camping industry. In the same period, the sales of folding tables and chairs have also been in a state of rapid growth of 95.5 times.
