[pre disk interpretation]
Although the market rebounded yesterday, it was more like being held up. The rise and fall of individual stocks were not matched with the rise of the index, and the capacity was not ideal. With regard to the current trend, even if the index is forced to stand at 3100 points, it is more likely to fall repeatedly in the later stage, with a weak foundation and unstable throne.
On the disk, semiconductor chip stocks and automobile stocks broke out, the gem and science and innovation board were obviously strong, the decline of construction, medicine and tourism was the top, and individual stocks still fell more and rose less. Recently, the performance of automobile and other sectors has been strong. First, the resumption of work in Shanghai is better than that of relevant factories, second, the policy of automobile going to the countryside is better than expected, and third, the rebound demand for technology after the oversold in the early stage. However, the secondary bottom of relevant sectors has not come out. Even if investors prefer it highly, they also try to focus on short-term.
Technically, the stock index contracted to test the 3100 point platform. Although the gold fork formed by threading the 18th line on the 6th line is conducive to the upward movement of the index, it is inevitable for the index to fall back and confirm the bottom support if there is no volume in the later period. Even if the stock index stands at 3100 points in the short term, there will be selling pressure at 3150 points and the transaction intensive areas above it. The unlimited rise is not a long-term road. Be alert to the next step back risk.
Since 3000, the overall market has rebounded, with sentiment and confidence gradually picking up, and the hot sector is also the second performance. Although the downward pressure on the overall economy remains and the external turmoil has not improved, with the historical low valuation of A-Shares and the re prudence of the financial market on a shares, there are still operational opportunities and values in the market. In terms of operation, there are differences in disk hot spots, and there may be a large-scale style conversion in the later stage, so the position is temporarily controlled at 50%. Continue to focus on the internal rotation opportunities in the two main directions of infrastructure and consumption.
[message side]
The CPPCC National Committee held a special consultation meeting on "promoting the sustainable and healthy development of digital economy" in Beijing on the 17th. Liu he attended the meeting and delivered a speech. He pointed out that the global digital economy is showing new features such as intelligence, quantization and cross-border integration. We should strive to adapt to the all-round changes brought about by the digital economy, fight for key core technologies, support the sustainable and healthy development of the platform economy and the private economy, handle the relationship between the government and the market, support digital enterprises to be listed in the capital markets outside China, promote competition with openness and innovation with competition.
[short term hot spot]
It is reported that the European Commission hopes that by 2030, half of the energy will come from renewable energy, more than double the current level, according to a copy of the plan called "repowereu" quoted by the financial times. The total cost of achieving this goal will reach hundreds of billions of euros, but at the same time, 84 billion euros of imported fuel can be saved every year. One of the proposals of the plan is to "introduce an obligation to install roof Cecep Solar Energy Co.Ltd(000591) devices for all new buildings and all existing buildings with energy performance level D and above (the most energy consuming). "Member States should establish national support plans to ensure the rapid and large-scale deployment of roofs in buildings starting from high-energy buildings Cecep Solar Energy Co.Ltd(000591) ," the document said. "Where appropriate, this work must be combined with roof renovation and the deployment of energy storage and heat pumps." "Member States should also mobilize to install Cecep Solar Energy Co.Ltd(000591) in all public buildings suitable for Cecep Solar Energy Co.Ltd(000591) , from administrative offices to schools."
It is reported that according to the official microblog of Huawei digital energy, Huawei will hold a press conference of the next generation data center in Dongguan on May 26 to jointly open a new era of data center development.
[European and American stock markets]
\u3000\u30001. As of the close, the Dow rose 1.34% to 3265459; The NASDAQ rose 2.76% to 1198452; The S & P 500 index rose 2.02% to 408885.
\u3000\u30002. On Tuesday, European time, the main indexes of European stocks rose collectively. As of the close, the UK FTSE 100 index closed at 751835 points, up 53.55 points or 0.72% from the previous trading day; The French CAC40 index closed at 643019, up 82.42 points or 1.30% from the previous trading day; Germany DAX30 index closed at 1418594, up 221.56 points or 1.59% from the previous trading day.
