brief description of disk
On Friday, A-Shares differentiated, the decline narrowed after the Shanghai index hit a new low for nearly two months, the gem index opened low and went high, and the stock index fell collectively near midday. On the disk, traditional Chinese medicine, chemical pharmacy, medical devices, photovoltaic equipment, biological products, semiconductors, auto parts, batteries and other industries led the increase, while coal, mining, insurance, oil, banking, automobile, real estate, port shipping, gas and other industries led the decline. In terms of subject stocks, Alzheimer’s, aquaculture, longevity drugs, exclusive drugs, Helicobacter pylori, traditional Chinese medicine concept, heparin concept and influenza led the rise; Underground pipe network, combustible ice, shale gas, oil and gas potential, low-carbon metallurgy, sponge City, scarce resources, etc.
message plane
ant heavyweight product “Jinxuan investment consultant” went online for 10 days and went offline urgently
In January 4th, Alipay’s ant wealth combined with 6 investment agencies launched the “golden selection” business. On the line only 10 days, the news of “going on the line” suddenly triggered a wave of waves, which caused great concern in the industry. According to a fund company source, Alipay did stop all kinds of traffic entrance of “golden selection” in January 13th, and another fund company official confirmed to fund manager that the unified promotion campaign of “golden selection” has ended.
20 billion medical white horse has a big event 11 times. Big bull stocks suddenly disclose eight risks
Xi’An International Medical Investment Company Limited(000516) made a sudden announcement on January 13. As the subordinate hospital received the handling notice of Xi\’an Health Committee, the matter triggered the corresponding situation of “other risk warnings for the shares of listed companies”, and the company’s shares have been implemented with other risk warnings since the opening of the market on January 17, and the stock abbreviation has been changed to “St national medicine”. The last three months soared nearly 11 times, and Andon Health Co.Ltd(002432) which rose again on Thursday also issued an announcement, suggesting eight risks.
prefabricated dishes detonated concept stocks, and many institutions shouted the rise of trillion racetracks!
On the 13th, a total of 6 pre prepared vegetable concept companies disclosed the pre prepared vegetable business through the interactive platform or issued a change announcement; More securities companies have been chanting “trillion track” for prefabricated dishes.
Jufeng view
Medium term strategy:
Jufeng investment adviser believes that the liquidity at the macro level has gradually improved, and the PMI index has turned upward for two consecutive months, indicating that the medium-term market of A-Shares is expected to be better, and the offensive in spring will be gradually launched.
Pre market judgment: the morning review “A shares face multiple disturbance factors in the short term, and then meet the opportunity of low absorption in the spring offensive” pointed out that A-Shares fell again in large volume on Thursday, casting a shadow on Friday’s market. In addition, U.S. stocks fell sharply overnight, led by large technology stocks; Citic Securities Company Limited(600030) will be allotted shares; Xi’An International Medical Investment Company Limited(000516) the disturbance to A-Shares was exacerbated by st and other events. It is expected that A-Shares will continue to callback today, which does not rule out the possibility of creating a new low in the year.
In fact:
In early trading, the Shanghai Composite Index fell rapidly and fulfilled expectations. Since then, it has stabilized and rebounded driven by traditional Chinese medicine, photovoltaic, agriculture, animal husbandry, feeding and fishing, medical devices, auto parts, semiconductors, motors, batteries, wind power and other sectors. Gem took the lead in turning red, with an increase of more than 1%. The adjustment force of the market comes from yesterday’s strong sectors: the make-up decline of coal and banks, and the sluggish performance of insurance, securities companies, oil and mining. Therefore, there is obvious polarization in the market.
Afternoon forecast: inferring from the heavy fall in the morning and the boundless rebound, the stock index still has the power to fall in the afternoon. Pay attention to controlling the position.
Investment suggestions:
Recently, the market sector rotates very fast. After a sharp rise, we should evacuate in time and switch to the next potential opportunity point. After new year’s day, A-shares continued to callback. It is suggested that the midline bargain hunting pay attention to technology stocks such as intelligent driving and chips with large growth space. In the short term, we can focus on four opportunities: state-owned assets reform, high annual growth, securities companies and oversold new shares.
