today’s disk
Affected by the external adjustment, the three major indexes opened sharply lower this morning. Fortunately, after the shock, the market sentiment was relatively controllable and did not significantly fall to the freezing point.
On the disk, the sector also has a certain degree of activity, and real estate continues to strengthen, Langold Real Estate Co.Ltd(002305) , Hubei Fuxing Science And Technology Co.Ltd(000926) , Metro Land Corporation Ltd(600683) , China Wuyi Co.Ltd(000797) , etc; Photovoltaic and wind power are also catalyzed by news; The automobile sector and the reform of state-owned enterprises also continued to strengthen in turns. The coal industry, mining industry, shipbuilding, public utilities, energy metals and other callback is obvious. Individual stocks did not continue the previous pattern of rising more or falling less, and trading sentiment decreased slightly. In terms of capital, northbound capital presents a net inflow pattern, but the inflow amount is relatively general.
message interpretation
SASAC held a special promotion meeting to deepen the reform of state-owned holding listed companies and strive to be an example of the three-year action of state-owned enterprise reform. Weng Jieming, deputy director of the office of the State Council Leading Group for state-owned enterprise reform and deputy director of SASAC, said that state-owned holding listed companies should strive to set an example in three aspects: in-depth implementation of the three-year action of state-owned enterprise reform, operation in accordance with laws and regulations, and promoting the healthy and stable development of the capital market.
This year is the final year of the three-year action of decisive battle and victory in the reform of state-owned enterprises. At the same time, the 2022 government work report mentioned that we should complete the three-year action task of state-owned enterprise reform, accelerate the layout optimization and structural adjustment of the state-owned economy, strengthen the supervision of state-owned assets, promote state-owned enterprises to focus on the main responsibility and main business, and improve the support and driving capacity of the industrial chain and supply chain. In the future, with the deepening of reform, it is expected that the development space of the industry is worth observing.
should on strategy and focus
Today, after the Shanghai stock index opened sharply lower, it fluctuated higher. The time-sharing yellow line led the rise of the white line, and the subject direction remained active. However, it should be noted that the time-sharing higher trading volume has not been significantly enlarged, and there are signs of top deviation in MACD, so it is expected to be repeated in the future. The daily line successfully covered the gap left in the early trading, but it did not return to the top of the 5th line. In the short term, we need to observe the breakthrough strength. The gem is relatively weak and is still under pressure. The downward trend line formed since March 1. Strategically, it is suggested to continue to do a good job in position management, especially under the background that the current market rotation pattern has not changed significantly, rhythm control is also very important.
