[pre disk interpretation]
On Friday, under the background of the general decline of the periphery overnight, the three major A-share indexes opened high and walked high. The Shanghai index broke through the 3100 point that could not be attacked for a long time, further promoting the rebound market. The volume of the two markets can be released simultaneously, the capital inflow to the north is accelerated, the risk appetite of investors is improved, and the market profit-making effect is gradually improved.
On the disk, the sector shows the characteristics of general rise. HENGQIANG, the strong new energy track represented by scenery and lithium battery, continues to lead the market of the two cities; The sectors of Baijiu and coal began to rotate, and the funds were sentimental and accelerated to spread; Securities companies and insurance sectors have made up for the rise, which does not rule out that the future market will contribute to the index; Affected by the sharp adjustment of the five-year LPR interest rate and the continuous decline of local mortgage interest rates, banks continue to remain weak.
Technically, the Shanghai stock index has successfully stood at 3100 points, and the oversold rebound since the end of April is still continuing. In the short term, it does not rule out the action of continuing inertia to rush higher. Pay attention to the pressure of 31503200 points in the early chip transaction intensive area, and the support level focuses on 3107 points in the short jump gap on Friday. The technical indicators of the Shanghai Stock Index accelerated the repair, the bottom reading and top escaping continued to turn red, the long and short boundary entered a critical state, the band trading continued to rise, and the short-term vigilance against possible stepping back.
Throughout the world, A-Shares can be described as “one branch outshining others”. At present, the multiple negative effects of suppressing the index in the early stage have gradually dissipated, the epidemic has been improving, China’s economy has gradually got rid of the trough, the RMB exchange rate has begun to stabilize, and the Hong Kong stock market bottomed and rebounded. Whether in terms of fundamentals, technology or policy, A-Shares have high investment value, and the probability of continuous significant adjustment in the future market is limited. Strategically, control the position at about 50%, temporarily focus on shareholding, do not blindly chase up and down, and focus on consumption and new infrastructure, such as new energy vehicles, photovoltaic, wind power and other directional opportunities.
[message side]
The office of the CPC Central Committee and the office of the State Council printed and distributed the opinions on promoting the implementation of the national cultural digitization strategy.
The opinions on promoting the implementation of the national cultural digitization strategy was issued. The opinions proposed to consolidate the cultural digitization infrastructure and form a national cultural network by relying on the existing cable TV network facilities, radio and television 5g network and interconnection platform; Develop new scenes of digital cultural consumption, and vigorously develop new digital cultural experience combining Wuxi Online Offline Communication Information Technology Co.Ltd(300959) integration and online presence; Accelerate the digital layout of the cultural industry, cultivate a number of new cultural enterprises in the fields of cultural data collection, processing, trading, distribution and presentation, and lead the direction of digital construction of the cultural industry; Support digital cultural enterprises that meet the attributes of science and innovation to be listed and financed on the science and innovation board, promote the construction of disciplines related to cultural digitization, and make good use of the integration platform of industry and education. Rural e-commerce, combined with the advantages of Internet +, has greatly promoted the trade efficiency of Shenzhen Agricultural Products Group Co.Ltd(000061) . Accelerating the development of rural e-commerce in the 14th five year plan also mentioned that rural e-commerce is an important field of e-commerce and undertakes the important responsibility of promoting rural revitalization.
[short term hot spot]
The layout plan of electronic cigarette retail outlets in Shenzhen was officially released. Recently, many places have intensively released the layout planning of e-cigarette retail. At the same time, 25 provinces, municipalities directly under the central government, autonomous regions and separately listed cities in China announced the number of e-cigarette retail licenses in their respective regions, with a total of 39553 in China. Among them, Jiangsu ranks first with 5057 licenses.
According to “my steel network”, some Indian mines have been notified to raise the export tariff of iron ore from now on, which will reach 45% – 50% after adjustment. Some traders have made it clear that they will not perform the pellet contract after June. It is expected that the existing steel mills using Indian pellets will be transferred to more cost-effective Chinese pellets.
