Today's a shares, like today's sun, are a little warmer.
Niu Yanjun thinks that the rise of the stock market today may be stimulated by a news from the central bank in early trading.
According to the news on the central bank's website, in order to maintain the reasonable and abundant liquidity of the banking system, the people's Bank of China carried out RMB 700 billion medium-term lending facility (MLF) operation and RMB 100 billion open market reverse repurchase operation on January 17, 2022. The bid winning interest rate of medium-term lending facility (MLF) operation and open market reverse repurchase operation decreased by 10 basis points.
This was interpreted as positive by the market, so A-Shares rose today.
Niu Yanjun found that this is the first decline in MLF interest rate after "standing still" for 21 consecutive months.
There is a brokerage analysis, the central bank chose to reduce the MLF interest rate before the year, probably from the promotion of enterprise expectations and stable employment.
From the Shanghai stock market, today is a contraction. It fell below the 250 day moving average last Friday and rebounded to that line today.
judging from today's capital line, there was capital inflow in the morning and capital outflow in the afternoon. It rebounded slightly throughout the day and rebounded to the maximum holding position, which means that it is not sure to break through this pressure level at present.
therefore, it is hard to say at present. The market has bottomed out. It may also be a technical rebound after falling below.
it is illogical for the pressure above the capital line to break through the pressure level in just one day. Therefore, you can observe it for a few more days.
as the saying goes, it's not urgent to copy the bottom, but it's faster to escape the top. In history, many experts were caught on the way of bottom reading.
another common saying is that those who can buy are disciples, those who can sell are masters, and those who can empty positions are grandparents.
many retail investors, no matter what trend, are constantly trading throughout the year, which is obviously inappropriate. If they feel that it is difficult to operate the market and are short for a period of time, it is advisable to re-enter the market after studying the market thoroughly.
From today's disk, stocks related to the digital economy performed better.
in addition to those hot money tickets, there are also some institutional tickets, such as Beijing Sinnet Technology Co.Ltd(300383) .
There is also the continued strength of pharmaceutical stocks, such as Phichem Corporation(300398) mentioned on January 4.
The pharmaceutical stocks among the optional stocks of Niu Yanjun have also been playing the board for two consecutive days recently. Most of this is stuck with some concept, just like the concept of planting beans and melons.
Some experts believe that this aspect of digital economy can be studied carefully.
For international events, you can pay attention to the eruption of Tonga volcano. Some securities companies say that agriculture is affected or most affected.
There is also the situation in Ukraine. Pay close attention to its impact on international oil prices.
From today's hot money, what are the trends?
(1) today's hot money trend
Fang Xinxia
Purchase 40.98 million Newcapec Electronics Co.Ltd(300248) ;
Purchase 53.61 million Hybio Pharmaceutical Co.Ltd(300199) ;
Purchase 75.39 million Zhejiang Hisun Pharmaceutical Co.Ltd(600267) ;
Liyang Road
Purchase 28.02 million Beijing Egova Co.Ltd(300075) ;
Purchase 69.15 million Beijing Jetsen Technology Co.Ltd(300182) ;
Purchase 18.36 million Allmed Medical Products Co.Ltd(002950) ;
Zhang Mengzhu
Purchase 80.05 million Beijing Egova Co.Ltd(300075) ;
Purchase 44.44 million Newcapec Electronics Co.Ltd(300248) ;
Niu Yanjun concluded: since December last year, due to the continuous outflow of foresight funds, a huge hold up market has been formed on the capital line recently. It is not possible to effectively break through this hold up market only from today's trend. Therefore, it is beneficial to observe more for a period of time. The trading strategy is not to rush to copy the bottom, but to escape the top quickly.
Fang Xinxia: today, the concept of covid-19 specific drug rose the first, and six stocks in the sector rose the limit. There is no doubt that the concept of covid-19 specific drug is the mainstream of the current market. Today, "Fang Xinxia" strongly bought 40.98 million yuan Newcapec Electronics Co.Ltd(300248) , 53.61 million yuan Hybio Pharmaceutical Co.Ltd(300199) , and 75.39 million yuan Zhejiang Hisun Pharmaceutical Co.Ltd(600267) .
Liyang Road: today, "Liyang road" strongly buys two hot spots in the market, including 28.02 million yuan Beijing Egova Co.Ltd(300075) and 69.15 million yuan Beijing Jetsen Technology Co.Ltd(300182) . From the perspective of Beijing Egova Co.Ltd(300075) fundamentals, the company's meta universe platform system has recently obtained a software copyright certificate.
Zhang Mengzhu: today, the digital economy has set off a wave of limit trading, with at least 20 stocks trading. In terms of news, the digital economy is very good. Today, "Zhang Mengzhu" bought 80.05 million yuan Beijing Egova Co.Ltd(300075) and 44.44 million yuan Newcapec Electronics Co.Ltd(300248) .
(2) logical comments on hot stock list
Chimin Health Management Co.Ltd(603222)
From today's Dragon and tiger list, the "new hand one" bought 46.48 million yuan, in addition, Huatai Securities Co.Ltd(601688) headquarters bought 56.18 million yuan, and Huaxin Securities Shanghai Branch bought 54.9 million yuan. However, from its trend, it was previously a "pig killing sector" stock.
From the perspective of the company's fundamentals, Spain linear, a wholly-owned subsidiary of the company, has seven product lines, including clinical chemical diagnostic reagents, immunological diagnostic reagents, blood testing reagents, rapid diagnostic reagents, enzyme-linked immunodiagnostic reagents, laboratory instruments and in vitro diagnostic medical products, Its core products FOB fecal occult blood automatic immune monitoring and Helicobacter pylori detection kit have strong market competitiveness.
