The stock indexes of Shenzhen and Shanghai rose and fell at a high level in the overseas market, the large-scale net inflow of funds from the North exceeded 1.7 billion yuan, the central bank carried out 700 billion yuan medium-term lending facility (MLF) operation and 100 billion yuan open market reverse repurchase operation, and the bid winning interest rate decreased by 10 basis points, the rise of digital economy concept stocks across the board, and the acceleration of risk clearing of some varieties with excessive periodic premium, Under the influence and resonance of “general rise + sharp rise + big rise” reappeared by the vast majority of industry segmentation indexes, it is given to open high and attack the positive line, and the multi head counterattack at the end of three or five waves. As long as the volatility is stable and the strong support of the value center last week is not broken, the trend shareholding can be operated.
Looking at the stock index, adjust the end of the wave, give the contraction resistance positive line, maintain the stability of the volatility at 3500 points without breaking, and have the kinetic energy and demands to cover the gap of 3555 points in a small cycle. If it is unable to recover 3600 points, be careful not to see the bottom of the fifth sub wave; The gem index has a double bottom upside structure, breaking through the high resistance of last week in large quantities, shortening the green column with MACD index and initially forming a golden fork. It is expected that there is a high probability of exploring and breaking through 3200 points in the future market; Combined with the fact that the large-scale upward attack of the Kechuang 50 index has broken through the resistance of 1330 points, and the positive line of the reduced upward attack given by the end of the three waves of the Shenzhen composite index is about to test the operation of 14400 points, it is expected that the fierce long and short game in a small cycle or turn back run will not reverse the “cross year red envelope” that has benefited the head.
At the beginning, covid-19 pharmaceutical, state-owned assets cloud, software services, digital currency, information security, domestic software, intellectual property rights, byte beat, Xinchuang, Hongmeng concept, remote office, tobacco concept, RCS concept, sodium battery, cloud computing, big data, operating system, edge computing, meta universe concept, electronic payment, etc concept, blockchain, cloud games, it equipment Advertising packaging, Internet and other sectors led the rise, with large-scale net capital inflow and an average volatility of more than 3%, which constituted a strong positive leading and driving force for the index. Combined with the long short energy ratio, 171 stocks rose by more than 9%, 485 stocks rose by more than 5%, 1088 stocks rose by more than 3%, 14 stocks fell by more than 9%, 77 stocks fell by more than 5%, and 198 stocks fell by more than 3%. It is expected that under the background of the overall rise of the new core main line, the capital market is expected to be influenced and stimulated by many favorable combinations, Usher in a more aggressive “cross year red envelope” market.
On the news side, the sales of semiconductor equipment in Japan will set a record for four consecutive years by 2023, and it is expected that the fiscal year 2021 will increase by 40.8% over the previous fiscal year to 3.3567 trillion yen. The home office under the covid-19 epidemic has expanded the demand for semiconductors more than expected, and the investment related to environmental protection for decarbonization has also driven the growth of semiconductor demand. It is expected that the sales of semiconductor equipment will increase by 5.8% to 3.55 trillion yen in 2022 compared with the previous fiscal year, and increase by 4.2% year-on-year to 3.7 trillion yen in 2023. On the Chinese side,
The national top-level design emphasizes that constantly strengthening, optimizing and expanding China’s digital economy is a strategic choice to grasp the new opportunities of a new round of scientific and technological revolution and industrial reform. The healthy development of digital economy is conducive to promoting the construction of a new development pattern, a modern economic system and a new national competitive advantage. The 14th five year plan for the development of digital economy is the first national special plan in the field of digital economy in China. The Ministry of industry and information technology, the national development and Reform Commission and other departments are intensively carrying out a new round of deployment, moderately ahead of schedule the construction of new infrastructure such as 5g and big data center, implement the digital transformation of manufacturing industry, and focus on manufacturing, mining The application of “5g + industrial Internet” in key industries such as electric power will accelerate the digital transformation and upgrading of large, medium and small enterprises, and promote the deep integration of digital technology and the real economy.
The central bank stressed that in order to maintain the reasonable and abundant liquidity of the banking system, it carried out RMB 700 billion medium-term lending facility (MLF) operation and RMB 100 billion open market reverse repurchase operation on January 17, 2022, and lowered the winning interest rate by 10 basis points; Give full play to the role of market players such as small and micro enterprises and individual industrial and commercial households, continue to consolidate the foundation for steady growth and employment, and further increase support for first loan, renewal loan and credit loan; Dredge the transmission mechanism of monetary policy, fully support scientific and technological innovation, and give full play to the role of capital market in promoting scientific and technological innovation. Ten ministries and commissions jointly issued the guiding opinions on promoting the orderly transfer of manufacturing industry, made arrangements for “what to transfer”, “who to undertake” and “how to undertake” of manufacturing industry, and put forward the key directions, key industries and safeguard measures for the transfer of manufacturing industry. According to the data of the National Bureau of statistics, in 2021, the added value of industries above designated size increased by 9.6% over the previous year, with an average growth of 6.1% in the two years. Among them, the added value of mining industry increased by 5.3%, manufacturing industry increased by 9.8%, and power, heat, gas and water production and supply industry increased by 11.4%; The added value of high-tech manufacturing and equipment manufacturing increased by 18.2% and 12.9% respectively, 8.6 and 3.3 percentage points faster than that of industries above Designated Size; And the data that the output of new energy vehicles, industrial Siasun Robot&Automation Co.Ltd(300024) , integrated circuits and microcomputer equipment increased by 145.6%, 44.9%, 33.3% and 22.3% respectively. It is expected that the digital economy sector rising across the board may launch a trend attack on the market. Investors are advised to focus on tracking and paying attention.
The author believes that the investment in the central budget will speed up the release progress, and the “14th five year plan” will promote “two new and one heavy”, that is, new infrastructure, new urbanization, major transportation and water conservancy, etc; Ten departments including the Ministry of industry and information technology encourage the incubation and transformation of scientific and technological innovation achievements in the eastern region in the central, Western and northeast regions, promote the upstream and downstream docking and cooperation mode of industrial chain supply chain, and create a competitive industrial chain supply chain ecosystem; In 2021, China’s GDP increased by 8.1% over the previous year, with a total economic output of 114.4 trillion yuan, a per capita GDP of 80976 yuan and a balance of foreign exchange reserves of 3250.2 billion US dollars, ranking first in the world. It is clear that the main line of core beneficiary investment is expected to start a long trend of shock and rise from now on, and deduce the main wave of upward attack. In combination with Zhejiang Province, accelerate the construction of digital industrial clusters such as digital security, integrated circuit, network communication, intelligent computing, high-end software and intelligent photovoltaic, and promote the deep integration of digital economy and manufacturing industry; The 14th five year plan for high-quality development of Shenzhen’s financial industry proposes to promote the “Finance +” strategy, strive to build a global innovative capital formation center, a global financial technology center, a global sustainable financial center and an international wealth management center, and is expected to benefit from the core investment main line driven by favorable industrial policies and performance growth, It is being focused by institutional funds and forming a new investment “growth pole”. In view of this, we will continue to focus on semiconductors, components, lithography machines, MCU chips, new materials, data centers, industrial machines, 5g, artificial intelligence, Internet of things, quantum technology, aviation, metauniverse, communication equipment, new energy vehicles, it equipment, UHV, hydrogen energy, scarce resources, rare earth permanent magnets, securities, insurance, medicine, health care Biological vaccine, food and beverage, agriculture, forestry, animal husbandry and fishery and other sectors should grasp the “two low and one high” subdivision of leading companies for bargain hunting layout, which should be that opportunities outweigh risks. (author: Zhang Cuixia, chief investment adviser of Jufeng investment)
attached: daily analysis diagram of different indexes
(daily analysis diagram of Shanghai stock index 2022-1-17)
(daily analysis diagram of Kechuang 50 index 2022-1-17)
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