brief description of disk
On Wednesday, the differentiation of A-Shares was obvious, the Shanghai index rose and fell, and the gem fluctuated and fell. On the disk, industries such as games, cement building materials, Internet services, cultural media, tourism hotels, household light industry, decoration building materials, education, engineering consulting, steel and commercial department stores led the increase, while energy metals, batteries, wind power equipment, non-metallic materials, photovoltaic equipment, aerospace, semiconductors, small metals and auto parts led the decline. In terms of theme stocks, cloud games, electronic license sectors, NFT concept, mobile game concept, online tourism, radio and television, etc, digital reading, covid-19 drugs, etc. led the rise; Blade battery, Saline Lake lithium extraction, cultivation of diamonds, power batteries, CRO, Baijiu, HUAWEI automobile, rare earth permanent magnet and other top down.
message plane
central bank: there is less room for further adjustment of the deposit reserve ratio, but there is still some room
Liu Guoqiang, vice governor of the central bank, said at the press conference of the State Council Information Office on January 18 that the current average deposit reserve ratio of financial institutions is 8.4%, which is not high. It should be said that the level of deposit reserve ratio is not high compared with other developing economies or our historical deposit reserve ratio, and the space for further adjustment becomes smaller. However, from another perspective, the space has become smaller, but there is still a certain space, which can be used according to the economic and financial operation and the needs of macro-control.
advanced infrastructure! Build a large scenic base! The "top ten red envelopes" of the national development and Reform Commission hit
Infrastructure construction ahead of schedule, energy security, special debt issuance, spring ploughing and fertilizer supply guarantee... At least 10 "big red envelopes" were thrown out at the just concluded first press conference of the national development and Reform Commission in 2022. Yuan Da, director of the comprehensive Department of national economy of the national development and Reform Commission, said that there were many uncertain factors in the first quarter of this year. We should appropriately move the policy starting point forward, make early arrangements, start early and achieve early results, and meet various challenges with a stable economic operation situation.
Microsoft's $68.7 billion acquisition of Activision Blizzard A-share game company is expected to revalue
Last night, the blockbuster news of "Blizzard selling to Microsoft" detonated at home and abroad, and the "selling fee" was as high as an amazing $68.7 billion. This has dramatically shaken the global game industry.
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: judging from the situation this week, the market has switched to the annual report market. In the short term, the valuation repair market of blue chips is more safe than the valuation improvement of growth stocks. Overnight, the global stock market fell sharply, the US stock anti epidemic concept, financial stocks and large technology stocks fell across the board, and only the oil sector rose slightly against the market. It is expected that A-Shares will be difficult to get rid of the traction of peripheral decline, will open low, and the Shanghai Composite Index will continue to step back on the line of 3500 points.
In fact, undervalued stocks are still repairing with the help of the pre increase in the annual report. Today, steel, coal, cement and building materials rose sharply. In addition, with the help of Microsoft's acquisition of Blizzard, the concept of meta universe has greatly strengthened and activated the market atmosphere. The Shanghai Stock Index repeatedly saw around yesterday's closing price because of the strength of the above cyclical sectors, and the gem index continued to callback driven by lithium battery, cro and other sectors.
In the afternoon, the decline of gem expanded, approaching the new low of the year. Lithium battery, wind power, photovoltaic, wine making and military industry are the leading forces in the market decline; After 14:00, the decline of the stock index narrowed, mainly due to the narrow decline of the lithium battery sector represented by Contemporary Amperex Technology Co.Limited(300750) .
investment advice:
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.
