[pre disc interpretation]
Tuesday’s market seemed to be hung by the policy “participation in soup”. Under the positive stimulus of the Shanghai index, the red market rose, which not only covered the gap above, but also impacted the 3580 point pressure platform. However, individual stocks were dismal, the general decline pattern reappeared, and the gem also fell nearly 1%. At present, the market is seriously fragmented, there are great differences, and the disk is unstable, so we should not be anxious.
On the disk, yesterday morning, finance took the lead in making efforts, and then Chinese prefix, semiconductor and other sectors followed up to continue to boost the performance of the index. However, the sharp decline of many high-level theme stocks dealt a great blow to the disk sentiment, so that it finally ended in a general decline pattern. Obviously, the disk was seriously fragmented yesterday, and the funds showed the willingness to switch between high and low again. Therefore, for the direction of new infrastructure and digital economy repeatedly prompted by us before, we should also pay attention to cooperate with the market style and try to observe and look for the starting opportunities of low-level potential stocks.
Technically, the stock index [bottom reading and top escaping] index gradually turned red in 15 to 60 minutes, but the daily level repair has not been completed, and the index has also been blocked and dropped near 3580 points, indicating that the market still has the demand for repeated shocks to consolidate the foundation. At present, the upside of the Shanghai index is facing the selling pressure in the transaction intensive area of 3580-3600 points in the early stage. Next, continue to pay attention to the digestion here. The position should not be too heavy and controlled below 50%.
In terms of strategy, the current market differences are not only between stock index and stock index, stock index and individual stocks, but also reflected in northward capital. The inflow of Shanghai Stock connect is about 4.3 billion and the outflow of Shenzhen Stock connect is more than 2.3 billion, indicating that foreign investors prefer Shanghai stock market with many blue chips, which is also in line with our strategy of repeatedly reminding us to pay attention to low-level blue chips. Considering that there is still a correction process in the market, and the Spring Festival is approaching the end of the year, those with weak willingness to operate can slow down the pace and patiently wait for the opportunity of bargain hunting intervention; Those with lower positions and better risk control can continue to tap hot opportunities.
[message side]
Liu Guoqiang, vice governor of the central bank, said at a press conference on the 18th that the current economy is facing triple pressure, “stability” itself is the biggest “progress”. In short, the current key goal is stability, and the policy requirement is force. How?
I think from three aspects: first, make sufficient efforts to open the monetary policy toolbox more, maintain the stability of the total amount and avoid credit collapse; Second, the financial sector should not only welcome customers to the door, but also take the initiative to find projects, add effectively and optimize the economic structure according to the requirements of the new development concept; Third, push forward.
[short term hot spot]
Recently, six Leo broadband communication satellites independently developed by Galaxy Aerospace officially left the factory, which is the first batch of Leo broadband communication satellites developed by China. These satellites have arrived at the launch site and will be launched in the first quarter of this year to build a satellite internet test network, which is expected to achieve continuous communication services of more than 30 minutes at a single time.
It is reported that the scientific research team of the University of Michigan has used nano aramid fiber to achieve a “nearly perfect” design for the lithium sulfur battery, so that it can be used continuously for more than 1000 cycles, and the storage capacity is five times that of the current lithium-ion battery.
[European and American stock markets]
On Tuesday US Eastern time, the three major US stock indexes fell across the board. As of the close, the Dow fell 543.34 points, or 1.51%, to 35368.47; The NASDAQ fell 386.85 points, or 2.60%, to 14506.90; The S & P 500 index fell 85.74 points, or 1.84%, to 4577.11.
On Tuesday, European time, the main indexes of European stocks fell collectively. As of the close, the UK FTSE 100 index closed at 7563.55 points, down 47.68 points or 0.63% from the previous trading day; France CAC40 index closed at 7133.83, down 67.81 points or 0.94% from the previous trading day; Germany DAX30 index closed at 15772.56, down 161.16 points or 1.01% from the previous trading day.
