1. This week, the global financial market events continued! The Federal Reserve’s interest rate resolution in January hit hard, the earnings of technology stocks have attracted attention, and large companies such as apple, Microsoft and Tesla will disclose their earnings one after another. China’s Spring Festival holiday is approaching, and the January PMI data will be released on January 30. In addition, according to the rules of Shanghai and Shenzhen Stock Exchange, January 31 is the deadline for 2021 performance forecast of GEM companies and other companies with significant performance fluctuations, and Friday may reappear the “thunder night”.
2. According to China Fund News, the fourth quarter report of public funds in 2021 is about to be disclosed, and the overall position of the fund company is basically released. From the perspective of industry allocation, the market value of the overall allocation of the fund to the manufacturing industry was the highest in the fourth quarter; In terms of individual stocks, the first heavy position stock is still Kweichow Moutai Co.Ltd(600519) , followed by Contemporary Amperex Technology Co.Limited(300750) . The fund added four new energy and consumer electronics in the second quarter, reducing Baijiu and pharmaceuticals. Qinghai Salt Lake Industry Co.Ltd(000792) has the highest market value and the market value of the warehouse is 6 billion 264 million yuan. The market value of Contemporary Amperex Technology Co.Limited(300750) is the highest, reaching 60 billion yuan, followed by Kweichow Moutai Co.Ltd(600519) and Wuxi Apptec Co.Ltd(603259) .
