today’s disk
The Shanghai and Shenzhen stock indexes showed a shock adjustment pattern as a whole. The three indexes opened low and walked low, and showed signs of accelerated adjustment in the afternoon. Finally, the three indexes broke the recent low and closed at the lowest point of the whole day. The three major indexes all closed out of the negative line, with a decline of more than 2%. The weak pattern is self-evident.
In terms of industry sectors, only precious metals and airports rose, while other sectors were adjusted across the board. Among them, cloud games, Huawei shengteng, radio and television, digital currency, virtual digital human, virtual digital human, byte concept and other sectors led the decline. In terms of the rise and fall of individual stocks, less than 300 stocks rose in the two cities, and more than 4300 stocks fell, with a very poor profit-making effect. As of the closing, the main capital outflow was more than 73 billion, the net sales of northward capital was 3.5 billion, and the market turnover shrank to 0.93 trillion.
analysis of the current position of the index
Today, the market is stimulated by the superposition of various risk factors, and then the superposition trend is downward, so there is a trend of killing panic. There are expectations for the Fed’s interest rate increase and profit decline, that is, the new Russian Ukrainian conflict belongs to the impact of emergencies, which is more uncertain, but the impact on the financial market is secondary and short-term. The Federal Reserve’s interest rate discussion fell on Wednesday night and the PMI fell on the weekend. The mandatory annual report forecast disclosure ended, but the uncertainty will be reduced in February. Therefore, the current position suggests to continue to control the position and patiently wait for opportunities to improve the position.
Recently, there have always been some stocks with a limit after the annual report forecast, such as today’s Cnfc Overseas Fisheries Co.Ltd(000798) , Beijing Shunxin Agriculture Co.Ltd(000860) . January is the disclosure period of the annual report forecast, Ganfeng Lithium Co.Ltd(002460) , Yunnan Energy New Material Co.Ltd(002812) and other forecast annual reports have rebounded after the annual report. The impact of performance on sentiment will be temporarily terminated with the end of January, and the forecast in February will not be so concentrated. Therefore, after Wednesday, the Federal Reserve’s interest rate meeting landed, and after the PMI data landed at the weekend, there were no uncertain events after the Spring Festival in February. At the moment of bottoming to darkness, we still need to hold on to the light warehouse and patiently wait for the dawn.
coping strategies and focus
There is no need to repeat the operation. At present, we should watch more and move less, and wait patiently. The follow-up industry still needs to excavate in the direction of high prosperity. Growth stocks that benefit from steady growth and are expected to be good in the first quarter are the main direction of mining in the later stage.
