brief description of disk
On Tuesday morning, A-Shares opened low and went low, and the Shanghai stock index fell below 3500 points. On the disk, industries such as airports, aerospace, precious metals and tourism hotels rose against the trend, while industries such as communication services, coal, defense, cultural media, games, Internet services, high growth, computer equipment and software development led the decline. In terms of subject matter stocks, cloud games, RCS concept, digital currency, Huawei shengteng, radio and television, virtual digital human, VPN, smart government and so on led the decline.
message plane
monetary regulation moves forward, 14 day reverse repurchase volume increase and price decrease
Industry insiders believe that recently, a series of changes in monetary regulation from RRR reduction to "interest rate reduction" and then to liquidity overweight reflect the initiative and forward force, echoing the requirements of "stability". In the context of comprehensive policy implementation, the cross spring festival liquidity is expected to remain stable, and the downward movement of the market interest rate center will be consolidated, which is gradually reflected in the decline of enterprise financing costs. Monetary regulation is expected to continue to show a proactive attitude until the effectiveness of the steady growth policy is effectively demonstrated.
the market value evaporated by 33 billion yuan in four trading days Changchun High And New Technology Industries (Group) Inc(000661) "repurchase + overweight"
After eating the limit for three consecutive days, "northeast yaomao" Changchun High And New Technology Industries (Group) Inc(000661) (000661. SZ) finally opened the limit on January 24, but it still fell by 7.12%, and the daily turnover exceeded 8.4 billion yuan, breaking the historical daily volume, and the turnover rate exceeded 13%. Previously, due to the inclusion of growth hormone in the centralized collection of Guangdong alliance, the market was worried that Changchun High And New Technology Industries (Group) Inc(000661) performance space would be squeezed, causing shock.
vigorously developing the energy storage industry chain has become the highlight of many provinces and cities in 2022
The reporter found that Zhejiang, Henan, Sichuan and other places have written energy storage into the government work report, and vigorously developing the energy storage industry chain has become the highlight of many provinces and cities in 2022. The concept of green development is deeply rooted in the hearts of the people everywhere. In the context of the great development of new energy, the industry's demand for energy storage is increasing rapidly. In addition, some local governments have listed energy storage in their development plans for 2021 or the 14th five year plan, and a number of projects have "blossomed and fruited".
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: European stock markets fell 4% overnight due to geopolitical factors; U.S. stocks showed a big reversal, falling 2-4% in the session, turning red in the end, and new energy vehicle stocks performed poorly. It is expected that A-Shares will continue to shock and bottom, and new energy stocks that rose sharply yesterday may have a correction.
In fact, the Shanghai composite index quickly fell below 3500 points in the morning and continued to seek support after a slight rebound. On Monday, the concept of strong digital currency and power exchange plunged rapidly at the opening. Wind power, lithium battery and photovoltaic continued yesterday's strength, but the increase was greatly narrowed. European stock markets fell sharply overnight due to geographical factors. Today, military industry and gold led the rise against the market. There is only one tourist hotel in the sustainable hot sector.
From the technical point of view, the momentum of market decline is gradually weakened. In the afternoon, we will see whether the market turns for the better. We need to grasp the rhythm of bottom reading.
Investment suggestions:
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 have been callback continuously. It is suggested to bargain hunting in the middle line and pay attention to smart driving, chips and other technology stocks with large growth space. In the short term, we can focus on four opportunities: state-owned assets reform, high growth in annual reports, securities companies and oversold new shares.
