[pre disc interpretation]
On Monday morning, the inertia opened low under the influence of peripheral markets, and then launched the whole day differentiation and shock trend. However, yesterday we have suggested that the main tone of this week is to maintain stability. In addition, we have adjusted a certain space in the early stage, so we are still not too pessimistic about the current position in the short term. At present, the market has a high degree of recognition for the current stage of resistance support, and we will continue to observe whether there are good repair opportunities in the later stage.
On the disk, although individual stocks rose less and fell more, the rise limit was significantly more than the fall limit, and the northward capital continued to flow in, indicating that the optimistic attitude of large funds did not change. In the sector, lithium mines and lithium extraction from salt lakes were strong all day stimulated by the good news; COVID-19’s overall performance of drugs, insurance and Baijiu was weak, and the decline in the drug sector continued last Friday. In the hot spot direction, we will continue to maintain the original optimistic low-level blue chip, new and old infrastructure, as well as the hot branch digital economy in the new infrastructure.
Technically, at present, the Shanghai index has stepped back to an important integer level to support 3500 points, and the gem has also hit a new low, but after the new low, the stock indexes have shown a willingness to repair. At present, there are signs of stabilization and oversold rebound demand in the short cycle of the market. However, due to the strong wait-and-see mood of funds before the festival, the position is still controlled at about 50% as far as possible.
Strategically, from a long-term perspective, we still maintain a positive and warm attitude. First, the support of the economy. With the phased recovery of economic data last year, the overall support of the market is good; Second, under the central bank’s RRR reduction and “interest rate reduction”, the easing cycle began, and there was a liquidity boost in the market. Therefore, under the macro support and boost, the restorative market can still be expected. However, the short-term is approaching the Spring Festival holiday, the volume can shrink, the trading is insufficient, and attention should be paid to style screening in operation. On the basis of grasping the total position, we can appropriately absorb some promising high-quality targets at a low price; If you are cautious, you might as well watch more and move less to avoid the external fluctuations and uncertainty of the trend after the festival.
[message side]
The comprehensive work plan for energy conservation and emission reduction in the 14th five year plan proposes to increase the proportion of new energy vehicles used in urban public transport, leasing, logistics, sanitation and cleaning. We will fully implement the national six emission standards for automobiles and the national four emission standards for non road mobile diesel machinery, and basically eliminate vehicles with national three and below emission standards. We will further implement the clean diesel engine action and encourage heavy diesel trucks to replace them. Implement the vehicle emission inspection and maintenance system and strengthen the management of vehicle emission recall. Strengthen the promotion and application of clean energy power for ships, and promote the transformation of ship shore power receiving facilities. Vigorously develop intelligent transportation and actively use big data to optimize transportation organization mode. By 2025, the sales volume of new energy vehicles will reach about 20% of the total sales volume of new vehicles, and the proportion of railway and waterway freight will further increase.
[short term hot spot]
On the 24th, the 8K UHD channel of China Central Radio and Television Corporation was launched and the public large screen project of “one hundred cities and one thousand screens” was officially launched. At the upcoming Beijing Winter Olympics, the head office will use 8K technology to produce public signals for opening and closing ceremonies and freestyle skiing. Cctv-8k UHD channel will enter the network and households in Beijing and Guangdong Cable TV networks, and broadcast synchronously on hundreds of UHD screens across the country.
According to reports, at 11:30 am on January 24th, the forenoon combustion and Propulsion Laboratory of the Institute of space and aviation, Tsinghua University, carried out a demonstration test of a new type of engine flight. The engine ignited successfully and worked stably within the predetermined height and speed range, and the test was a complete success. The test shows that China has mastered the independent R & D and engineering implementation ability of the new engine, and ranks among the forefront of the world in the field of new aerospace power.
[European and American stock markets]
On Monday, US Eastern time, affected by multiple factors, the three major US stock indexes opened low and went high, rebounded rapidly in the late trading, and staged a “V” reversal. As of the closing, the Dow closed up 99.13 points to 34364.50 points, or 0.29%; The NASDAQ closed up 86.21 points to 13855.13 points, or 0.63%; The S & P 500 index closed up 12.19 points, or 0.28%, at 4410.13. During the session, the Dow fell more than 1100 points, down 3.25%, the NASDAQ fell nearly 5% and the S & P 500 index fell nearly 4%.
Affected by the tension in Ukraine, European capital markets fell across the board. On Monday, European time, the main indexes of European stocks fell sharply. As of the close, the UK FTSE 100 index closed at 7297.15, down 196.98 points or 2.63% from the previous trading day; France CAC40 index closed at 6787.79 points, down 280.80 points or 3.97% from the previous trading day; Germany DAX30 index closed at 15011.13, down 592.75 points or 3.80% from the previous trading day. The Russian RTS index fell 113.71 points, or 8.11%, to 1288.17.
