Abstract: affected by the sharp fluctuations of peripheral stock markets, the market is expected to usher in an emotional shock today, and then it is expected to rebound as a whole. In the hot spot direction, it is suggested to pay attention to the oversold rebound of new energy and technology stocks; Tourism hotels, cultural media and other sectors depressed by the epidemic are also worth tracking the layout.
today's strategy
Pay attention to the new energy industry chain, digital economy, new concepts and the theme of Beijing Winter Olympics
general trend study
On January 24, the market was low and weak. Specifically, the main market indexes generally rose, but the increase was small. The Shanghai stock index and the gem index were running at a low level and had not recovered the annual line; The number of sectors rising is still less than half near the closing. The collective rise of the new energy vehicle industry chain constitutes the main long opportunity of the day.
On the whole, the market remains stable and there is no lack of structural trading opportunities, but the current capital style is relatively conservative. Considering that US stocks continued to weaken last week and fell below the annual line, while US stocks had not been traded at the opening of A-Shares on Monday, there was a wait-and-see mood in the market waiting for the landing of US stock risks, which dragged down the rebound; It is expected that there will be an emotional shock on Tuesday, and then it is expected to rebound as a whole.
In the hot spot direction, it is suggested to pay attention to the oversold rebound of new energy and technology stocks; Tourism hotels, cultural media and other sectors depressed by the epidemic are also worth tracking the layout.
