brief description of disk
On Wednesday morning, A-Shares rose and fell, continuing the adjustment trend. On the disk, wind power equipment led the rise, while industries such as steel, power grid equipment, petroleum, engineering machinery, cement and building materials, electricity, photovoltaic equipment and insurance led the rise, while industries such as tourism and hotels, software development, Internet services, computer equipment, pharmaceutical commerce and precious metals LED the decline. In terms of subject stocks, organic silicon, pumped storage, helium concept, wind energy, virtual power plant, green power, UHV and carbon based materials led the increase, while data security, Huawei concept, digital currency, digital economy, state-owned assets cloud concept, network security and e-government led the decline.
message plane
voice of the CBRC! Promoting a virtuous circle in the real estate industry
The working meeting of the CBRC will be held in 2022. On January 24, the 2022 CBRC working meeting was held. The meeting summarized the banking and insurance supervision work in 2021, analyzed and studied the situation, and deployed the key tasks in 2022. The meeting proposed to effectively improve the forward-looking effectiveness of supervision and support moderately advanced infrastructure investment. Promote the financing increment, expansion and price reduction of small, medium-sized and micro enterprises. The meeting stressed the need to resolutely prevent the disorderly expansion of capital in the financial field and set up "traffic lights" for capital in the financial field.
the front page of Securities Daily shouted that institutional investors: stand up the backbone of A-Shares
The recent weakness of the A-share market is an overreaction to negative factors, which is transmitted through institutional investors. At present, the proportion of Chinese institutional investors in the market has been greatly increased, and their financial strength is not what it used to be. However, there are shortcomings in the investment philosophy of many institutional investors, especially in the judgment of market hot spots and Industry Valuation, which can not play the role of market ballast and fixing star. In case of trouble, mainstream investment institutions need to maintain the overall situation, lead the direction and play their due role.
centralized mining "speed up and expansion" in 2022: the seventh batch of national procurement with quantity was launched
Recently, the seventh batch of national centralized procurement has been started. According to the circular on submitting the procurement data related to the scope of the seventh batch of centralized drug procurement organized by the state issued by the joint drug procurement office of the state organization, the seventh batch of national procurement involves 59 varieties and 208 product specifications. There is no lack of omeprazole injection, meropenem, metoprolol and other large varieties with the magnitude of 100 million yuan.
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 rebounded slightly overnight; U.S. stocks continued to fluctuate sharply, large technology stocks generally fell, and energy stocks rose sharply. It is expected that A-Shares will continue to shock and bottom, new energy stocks will continue to callback, and energy and gold sectors are expected to rebound.
In fact, the three indexes opened higher in the morning and rose rapidly. This phenomenon may be caused by the collective cheering of the state media for a shares. The front page of Securities Daily shouted to institutional investors: stand up the backbone of a shares! Shanghai Securities front page: experts said that the policy and capital of A-Shares are supported, and it is not appropriate to overreact to the market decline; China Securities Journal: emotional factors disturb the A-share market, which is expected to be gradually repaired; Front page of Securities Times: keep the clouds open and see the moon bright.
However, at present, the A-share market is too heavy, and many investors choose to close at a good time. Only five minutes after the invoice soared, the index fell collectively. After 10 o'clock, the stock index gradually stabilized and rebounded, and after 11 o'clock, the stock index weakened again. Wind power, electric power, power grid, steel, cement, photovoltaic, oil and other energy sectors led the rise. Yesterday's strong gold and tourist hotels made up the decline, and the performance of Internet, software and other technology stocks was in the doldrums.
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.
