Afternoon Commentary: The Shanghai Index fell 0.59% after a weak shock; the concept of new crown medicine broke out, and the financial and real estate sectors were weak – yqqlm

In the early trading of January 14, the Shanghai Stock Exchange opened lower and moved lower, and the weak and volatile intraday test dropped to test the 3,500-point support; the Shenzhen Component Index and the ChiNext Index once rose and went higher, and then the gains fell back. As of the close at noon, the Shanghai Composite Index fell 0.59% to 3534.17 points, the Shenzhen Component Index rose 0.14%, and the ChiNext Index rose 0.64%; the two cities had a total turnover of 647.2 billion yuan, and northbound funds bought a net 863 million yuan.

From the perspective of the disk, the concept of new crown medicine broke out, Shutaishen and Frontier Bio’s “20cm” daily limit, Hanyu Pharmaceutical and Yaben Chemical soared by more than 18%; new crown detection, pre-made dishes, generic drugs, Metaverse and other topics were active; Sectors such as semiconductors, agriculture, and automobiles strengthened, while sectors such as coal, oil, insurance, banks, brokerages, and real estate weakened.

Guosheng Securities pointed out that the current index has broken through the 60-day line support, and the center of gravity is further approaching the annual line of 3540, and the later annual line will serve as an important support level. From the perspective of the institutional adjustment cycle, it is difficult to complete the substantial changes in the position structure in the next few trading days after the year, and there are still large differences in the later period. The current operation of the switch is the most difficult. However, due to the rapid withdrawal and the release of short-term risks, the market sentiment will eventually return in the absence of significant negative economic data, liquidity data, and policy guidance. Suck. Under the epidemic situation, some advocates to celebrate the New Year on the spot, and the “pre-made dishes” trend may continue. At the same time, more funds have been poured into the Metaverse and hydrogen energy in the early stage, and the themes have room for imagination, and can continue to be tracked.