Summary
[Yuanda: The normal response to good failure can be low suction! ]Affected by the external market and news today, the three major indexes opened lower and then fluctuated. New materials led the decline. Although the index fell today, the performance of individual stocks was stronger than that before the holiday. The ratio of the daily limit was significantly stronger than that before the holiday. The market sentiment continued to pick up. There is no need to worry too much about the decline of the index, but the operation Still need low suction.
Today’s disk
Affected by the external market and news today, the three major indexes opened lower and then fluctuated. The ChiNext fell more than 1%.traditional Chinese medicine、Pharmaceutical businesslead up,semiconductorAnd components, coal mining and processing, and new metal materials led the decline. Although the index fell today, the performance of individual stocks was stronger than that before the holiday, with more or less rises and falls, and the ratio of the daily limit was significantly stronger than before the holiday. There is no need to worry too much about the fall of , but the operation still needs to be low-suction.
message interpretation
The central bank recently held a video conference on financial stability work in 2022, requiring that the regulatory resources and disposal resources should be coordinated, and horizontal and vertical coordination should be strengthened to form a joint force in financial risk disposal. Keep the bottom line of no systemic financial risks, and resolutely maintain overall economic and social stability. In terms of holiday news, the expectations of interest rate cuts and RRR cuts have failed, there are signs of tension in the external situation, and the inflection point of the local epidemic has not yet appeared. These news are not friendly to the short-term market trend, and it is necessary to pay attention to the market order requirements;
answerstrategy and focus
In terms of market trend, the market fluctuated upwards before the holiday, out of the structure of ABC waves, but it is still subject to the pressure of the oscillating box, and it is hard to say that the trend has completely turned. The obvious hot spots in the near future lie in the direction of medicine, real estate, etc. that are driven by events or supported by policies. During the holiday period, the warm air of medicine continues to blow, and there may still be performance opportunities in the short term, but we must beware of the risk of falling back after the inflection point of the epidemic. The expectation of interest rate cuts and RRR cuts in the real estate direction has failed, and the short-term increase is too large, and it is not recommended to continue to chase higher participation. Under the expectation of stability maintenance, the direction of traditional infrastructure construction can be properly paid attention to. The current market does not have the conditions for a strong upside. The primary task is to control the position, and the strategy should be to avoid high and low.
(Article source: Yuanda)