What is the impact of the policy to support hydrogen energy and strictly control coal?
Monday, November 8, 2021
LingFeng Online:
1. The broader market: the index continues to adjust, the Shanghai 50 is the most resistant to falling, the emotional side has fallen sharply, the split market is the stock disaster of cyclical stocks, the meta-universe, the bull market of 5G.2.Plate: meta-universe, IT equipment, automobiles, software, liquor, semiconductors 3.Policy regulation: promote the demonstration application of hydrogen fuel vehicles, strictly control the growth of coal consumption, good hydrogen energy, bearish coal 4.Stock index futures IF2111 wait and see.
Buying strategy: configure Ning combination + batch low consumption blue chips
Two-way thinking: stock index futures + options
Position management: 30%.
IPO Subscription: 301099 Yachuang Electronics and 787075 Anxu Bio and 787082 Shengmei Shanghai and 787232 NewPoint Software.
Daily Trading Strategy Research Report:
Market atmosphere: weekly and daily resonance bad state, monthly chaotic state
Strongest outlet: food and beverage, pork.
Band Theme: Oversold Consumer Stocks + New Energy Growth Stocks
Three-cycle trading: large cycle: daily, main cycle: 60-minute line, small period: 30-minute line.
Market context analysis:
1. Recently, the A-share market continues to show a structural market, in addition to the continued strength of the main line of new energy, some of the food and beverage, building materials and other sector stocks that have been pulling back for a long time have gradually come out of the bottom reversal trend.
2. Funds tend to lay out in advance in the fourth quarter in the direction of next year's expected high boom. Focus on sectors such as agriculture, mandatory foods, automobiles and parts, and tourism that are expected to reverse their predicament.
3. Driven by the concept of meta-universe, cloud games, computers, electronic communications and other plates have risen, becoming one of the few red plates on the disk. Metacosmity is a series of technologies that will include the Internet, The Internet of Things, AR/VR, AI artificial intelligence, high-performance computing, cloud computing and other technologies to drive product innovation and business model innovation.
4. The selected individual stocks of the New Third Board opened in a large area of red. The future investment main line of the Beijing Stock Exchange mainly has the following three main lines: one is a company with a large market value, industry leader, and a company that occupies an advantageous position in the industrial chain; second, it can consider actively participating in the new and strategic placement; the third is to consider the company's valuation and choose the opportunity allocation when the valuation is low.