On february 9, the A-share index and hot sector analysis: 1, the index's current index is only rebounding, not yet reaching the reversal, the first target of this round of rebound is 3500-3530

On February 9, A-share index and hot sector analysis:

1. Index

The current index is only a rebound, not yet a reversal, the first target of this round of rebound is in the 3500-3530 area, so the closer to this area, on 1.28 to see the article trotting into the market fans, do t or high, you can go to the short-term position again to lighten up a little. As for why this area, the logic is very simple, at that time, a group of big gods on the network shouted at this position to copy the bottom, and retail investors listened to the bottom of the bottom, so this area is the key area of the short flip after the market.

2. Digital currency

Digital currency was analyzed years ago, and the small day in the cowshed rose by 20cm today, which is a red envelope. Now many people think that this year's main line will be the digital economy, personally think there is a chance, after all, many branches of the digital economy are the key development direction of this year's new infrastructure, the volume of the entire track is relatively large, but from the current status of the entire track, first see if the digital currency market can get out of the big market, because the ultimate goal of digital currency is the internationalization of the renminbi, there are stories to tell, and there is also room for imagination.

As analyzed in the previous article, the Winter Olympics is a good opportunity for digital currency to be vigorously rolled out, and in the Winter Olympics scenario, foreign tourists may not be able to open Chinese mainland bank accounts for various reasons. However, existing third-party payment instruments often require users to bind them to bank accounts, so third-party payments cannot be made, and the digital yuan can better fill this gap. At the same time, common scenarios such as transportation, consumer shopping, medical services, catering and accommodation in the Beijing and Zhangjiakou competition areas have supported the digital yuan. According to the data, there are 403,000 Winter Olympic scenes landing alone. Moreover, from the perspective of the domestic digital currency used for consumption, the daily average digital currency order increased by nearly 60%.

The hype of any concept is divided into two stages. The first stage is called the concept of speculation, last year the digital yuan just openly tested the application scenario, has not been widely promoted, can not be fed back into the performance, speculated in a wave of concept market. The second stage, which is the stage of speculation in performance, belongs to the acceleration wave, such as ETC from scratch, to the performance of cash, there are more than ten times the big demon. And now the digital currency is in the stage of hyping performance expectations.

3. Infrastructure

This direction is also before the festival has been emphasizing the direction of the layout, two days after the festival performance is strong and eye-catching, after the Spring Festival, major projects in major provinces have ushered in the start of construction, small tens of billions, large hundreds of billions, from the current data point of view, Shandong, Beijing, Shanghai, Hebei, Guangdong, Zhejiang, Sichuan and other 8 provinces and cities, the total investment amount of at least more than 15 trillion, so to say, the old infrastructure to support the economy, new infrastructure to accelerate the short board, vigorous development. Only when new and old infrastructures cooperate with each other can we stimulate economic development. Among the old infrastructure, there are three directions that deserve everyone's attention

A. Infrastructure-related raw materials, such as steel, cement and other building materials, are currently undervalued.

b, underground pipe network, this is our country's short board, the current many cities in the summer is easy to form waterlogging, this must have some friends are deeply experienced. From the data point of view, there are 1.2 trillion gaps in sewage pipelines alone.

C. Water conservancy projects, judging from the documents at the upper level, this direction is the key object of this year's special debt.

From a global point of view, this year's large infrastructure will also be a good investment direction, the world's nearly two years of water, if only by raising interest rates, can not be completely recovered, and with the improvement of the epidemic, enterprises resume work and production, if there is no place to digest these excess funds, all flow to the consumption level, then it is bound to become a global hyperinflation.

Fear of the market, fear of risk, stock speculation, high throwing and low suction, playing boards, ambushes, etc. are just technical techniques, and what can make you laugh to the end must be your cognition of the stock market.