Three new directions for the market

This article was first published on the WeChat public account: Guo Ge said cai

First suppressed and then raised, the market intraday trend in these days basically belongs to such a situation, but there is also a differentiation between the major indexes, the upper index shock rises to close the red, the deep index and the creation index close the green disk, and the ChiNext index is even more plunged, closing down nearly 2%, so here to see the pattern is still unchanged, the opportunity of the main board is greater than the ChiNext board.

And the strong side of the plate throughout the day is the anti-epidemic direction I talked about yesterday + the direction of low-value plates and infrastructure, mainly these three aspects, a bright line and a dark line,

The reason for the rise in the direction of the anti-epidemic today is because "the opening of passport exchange business in the entry hall of the Internet, the winter Olympic boom, the rapid recovery of domestic tourism, the ice-breaking of international routes, and the revaluation of scenic spots brought by digital collections are all catalysts." "Therefore, the shipping tourism and hotels in the plate performed better, and here also highlighted the prevention and control of the epidemic situation and the expectation that the epidemic would be better."

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And such as low valuation, low plate breeding industry, coal, etc., and the rise in the breeding industry in the news is that the pig food price ratio into the excessive decline of the secondary warning range, the National Development and Reform Commission will work with the relevant departments to start the pork reserve collection and storage work according to the situation. The first rise in coal is that many aspects such as the current valuation bottom + enterprise performance exceeding expectations + policy regulation and control have been catalyzed today, and today these low-level sectors have basically become the direction of capital hedging.

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Infrastructure construction direction is mainly based on traditional infrastructure-oriented, the morning of civil explosions, building decoration, underground pipe networks, etc. are performing well today, the news is mainly, the National Development and Reform Commission, the Ministry of Ecology and Environment, the Ministry of Housing and Urban-Rural Development, the National Health Commission issued the "Guiding Opinions on Accelerating the Construction of Urban Environmental Infrastructure".

Another noteworthy note is that on February 10, the National Development and Reform Commission and the Energy Administration issued a number of opinions on improving the institutional mechanisms and policy measures for the green and low-carbon transformation of energy.

The main goal is to basically establish an institutional framework for promoting the green and low-carbon development of energy during the "14th Five-Year Plan" period, form a series of systems, and build a mechanism for promoting the green and low-carbon transformation of energy.

Accelerate the construction of large-scale wind power bases Support the construction of new energy power, the ability to merge and the full development。

Improving the energy structure, promoting the construction of bases, and making unified planning for wind power and new wind and solar infrastructure, and promoting the process.

It further clarifies the details of the requirements of the wind and solar base project, strengthens the wind power photovoltaic installation expectations, and is expected to promote the rapid growth of new energy installed capacity in the next few years.

Also note that msci's latest adjustments will take effect after the close of trading on February 28, 2022, and this time include 9 new Chinese targets. They are China Energy Construction, China Resources Micro, Three Gorges Energy, Zhongwei Shares, Daqin Railway, Gree Electric Appliances, Ronbay Technology, Shanshan Shares, Trina Solar; at the same time, 4 individual stocks were moved out, and there was no A-share target. This is a point to note.