Looking forward to tomorrow

Today's ningde plunge and the CHINext index to the ditch, anyway, the track's stop signal has not yet been seen, this stage has a high probability of change is also a rebound.

The divergence of the subject stock expectations came as promised, but after the divergence, the funds were directly returned to the strong, and the money-making effect was very good.

What does this mean?

First, the funds came out of the pre-holiday panic, after all, they could not move to engage in A-word killing, who dared to play. Second, it may be related to the fact that the front row of the target has been eating alone, and the hunger and thirst for empty funds are unbearable.

However, small differences do not mean that there are no differences, after all, the core of today's digital economy, Cuiwei, is broken, and the reason may be affected by regulation. So tomorrow the plate is repaired or the divergence increases at present, it is impossible to judge, and the suspense is left until tomorrow.

If Cuiwei reverses the package, the climax of the money-making effect will come, and if it is killed tomorrow, the cycle will end. But if it maintains a flat, the digital currency will still make up for it.

Also, when Hengbao, Poly, and Jidong open these one-word boards, they will usher in a big divergence, so the overall rhythm should be paid attention to.

Tomorrow afternoon, or early next week, is the next risk point.

On the plate:

Track: Ningde once again pounced on the street to disrupt the rebound expectations of track stocks, as for why Ningde fell, it is no longer a fundamental problem, so to speak, Ningde these high-valued stocks are pushed all the way up by the institution, and now Ningde's group track stocks have fallen sharply, which triggered the domino effect: stocks fell→ the net value of the fund fell→ redemption → stocks fell. Therefore, this wave of track killing stems from fund redemption and passive liquidation of fund risk control.

In short, if there is no sign of stopping the decline in the Ningde era, then it is difficult for new energy tracks such as lithium batteries, photovoltaics, and wind power to have a turnaround market. So for the track stock, if you really want to copy the bottom, copy it little by little, and no one can find the lowest point at once.

Dilemma reversal: tourism, catering, aviation, tax exemption, these are all rising, this is the end of the game. Although the epidemic is still quite serious at present, but looking at the future may end, the snatching party has entered the market. Pork stocks are the same reason, rushing to run in the game pork price increase.

Cyclical stocks: Aluminum and copper in commodities are new highs, so the related stocks are hi. Coal futures fell, but Shenhua, Yancoal and other tickets reached new highs, because even if coal maintained its current price, they also made blood.

Infrastructure: steady growth, the current capital speculation of a major main line, pay attention to the core Poly Union, Chongqing Construction Engineering feedback, the leader Poly joint sealing list has signs of loosening, if the board is opened, it is worth the game of the leader of the first yin.

Digital economy: not much to say, the benefits continue, today's big divergence is consistent, it is not so easy to die. Tomorrow's focus is to see how Hengbao will be if it opens the board, the feedback of Zhengtong Electronics, and how to go to Jincai Interconnection and Cuiwei.

Looking forward to this:

After today's hours, the central bank just released the January social financing data, January new social financing 6.17 trillion yuan, better than the expected 5.4 trillion yuan; of which the credit increase of 3.98 trillion yuan, better than the expected 3.7 trillion yuan; the overall social finance growth rate in January was 10.5%, up 0.2 percentage points from 10.3% in December, slightly higher than the expected 10.3-10.4%.

The overall social finance data is better than expected, the growth rate of social finance has rebounded for 3 consecutive months, and social finance is the leading indicator of PMI, and social finance has far exceeded expectations, indicating that the follow-up PMI will also exceed expectations, which shows that the stable growth policy is working hard, and a new round of domestic wide credit cycle has signs of opening.

The economy is about to bottom out, and the Shanghai Securities And Shenzhen 300 index will also rise. Then the daughter-in-law should look forward to tomorrow's market.

Finally, keep an eye out for the latest US inflation data tonight.