There were three major news in the securities market last night, one of which made me excited and directly determined the main line of the market, and the other two will be directly reflected in tomorrow's market, if you don't know it yet

Last night the securities market came three major news, there is a surge of emotion, directly determine the main line of the market, the other two in tomorrow's market will be directly reflected, if you do not know what is happening, hurry to see if you have these few pieces of positions!

In January, the increase in social financing reached a record high of 6.17 trillion yuan, and the new RMB loans were close to 4 trillion yuan

Interpretation: China's social financing scale increased by 6,170 billion yuan in January, estimated at 5,385 billion yuan, the previous value was 2,368.2 billion yuan; the scale of social financing was nearly three times the previous value, which is a very heavy good news, affected by the epidemic in recent years, the global economy is very poor, the harm of slowing down is very large, so it is necessary to continue to transfuse blood into the real economy, from the perspective of monetary policy, China is entering the interest rate cutting channel, this year's monetary policy will be loose, so the liquidity of the market will not be bad. Then, the most direct positive is the large financial sector, in addition, we need to know which industry direction the money flows, this year mainly vigorously develop new infrastructure, so the engineering construction, the Chinese character head of these sectors may come out of the medium-term market.

2. Ministry of Commerce: Vigorously develop digital trade to build a digital trade demonstration zone

Interpretation: The digital economy is good again, I have been reminding everyone last year that the digital economy will be one of the main lines of the market in 2022. At the end of last year, there were frequent benefits, and at the beginning of this year, the central mother enlarged the move, and the 14th Five-Year Plan continued to strengthen the importance of the digital economy. The scope of the digital economy is very wide, last year I had a detailed interpretation, digital trade is an innovative business model, through the Internet, with digital exchange technology, to provide supply and demand with the digital electronic information needed for interaction, so digital information has become the target of trade. It is also a piece of the digital economy, so the digital economy must be paid attention to.

3, the United States West Coast gateway port congestion eased the global shipping crisis ushered in the dawn?

Interpretation: This is a good news for shipping ports, last year, the world's prices soared, mainly because of the shipping crisis, the risk of supply chain disruption, so the global hot topic has been discussed is when the crisis caused by the global epidemic lockdown will end, when the shipping industry and retail industry can recover. The message from this news is that the climax of global supply chain chaos has passed and the dawn may have begun to emerge.

4, the market outlook: today's A-share three major index trends have diverged, the ChiNext index fell nearly 2%, the new energy track fell sharply, I looked at the ChiNext from the end of last year, the reason is that the valuation of the entire ChiNext index is too high, there is a fairly long period of valuation return process, and the overall valuation of the Shanghai Composite Index is quite reasonable, some sectors still belong to the valuation depression, so, since the end of last year, I have always emphasized that this year will implement a high and low cut, the ChiNext index directly looks at the monthly line, and the monthly line does not appear to reverse the signal is best not to touch, Many sectors in the Shanghai index still have opportunities, and I will continue to interpret the opportunities and risks in the subdivision sectors later.

Well, the above is the interpretation of the latest news, I hope to help you, everyone has questions can be discussed in the comment area, I will seriously reply, your like attention is the biggest motivation for my continuous creation.