Here we go again! First, the market review today's overall market is not bad, now look at it is a bit like the market after the Spring Festival in 2020, here the index may have a retracement of the double bottom process, but so

Here we go again!

First, the market review

Today's overall market is not bad, now look at it is a bit like the market after the Spring Festival in 2020, here the index may have a retracement of the double bottom process, but so the overall problem is not big, the day's early divergence, but the front row is not a big divergence, the afternoon return tomorrow the market is expected to continue. Tomorrow morning the front row of the core continuous contraction to release a wave of profit disk, if you undertake the divergence and then go up the market is still benign, too much of a word top once the peak will have a great impact on the market high standard, the theme is mainly infrastructure and digital economy, consumption and tourism is also considered and infrastructure a sector (economic recovery), intraday infrastructure as a new cycle is stronger than the digital economy.

Second, the analysis of key sectors and opportunities

1. Economic recovery (infrastructure + consumption)

Infrastructure and consumption are all the highlights of economic recovery in the post-epidemic era, and they are also sectors (tourism) that have been at a low point since the new crown epidemic in early 2020, and the afternoon infrastructure return is stronger than the digital economy during the day, and the evening news in January social finance data hit a record high, monetary easing is good for infrastructure and investment, focusing on the front row of Poly, Chongqing and Huitong.

2. Digital economy

2022 is the first year of the digital economy, follow-up policy will continue to stimulate, digital yuan has strategic significance, so Cuiwei shares out of the leading position of Jiuan Medical, this round is immediately close to 5 times the increase, in the afternoon plate many former little brother backflow pull plate, it is expected that the next leading to build the top of the little brother to make up for the stage, focusing on Cuiwei, Hengbao shares and Securities Electronics.

Third, opportunities

These days the operation may not be too comfortable, because the front row is too many words, the rear row relay is easy to eat noodles, continuous shrinkage tomorrow with the front row of the open board can be seen who to resist the divergence out of the role of the dragon, Monday and the index resonance of the infrastructure is today's 4 board is expected to go to the end, at least can be almost the same as the Poly Joint Height, so the chongqing construction engineering and Huitong Group.

The current trend of the digital economy leader Cuiwei shares is a bit like the last wave of the main rising wave in Wangfujing last year, so it can continue to look, it is expected that there will be anti-packages tomorrow, although there are other sectors such as tourism, pork and oversold in the intraday, but they are branches that are not the strongest, and the relay focuses on infrastructure and digital economy.