On Thursday, the index shocked, the Shanghai index bottomed out to maintain the shock, and the ChiNext board fell again, so far it is still a downward trend, the size index maintains differentiation, from the Shanghai Index is also a stagnant rise, two

On Thursday, the index shocked, the Shanghai index bottomed out to maintain the shock, and the ChiNext board fell again, so far it is still a downward trend, the size index maintains differentiation, from the Shanghai Index is also stagnant, the second brother said that the 3500 point pressure is obvious.

However, northbound funds still take advantage of the consolidation of the market to buy a large amount, the net inflow of the whole day exceeded 8 billion, the net purchase of 4.5 billion, the main funds, the net inflow is more in the Chinese character, coal chemical, cement and chemical raw materials and other sectors, for the key support of the large infrastructure should still have room.

In terms of theme, it is still dominated by large infrastructure, pork performs well, and there will still be some opportunities for water conservancy and building decoration.

Since 2022, the digital economy is the main direction, will also become a more important outlet this year, the "14th Five-Year" digital economy development plan directly finalized our digital economy to deepen the application, standardized development, inclusive sharing of a new stage. Creating a digital version of the Belt and Road Initiative is perhaps the most direct and effective way to build it.

The digital economy contains a wide range of contents, including emerging technologies such as big data, cloud computing, Internet of Things, blockchain, artificial intelligence, 5G communications, and digital currency. At the application level, "new retail", "new manufacturing", etc. are its typical representatives, so this year's theme speculation above these directions must be paid attention to in real time.

The first quarter is still an eventful autumn, for the current market, February under the stability of the policy, will remain relatively stable, we do not have to worry too much, but the Shanghai index rebounded to 3500 points of pressure, in the current capacity situation, there is a high probability that there will be a rebound after another rebound impact of 3500 points of pressure.

However, the rhythm of the index after the fall years ago is basically an institutional rebound opportunity, the index center of gravity will also oscillate upwards, it is estimated that after the two sessions are launched, the theme will be more active, and the money-making effect will be better at that time, and there are still many opportunities.

Plate aspect.

1. Pork. Recently, the National Development and Reform Commission said that it will work with relevant departments to start the collection and storage of pork reserves according to the situation, and guide the local government to carry out the collection and storage work in accordance with regulations. Pork performance today is relatively strong, many stocks have quietly come out, but this direction is trendy, or to choose the upward trend of individual stocks to take advantage of the low.

2. Tourist hotel. Recently, the Ministry of Commerce, the Ministry of Culture and Tourism and a number of commercial platforms released consumption statistics for the Spring Festival of the Year of the Tiger, and this year's Spring Festival consumer market is running smoothly and improving quality. Although this sector is not mainstream, some ticket trends are very good, and you can participate in the trend by looking long and short.

3. Large infrastructure. Mainly to the Chinese word head, some of the Chinese word head of the infrastructure stocks are also an upward trend, as an important direction this year, the trend ticket can be paid attention to in the medium term, in addition, the building decoration sector has been performing well recently, you can also focus on it.