The central bank is about to release water again? Is Berry Spreading going to take off? King Ning became "Lady Cow"? Wind power rally market is over? Today's big A trend is obviously to rush through the 3500 points, and it is an immeasurable rebound - the big financial immeasurable pull up the protective disk, completely no rejection of the Ningde crash. The strongest fund is still in the number and infrastructure back and forth to switch, excess funds left to a number of early hot plates, such as agriculture, pork, civil explosions and other plates, the market as a whole is very chaotic, the effect of making money is poor, the infrastructure finally rushed back down to wash up, the number of all-day shock divergence dragon Cui micro break, several important news worth paying attention to:
1. Improve the green and low-carbon transformation of energy, and attract and guide foreign investment
On February 10, the two departments issued opinions on improving the green and low-carbon transformation of energy, focusing on the implementation of the dual carbon target, including distributed photovoltaics, wind power, BIPV, energy storage, power and other fields.
Since last year, these areas have continued to release policy benefits, but they have not been completely hyped, and the current market focus is also related, new energy last year overdrafted the space for the next few years, upstream materials and prices rose sharply, resulting in project completion less than expected, this year with the price of the fall, the installation scale and speed will accelerate, along with the market after the adjustment, is expected to usher in a climax in the second quarter.
2, buy glass also have to queue up and wait? Glass is up again!
After the Spring Festival, the factory has been reworked, on the first day of construction, a glass factory in Hebei has a long queue at the door, because of the tension between supply and demand, glass manufacturers frequently increase prices, varying from region to region, and the spot rise is 40-100 yuan / ton.
Last year, from the upstream raw materials to the terminal consumption, and even household condiments have set off a wave of price increases, did not expect that the end of the annual price increase tide is not over, and from the major glass companies in the 2021 annual report pre-increase, most of the stock net profit growth rate of more than 20%, there are several double profits, and their valuations are generally very low, so, taking advantage of this wave of price increases, glass stocks are also expected to usher in its spring.
3. Ning Wang has brought about the collapse of the ChiNext board, when will the fall be suspended?
Ning Wang changed from a small sweet to a cow lady, and the market value evaporated by nearly 20 million in February, and he conveniently pressed the ChiNext index to the ground and rubbed it, and the shareholders were miserable. The Ningde era clarified the rumors of being sanctioned, why can't it stop falling? If there is a reason, it is the clichéd rise and fall. Ningde era as the big brother of new energy, from 30 yuan in 2018, rose to more than 500 now, and it as the big white horse of the ChiNext board, a large shock will naturally have a big impact on the ChiNext board, but today's risk is completely avoidable, because yesterday, the day before yesterday, the day before emphasized that it is still falling in the relay, do not rush to the bottom.
The good news is that although the Ningde era fell below 500 yuan intraday, but the end of the session closed back, because last year's stock price oscillated around 500 yuan for three months, which constituted a strong support, the last support is the 60-week line of 482 yuan, the possibility of a break is relatively small.
4. Central Bank: The increase in the scale of social financing in January was 6.17 trillion yuan, a record high.
According to central bank data, the increase in the scale of social financing in January was 6,170 billion yuan, estimated at 5,385 billion yuan, and the previous value was 2,368.2 billion yuan. Money supply M2 in January increased by 9.8% year-on-year, with an estimated 9.2% and 9% previously. New RMB loans in January were 3,980 billion yuan, which is expected to be 3.7 trillion yuan, compared with a previous value of 1,131.8 billion yuan. From the data point of view, the release of liquidity by the central bank in January is more obvious, in fact, this market has long been expected, the central bank's monetary policy reduction in January is to say that the release of water, which is good for the market capital, good for the economy, good for the stock market, but the unilateral decline in the stock market in January is not fundamental, not monetary policy and other reasons, the most direct reason is the institution smashing the disk, and now A shares have fallen from 3700 back to 3356.56, so that it is expected to come out of the continuation of the oversold rebound market.
5. The Ministry of Commerce's post-closing message: "Vigorously promote the high-quality development of digital trade, technology trade and foreign cultural trade, and build a digital trade demonstration zone."
What is Digital Trade? Digital transaction refers to a market behavior in which the owner of digital property rights buys and sells freely trades the digital property rights it owns on a trading platform licensed by the state under the authorization of the owner of digital property rights. Good for Bo Rui: One is digital trading, the second is foreign cultural trade, and the third is to build a digital trade demonstration zone (Bo Rui is a state-owned holding in Chengdu and a business card to be built in the development of the western region).
6, the Shanghai Securities once again V-shaped rebound, closing four consecutive Yang!
The broader market is once again, as we said, today it's slightly oscillating below the 5-week line, so our pace for four days this week is perfect! The grasp of the plate is also impeccable, the notes are self-selected red disk 90%, the tail plate also sent a stop, happy! The market in this position can not judge whether to reverse or fall relay of the retracement, it is more difficult to break through in one fell swoop, if you can go sideways is the best trend! Monday also said that the first half of the week is better than the second half of the week, the first half of the month is better than the second half of the month, so now is to control the position, grasp the direction, have profits in time to fall into the bag, steady play! #Stock##I want to make micro headlines##NINGDE times##Borui spread# #翠微股份 #
