The latest news is coming! Is preparing to wash and rest, the securities market came 4 major positive 1 bearish, directly affecting the trend of related sectors, sincerely remind retail friends, a new round of main line opportunities will be from here

The latest news is coming! Is preparing to wash and rest, the securities market came 4 major positive 1 bearish, directly affecting the trend of the relevant sectors, sincerely remind retail friends, a new round of main line opportunities will be born, hurry up to see it!

1. The central bank's statistics show that RMB loans increased by 3.98 trillion yuan in January, which is the most direct and effective water release!

RMB loans increased by 3.98 trillion yuan in January, the highest point in single-month statistics, an increase of 394.4 billion yuan year-on-year. At the end of January, the balance of broad money (M2) was 243.1 trillion yuan, an increase of 9.8% year-on-year, and the growth rate was 0.8 and 0.4 percentage points higher than the end of the previous month and the same period of the previous year, respectively.

After the holiday, Cai Ge has always stressed the need to pay attention to the credit data in January, because monetary policy and fiscal policy have been in the forefront, but it will take some time for these living waters to be fed back to the A-share market. The most fundamental thing is to avoid credit collapse, after all, real enterprises can raise funds, employment and consumption problems can be greatly improved, which is equivalent to directly releasing water to supplement market liquidity.

At present, the credit data in January has exceeded expectations, indicating that the wide currency has been transmitted to the wide credit, and the brother has given two directions before, if the credit is not loosened, then under the pressure of stable growth, real estate and infrastructure will benefit; but in the context of wide credit release, the opportunity for technology growth stocks is more prominent.

In the short term, finance, real estate and infrastructure have taken the lead in repairing and strengthening, but technology growth stocks are still in an oversold and weak state, and we must pay attention to the problem of style switching.

2, real estate and double-click out of the good, pre-sale fund supervision to meet the national unified regulations!

Recently, the relevant departments issued relevant opinions on the supervision of pre-sale funds for urban commercial housing. It is understood that the biggest difference between this document and the relevant provisions in the "Measures for the Administration of Pre-sale of Urban Commercial Housing" issued in 1994 is that the provisions on pre-sale funds have been clearly unified nationwide, which in turn is conducive to standardizing the use of pre-sale funds and consolidating the regulatory responsibilities of relevant local departments.

Since the opening of the year of the tiger, the real estate industry has been good one after another, the beginning is to encourage high-quality real estate enterprises to merge and acquire real estate projects, financial institutions to increase the support of mergers and acquisition loans and bond financing, a typical fall Evergrande, live countless real estate enterprises. Subsequently, affordable housing is not included in the loan concentration management, and the supervision of pre-sale funds is also unified nationwide, and it seems that the top management has also taken pains to stabilize growth.

Before there were well-known housing enterprises because some local governments have excessive supervision of pre-sale funds, after this national unification, it is overcorrected, as long as the remaining funds after reaching the regulatory quota can be withdrawn and used by housing enterprises, to a certain extent, it can help real estate enterprises with capital difficulties to alleviate the flow of funds.

However, the problem is still the same, the real estate sector has been 5 consecutive Yang, slightly stronger than the large market index, and the assembly building has followed the infrastructure for 4 consecutive days, the short-term increase has been a bit high, there is no first hand advantage do not chase up, and so after the adjustment of the low suction will be more appropriate.

3. Ministry of Commerce: Vigorously develop digital trade and build a digital trade demonstration zone.

The Ministry of Commerce said that it will study and promote the introduction of a number of new policies and measures to vigorously promote the high-quality development of digital trade, technology trade and foreign cultural trade. This is obviously a supplement and expansion of the digital economy development planning, originally this afternoon's intraday digital economy is still a little weak signs, the result of the after-hours and enlarged moves, then tomorrow infrastructure and digital currency will be the leader of the battle, the short-term main line is still concentrated on these two major themes, staring at the dragon head echelon, Poly, Jidong, Hengbao and other high standards, if the dragon head does not fall, the light warehouse to pay attention to the opportunity to make up for the low-level varieties is more appropriate.

4. Eight departments: Promote the safe ladder application of waste power batteries in the fields of power backup, charging and replacement.

Eight departments, including the Ministry of Industry and Information Technology, issued an implementation plan for accelerating the comprehensive utilization of industrial resources. The plan proposes to improve the management system and strengthen the traceability management of the whole life cycle of new energy vehicle power batteries. Promote upstream and downstream cooperation in the industrial chain to build recycling channels and build a cross-regional recycling system. Promote the application of waste power batteries in the fields of power backup, charging and replacement.

Yesterday the State Council just issued guidance on accelerating the construction of urban environmental infrastructure, today the eight ministries and commissions have supplemented the recycling and reuse of waste batteries, with the promotion and popularization of new energy vehicles, the future waste battery treatment is definitely also a blue ocean market, which is conducive to environmental protection, testing and power battery recycling and other concepts.

5) The US imperialists are doing things again, and the Biden administration is considering launching a new trade investigation into China.

Every time the A-share rises a little better, the US imperialists began to strike with precision, Tuesday is to block 33 Chinese companies, if it is not a mysterious fund to protect the disk, 3400 points may not be stable, then this time and the old tune, there will be a short-term impact on the mood, but the possibility of continuing to fight the sweater war is unlikely.

6. Will 5 consecutive yangs be realized tomorrow? Where does the 3500 mark go?

In the short term, after the market rebounded for 4 trading days, it has been a bit tired, superimposed 3500 points is a chip intensive transaction area, and the probability of tomorrow's overnight success is very small, so the intraday should prevent the risk of rushing high and falling back. Operationally, it still maintains the previous view unchanged, and the light warehouse is fast in and out, not chasing up.

As for the style switch, at present, infrastructure and digital currency are still competing for the main line position in the market, tomorrow these two major plates to see who can be weak to strong, who is strong to fight whom, if they are weak, to prevent a new round of emotional ebb and flow. However, if infrastructure weakens in the short term, technology growth stocks can pay attention to the opportunity to oversold and make up for the rise.

Tomorrow the market may form a small high point, do not want to stand guard at a high level, or maintain a light warehouse thinking to deal with! Today I wrote here, like friends remember to like the attention, is the greatest support and encouragement for the talent brother!

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