The first three positives of the "February 11" session hit, especially the third one is particularly critical

1. Architecture

The increase in the scale of social financing in January was 6.17 trillion yuan, 984.2 billion yuan more than the same period last year.

Comments: In January, social financing exceeded expectations, and a number of data such as new credit, entity credit, and social financing data hit a record high, and the steady growth was unprecedented. Steady growth mainly depends on investment, and the main focus of investment is infrastructure, which will bring a large number of orders to the construction industry.

The short-term moving average long composed of the construction sector on the 5th and 10th, the medium-term moving average long formed by the 20th and 60th, the long-term moving average long formed by the 120-day and 250-day moving average, and the long-term, medium-term and short-term moving average combination long. This moving average pattern can use the magic moving average theory principles three and four.

Principle 3: the combination of the 20-day and 60-day mid-term moving average diverges upwards, and the 5-day golden fork can be increased on the 10th, and the 5-day dead fork can be reduced on the 10th;

Principle 4: Short-term moving averages composed of 5-day and 10-day and medium-term moving averages composed of 20-day and 60-day moving averages can be repositioned when the 120-day and 250-day moving averages are long.

2. Resource recycling

Eight departments recently issued the "Implementation Plan on Accelerating the Comprehensive Utilization of Industrial Resources", proposing that by 2025, the comprehensive utilization rate of bulk industrial solid waste will reach 57%. Among them, 320 million tons of scrap steel and 20 million tons of waste non-ferrous metals.

Comments: The resource recovery industry is located at the back end of the industrial economic chain and is an important starting point for reducing carbon emissions and achieving carbon neutrality.

There is no related concept stock for resource recovery, so there is no need for magical moving average theory analysis. The good news is short-term positive for some individual stocks, and the related concept stocks have ultra-short opportunities.

3. Digital blind box

On February 9, nWayPlay said on the social platform that the digital blind box of the ice pier officially authorized by the International Olympic Committee will be sold at 1:00 a.m. Beijing time on February 12, with a price of $99 each.

Comments: Digital blind box is a non-homogeneous token, can represent the real goods, so it can be used to anchor the real goods in the real world, so you can use the digital blind box transaction instead of the real goods for trading, the ice pier digital blind box sales, is expected to stimulate the blind box investment speculation, the capital market will also pay attention.

The blind box has no special theme, and it does not need to be analyzed by the theory of the magic moving average. The good news is short-term positive for some individual stocks, and there are ultra-short opportunities.

Related companies: Gaole shares, Mubang Hi-Tech

Every day, I will share the investment opportunities driven by the hot events of the day in the morning review, and then you use the magic moving average theory to screen stocks, you can catch the hot spots of the day as quickly as possible, and the efficiency is faster than when you find hot spots.

Original code words are not easy, remember to like support after reading, more investment dry goods content remember to continue to pay attention to Munger perspective!

Investment Advisor: Zhang Miao Registration number: A0770622010001

Disclaimer: This article is for learning, communication and reference only, and does not constitute any investment advice and opinions. I and my institution do not hold the above stocks, so investors are reminded of the risks.