2022/2/11 Market Analysis
Market: social financing has increased significantly, credit has been forced, the bottom of the main board has been formed in the medium term, and the ChiNext board needs to further explore the bottom.
Sectors: low valuation of large finance (banking, insurance), double low large infrastructure, dilemma reversal optional consumption.
Macro: Yesterday's social finance data was better than expected, rebounding for 3 consecutive months, a new round of wide credit cycle has begun, while the US CPI is higher than forecast, US debt continues to close higher, growth stock risk appetite will be further suppressed, first value and then growth!
Investment is risky, and you need to be cautious when entering the market.
![Zhu Di's "five out of the desert north, three ploughs of the court" was mighty, but for his own selfishness, he gave up the land under the jurisdiction of the Daning Xingdu Division to Wuliangha, and fundamentally disintegrated the north built by Zhu Yuanzhang[fig]](data:image/gif;base64,R0lGODlhAQABAIAAAP///wAAACwAAAAAAQABAAACAkQBADs=)