Yesterday, although the main index was in a narrow range, the infrastructure stocks appeared to rise and stop the tide, the new and old infrastructure are all exerting force, the reason is related to the official media announced that the loan interest rate hit a new low in 40 years, and the short-term funds formed a consensus on the infrastructure stocks, but the current role of the infrastructure stocks is to hedge the economic downturn, the growth attributes are insufficient, it is difficult to assume the main line of long-term growth, and after the short-term collective climax, it will soon face differentiation adjustment.
Construction as the banner of large infrastructure, many Chinese capital stocks in the past two months in the shock rise, yesterday's strong basic is the small cap infrastructure stocks, floating capital participation is obvious, short-term infrastructure stocks in the floating capital after the participation of accelerated to the climax, and then end.
2022.2.17
This batch of small-cap infrastructure stocks is of an oversold and rising nature, of which the performance of infrastructure stocks in Zhejiang Province is particularly prominent, on the one hand, it is related to the expectations of the Asian Games in September 2022, on the other hand, it is related to Zhejiang Province as a social pilot policy of common prosperity, and the "Zhejiang +" theme was also clearly formed on the disk yesterday.
2022.2.16
Listed companies in Zhejiang Province this week is more active, the opportunity every trading day will have a batch of up and down, this morning at ten o'clock there will be a relevant press conference, pay attention to the trend of the Zhejiang plate after the conference, if the expected cash, this theme will soon be abandoned, if the press conference is announced, "Zhejiang +" is still strong, it means that this theme began to be widely accepted by the market, before the two sessions, may be an important theme.
In general, the main indexes tend to be narrow range shock repair technical indicators, market confidence continues to recover, before the two sessions, the proposal in the two sessions will be an important fuse for the short-term theme speculation in the market, oversold stocks with policy expectations may be stronger, such as three children, pension, vocational education and so on.