01 Hotspot spotlight
【Policy】The latest response of the Ministry of Commerce: the supply is fully guaranteed
Interpretation: The Ministry of Commerce recently issued the "Notice on Ensuring the Supply and Price Stability of vegetables and Other Daily Necessities in the Market this winter and next spring", which mentions that "families are encouraged to store a certain amount of daily necessities according to their needs to meet the needs of daily life and emergencies", a sentence that has aroused everyone's attention, and there are also some excessive interpretations. Today, the Ministry of Commerce responded to this, saying that the supply of daily necessities in various places is sufficient, and the supply should be fully guaranteed.
【Policy】North Huachuang released a fixed increase report: the second phase of the big fund subscribed to nearly 1.5 billion yuan
Interpretation: North Huachuang issued a fixed increase report, the issue price of 304 yuan / share, the total amount of fundraising of nearly 8.5 billion, of which the second phase of the large fund subscription of 1.5 billion, UBS subscription of 734 million yuan, Beijing Integrated Circuit Advanced Manufacturing and High-end Equipment Equity Investment Fund Center subscribed 250 million yuan.
02 Overnight market report
The three major U.S. stock indexes closed up slightly, continuing to hit record highs, with the S&P 500 up 0.37%, the Dow up 0.39% and the NASDAQ up 0.34%. Microsoft's market capitalization topped $2.5 trillion for the first time, and its stock price hit a record high, rising more than 1% during the day. Comex December gold futures settled down 0.4 percent at $1789.4 an ounce.
03 Today's Strategy
Rumors stop at the wise. In investing, there are a lot of ghost stories. So-called ghost stories refer to sensational events that sound right on the surface, but are actually wrong when examined closely. Last year's Spring Festival, people took advantage of the new crown epidemic to tell a very scary ghost story, the market once fell to a halt, but from the next day, the index ushered in a round of 400 points of sharp rise; in April of the same year, the ghost story of the crude oil market was even more frightening, oil prices once fell to negative values, and a year later, the price of wti crude oil has increased tenfold. Both stories tell us that ghost stories are scary, but as long as you can stay awake, the sun will rise the next day, and everyone else will be scared away, and the gold on the ground will belong only to you.
So today my point is very clear, the sun will still rise as usual, and a big fall is an opportunity to pick up money. At noon yesterday, because of the news from the Ministry of Commerce, the market was panicked. Funds have been speculated from the military industry and grain to post-disaster reconstruction, and the story is told today and it is back to reality! The reality is that many of the high-quality opportunities that could not be started before have come to a low level today, and recently we have used this panic to pick up low-level cheap chips, and we have tried and tested.
Back to the plate, let's start with the conclusion. Military industry, food, gold these plates can not be chased, here is also the military industry has a medium-term logic, but want to buy a certain low suction, today is not a good point in time.
In addition to these sectors, intraday opportunities look at two logics: either to find the low-sucking opportunities of the main line, or to find the sectors that performed the most contrarian yesterday. The main line naturally refers to the direction of new energy, which is also the simplest direction, and the low-sucking opportunity of each market panic to find core leading stocks is basically not bad. And the anti-fall low plate is still to belong to the semiconductor, which is also the only direction we were optimistic about yesterday before the market, last night's news surface is still biased positive, the bottom here is obviously a large amount of money in the intervention, can be used as a medium-term plate to continue to pay attention, low inhalation.
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