The stock index bottomed out on Monday and stabilized. The Shenzhen and Shanghai stock indexes all closed at the positive line, with a turnover of1051400 million. On the disk, medical equipment, agriculture and animal husbandry, feed and fishery, electronic and chemical industries were among the top gainers, while photovoltaic equipment, mining industry and wind power equipment were among the top losers. The daily limit of the two cities is 9 1, and the daily limit is 17. The net inflow of northbound funds is about 4.758 billion. The Shanghai Composite Index rose 0.39% to 3593.52 points, the Shenzhen Component Index rose 0.44% to 14406.97 points, and the Shanghai Composite Index fell 0.04% to 3095.69 points.
market outlook
The news at the weekend was that the COVID-19 case of Omicron was confirmed in Tianjin, and two local mutants have been spread in the community for at least three generations. This is the first time in China, and Tianjin is making every effort to ensure the success of the Winter Olympics. The news triggered the opening of the stock index to hit a new low. However, driven by the rise of COVID-19 inspection and medical and epidemic prevention sector, the lowest point above the gap of 3039-3049 in the previous index test was 305 1, which stabilized and rebounded with technical support. The Shanghai Composite Index stopped falling and strengthened at 3555 points above 3550 points on the middle and upper rails 60 minutes ago, and the selling pressure of rail stocks also converged, and the stock index showed signs of stabilization. Technically, the Shanghai Composite Index needs to pass 3607 points to establish the bottom score, and the Shanghai Composite Index needs to pass 3 139 to establish the end of this five-minute downward trend. In addition, the news that M&A loans related to housing enterprises are no longer included in the "three red lines" related indicators has also been confirmed by many housing enterprises, which is conducive to improving industry concentration and benefiting head housing enterprises, and is a boost to the recent activation of real estate industrial chains from home appliances and home to building materials and banks. The market style has changed since the beginning of the year. Last year's hot tracks generally experienced adjustment pressure, while the real estate and pharmaceutical-related sectors that performed poorly last year began to reverse and stabilize, and the overall performance was structural rebalancing. It is expected that the market style in 2022 will be more balanced, and there will be no overcrowding such as betting on the consumption value track the year before and betting on the new energy growth track last year. It is more likely to be a balanced style of "big consumption+growth+underestimation of blue chips+theme".
Operation strategy
From the perspective of plate structure, it is suggested to pay close attention to: banking, insurance, home appliances, furniture, building materials, Chinese prefix, coal, prefabricated vegetables, COVID-19 vaccine, Internet and other plates in the near future. Luo limin, investment consultant of gf securities, has the practice certificate number s0260611010126.