Latest news! Today, the Chinese stock market closed. The major news was extremely uneasy, which made me excited and made me think. Why do you say so? Just now, three important news broke out in the securities market, among which new energy vehicles are facing another major positive news, which is worthy of attention from investors. These news may affect the closing trend of A shares tomorrow? Come and have a look. It may affect your holdings in . Let me give you a brief explanation to 190 million shareholders:
News 1. Ministry of Commerce: Support the purchase and use of new energy vehicles and accelerate the activation of the used car market.
Interpretation: The automobile industry has become a strategic and pillar industry of the national economy. Expanding automobile consumption will help stabilize the basic economic situation and ensure and improve people's livelihood. Therefore, many regions focus on how to expand automobile consumption. The amount of economic consumption and investment driven by the automobile industry chain is relatively huge, which is of great significance to the local economy. Every time the energy vehicle consumption is promoted, it will be accompanied by the proposal to accelerate the activation of the second-hand car market. Auto consumption is different from other products, especially energy vehicles. The value retention rate of energy used cars is low, resulting in low transaction volume. But with the rapid increase in sales of energy vehicles, the second-hand car market has also become active. The evaluation standards of energy vehicles and traditional cars are different. OTA upgrades are the embodiment of automobile intelligence and can reflect the core value of smart cars. In this regard, brand cars should be more favored by the market. Active second-hand car transactions can drive consumption, and also boosts the acceleration of energy vehicle iteration. It is good for the energy vehicle industry chain !
Message 2, Central Bank : Make good use of policy-based development financial tools and focus on supporting infrastructure construction.
Interpretation: There are many positives for stabilizing the economy during this period. The global economy has slowed down and the high inflation. There are also various other black swan events frequently occurring. , especially , Fed , which is crazy. , hiccups , hiccups , no one can withstand , the US dollar rose wildly, , US bond has benefited to hit a new high in ten years. In this context, the short-term economic pressure is indeed great, and the key is to restore investors' confidence. Making good use of policy-based financial tools and focusing on infrastructure is a direction to boost investment. After all, inflation at this stage has led to a slowdown in export growth. At this stage, various "protecting and subsidizing" measures for real estate are to maintain stability in the housing market. The real estate industry is not good, so if you want to drive the economy, the best thing is consumption and large infrastructure. Large consumption in the fourth quarter is expected to become the main line. In terms of infrastructure, I think it should be done around new infrastructure . From the news perspective, various places are vigorously building large-scale wind and light storage bases, which is also a manifestation of infrastructure construction. In addition to large consumption, also needs to pay attention to the weight performance of large medicines. There should be positive measures in the future. Let’s wait and see. .
News 3. Central Bank: Promote the accelerated implementation and use of special loans for "security and payment", and appropriately increase efforts as needed.
Interpretation: Many people complain about real estate issues, , but no matter how you look at the real estate industry, you cannot deny the impact of real estate on the domestic economy. No industry can replace at present. Especially in the short term, there is great economic pressure, so there must be no problems with real estate. News about special loans for guaranteed housing payment has appeared many times. This time, it is emphasized that efforts can be appropriately increased according to needs. It can be seen that the urgency and importance of stabilizing real estate. It has increased support, which means that the worst time may have passed. There is positive stimulation for the industry, but housing is not speculated, and it has been set. If it is difficult to promote the economy, the key is to stabilize it first. For economic boost, it still needs to rely more on consumption. As long as real estate stabilizes, expectations will arise for the economic reversal in the fourth quarter. , so the positive for real estate is not necessarily to stimulate the real estate sector in the secondary market, but more to boost the market's expectations for the future economy.
Next, let’s talk about the market strategy
Thursday opened high and closed low . It can only be described as tragic . The trading volume was only more than 620 billion yuan, hitting a new low of 23 months, with more companies hitting the daily limit than those hitting the daily limit. Many people saw the high opening and fluctuation and high closing, and thought that the red envelope market was coming before the holiday, but in the afternoon, they panicked in a straight line, and slumped , just like a basin of cold water poured on their heads. These cashed funds are likely to take vacations in advance, which means that the volume on Friday may further sluggish.
For the last day before the holiday, Many people may consider ambushing some strong sectors in advance, and gambling about the news of the long holiday , but the long holiday also brings a lot of uncertain risks. Therefore, when participating, you should pay attention to position control. At the same time, you need to pay more attention to the varieties that are fermented in the day, reduce the types of votes that participate in a straight-line pull-up. Weak market conditions, it is easy for to rise and fall back to . Pay more attention to those varieties that are moderately high and increase in volume to avoid chasing highs, and pay attention to position control.
