[Weekly rise and fall of the main index]
Last week, the turnover of in the two markets was 3.86 trillion, with an average daily average of 750 billion, which is a larger volume compared with the previous week. Due to the recent depreciation of the RMB last week, there was a total of 293.300 million outflows that week.
[Segment Review]
week rise and fall ranking:
Computer +2.83%
Transportation +2.57%
National Defense and Military Industry +2.13%
Food and Beverage -5.86%
Home appliance -5.80%
Building materials -4.00%
[Weekend news selection]
1, Central Bank : As of the end of August, the cumulative transaction amount of digital RMB reached 100 billion yuan.
2 and Shanghai will support the Shanghai Branch of the Export-Import Bank of China to establish a special credit line of RMB 150 billion and issuance of RMB 10 billion theme financial bonds, focusing on the foreign trade field.
3, , and partial differences within the Federal Reserve are increasing, and people are worried about the risk of excessive tightening. In December, rate hikes in may be reduced to 50 basis points .
4, German Bundestag passed a 200 billion euro aid plan to deal with the energy crisis . German Chancellor Schultz plans to lead a delegation to visit China next month .
5 and The Shanghai and Shenzhen Stock Exchanges have expanded the scope of margin trading target stocks, adding a total of 600 stocks .
6, Shanghai and Shenzhen Stock Exchanges: Recent reports on the exchange's guidance on securities companies, funds and other market institutions are not true.
7, Science and Technology Innovation Board Market making is near, and many market-making brokers are ready and are expected to be launched before the end of October.
8 and NDRC issued a document for three consecutive days, and pig price in some regions has broken the "30 yuan mark". Experts: It may pull back within one month.
9, Chinese patent medicines national procurement report countdown: competition is more gentle than chemical drugs, and evaluation tools have been initially formed.
[Trading Strategy]
1. Short-term Shanghai Composite Index was dragged down by the continuous outflow of northbound funds. The K-line continued to fall after touching the pressure of the trend line. However, ChiNext Index is relatively strong. The trend line has already risen by three lines, and the short-term retraces the trend line to support it. Therefore, on position , the weight sector still needs to control the position and the direction of growth stocks. You can pay attention to GEM to obtain effective support in the future, and you can start increasing your positions.
2. The trend lines in the sector are upward: breeding, innovative medicine, medicine, technology, vocational education , domestic software, industrial master machines, etc.
3. Looking at the subsequent investment direction in the medium and long term, the domestic pig cycle has entered an upward channel in the second half of the year. The current pig price is above the cost line, and as pork prices rise, it will push the domestic CPI to rise. In the short term, although the country has released frozen pork reserves to curb price increases and pig companies have increased their investment in response to National Day, it will not change the upward trend of the pig cycle. It is recommended to pay attention to the agriculture and breeding sectors. Recently, China and the United States have continued to compete, and restrictions on chip exports have emerged one after another. However, only new energy is an industry jointly promoted by the world, especially new energy vehicles , referring to the progress of smartphone popularization, there is still a lot of room for development in the future. The conference last weekend has ended successfully, and the new Party and state leaders will lead us to continue to develop the economy and pay attention to the release of subsequent economic policies. Focus on sectors: new and old infrastructure (real estate, new infrastructure ( photovoltaic , digital infrastructure)) .
Risk Reveal: Investment advice is for reference only, at your own risk.
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