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收评:创业板放量涨1.63% 新冠药物与数字货币概念股爆发

Comments: the volume of gem rose by 1.63%. COVID-19 Drug and Digital currency concept stocks broke out.

證券之星 ·  Jan 17, 2022 02:10

The afternoon index remained high. On the disk, the digital currency plate was strong in the afternoon, with Xiongdi Science and Technology, Shensi Electronics, New Cape, Tianyuan Dico, and advanced digital communication 20CM trading limit. Domestic software plate continued to strengthen in the afternoon, digital certification, Hausen shares, digital Zhengtong, new software, Jiecheng shares 20CM limit. There are not many hot spots in the new market in the afternoon, and the relevant sectors of the digital economy continue to lead the rise. COVID-19 drugs continue to be strong, Guangshengtang, Tuoxin Pharmaceutical, Shu Taishen and other 20cm limit. There are more than 150 stocks in the two markets that are up more than 10%, and the short-term mood is more exuberant. Today's turnover on the Shanghai and Shenzhen stock markets is 1.1197 trillion, 12.7 billion higher than that of the previous trading day.

By the close, the Prev index was up 0.58%, the Shenzhen Composite Index was up 1.51%, and the gem index was up 1.63%. Northbound funds have a net inflow of 1.707 billion yuan throughout the day, of which Shanghai stocks have a net outflow of 323 million and Shenzhen stocks have a net inflow of 1.383 billion.

According to the news, data from the National Bureau of Statistics show that according to preliminary calculation, the GDP for the whole year of 2021 is 114.367 trillion yuan, an increase of 8.1 percent over the previous year at constant prices, with an average growth rate of 5.1 percent in two years. On a quarterly basis, it grew by 18.3% in the first quarter compared with the same period last year, 7.9% in the second quarter, 4.9% in the third quarter and 4.0% in the fourth quarter.

As far as the future is concerned, CITIC said that the collapse of high-level holding shares was the main reason for the sharp fluctuations in market sentiment at the beginning of the year, and investors' confidence in stabilizing growth policies and economic stabilization is expected to continue to strengthen. Market sentiment will be boosted as the main line of stable growth is clear again, and the starting point of the market in the first half of the year is approaching, and it is expected to appear before the festival.

First of all, the rapid adjustment of high-level holding stocks has successively induced the "high cut low" and position reduction behavior of investors, and the concern about the strength of the policy of stabilizing growth has induced the mutual position swap behavior, leading to chaos on the main line in the first half of the month, but the market has passed the most panic point of sentiment, and what is missing is a consensus on the direction of the main line. Second, we expect that the concentration of economic data last year will enable the market to form more consistent expectations for stable growth this year, the formation of a policy synergy is on the way, and the market expectation for the economy in 2022 will be gradually revised up.

Finally, incremental funds began to stabilize and resume inflows, and the clarity of the main line of steady growth will significantly improve market sentiment. The starting point of the market in the first half of the year is expected before the festival, and it is suggested that we continue to make a firm layout around the "three lows".

China International Capital Corporation said that since the beginning of the year, the performance of A shares has been relatively low, with the plate falling generally, and only a few sectors such as banks, real estate, agriculture and other sectors have slightly positive gains, which may be due to several reasons:

First, from the perspective of the domestic environment, growth has not yet improved significantly, and investors pay close attention to the intensity and rhythm of policy implementation; second, the recent spread of the epidemic at home and abroad has accelerated, and there is great pressure on the prevention and control of the epidemic in major domestic cities. investors are cautious about the recovery of consumption, especially during the Spring Festival. Third, the world's major markets have fallen more or less since the beginning of the year, and monetary policy in the United States has tightened, which individual investors are worried about will affect A-share risk appetite.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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