[stock market rating] avoid high, low capital risk aversion train of thought! Salt Lake Lithium extraction Plate staged a rising and stopping tide, emotional high stocks continued their ebb.

Today, all three major indexes closed higher. On the disk, the lithium battery plate continued to strengthen in the afternoon, setting off a rising tide within the plate. In addition, afternoon brokerage, CRO and other plates have changed, but the rise is general, the overall market hot spots are more messy, rotation is faster. In terms of decline, green power-related sectors still led the decline, but the rate of decline has narrowed.

Plate aspect

At present, the market situation to maintain a rapid rotation of the situation, to avoid high on the low has become the idea of capital risk aversion.

Today's plate hot spot rotates quickly, and its persistence is poor. Yesterday staged a rise and stop tide of traditional Chinese medicine, hydrogen energy plate directly weakened this morning, the strong plate turns to the digital currency, salt lake lithium, industrial mother machine plate, these three plates have the corresponding good news stimulation.

Among them, the salt lake lithium plate staged a rising and stopping trend, while Tibetan Mining, Wharton Technology, Mount Qomolangma, Jinyuan shares, Zhaoxin shares, National Machinery General Motors, and Tibet City Investment rose by the limit one after another. In fact, the rotation between the same attribute plates can be regarded as a kind of supplementary increase. For example, hydrogen energy concept stocks set off a rising and stopping tide yesterday, and today they switched to the salt lake lithium concept stock to set off a rising tide, and the rest of the new energy track branches are also expected to be rotated, but according to the decreasing effect, the more backward the plate pulls up, the smaller the space may be.

In the afternoon, CRO, medical devices, chemical pharmaceuticals, generic drugs and other medical and medical plates have been pulled up. On the news, the number of confirmed cases of novel coronavirus around the world increased by more than 1.44 million in a single day, a record increase. It is worth mentioning that Jiu'an Medical Board in the afternoon, Tuoxin Pharmaceutical once pulled up more than 17%, prior to the gem stock Yaben chemical limit out of 5 days 4 boards. It can be found that since Tuoxin pharmaceutical industry began to take the lead, the pharmaceutical sector has stepped out of three Daniel stocks, but the trend of Yunnan Baiyao, Pian Tsai Yi, Yao Ming Kant, Fosun Pharmaceutical and other Chinese military stocks is mediocre, so in essence, the market of the pharmaceutical sector continues the mood of speculation.

In terms of individual stocks

The short-term mood was repaired yesterday, and some demon stocks that first started in December strengthened yesterday afternoon, with Jiu'an Medical, Shaanxi Jinye, Xiyi shares and Zhenyang Development rising by the daily limit. However, in the case of repair, there are still many high-level stocks with the effect of losing money, such as Hubei Radio and Television, Roman shares, Longzhou shares, Great Wall military Industry, Yanhua Intelligence and other stocks ended up plummeting. In short, yesterday's short-term emotional repair and high-level stocks "suffocate" the same way is more fragmented, the general short-term emotional rebound the next day and short-term emotional re-killing are possible.

Today's short-term mood chose to fall again, high-level stocks once again ebb, such as Shaanxi Jinye, Xiyi shares, Roman shares, Lanke high-tech, Hubei radio and television and other stocks have fallen to the limit. In that case, if the continued decline in high stocks last week is seen as a road to a short-term emotional freezing point, yesterday's short-term emotional repair is similar to a pause in the road, and today's high-level stocks will continue to snuff out short-term sentiment to the freezing point. This continuous ebb may not be a bad thing, but it is easy to produce a small cycle of absolute freezing point in a short period of time, resulting in a high income-risk ratio of trial and error in the new cycle, that is, as the saying goes, "trade space for time." On the contrary, if the short-term mood continues to repair today, it will delay the arrival of the emotional freezing point. This is the idea of "trading time for space".

Future analysis

In terms of the index, as of the close, the Prev index was up 0.39%, the Shenzhen Composite Index was up 0.83%, and the gem index was up 1.06%. Northbound funds bought a net of 1.293 billion yuan today, of which Shanghai shares bought 1 billion and Shenzhen stocks bought 293 million.

The afternoon index has a significant pull up, mainly due to brokerages, some new energy tracks to strengthen the rebound trend. By the close, the three major indexes closed higher, and individual stocks also rose more and fell less. The money-making effect was mainly concentrated in the over-falling salt lake lithium extraction, fluorine chemical industry, lithium battery, HIT battery and other new energy tracks, the industrial mother machine stimulated by the good news, the digital currency plate, and some small market capitalization pharmaceutical stocks, while most high-end stocks still continued the money-losing effect of explosion.

In terms of sentiment, it rose 2752, 25 more than the previous trading day; 60 (excluding St shares, unopened new shares), 2 fewer than the previous trading day; 16 fried boards, 11 fewer than the previous trading day; gem / Science and Technology Innovation Board shares rose 5, 2 lower than the previous trading day; 9 fell by the limit, 3 less than the previous trading day.

Although there are only 9 stocks that have fallen by the limit today, they are all recent high-level stocks, of which Hubei Radio and Television, Huilu Ecology, Roman shares, and Longzhou shares have fallen by more than 20% in the short term. In short, today's short-term sentiment continues to fall due to the continued ebb of high stocks, while the new energy track continues to repair, and the overall market sentiment shows a volatile trend under the hedging of the two.

Focus on market news

1. Crude oil rose more than 3% at the close of domestic commodity futures.

December 28, domestic commodity futures closed, up more than 3%, up more than 3%, NR, crude oil up more than 3%, LPG, etc., up more than 2%, etc., up more than 1%, soybean meal, pulp and so on rose slightly; coke fell by more than 4%, iron ore and coking coal fell by more than 3%, Zheng alcohol fell by more than 2%, thread and PP fell by more than 1%, and pigs and glass fell slightly.

2. Eight sectors: by 2025, the market satisfaction rates of intelligent manufacturing equipment and industrial software will exceed 70% and 50%, respectively.

December 28, the Ministry of Industry and Information Technology and other eight departments jointly issued the "14th five-year Plan for the Development of Intelligent Manufacturing" today. The plan proposes that by 2025, most of the manufacturing enterprises above the scale will realize digital networking, and the backbone enterprises in key industries will initially apply intelligence; by 2035, the manufacturing enterprises above the scale will popularize digital networking in an all-round way, and the backbone enterprises in key industries will basically achieve intelligence. Among them, the specific goals by 2025 are: first, remarkable results will be achieved in transformation and upgrading. More than 70% of the manufacturing enterprises in scale will basically achieve digital networking, and more than 500 intelligent manufacturing demonstration factories will be built to lead the development of the industry. Second, the supply capacity has been significantly enhanced, with the market satisfaction rates of intelligent manufacturing equipment and industrial software exceeding 70% and 50% respectively, and cultivating more than 150 system solution providers with high professional level and strong service ability. Third, the foundation is more solid, more than 200 national and industry standards have been revised, and more than 120 industrial Internet platforms with industrial and regional influence have been built. The Plan also deploys six special actions: intelligent manufacturing technology action, intelligent manufacturing demonstration factory construction action, industry intelligent transformation and upgrading action, intelligent manufacturing equipment innovation and development action, industrial software breakthrough and upgrading action, and intelligent manufacturing standard pilot action.