[daily stock market review] more than 150 stocks in the two markets rose by more than 10%! The concept of digital economy staged a rising and stopping tide, Jiuan Medical Service sealed the limit.

Today, the three major indexes rose across the board, and the volume of the gem index rose by 1.63%. On the plate, the digital economy-related sectors continue to lead the rise, with digital currency, network security, domestic software and other sectors rising in the forefront. In terms of individual stocks, there are more than 150 stocks in the two markets that have risen by more than 10%. Jiuan Medical continues to rise by the daily limit, while the novel coronavirus testing plate where it is located is mainly adjusted.

Plate aspect

Today's market is in full bloom, most of the plates are on the rise, and the theme hype and growth track have a good performance.

In terms of subject matter hype, the increase in the concept of digital economy is at the top. There are many branches of the digital economy, including big data, digital currency, cloud computing, artificial intelligence, network security and domestic software. Wu Chunyi of Everbright Securities believes that the construction of "digital China" has been accelerated and launched in an all-round way. We are optimistic about the four main lines of investment, such as enterprises that help the government's digital infrastructure, enterprises that realize digital transformation for enterprises, information security, and the construction of digital monetary infrastructure.

It is worth mentioning that the index of the digital currency sector rose more than 9%, while Shensi Electronics, Tianyuan Dico, Advanced Datong, Xiongdi Technology, New Cape and Oriental Guoxin rose 20%. According to the news, the digital RMB is the "new infrastructure" of China's digital economy era, which will reconstruct China's currency and payment system.

At the same time, the concept of meta-universe and the concept of the Winter Olympic Games are also on the rise. The development of the outbreak logic of meta-universe concept or as an important application scenario of digital economy is expected to accelerate; the strengthening logic of the concept of Winter Olympic Games or the pilot project of digital RMB Winter Olympic Games are steadily advanced, and many digital currency concept stocks are its constituent stocks.

In terms of the growth track, the Ningde era rose nearly 5% in intraday trading and returned to above 600 yuan, and the concept of power exchange rose by more than 3%. On the face of the news, Ningde Times will hold an EVOGO brand conference on January 18. Some analysts pointed out that the Ningde era's move means that it officially entered the "car and electricity separation" electricity exchange market. Some analysts also pointed out that the exchange power station is a heavy asset investment, with Ningde era leading Geely and other car companies to enter the power exchange market, the power exchange market is expected to usher in the development tuyere.

In terms of individual stocks

Today, the trading of Yaben Chemical, the leading stock in the concept of new crown medicine, has been suspended due to abnormal fluctuations in stock trading, while the concept of new crown medicine has been greatly strengthened. Today, novel coronavirus testing concept leading stock Jiuan Medical continues to rise by the daily limit, while novel coronavirus testing concept is mainly based on adjustment.

It can be seen that the trend of today's market is quite different from the previous cognition. In general, the second suspension is quite damaging to the mood of the plate. You can refer to the Shangneng Electric of the previous "second Palace". The first day of the special suspension is basically the time when the concept of energy storage peaked, but under the circumstances that Yaben Chemical was stopped for the second time, today's new crown medicine concept stocks have risen sharply, with Tuoxin Pharmaceutical, Hanyu Pharmaceutical, Shu Taishen and Guangshengtang up 20% one after another. Junshi creature, frontier creature and Haite creature have risen by more than 10% one after another.

In fact, it may be understandable to think about this situation from another point of view. Yaben Chemical has already increased nearly 3 times before the second suspension, and the rest of the new crown medicine concept stocks may have room to make up for it, but they may attack collectively today and expose problems tomorrow. For example, the plate may be leaderless and have a trend of differentiation.

Future analysis

As for the index, 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.

Pre-market MLF, reverse repo operating interest rates are both down 10 basis points, which exceeded market expectations, affected by this, the three major indices of A shares opened higher in early trading, intraday shocks also strengthened. Societe Generale Securities Huang Weiping said that after the "interest rate cut" landed, the focus of the market may shift to focus on the effect of stable growth and broad credit. In addition, the Prev index that benefits most from the "interest rate cut" is weaker than the gem index, which may indicate that the current mainstream funds are not on the value plate, but prefer subject matter speculation, such as today's new crown medicine, the concept of digital currency, a number of gem stocks rose by the daily limit.

In terms of sentiment, it rose 3295, an increase of 1767 over the previous trading day; a rise of 110 (excluding St shares and unopened new shares), an increase of 36 over the previous trading day; 22 fried boards, a decrease of 7 compared to the previous trading day; gem / Science and Technology Innovation Board stocks rose 21, an increase of 5 compared to the previous trading day; and 4 fell by the limit, 2 fewer than the previous trading day.

Today's index rose across the board, large and small market value stocks showed a general rising pattern, theme hype and growth track have a good performance, market sentiment naturally resonated rebound. Of course, the current mainstream direction is still subject matter speculation, the concept of digital economy and the concept of anti-epidemic harvested most of the trading stocks.

Focus on market news

1. Domestic commodity futures closed with different ups and downs. Coke and manganese silicon fell more than 5%.

January 17-domestic commodity futures closed up differently. Thermal coal rose more than 3%, fuel, low-sulfur fuel oil and glass rose more than 2%, peanuts and crude oil rose more than 1%, and cotton and red dates rose more than 1%. Coke and manganese silicon fell by more than 5 per cent, coking coal by more than 4 per cent, apple by more than 3 per cent, ferrosilicon, LPG, pulp, iron ore, urea and international copper by more than 2 per cent, and Shanghai copper, zinc and rapeseed meal by more than 1 per cent.

2. National Bureau of Statistics: China's total population will remain above 1.4 billion for a period of time, and the effect of the three-child policy will gradually show.

Ning Jizhe, director of the National Bureau of Statistics, pointed out at a news conference on the 17th that China's total population will continue to grow in 2021, with a net growth of 480000. The number of people born in the whole year was 10.62 million, and the decrease in the number of births was affected by a variety of factors, including a decrease in the number of women of childbearing age, a continued decline in fertility levels, changes in fertility concepts, postponement of marriage and childbearing age, postponement of marriage and childbearing arrangements for young China's total population will remain above 1.4 billion for a period of time, and the effect of the three-child policy will gradually show. The proportion of second children born rose from about 30% in 2013 to about 43% in 2021.