01% photovoltaic concept is active again
Opening: The stock index rose and the Shanghai index rose 0.
01% photovoltaic concept is active again
Sina Finance News on February 13th, as of today’s opening, the Shanghai Composite Index reported at 2927.
14 points, up 0.
01%; Shencheng Index reported 10936.
50 points, down 0.
04%; the index is reported at 2080.
82 points, down 0.
News: 1. Political Bureau of the Central Committee of the Communist Party of China: Intensify scientific research on drugs and vaccines and accelerate the return of enterprises to production.
2. National Standing Committee: Promote key medical prevention and control materials companies to reach production as soon as possible, pay close attention to employment issues, and prevent large-scale layoffs.
3. National Health Commission: The number of newly confirmed cases nationwide fell by 48.
At 2%, there have also been some positive changes in the epidemic situation.
4. Ministry of Public Security: Vehicles with a vehicle registration place that is a key epidemic area such as Hubei, but driving for a long time in different places, shall not set restrictions and advise 北京夜网 return.
5. Civil Aviation Bureau: The air transport market in January showed negative growth and continued to decline 4.
6, Alibaba may be excluded from the Hong Kong Stock Connect, the second listed company with the same share of different rights “difficult to break into” the Hong Kong Stock Connect.
7. According to the investigation title of China Automobile Dealers Association, the resume rate of 60 automobile dealer groups is less than 10%.
8. According to reports, the price of mask “heart” meltblown cloth has more than tripled recently, reaching 80,000 yuan per ton.
9. The CBRC noticed that the situation affected by the epidemic should be transferred to the local area as soon as possible without raising the information on the loan gate or extending the loan term.
10. Mingsheng’s MSCI China All-Shares Index added 9 new constituents, including Jinshan 合肥夜网 Office, Beijing-Shanghai High Speed Rail, Ruixing Coffee, PICC, etc.
11. Development and Reform Commission: Different regions determine the time for resumption of work and resumption of production according to the epidemic situation. The medical field and the basic life of residents will be resumed.
12. The Global Mobile Communications Systems Association (GSMA) canceled the World Mobile Communications Conference (MWC).
13. Youkude risk alert announcement, online education, live broadcast and other fields accounted for no more than 15% of the revenue; Buchang Pharmaceutical subsidiary and Zhejiang University rapid new crown virus vaccine research and development; China Micro Corporation to build high-end semiconductor equipment research and development in Lingang New AreaIndustrialization project; Shenzhen Konka A of 7 days and 6 boards said that the sales of 1 billion memory control chips accounted for less than 1%; Xiaomi Group: The revenue of the group for the year ending December 31, 2019 is expected to exceed 200 billion yuan.
14. The three major U.S. stock indexes all hit record highs; Canaan Technology, a block in the blockchain, surged more than 80%; gold futures closed up 0%.
Oil prices rose the most since the beginning of January. Cloth oil rose over 3%, and US oil rose nearly 2.
Market View: Jufeng Investment Gu believes that the Shanghai Index has gained eight consecutive years, and in the short term, it pays attention to the blue-chip bottom up opportunities.
On Wednesday, the photovoltaic sector, domestic software, and domestic chips broke out. The yesterday ‘s plunge in the epidemic-resistant invasion expanded, and the market continued to rise.
In operation, it is recommended to focus on tracking 5G and Tesla’s industrial chain; in the short term, you can pay attention to the blue chip bottom-up opportunities.
Guosheng strategy stated that the counter-cyclical adjustment policy continued to increase, and the cyclical core asset revaluation continued.
Under the impact of the epidemic, the core assets of the current cycle once again entered a position that exceeded the higher cost performance ratio in the medium and long term.
The impact of subsequent restructuring epidemics was gradually digested, the normalization of business start-ups, and the effect of countercyclical changes appeared. After the economic “digging”, repairs were ushered in. The reassessment of cyclical core assets will continue, and mid- to long-term allocations will continue to be recommended.