12 18 disc analysis: **Yin fell and the luck was strong.
Today's index continued to decline, with the transportation sector performing better and the power equipment sector performing poorly. Northbound funds are net **27 today2.7 billion, of which the Shanghai Stock Connect net **147 billion yuan, Shenzhen Stock Connect net **125.7 billion yuan. As of the end of **, the Shanghai Composite Index fell 040%, the Shenzhen Component Index fell 113%, the GEM index fell 154%, the Beijing Stock Exchange 50 Index rose 339%。
Comments on the change section:
1. Shipping ports: the sector rose by 279%, Ningbo Ocean limit.
On December 15, Maersk announced the suspension of all its container ships in the Red Sea due to attacks by Houthi militants in Yemen. On the same day, Hapag-Lloyd also announced the suspension of its container ships in the Red Sea, at least until December 18. On December 16, MSC and CMA CGM also announced the suspension of ships passing through the Suez Canal route in the Red Sea until further notice. So far, all four major shipping companies have suspended the Red Sea route. The bypass will promote the freight rates of LR2 ships, Suez and Aframaxes to rise significantly, and some VLCCs will indirectly benefit from the transfer of barges in the Suez Canal.
2. Stalls economy: the sector rose by 068%, Eurasia Group daily limit.
The growth rate of social consumption in November 2023 will be 101%, an increase of 2 from October5 percentage points, on the one hand, due to a certain low base in the same period last year;On the other hand, it is also due to the fact that overall consumption is recovering modestly. In the short term, Christmas and New Year's Day are approaching, and related festival-themed concepts may benefit.
12 18 ** Yellow Calendar:
1.**Comprehensive judgment signing: medium and high.
2.Tomorrow should avoid judgment: shareholding.
3.Tomorrow** recommendation: 75%.
Abstract: Today's index continued to fall, with the transportation sector performing better and the power equipment sector performing poorly. You can pay attention to investment opportunities in sectors such as artificial intelligence and medicine. (*There are risks, investment should be cautious).