1. The overall performance of the U.S. market is strong, especially the technology sector. The Nasdaq rose 137%, representative technology stocks such as AMD rose nearly 10%, Google rose 5%, and many familiar popular technology stocks also achieved full **.
The reason behind this, which we discussed last Thursday: the investment opportunities brought about by the new generation of technological change. As investors, we need to optimize and adjust our strategy and thinking, which we have already talked about before, so I will not repeat it. This time, the U.S. stock market has played a positive role!
2. Publish the overall plan to promote the high-level opening up of the Shanghai Pilot Free Trade Zone and build a national institutional opening demonstration zone.
From the content point of view, "accelerating the expansion of services" ranks first, which mainly involves two major areas: financial services and telecommunication services. Naturally, the first to benefit from financial services and telecommunications services, and Shanghai, as a financial capital, has absolute advantages in related Internet finance and big finance
In addition, the corresponding direction of telecom services is very clear, that is naturally telecom operators, the telecom operation sector at this time last year achieved a round of hype, and now is it making a comeback?And their growth will also become the main force of the disk, the three major telecom operations have the role of the prefix of the word, once the prefix rises, it can also hold up the index counterattack for the first day!Finally, of course, there are related Shanghai free trade concept stocks, and we will explore the potential stocks of the relevant tracks!
3. Vigorously develop new and clean energy
It mentions that "by 2025, the coverage rate of fast charging stations in high-speed service areas in key areas will not be less than 80%." It is strictly forbidden to increase steel production capacity, and resolutely curb the blind launch of high-energy-consuming, high-emission and low-level projects". The news has slightly stimulated the steel and new energy sectors.
Fourth, the manager was rumored to be taken away, and two heavy stocks fell sharply!
It was rumored in the market that the manager of SPDB AXA** was taken away on suspicion of insider trading, and the two heavy stocks he bought fell to the limit. At present, SPDB AXA quickly refuted the rumors, saying that all the best managers are working normally, and the rumors are untrue.