Author |Ding Zhenyu, editor|Gu Jinfeng.
*: Jufeng Investment Advisory, good ** application.
Brief description of the plate
On Monday, the Shanghai and Shenzhen stock indexes bottomed out and rebounded, closing up across the board. On the disk, games, cultural media, coal, ** led the rise, gas, computer equipment, public utilities, fertilizers, auto parts, textiles and garments, commercial department stores, beauty care, logistics, aerospace and other industries rose first;Energy metals, the ** brewing industry, batteries, and non-metallic materials were among the top decliners. In terms of theme stocks, multimodal AI, short drama interactive games, digital reading, mixed reality, cloud games, intellectual property, online games, etc. led the gains, while aquaculture, low-carbon metallurgy, and lithium extraction from salt lakes were among the top decliners.
Hot Plates
Culture and media strengthened: Insai Group rose more than 15%, Publishing Media, Dragon Edition Media, Cultural Investment Holdings, Longyun Shares, Guomai Culture, Zhongnan Culture rose and stopped, and Xuanya International, Tianlong Group, Chinese ** and other top gainers.
Multimodal AI strengthened: Netda Software 7 days 5 boards, Genting Technology, Suzhou Keda up and down, Xuanya International, Chinese**, Shengxun shares, Maxvision Technology, Zhongke Jincai, Xinhuanet, Lisheng Sports and other top gainers.
Gas stocks strengthened: Nanjing public daily limit, Jovo Energy, Meineng Energy, Shuifa Gas, ENN shares, Guizhou Gas, Changchun Gas, New Natural Gas, Shouhua Gas, etc. were among the top gainers.
Message plane
The Political Bureau of the Communist Party of China held a meeting to analyze and study the economic work in 2024
The meeting pointed out that next year, it is necessary to persist in seeking progress while maintaining stability, promoting stability through progress, establishing first and then breaking down, strengthen counter-cyclical and cross-cyclical adjustment of macroeconomic policies, and continue to implement a proactive fiscal policy and a prudent monetary policy. The proactive fiscal policy should be moderately strengthened, improve quality and efficiency, and the prudent monetary policy should be flexible, moderate, precise and effective. It is necessary to enhance the consistency of macroeconomic policy orientation, and strengthen economic propaganda and guidance.
The CPI fell 0 year-on-year in November5% of institutions said that the possibility of RRR cuts increased during the year
China's national household consumption** (CPI) fell 0.0 percent year-on-year in November5%, down 05%。From January to November, the CPI was 0 compared with the same period last year3%。Most of the interviewed experts believe that the relatively weak consumer demand behind low inflation deserves special attention, and on this basis, there is a lot of room for the next step to promote consumption policies. Zhou Maohua, a macro researcher at the financial market department of Everbright Bank, believes that from the perspective of price data for policy guidance, the effective domestic demand management policy is expected to continue to be positive, helping consumption and domestic demand to recover steadily.
A number of international institutions have raised their forecasts for China's economic growth
Recently, a number of international organizations and international business institutions have raised their growth forecasts, casting a "vote of confidence" in China's economy. In the face of a complex internal and external environment, China has firmly promoted opening-up and continued to make efforts to stabilize growth, and its economy has shown strong vitality, resilience and momentum, which has been widely recognized by international institutions.
Jufeng view
In early trading, the three major A-share indexes collectively **, on the disk, multimodal AI, mixed reality, games, cultural media, intellectual property, tax refund shops, short drama interactive games, gas and other sectors bucked the trend and strengthened. Energy metals, ** wine, batteries, non-metallic materials, photovoltaic equipment, food and beverage, aquaculture, salt lake lithium extraction and other sectors performed poorly, leading the market.
In the afternoon, coal, electricity, environmental protection, medicine, automobiles, ** and other sectors have strengthened, media, computer applications, semiconductors continue to rise, the stock index rebounds, and the science and technology innovation board takes the lead in turning red. The trading volume of the two cities exceeded 900 billion yuan, and the northbound funds sold nearly 10 billion yuan in the morning, and returned sharply in the afternoon, with a net outflow of less than 3 billion yuan throughout the day. Nearly 4,000 in the two cities
Since August, the A-share adjustment has been mainly affected by the depreciation of the RMB exchange rate and geopolitical factors. Recently, the market has released a lot of good news: the financing margin ratio has been lowered, and the central bank has reduced the deposit reserve ratio;A number of cities have announced the lifting of housing purchase restrictions, and a number of economic data since August have further proved the recovery of the domestic economyAn additional 1 trillion yuan of national bonds will be issued to support post-disaster recovery and reconstruction and to enhance disaster prevention, mitigation and relief capabilitiesMultiple positive news positively stimulates A-shares. In the medium term, with the implementation of various counter-cyclical adjustment policies and measures, the domestic economy has entered a recovery cycle, and A-shares will find the bottom of the market and go up, so it is an opportunity to lay out the dip.
Investment advice
Jufeng Investment Consulting believes that under the expectation of economic recovery, A-shares are expected to enter a medium and long-term bull market**. In the short term,** it is mainly affected by exchange rates and external geopolitical factors. In the medium and long term, the market is expected to return to activity, and investors can take advantage of the dip to deploy the three-quarter report forecast sector and the central enterprises that are expected to increase their holdings or buy back;In addition, we can pay attention to highly elastic targets that benefit from improved liquidity: artificial intelligence, robotics, new energy vehicles and other sectors.
Author: Ding Zhenyu Practicing Certificate: A0680613040001).
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss.