In order to maintain reasonable and abundant liquidity at the end of the year, the central bank restarted the 14-day reverse repurchase operation after three months, and the central bank carried out a 7-day reverse repurchase operation of 184 billion yuan and a 14-day reverse repurchase operation of 60 billion yuan in the form of interest rate bidding on the same day, and the winning interest rate was 180% and 195%。As 285 billion yuan of reverse repurchase expired on the same day, the central bank realized a net withdrawal of 41 billion yuan in the open market on the same day, and the reopening of the 14-day reverse repurchase is an important measure for the central bank to meet the cross-festival and cross-quarter capital needs. Judging from the recent market performance, 2900-3000 is basically the current bottom area, and more of a reversal of confidence is needed to push the market upward.
The top five main net inflows into the industry sector: mobile games, games, tourism, photovoltaics, and smart speakers;The top five main net inflows into the concept sector: Metaverse, E-sports, Virtual Digital Human, Huawei Hongmeng, Cloud Gaming;The top 10 main net inflows**: Tianyu Digital, Pacific, Kweichow Moutai, Century Huatong, iSoftStone, Zhongyida, Sungrow, Dahua Intelligence, Wantai Biotechnology, Xi'an Tourism.
At present, the main reason why high-temperature superconducting strip has not been applied on a large scale is that the large-scale preparation technology of strip is not mature and the production cost is high. It is found that with the continuous expansion of high-temperature superconducting strip manufacturers, the gradual maturity of strip production technology, and the sharp decline of strip **, high-temperature superconducting strip is expected to usher in the era of large-scale application. With the introduction of high-level superconductivity, more companies are facing the challenge of new materials, which also allows some leading enterprises to obtain investment returns like a "moat", and can pay attention to the future development direction and policy dividend support.
BP will suspend all tankers passing through the Red Sea, as major shipping lines suspend shipping through the Red Sea, last week *** was the first single week ** since late October, and on December 18, domestic and foreign *** rose more than 1%. The Red Sea is an important link between the Mediterranean Sea and the Arabian Sea, as well as an important oil transportation corridor, and short-term disruptions could affect global energy sources**. Data shows that about 12% of the world's **, of which about 10% of oil products**, are transported through the Suez Canal and then through the Red Sea and the Bab el-Mandeb Strait. Riding bulls and bears believes that oil prices may continue to maintain medium and high levels in the medium and long term, and the upstream oil and gas exploitation sector is expected to benefit from the deepening of domestic Belt and Road cooperation.
The provinces will gradually adjust the policy details after the introduction of capacity electricity prices, and the compensation for thermal power will also be clear and stable. At the same time, the current coal price still does not support a significant adjustment of electricity price, and it is expected that the electricity price will remain high in the medium and long term. The annualized ability of thermal power companies' quarterly performance will be guaranteed, with the gradual clarity of electricity prices and the expectation of gradual stabilization of profits, riding bulls and bears believes that the recent thermal power ** has been catalyzed, coupled with the sharp drop in temperature, resulting in an increase in heating demand in winter, and the interpretation of new opportunities in coal, power and other sectors is about to accelerate.
Huawei terminal released news that nova is about to join the pioneer program. Previously, the Mate 60 Pro also joined the pioneer program first, and then went on sale directly before the press conference, and the market expects that the Nova 12 series is also expected to be launched on the market in advance to "test the waters". Huawei's smartphone recovery journey is expected to continue this year, with shipments expected to reach 35 million units, up 36% year-over-year. Huawei's new nova12 series of mobile phones continues to be equipped with Kirin chips instead of Qualcomm chips, and Huawei is expected to drive investment opportunities in domestic chips and Huawei's mobile phone-related industry chain.
The Shanghai Composite Index has adjusted significantly recently, and there is no sign of ** after hitting a new low this year, which has also led to a relatively sluggish atmosphere in the market. However, the "high dividend" and "low valuation" have obvious anti-fall effects, making dividend investment more defensive in the market. Judging from the current investment direction, financial stocks are still the main direction of the main funds, while consumption, infrastructure, and real estate are still up and down, and they are more obviously stimulated by the policy, but the attention of funds is low. In this position, it is still necessary to pay close attention to whether there are new investment opportunities in 2024.
The GEM index has a ** trend after 5 consecutive declines, but it has always been suppressed by the 5-day line and failed to break through, and the ** that appears here indicates that ** is extremely weak. The theme plate continues to perform a one-day tour mode, and the recent rise in small and medium-cap stocks has signs of making up for the fall, especially the trend of high-level stocks and even board stocks, which are often the next day's large disk, and now the success rate of participation is significantly reduced, and the loss effect is increasing. Brother Niu thinks that everyone is waiting for the bottom to appear, which makes the market even weaker, and it becomes a world of bears without buying, which is the most terrible place now!