Huaan**: In the past week, the stock index first fell and then rose.
Morning strategy] Container Shipping Index (European Line).
Market Analysis]: Some ocean routes** have fallen. On January 26, the comprehensive freight index of Shanghai's export containers was 217909 points, compared with the previous period**27%。On the European route, on January 26, the freight rate from Shanghai to the Mediterranean was 3903 US dollars TEU, which was 4 US dollars higher than that of the previous period0%。The freight rates from Shanghai to the West and East of the United States were $4,412 and $6,413 respectively, respectively, compared with the previous period**21% and 24%。
Investment strategy]: Ouji is running weakly
Morning Strategy] stock index
Market Analysis]: In the past week, the stock index first fell and then rose, and the RRR cut slightly boosted market confidence. Over the weekend, the China Securities Regulatory Commission (CSRC) further optimized the securities lending mechanism, firstly, by completely suspending the lending of restricted shares, and secondly, by adjusting the market-based declaration of refinancing securities from real-time availability to next-day availability. In the new week, the Federal Reserve will hold its first monetary policy meeting of 2024; China's official manufacturing PMI for January and the U.S. non-farm payrolls report for January have been released. In the future, we will pay attention to the continued impact of more macro incremental policies on boosting domestic demand and promoting the recovery of confidence in the capital market.
Investment Strategy]: The stock index is temporarily treated
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