More kills and more staging?Avoidance
From the perspective of the weight of the market, no matter what the reason, WuXi AppTec, TCL Zhonghuan, SF Holdings, Zhongji Innolight, Pien Tze Huang, LONGi Green Energy, iFLYTEK and other big votes have taken turns to flash crash, which means that some institutions have forced stop losses and insufficient market liquidity.
Insufficient liquidity and emotional funds are all being staged, these two situations should be regarded as the worst in the market, so even if the freezing point has been killed, it still can't feel that the ** is coming, because the overall environment has been destroyed, and it can no longer be analyzed from the perspective of a conventional stable environment.
Major events] 1. The Federal Reserve kept interest rates unchanged and hinted that it would not cut interest rates for the time being.
2. N-type polysilicon** has achieved three consecutive increases, and the leading companies are expected to achieve excess returns.
Key Sectors] Media: China Television Media, Zhongguang Tianze, Times Publishing, Xinhua Media, Inner Mongolia Xinhua.
Event: Driven by the 7 boards of China Television Media, the back row excavated China Television Media to make up for the rise.
State-owned assets: Sinoma Energy Conservation, Zhongji Health, China Design Co., Ltd., Baosteel Packaging, Guoxin Culture, China Construction Environmental Energy, COFCO Capital.
Event 1: On January 24, at the press conference of the State Council Information Office, Xie Xiaobing, head of the Property Rights Administration of the State-owned Assets Supervision and Administration Commission, introduced that the State-owned Assets Supervision and Administration Commission will further study the inclusion of market value management in the performance appraisal of the person in charge of the enterprise.
Event 2: On January 25, the signing ceremony for the optimization and upgrading of the stock assets of state-owned enterprises was held in Beijing. The ** is approved by the State-owned Assets Supervision and Administration Commission, with a total scale of 40 billion yuan.
Event 3: On January 25, the China Securities Regulatory Commission (CSRC) held a systematic work meeting to promote the inclusion of market value in the assessment and evaluation system of central and state-owned enterprises.
Event 4: On January 29, the State-owned Assets Supervision and Administration Commission of Zhuhai launched a new round of restructuring and integration actions.
Investment Advice] Wait for a new main line to appear.
Risk Warning: (This recommendation is only used as an investment reference, and you operate at your own risk.) Investment consultant: Wang Zhihui, certificate number: A0690612110001).