【Market Raiders】On March 5, the A** field gradually climbed in fluctuations, and the Shanghai Composite Index hit a new high, however, the differentiation between sectors became more and more obvious, and the market's profit atmosphere weakened significantly. From the wording of the work report, we can observe some important shifts. Among them, the promotion of science and technology, which emphasizes the new quality of productive forces, has been placed in the first place, followed by the strategy of "rejuvenating the country through science and education" with personnel training as the core, and the expansion of domestic demand has been adjusted to the third place.
In terms of the specific performance of the market, new quality productivity, automobiles, blockchain and other fields have shown a certain vitality, but the concept stocks such as robots and CROs that were active in the early stage have fallen into a downturn, and the overall action of the market is slightly insufficient. Although volume remained buoyant, it was slightly lower than expected. Driven by the continued policy winds, we still need to pay close attention to the high-frequency data of the economy, although the short-term economic stimulus effect has not yet been felt. **10,000 Fans Incentive Plan
From a short- to medium-term perspective, we should not pay too much attention to the rise and fall of the index, but should focus on the core guidance of the policy, especially the relevant guidance on the industry side. In addition, key information such as the direction of investment of special government bonds also deserves our close attention. In the midst of market fluctuations and changes, we should maintain keen insight and respond flexibly to capture future opportunities. 