经济转型靠发展科技和扩大消费

作者: -

市场分析

息方面中央政治局会议提到,当前我国经济发展面临新的风险挑战,国内经济下行压力加大,必须增强忧患意识,把握长期大势,抓住主要矛盾,善于化危为机,办好自己的事;要实施好积极的财政政策和稳健货币政策,财政政策要加力提效,继续落实落细减税降费政策,货币政策要松紧适度,保持流动性合理充裕。整体来看几个重点,第一坚持房子是用来住的、不是用来炒的定位,落实房地产长效管理机制,不将房地产作为短期刺激经济手段;第二科创板要坚守定位,落实好以信息披露为核心的注册制,提高上市公司质量;第三则没有看到再提“结构性去杠杆”,那么就存在宽松预期;第四深挖国内需求潜力,拓展扩大最终需求,有效启动农村市场,多用改革办法扩大消费。结合市场分析,对经济下行市场是有预期,比较担心的是没有流动性宽松和政策支持,那么这次再明确不用房地产刺激经济,经济转型靠发展科技创新和扩大消费,那么后期科技和消费都会继续吸引资金入场,尤其5G产业链的科技股逻辑最顺畅;短期方面欧美股市全线收跌影响开盘,题材方面昨天说的债转股有一定板块的效应,龙头海德股份是A股唯一全资AMC标的。

In terms of information, the meeting of the Political Bureau of the Central Committee mentioned that the current economic development of our country is facing new risks and challenges, and the downward pressure of the domestic economy is increasing. We must strengthen the sense of suffering, grasp the long-term trend, seize the main contradictions, be good at turning dangers into opportunities, and do our own thing well. We must implement a positive fiscal policy and a sound monetary policy. Political policies should be strengthened to improve efficiency, continue to implement the policy of reducing taxes and fees in detail, monetary policy should be relaxed and moderate, and maintain reasonable and abundant liquidity. Overall, there are several key points. First, we should insist on the orientation of housing for living, not for speculation, implement the long-term management mechanism of real estate, and not use real estate as a short-term economic stimulus; second, we should stick to the orientation, implement the registration system with information disclosure as the core, and improve the quality of listed companies; third, we do not have any real estate management mechanism. If we think about "structural deleveraging", there will be loose expectations. Fourth, we should tap the potential of domestic demand, expand the ultimate demand, effectively start the rural market, and use reform methods to expand consumption. Combining with market analysis, there are expectations for the downward market of the economy, and the more worrying is that there is no liquidity liberalization and policy support. Then it is clear that no real estate is needed to stimulate the economy. Economic transformation depends on the development of scientific and technological innovation and the expansion of consumption. Then, science and technology and consumption will continue to attract funds in the later period, especially in the 5G industry chain. The logic of technical stocks is the smoothest; in the short term, the closing and falling of European and American stock markets affect the opening of the market, and the subject matter of debt-to-equity swap yesterday has a certain plate effect, leading Hyde shares are the only fully-owned AMC target of A shares.



大盘预测

空间预测

图片1.png

昨日上证指数在金融板块的带动下,高开后迅速冲高,10:45后一路回落,最终收出实体为6.08个点的阳十字星,报收于2952.34点,涨0.39%。股指短期反弹的第目标位R2:2962.88点,昨日冲高到达上涨目标位后重视高抛机会耐心等待调整下来后再关注目前个股分化较为明显操作需谨慎板块方面,多元金融板块今日强势领涨、传媒娱乐、保险板块表现活跃。OLED、人造肉、芯片等概念出现调整。市场依然缺乏主流热点。目前重视高抛。

Driven by the financial sector, the Shanghai Stock Exchange Index soared rapidly after opening high yesterday, falling all the way back after 10:45, and eventually returned to 6.08 points of the Sun Cross, closing at 2952.34 points, up 0.39%. The second target of short-term rebound of stock index is R2:2962.88. After reaching the rising target yesterday, we should attach importance to high-selling opportunities and wait patiently for adjustment before paying attention. At present, the differentiation of individual stocks is more obvious, and the operation needs to be cautious. In the sector, the diversified financial sector is leading the way today, and the media entertainment and insurance sectors are active. The concepts of OLED, artificial meat and chip have been adjusted. The market still lacks mainstream hot spots. At present, we attach great importance to high throwing.

图片2.png

昨日创业板指开盘迅速走高,10:30后一路下行,最终收出带长上影线的小阳线,报收于1580.13点,涨0.87%。股指波段反弹第二目标R2:1589.90点,昨日股指冲高到达目标位,为波段上高抛机会。等待股价调整下来后再考虑短线低吸。沪深指数与创业板指依然处于分化中,目前均已到达上涨目标位重视高抛机会

Yesterday's GEM opened up quickly and went downward after 10:30, eventually receiving a small line with a long shadow line, closing at 1580.13 points, up 0.87%. Stock index band rebound second target R2:1589.90, yesterday the stock index reached the target high, for the band high throw opportunity. Wait for the stock price to adjust before considering the short-term low absorption. Shanghai-Shenzhen index and GEM index are still in the process of differentiation, and they have reached the target of rising, attaching importance to high-selling opportunities.


时间预测

图片3.png

根据操盘周期表,上证指数5分钟K线图上,今日容易出现拐点的时间为10:1011:20、13:40附近。

According to the trading cycle table, on the 5-minute K-line chart of the Shanghai Stock Exchange Index, the time when inflection points are prone to occur today is around 10:10, 11:20 and 13:40.


热点板块

其它

消息方面上海市市长应勇,要培育和引进一批人工智能“独角兽”企业,市场方面欧美股市全线收跌而A股这边科技股逻辑最顺畅。

In terms of news, the mayor of Shanghai Ying Yong wants to cultivate and introduce a number of artificial intelligence "unicorns" enterprises. In terms of market, the European and American stock markets closed down all the way, while the logic of A shares is the smoothest.



风险提示

市场有风险,投资需谨慎。在任何情况下,本文所载信息或所表述的意见并不构成对任何人的投资建议,对任何因直接或间接使用本文刊载的信息和内容或者据此进行投资所造成的一切后果或损失,我们不承担任何法律责任。




热点新闻

机构扎堆调研透露重大信息 潜力股名单···
纽约股市三大股指22日涨跌不一
1月22日异动股点评:宁德时代登顶创···
科技股午后持续飙涨 消费电子、国产软···
科技股全线反弹 创业板指一度站上20···
Copyright 2018 www.chuangfuruanjian.com Rights Reserved
北京乐创富科技有限公司 京ICP备18041910号-1