On Friday, the market rebounded as scheduled, and the three major stock indexes all closed at the Yangxian line. The turnover between the two cities was11383.8 billion. Disk observation, aerospace, food and beverage, materials industry and other sectors were among the top gainers, while insurance, power industry, banking and other sectors were among the top losers. The daily limit of the two cities was 86, with a daily limit of 14, and the net inflow of funds from the north was 4.738 billion. The Shanghai Composite Index rose 0.82% to 3,547.34 points, the Shenzhen Component Index rose 1.45% to 1445 1.38 points, and the Shanghai Composite Index rose 2.2 1% to 3,350.67 points.

market outlook

Although coal and other varieties in the futures market continue to be suppressed, cyclical stocks began to converge today and did not follow the sharp decline. Food, drinks and innovative drugs in consumer goods, as the varieties of seesaw to avoid the wind, only performed well for a short time in early trading. In the afternoon, as the lithium batteries and photovoltaic leading stocks in the new energy sector began to exert their strength, driven by the opening of the board and the innovative model, off-exchange funds entered the market one after another, the turnover of the two cities was further enlarged, and the net purchase in the north continued, which also drove electricity and electricity. In addition, Facebook changed its name and turned to the meta-universe, which once again activated the meta-universe plate and became a beautiful landscape in the market together with the concept of medical beauty. At present, the mainstream investment direction of the market is very clear. With the Fifth Plenary Session of the 19th Central Committee establishing "carbon neutrality" as China's national policy in the coming decades, the long-term economic cycle of China will enter the era of green power cycle from the real estate cycle of the past 30 years. In the future, national policies will also focus on energy, agriculture, science and technology to compete for competitive advantages, which will completely change the investment ecology supported by the real estate cycle and large consumption in the past years. Therefore, our investment philosophy and direction will also change.

Operation strategy

Continue to pay attention to the medium and long-term definite opportunities of new energy vehicles, photovoltaic sectors and their related industrial chains, and appropriately increase the balanced allocation of high-quality varieties with large consumption underestimation. Short-term new opportunities can focus on the universe, medical beauty, consumer electronics, agriculture and military industry. Luo Limin, investment consultant of GF Securities, with the practice certificate number of 0260611010126.