On Thursday, the stock index rebounded, and the three major stock indexes all closed at the Yangxian line. Transactions between the two cities1113.6 billion. On the disk, the coal industry, steel industry, cultural media and other sectors were among the top gainers, while the brewing industry, real estate service industry and biological products were among the top losers. The daily limit of the two cities is 100, with 8 daily limit. The net inflow of northbound funds is about 5.9 billion. The Shanghai Composite Index rose 0.75% to 3,675.02 points, the Shenzhen Component Index rose 0.58% to1565,438+02.865,438+0 points, and the Shanghai Composite Index rose 0.74% to 3,490.45 points.

market outlook

The Fed meeting decided to keep the benchmark interest rate unchanged overnight and announced that it would double the monthly asset purchase scale to $30 billion. After the boots landed, US stocks rebounded sharply and closed higher. The news also matched the rhythm of A shares, and the stock index completed a short-term retracement. To build a 30-minute hub, the Shanghai Composite Index needs to break through 3,688 points before it can launch a high-resistance market and challenge upward, otherwise it will continue to consolidate the central consolidation of 365 1-3688. Although the transaction volume has shrunk slightly, the market sentiment is still relatively strong, and the daily limit is still 100. The funds mainly focus on the spirit of the Central Economic Work Conference and tap the opportunities of theme stocks. From yesterday's new energy infrastructure to today's energy double carbon, it extends to carbon neutral related sectors such as coal and steel, and meta-cosmic speculation also radiates to media, culture and gardens. Only biological products and liquor stocks were suppressed by bad news. Judging from the economic data, at present, the old and new economy in China presents a scene of ice and fire. Today, this is a world of new energy, new infrastructure, green economy, digital economy and super-universe. Real estate sales continued to be sluggish, manufacturing investment maintained high growth, and the new economic field grew at a double-digit rate; Ren Zeping, an economist, agrees that the main opportunities in the future lie in higher valuation, steady growth and new infrastructure. Increasing valuation and steady growth are cyclical opportunities, while new infrastructure is a long-term historical opportunity.

Operation strategy

Short-term attention to new energy infrastructure, carbon neutrality, hyperuniverse, digital economy and other opportunities; The center line keeps paying attention to the opportunities in the main tracks such as lithium batteries, photovoltaics, semiconductors, military industry, liquor and securities sectors. Luo Limin, investment consultant of GF Securities, with the practice certificate number of 0260611010126.