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The market moves in the medium term to actively focus on opportunities after external shocks

Time: January 08, 2020 15:21:17 China Finance Network
Affected by external news, the three major indexes opened lower across the board, and then the broader market fluctuated in a narrow range. In terms of subject matter, Tesla and HIT batteries were still active, but slightly differentiated. In the afternoon, the index continued to fluctuate lower. From the perspective of the sector, China Shipbuilding Department, Gold Concept, BAIC New Energy led the gains. Webcasts, chicken raising led the decline. Overall, individual stocks fell broadly, and the market's relative atmosphere was average.

The news was calmer. Tesla's Shanghai super factory appeared on the news webcast. On the first anniversary of the construction, Tesla's Shanghai super factory delivered the first batch of domestic Tesla cars Model 3 yesterday, and started the domestic manufacturing project of Model Y simultaneously. At present, the production capacity of Tesla's Shanghai Super Factory has reached 3,000 vehicles per week, and domestically produced parts account for 30%. By the end of 2020, it will achieve a 100% localization rate of spare parts. Related concepts are expected to benefit. In addition, cloud computing has replaced the traditional data center as the market leader, and the demand for switches will increase. Cloud computing has accounted for more than 50% of the global IT infrastructure, replacing traditional data centers as the market leader. Gartner predicts that the global public cloud services market will grow 17% in 2020, reaching $ 266.4 billion. Related fields are expected to gain market attention.

Today, the three major indexes opened lower, followed by shocks. The Shanghai Stock Index daily level MACD indicator runs above the zero axis, the golden fork continues to diverge upwards, and the red column has shrunk. The KDJ indicator turned down. In terms of moving averages, the moving averages diverge upwards, forming a bullish trend. The index runs above multiple moving averages and is supported by multiple moving averages. The capacity and performance are acceptable, and the market's undertaking is acceptable. It is expected that the index will have a short-term restoring demand.

In the medium term, the market is actively concerned about opportunities after external shocks. At present, the market is still facing some uncertainties during the operation of the market. From the current position, although the short-term international geological risks have increased, the positive period of lifting the ban in January, and the reduction of goodwill of some companies Value risk reappearance and the pullback of stock prices of individual leading companies last year did not rule out the possibility that short-term fluctuations in the index may increase slightly, but considering internal and external factors, short-term external interference will not prevent the market from becoming active in the medium term. Looking at the direction of the industry, from a fundamental point of view, the profitability of technology companies has improved, and the industry has great flexibility in the future. In the short-term, with market policies, sentiment, and no data in January, the “return in valuation” of the cyclical sector is still expected to continue, and there are also certain trading opportunities in the pro-cyclical sector with low valuations. For the current market, investors can correspondingly take some risk aversion actions. For heavy positions in high-end stocks, slightly reduce or lighten up or adjust positions to low-end stocks, wait for the market to stabilize, and then choose the opportunity to add back after the external shock.
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