The shrinkage of the three major stock indexes fluctuated within a narrow range, and the direction choice will be ushered in tomorrow.

After the whole day opened lower, it fluctuated within a narrow range, and the three major indexes all fell slightly. On the disk, cross-border e-commerce concept stocks broke out collectively, with Ruoyuchen, Pulutong, Yongtaiyun and Focus Technology 10 shares trading daily. Pharmaceutical stocks fell back in the afternoon, Yiling Pharmaceutical once hit the daily limit, Xinhua Pharmaceutical and Yichang Technology hit the daily limit. Tourism stocks changed in late trading, and Guilin Tourism and Zhongxin Tourism had daily limit. On the whole, the market hotspots are chaotic and the rotation is fast. In terms of decline, the relevant sectors of the digital economy were collectively adjusted, and People's Daily Online, Infineon and Xinyada fell. On the whole, individual stocks fell more and rose less, and the two cities fell more than 3 100. The Shanghai and Shenzhen stock exchanges traded 869.8 billion today, a decrease of 78.8 billion compared with the previous trading day. In terms of sectors, ursodeoxycholic acid, cross-border e-commerce, tourism, retail and other sectors were among the top gainers, while chicken raising, supply and marketing cooperatives, state-owned assets and new ventures were among the top losers.

Sheet appearance

Cross-border e-commerce is among the top gainers today. Among them, Yidian Tianxia rose by more than 17%, while Ruoyuchen, Tianyuan, Renrenle, Pulutong, Yongtaiyun and other stocks rose by more than 10. According to news reports, the first China-Arab summit will be held soon. It is reported that this summit is China's largest and highest-profile diplomatic action towards the Arab world since the founding of New China. In addition, Zhejiang, Sichuan, Guangdong, Suzhou and other places have recently organized foreign trade enterprises to go overseas to expand the international market, and chartered flight has gone out to sea to grab orders to help foreign trade enterprises go abroad.

From the demand side, the penetration rate of cross-border e-commerce overseas has increased rapidly, and domestic e-commerce companies have laid out overseas markets one after another, which has a broad market space in the future. From the supply side, from the macro level, cross-border e-commerce conforms to the domestic dual-cycle development logic, and national policies strongly support the development of cross-border e-commerce. Generally speaking, the development of cross-border e-commerce in China has entered the stage of 4.0. With the establishment of the dual-cycle development pattern, the development of cross-border e-commerce in China has gradually entered a refined stage, with refined operation among platforms and gradual integration of supply chains. It is expected to achieve a market space of 5 trillion US dollars. After repeated high-level speculation in medicine, innovation, consumption, real estate and other sectors, whether the relatively low export direction can get out of sustainability is the focus of follow-up attention.

On the other hand, the antigen detection sector was active again and again, with Yangpu Medical rising by 10%, Ji Min Medical and Yichang Technology trading daily, and stocks such as Yahuilong, Innotech, Tailin Bio and Aotai Bio were among the top gainers.

In the news, the joint prevention and control mechanism of the State Council issued a notice on printing and distributing the application scheme of antigen testing in COVID-19: it is proposed that the elderly should carry out antigen testing twice a week. The primary medical and health institutions shall reserve antigen detection reagents, and each primary medical and health institution shall reserve antigen detection reagents according to 15-20% of the total population. In addition, the industrial and information departments should organize antigen detection reagent production enterprises to reasonably increase production capacity, increase production according to market demand, and ensure that the demand is met. Stimulated by recent continuous policies, this direction may still be active again and again, but it is expected that the internal differences in the plate will be concentrated in the front row of powerful stocks.

In the afternoon, the hotel's tourism direction strengthened again, with Guilin Tourism and Zhongxin Tourism trading at the end of the day, while Lingnan Holdings, Western Region Tourism, Zhangjiajie and other stocks rose. With the continuous optimization of epidemic prevention in China, hotel tourism, as a direct benefit direction, has become the favored direction of short-term game funds.

However, according to the research report of consumption recovery in the epidemic era after the overseas resumption of trading of Industrial Securities. Listed companies in various countries basically repair products in the order of commodity consumption, real estate chain and service consumption. The net profit of food and beverage, clothing, automobiles, household appliances and other commodity consumption industries fully recovered above 202 1 year, while the performance of hotels, restaurants, aviation and other industries did not enter the stage of rapid recovery until 2022. Under the median caliber, by the end of 2022Q3, the commodity consumption and real estate chain performance were both higher than the same period of 20 19, while most of the tourism chain industries were still in a state of loss, and even the European and American countries that opened earlier had not fully recovered. Therefore, the recent increase in hotel tourism transactions is entirely based on the expected hype, and its fundamental recovery needs to be continuously tracked.

shares of a listed company

The antiviral direction differentiated as scheduled, and the overall funds remained high. Among them, Fengyuan Pharmaceutical Co., Ltd. and Xinhua Pharmaceutical Co., Ltd. had daily limit, and Yiling Pharmaceutical Co., Ltd., the leading company, once hit the daily limit in the afternoon, and then fell back slightly, rising by more than 5% again. The turnover of individual stocks was further enlarged to more than 654.38+03 billion. Under the strong gold absorption effect, the anti-virus direction will remain active again and again. However, as has been repeatedly emphasized recently, the direction of high-end drugs in COVID-19 has fluctuated greatly recently, which can be regarded as a signal of increasing market differences. Once the willingness of follow-up fund relay declines, it is still necessary to be alert to the risk of high-end drugs falling.

In addition, it should be noted that some active stock have doubts about low tide recently. Among them, the word Anna Nair has fallen, and the two core targets of the concept of data elements, Infineon and People's Daily, have also fallen. In the direction of diversified finance, PetroChina's capital has shrunk to the limit, and the leading supply and marketing cooperatives Swan and Dunhuang Seed Industry have fallen. It can be seen that the hot spots in the market are gradually shrinking, and it is impossible to mobilize market sentiment only by pulling up pharmaceutical stocks. Then, if there is no persistent new hot spot in the market, the market as a whole will face the dilemma of weak growth.

Market prospect analysis

At the close, the Shanghai Composite Index fell 0.07%, the Shenzhen Component Index fell 0.25% and the Growth Enterprise Market Index fell 0.09%. Northbound funds bought1.1400 million yuan all day, of which Shanghai Stock Connect sold 836 million yuan and Shenzhen Stock Connect bought 949 million yuan.

Today, the Shanghai Composite Index shows a shrinking trend, but it has not effectively fallen below the 5-day line. The short-term rebound structure has not been completely destroyed, and it may face a choice of direction tomorrow. However, as mentioned in yesterday's review, the top of the Shanghai Composite Index is currently facing the double test of the annual line and September. In the absence of new hot spots to drive incremental funds into the market, the probability of short-term index correction is gradually increasing.

In terms of individual stocks, the two markets rose 168 1 today, a decrease of 329 stocks compared with the previous trading day. Excluding ST shares and unopened new shares, the daily limit was 46, a decrease of 2 from the previous trading day; 1 1 stir-fry, two fewer than the previous trading day; Growth enterprise market/science and technology innovation board stocks have a daily limit of 2, a decrease of 2 from the previous trading day; The daily limit is 1, which is 1 higher than the previous trading day.

Emotionally, as the index continues to shrink, short-term emotional indicators also fluctuate repeatedly around the 0 axis.

Market news focus

1, 13 central enterprises, state-owned enterprises and private enterprises have invested in the international trading center for electronic components and integrated circuits, which is expected to be officially unveiled at the end of February.

Cailian 65438+ On February 8th, the International Electronic Components and Integrated Circuit Trading Center established in Shenzhen today will be officially unveiled at the end of February. The international trading center will start trial operation in the near future, and online trading will start during the trial operation. According to the reporter's understanding, the trading center was initiated by China Electric Power Branch and Shenzhen Investment Control, and 13 central enterprises, state-owned enterprises and private enterprises participated in the investment, forming a pattern of state-owned enterprises leading and various entities jointly building. Among them, China Electronics and Information Industry Group Co., Ltd., China Power Investment International Information Service Co., Ltd. and Shenzhen Investment Holding Co., Ltd. are the three major investors, with a total capital contribution of 765,438. The purpose of the trading center is to create a new platform for electronic components, integrated circuit enterprises and products to enter the market, and promote the agglomeration, integration and cluster development of upstream and downstream supply chains and industrial chains.

2. HKTA: 10, the retail sales of passenger cars 1 1.649 million, down 9.2% year-on-year.

Cailian 65438+February 8, according to the data of the Federation, the retail sales of passenger cars in 10/16.49 million, down 9.2% year-on-year. 1 1 Retail sales decreased in the current month 10.5%, which is the first time that "Golden September, Silver, Ten Bronzes and Eleven" has shown a downward trend since 2008. 1- 1 1.8367 million vehicles were retailed in October, up by 1.8% year-on-year, with a net increase of 3 1.7 million vehicles, of which/kloc was sold in June since the preferential vehicle purchase tax policy was launched.