Zhang Cuixia: "Scientific and Technological Innovation" growth track or continues to rise

Zhongxin Jingwei August 10th.

Author Zhang Cuixia Jufeng Investment Chief Investment Consultant

On August 10, the stock indexes of Shenzhen -Shanghai City issued the "Several Policies on Promoting the Resumption of Development in Industries in Difficulties in the Service Industry" in the National Development and Reform Commission and other departments. The net outflow of the north direction of funds exceeds 6.2 billion yuan, local Mao stock capital flows out, and more than half of the industry segment index reproduces the impact and stimulation of the "general fall+rapid decline". Trend lines and moving average pressures are to expand the squatting of the premium space in the market.

Looking at the Shanghai Index, the multi -short game of the 3258 -point trend line and moving average pressure gives the bottom trend; the GEM index is slightly capable of adjusting the yin line with a slight volume of 2700 points. The secondary bottoming structure, combined with the golden fork of MACD indicators, and the three waves of buying the market to undertake a strong multi -air game situation, maintaining the outlook to break through 2800 points of pressure is just the judgment of time issues; The operation of the fork attack structure and the 50 index of science and technology innovation has not changed the upward trend above the line.

Combined with a long and short energy ratio, it rose more than 9%of 102 stocks, rose more than 5%of 225 stocks, increased by more than 3%of the stocks of 474, and fell more than 9%of the stocks and 36 stocks. The data of 174 stocks of 3%of the stocks. The expected risk preferences have a slight decline in Shenzhen -Shanghai stock indexes. It is due to the high -level decline trend Mao stock continuous risk release. The mouth is a benign grinding trend.

On the news, the National Development and Reform Commission and other departments issued the "Several Policies on Promoting the Resumption of Development in Industries in Difficulties in the Service Industry", which proposed to continue the service industry's VAT increase policy, and the taxpayers in the production and life service industry can deduct input in the current period. The tax amount continues to deduct the taxable amount at 10%and 15%; expand the scope of the "six tax and two fees", and reduce the provincial people's government to reduce resource tax, urban maintenance and construction tax, real estate tax within the amount of 50%tax amplitude, , Urban Land use tax, stamp duty (excluding securities transaction stamp duty), arable land occupation tax and educational cost additional, local education additional "six taxes and two fees", from small -scale taxpayers for VAT to small micro -profit enterprises and small -scale enterprises and small -scale enterprises and small -scale enterprises and small -scale enterprises and small -scale enterprises and small -scale enterprises and Individual industrial and commercial households. The four departments of the Ministry of Industry and Information Technology issued the "Promotional Program Promoting High -quality Development Action Plan for the Home Industry". It proposed that by 2025, the home industry's innovation capacity has increased significantly, and the supply of high -quality products has increased significantly. At the same time, it is clearly cultivated in the home industry. The smart home experience center promotes the quality of home brands with high quality. These combinations are good, and the "technological innovation" growth track stocks that have clearly benefited the core benefit are expected to be in the "low valuation+low position+low stock price+industry prosperity+semi -annual report overall growth+new historical high historical high" and other factors Under resonance, it is expected to continue the trend.

The author believes that the national data center cluster construction of 25 new projects in 2022 invested over 190 billion yuan, of which the investment in the western region increased 6 times over the same period last year, showing a good trend shifting from east to west. The China New Energy Storage Industry Innovation Alliance was established in Beijing. It was initiated by China Energy Construction Union Ningde Times and Tianshengguang Energy. 62 units including power grid companies, power generation enterprises, universities and scientific research institutes, and energy storage technology and equipment enterprises were formed. Combined with the relevant departments of Chongqing Yongchuan District and Wuhan City, Hubei, the "Trial Measures for Road Testing and Application Management of Smart Connected Automobile Policy in Yongchuan District, Chongqing City", "Wuhan Intelligent Connected Automobile Road Testing and Demonstration Application Management Implementation Rules (Trial) "At the same time, the first batch of unmanned demonstration operations to Baidu was distributed to Baidu, allowing Baidu to carry out remote testing, demonstration and commercial operations of no safety officers in the car; , Drive more than 80 supporting enterprises, the wind power industry cluster with an annual output value of 50 billion yuan, it is expected that the strategic information industry growth track continues to do more. It is the resonance of "policy+industry+funds". High line.

In view of this, new energy vehicles, MCU chips, semiconductors, optical carvings, new materials, meta -codes, consumer electronics, east county, 5G new infrastructure, photovoltaic, data centers and other sectors that have benefited the core There will be a judgment view of better up and rotating market opportunities.

- END -