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Today is the morning of February 11, 2022! The US stock market suffered a heavy setback, but the well-known domestic institutions urgently issued a bottom signal, and the three major A-share indexes collectively opened low and went high, passing one to the market

author:Stupid Bird Research

Today is the morning of February 11, 2022! The US stock market suffered a heavy setback, but the well-known domestic institutions urgently issued a bottom signal, and the three major A-share indexes collectively opened low and went high, sending a different signal to the market! A few reminders for shareholders:

1, Beijing time in the early morning of the 11th, the United States January CPI hit the largest increase in 40 years showed that inflation is hot, aggressive interest rate hikes are expected to pressure the US stock market to close down across the board, the Dow fell more than 500 points. From the news, the US inflation is serious, and the market generally believes that the January CPI data has greatly increased the probability of the Fed accelerating the tightening of monetary policy.

2. The three major A-share indexes collectively opened low and went high. CITIC Construction Investment pointed out that A shares have not yet reached the stage of volume and price decline, under the triple support of seasonal inflows of funds, technical oversold and price ends, A shares are expected to open a rebound in the future. Today's market has a stable mood for the expectation of aggressive interest rate hikes in Laomei, highlighting the resilience of A-shares, and appropriate attention can be paid to oversold sectors and sectors that have not risen sharply in recent years.

Plate Opportunities [Reflection]

1. According to the News of the National Development and Reform Commission on February 10, the National Development and Reform Commission and the National Energy Administration recently issued the Opinions on Improving the Institutional Mechanisms and Policy Measures for the Green and Low-carbon Transformation of Energy. The opinions put forward several points: 1) Accelerate the construction of a national carbon emission trading market. 2) Improve and promote green electricity certificate trading。 3) Promote green and low-carbon transportation facilities and equipment. 4) Accelerate the construction of large-scale wind power and photovoltaic power generation bases。 5) Strengthen the top-level design of new power systems. 6) Carry out green electricity trading pilots。 7) Study the inclusion of clean and low-carbon energy projects in the REITs pilot. 8) Encourage eligible enterprises to issue green bonds such as carbon neutral bonds; attract and guide foreign investment into the clean and low-carbon energy industry.

2. Recently, the General Office of the State Council forwarded the "Guiding Opinions on Accelerating the Construction of Urban Environmental Infrastructure" issued by the National Development and Reform Commission and other departments, and deployed to accelerate the construction of urban environmental infrastructure to help stabilize investment and deepen the battle against pollution. The "Guiding Opinions" proposes to encourage large environmental protection groups and environmental pollution control enterprises with professional capabilities to form consortiums to provide comprehensive environmental management and trusteeship services for the treatment and disposal of regional sewage, garbage, solid waste, hazardous waste and medical waste. The environmental protection leader has two consecutive boards, reflecting market expectations in advance, and it is recommended to continue to pay attention to the opportunities for the sector to make up for the rise.

Today is the morning of February 11, 2022! The US stock market suffered a heavy setback, but the well-known domestic institutions urgently issued a bottom signal, and the three major A-share indexes collectively opened low and went high, passing one to the market

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