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Today's stock market analysis and outlook (8.15)

time：2023-03-23 23:49:39 source：clevelanddrifters.com author：Aerospace stock

Today's stock market analysis and outlook (8.15)

#Header Finance# #stock finance# # Financial News# [Selected news] Ministry of Science and Technology issued the "Notice on Supporting the Construction of New Generation Artificial Intelligence Demonstration Application Scenarios", the first batch of demonstration application scenarios include smart farms, smart mines, smart Factories, autonomous driving, etc.; the "Action Plan for the Improvement of Enterprise Technology Innovation Capability" points out the formulation of a guidance catalogue of key areas that the state encourages enterprise research and development to guide enterprises to carry out technological innovation based on national needs; many medical insurance bureaus recently released a survey on dental implant charges and medical service prices The notice of registration lays the foundation for the follow-up implementation of centralized dental implant collection and standardization of charges for dental implant medical services; from August 15 in Huizhou, Guangdong, the down payment for households purchasing ordinary housing for the first time will be reduced to 20%. For commercial personal housing loans for housing, the minimum down payment ratio is not less than 30%. On August 15, Sichuan held a power supply guarantee and scheduling meeting again. The power supply and demand situation in the province has changed from the "shortage" of power during the peak period in July to the severe situation of "double shortage" of power throughout the day. It is estimated that the province's largest electricity consumption The load will increase by 25% compared with the same period last year. It can be said that the power supply has entered the most severe and extreme moment. At present, Sichuan has launched three-level power supply control measures to ensure electricity for people's livelihood. A number of companies in Sichuan said they were temporarily suspending production due to the impact of power supply. In July, the added value of industries above designated size increased by 3.8% year-on-year. In July, the total retail sales of consumer goods increased by 2.7% year-on-year. From January to July, the national fixed asset investment (excluding farmers) increased by 5.7% year-on-year, down 0.4 points from January to June. percentage point. On August 15, the central bank launched a 400 billion yuan one-year MLF operation and a 2 billion yuan seven-day reverse repurchase operation in the open market. Oil giant Saudi Aramco's chief executive said the company was ready to increase production, and Iran's foreign minister said Iran has a plan B if nuclear talks fail to revive the 2015 nuclear deal. % fell below $90 again, hitting a new low for more than half a year during the session. [Important Announcement] Lutianhua, Sichuan Meifeng, and Haowu Co., Ltd. all issued announcements saying that the power restriction policy will temporarily suspend production; Tongwei Co., Ltd. received the production power restriction notice, and the production of silicon materials and cells in Sichuan will be affected to some extent. Influence; Sinopharm Group China Biology stated that the inactivated vaccine of Omicron variant and the second-generation recombinant protein new crown vaccine developed by it have obtained clinical approval, and the mRNA vaccine of Omicron variant has been submitted for clinical application; Invested in the construction of a new energy industrial park in Xuzhou Economic and Technological Development Zone, including a production project with an annual output of 25GW of monocrystalline silicon chips and an annual output of 24GW of N-type high-efficiency crystalline silicon cells. [External disk dynamics] The three major U.S. stock indexes opened lower and moved higher on Monday and closed up collectively. The Dow rose 0.45%, the S&P 500 rose 0.4%, and the Nasdaq rose 0.62%. Cannabis stocks and monkeypox stocks were among the top gainers. Oil and gas, shipping The sector was among the top losers, and most of the popular Chinese concept stocks closed up. [Market Review] On Monday, new energy hit a new high in the index refresh stage, but the transaction fell below one trillion in a row. Stimulated by the news, the concept of cultivated diamonds opened higher, the coal sector opened strongly, but the concept of robotics, which led the rise on Friday, fell generally, the MLF interest rate was cut by 10 basis points, the real estate sector opened briefly higher, and the new energy rights such as CATL and Sungrow are significant. The rising index hit a new high once, but the sluggish pharmaceutical and financial stocks suppressed the index performance. In the afternoon, the Shanghai index continued to fluctuate within a narrow range. The concept of photovoltaics went out of the daily limit. The Chuangshi Index rose 1.03% throughout the day and the Shanghai Index fell slightly. The transaction volume in the two markets continued to fall below one trillion yuan. The capital from the north made net purchases for the third consecutive day. [Today's Outlook] A-shares as a whole still performed flat under the MLF rate cut on Monday, with frequent hot spots and short-term monetary easing will still bring some support to A-shares, but the lack of the main line can limit the amount of superposition, the index breakthrough still lacks heat, and the market is still It is a structural opportunity, and it is recommended to continue to focus on energy security themed opportunities under the influence of power outages.

(Responsible editor：Aerospace stock)

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