Yesterday, , the market , and today I browsed articles from major financial websites. There are not many people talking about the market, and fewer people say that the market is falling. Many people recommend stock . This is an abnormal public opinion atmosphere. The law of the stock market is rising and falling. You cannot only emphasize one aspect. This will make you feel that A shares will only rise and not fall. Only when you buy stocks, you will know that it is more difficult to fall than to rise. Let’s talk about the key points of today’s market and see what these two negative factors are.
First, the good news last night was vacant again. But there is no need to worry too much, someone will ask for it.
The vacancy means that there are no positive news that can be operated practically. The current A-shares, industry positive news and stock positive news are difficult to maintain for a long time, and have little impact on the market trend, because this time we are doing large-cap stocks. If we take another shot, we need a large dose of strong medicine. At present, it is unlikely.
There is a special phenomenon these days, that is, many people don’t like to hear the word decline, but in fact, the main force doesn’t like it either. retail investors are slight and cannot form a joint force. In fact, if there is too much decline, the main force will go and want to be favorable. The previous Kweichow Moutai rare monthly performance report is one of them, and it is unnecessary to worry.
Second, today's focus of the market is to emphasize it here.
One is trading volume, and trading volume is the driving force of the market. always emphasizes this issue. If it is the market for theme stocks, this factor can be ignored. However, this time it is a market for large-cap stocks, and the trading volume is very important. It has been shrinking for two consecutive days. If it continues to shrink today, it is not a good thing. Be alert. It is ideal for the two markets to exceed one trillion yuan.
is the second leading sector and is the pioneer of the market. Yesterday, Shanghai Stock Exchange 50, Shanghai Shenzhen 300 Index all showed adjustments. This is the protagonist of this rebound, as well as the liquor sector, etc. These big guys fluctuated at high levels in the past two days, dragging down the market trend, and they are still the protagonists today, and it is difficult for the market to improve without them. We still need to pay attention to the trends of Kweichow Moutai, China Ping An , CITIC Securities , and China Merchants Bank .
Third, there are two negative news. I think the market is still in the hot discussion of buying at the bottom of , and no one pays attention. I will give you a reminder in the morning of today;
First, the Hong Kong Hang Seng Index rose and fell yesterday closed down 3.22%, and the Hang Seng Technology Index fell 3.77%. Why does talk about Hong Kong stock ? Because this time, A-shares rebounded with Hong Kong stocks for the first time. Everyone will rise together. Will they fall together? There is a problem here, everyone needs to pay attention to: Hong Kong stocks have very small daily trading volume, and their rise and fall are neat.
A shares are the opposite, and the rise and fall are both pretentious. In other words, Hong Kong stocks plummeted yesterday and were not fully reflected in yesterday's A-share market. Given that A-shares are wide and fat, and their reactions are slow, will open significantly lower than in the morning, then lower, and finally play at the end of the market and pull up the index again? Let's wait and see. should also be noted. If the A-share market really occurs half a beat tonight, and there will be a sharp drop, you should be vigilant about the phenomenon of not being able to collect it.
Currently I stick to my judgment yesterday: to fluctuate around the 3200 point area, fall below the 3180-3200 point range, and cannot be collected, so you can prepare for the end of the rebound.
Second, large-cap stock sprints to IPO and refinancing of big banks.
Huadian New Energy plans to raise 30 billion yuan to sprint for IPO, exceeding the previous amount of Sanxia Energy's 22.7 billion yuan to become the largest new energy IPO in A-shares, which shows that the issuance of new shares is still underway.
Another one is: Postal Savings Bank issued an announcement stating that Banking and Insurance Regulatory Commission in principle agreed to the bank's plan to issue A shares privately. The total amount of funds raised by in privately issuing A shares will not exceed 45 billion yuan, which will be used to supplement the bank's capital .
As soon as the market rose a little, large-cap stocks began to rise, and banks also began to refinance . It seems that A-shares are really not short of money. Yesterday, everyone hoped that the market would rise again, and they didn't pay much attention to these negative news that had a great impact. It shouldn't be. If the A-share market digests these two negative factors today, the market will definitely not be able to hold on. In addition, stocks with large-cap stocks are facing adjustments, so the market will be under great pressure tomorrow.
third, however, there is also good news: FTSE China A50 Index showed a big rise in the night trading. As of the time of 's publication, the index rose by 0.9%. It should be pointed out that the impact of the index on the A-share market is gradually weakening. I hope that Hong Kong stocks will have no impact on A-share market. I hope that the index can shock the A-share market today.
In fact, the biggest negative for A-shares at present is that there is no positive. To put it bluntly, is that there is no strong positive. If you take another injection, it must be a large injection, a large dose, and a strong positive effect, so that you can truly stimulate A-shares to move out of the trend. It is difficult to get it at present. Rather than digesting the sharp drop in Hong Kong stocks, it is better to say that there is no positive stimulus. During the market fluctuation period, it is also a time to calm down and select stocks and , and everyone can do it themselves.
(The above article is original by me, and plagiarism will be investigated! The above are personal opinions, for reference only, and are not used as a basis for investment. The stock market is risky, so be cautious when entering the market.
I am an ordinary person, not a god, and making mistakes is a common thing. Don’t overestimate my personal ability too much. If you make mistakes, you will criticize more. If you are wrong, it’s right. I hope everyone can read my articles with a tolerant heart)
