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northbound: -3.649 billion, total transaction: 0.64 trillion, 18 off 15, features: northbound funds sold slightly today, net outflows on the third consecutive trading day, northbound funds basically showed a steady increase in net selling throughout the day, and it was not until the afternoon late trading in the first hour of trading , among which, Shanghai Stock Connect -1.293 billion, and Shenzhen Stock Connect -2.355 billion. The main performance of the indexes in the two markets: except for the small positive line with the Science and Technology Innovation 50 Index closing at an increase of +0.56%, the other indexes closed in the green market. Among them, the CSI 500 Index , Shanghai Composite Index , and the ChiNext Index closed at a small negative line with a decline of -0.21% to -0.52%, the Shenzhen Component Index, Shanghai Composite Index 50 Index , Shanghai Shenzhen 300 Index , and the Small and Medium 100 Index closed at a small negative line with a decline of -0.84% to -1.15%. Shanghai, Shenzhen and Beijing rose by more than 1,500 companies, more than 3,200 companies fell by more than 10%, 44 companies rose by more than 10%, and 4 companies rose by more than 10%. Weight and track varieties: Weight blue chip opened significantly lower today and fluctuated slightly and rebounded slightly. The trend of the Chinese character head was slightly better. The entity showed a K-line with a small positive line, and securities, insurance and banks closed at a small negative line with a decline of -0.19% to -0.33%; the track group varieties opened significantly low in the early trading and rebounded briefly, and showed a continuous fluctuation and decline throughout the day. Among them, Ning Group closed at a small negative line with a decline of -1%, and Mao Index and Super Brand closed at a decline of -1.36% and -1.84% of the mid-negative line.
Analysis of the overall trend of Shanghai and Shenzhen stock markets throughout the day: Affected by the overnight Fed release of large-code interest rate hike 0.75% and US stock continue to decline, today, major indexes in both markets opened significantly lower in the early trading. After a brief rise, the trend of fluctuating and falling throughout the day continued, continuing the short-term market trend of bottoming out . The total transaction amount of the two markets is still sluggish, the same as yesterday, and the characteristics of the weak market are still obvious. From the analysis of the sector structure and the ratio of the number of companies to rise and fall, today the track varieties and themes have fallen one after another. In the process of the index continuing to bottom out in the short term, it is still a period of continuous release of risks of stocks and , and attention should be paid to preventing market risks.
market main line: 1. Military industry concept (limit increase wave), ship manufacturing, Huawei Euler, aerospace, aircraft carrier concept, military-civilian integration , large aircraft, aerospace concept, space station concept, space-based interconnection. 2. Civil explosion concept, coal industry, titanium dioxide, scarce resources, vanadium battery , TOPCon battery, power supply equipment, etc.
Market trends: 1. The pork concept sector index broke the annual line today, and the volume continued to shrink. The sector index had the risk of continuing to fall below 1430 points. Whether the annual line can stabilize and rebound can be used as a reference; 2. Signs of phased stabilization of the intelligent machine and robotics sector index.
Macro and Market: 1. The current primary task is to prevent the structural impact of the upcoming or coming external financial crisis or the economic crisis on the domestic market (note: it is a structural impact rather than a comprehensive impact). 2. Today, the Bank of England interest rate resolution raised 0.5% (2 codes), and the Bank of Japan's interest rate resolution maintained the ultra-low interest rate policy unchanged. At this point, the round of interest rate settlement resolutions for major Western economies have been issued, in line with the expectations of a large-scale interest rate hike. The inflation situation remains grim. In addition, the intensification of the Russian-Ukrainian war and the deepening of the contradiction in the global supply chain structure, the momentum of inflation in the European and American may be difficult to curb in the short term. It is expected that the next round of interest rate settlement resolutions for the European and American countries will continue to maintain the pace of a large-scale interest rate hike of more than 2. The external stock and bond markets will usher in an accelerated decline.
