One and two super heavy programmatic documents in two days: What does it mean? But the more important thing hasn't come yet!
. Two super heavy programmatic documents in two days: What does mean? The policy has been ongoing in the past two days! It is worth noting that two high-level, major and programmatic guiding documents were released in two days. They are the "Guiding Opinions on Promoting the Formation of a New Pattern of Western Development in the New Era" and the "Opinions on Accelerating the Improving the Improving the Socialist Market Economic System in the New Era". We have noticed that one is regional and the other is involved in the institutional level. This is a decision and action taken under the complexity of our economic transformation and external situation. This shows that a reform, change and big move is about to begin. What is more about the changes in China's economic development model, model and thinking. This may all require rewriting the development model of the three pillars of export, consumption and investment! Changing the development thinking of the past 3 or 40 years of reform and opening up is a brand new and upgraded model and method.
. The more important file has not come yet! That is the moment of the Two Sessions. Although the above two files are very important, we believe that the more important ones have not come yet. What is more important and involves more aspects should be coming at the moment of the Two Sessions.
3. What is the impact on A shares ? It mainly depends on the volume. What is the impact of this on A-shares? As the economic development model and method have changed, the operation and ideas of A-shares must also change.
, on the one hand, is Hong Kong stocks and US stocks! Institutional funds play a leading role, stocks are concentrated in the industry leaders and a few stocks, and most individual stocks are marginalized;
on the other hand, the index and industry are reorganized! Now, the Science and Technology Innovation Board , the registration system reform, the selected layer, the red chip stock return to A, etc. will completely change A-shares! Brand new index and individual stock targets.
But now, there is no quantity energy or uncertainty. It can only be concentrated among a few leading white horses. Concentrate in the capital gathering place. No systemic opportunity. But there is no problem with the index, and his focus will continue to rise! More and more marginalized stocks are being stocked.
2. technology stocks kill abnormally: the volume does not support multiple blooms, and the individual stocks will be very tragic tomorrow!
. The abnormal killing of technology stocks is not played according to the routine. technology stocks fell instead today, and Huawei related, it is rare to play cards without following routines. It is different from the previous historical trend. Continue to observe for a day.
. The volume does not support multi-point blooming, which has discarded Internet celebrities. The most important problem in the market at present in is the same as what we said in the early trading, that is, when the volume and energy are insufficient, there are too many hot spots! There is a lot of policy stimulation, but there is no incremental capital entering the market. If the new sector starts, it can only kill the boss quickly! Today, the Internet celebrity was killed very well when selling goods on live streaming. I also temporarily sold out the Internet celebrity live streaming goods on live streaming and gold stocks, waiting to see how the market will go in the future before picking them up.
3. The battle will be more intense tomorrow, and you may see the main line. Judging from the current capital market and sector performance, there are too many, too confusing! We can have fun on the first day, and tomorrow we will compete for funds among strong sectors again! So the individual stocks will be more intense tomorrow!
