This week, A shares continued to be sluggish, and the Shanghai Composite Index hit a new low in the stage, especially on Friday, more than 4,500 stock fell, and the market's investment confidence was low to freezing point.
Previously, the Federal Reserve's interest rate hike expectation led to a sluggish external market, so A-shares were also impacted. However, this week, the European and American stock markets began to rebound overall, but A-shares remained indifferent and continued to adjust, not following the decline, mourning the difficulties of A-share investors.
overnight this Friday this week, U.S. stocks continued to rise, Chinese stocks also performed strongly overall, and the A50 futures index also rebounded slightly. In theory, this will have a positive impact on A-shares.
However, the RMB is still depreciating, and the latest RMB exchange rate has depreciated to the 7.27 mark again. Although Banking and Insurance Regulatory Commission related people talked about the RMB exchange rate: I will regret it when I sell my local currency to buy foreign exchange in the future, but it still does not stop the momentum of RMB depreciation. The continuous depreciation of RMB will lead to the outflow of hot money , which is undoubtedly unfavorable to A-shares.
Considering the current sluggish sentiment of in the A-share market, it is expected that A-shares will fluctuate tomorrow, and the possibility of impacting 2900 points is not ruled out.
Of course, the current environment is not very meaningful to consider the index, and the focus is on the attention to hot topics. In recent times, high-end manufacturing and digital economy have continued to perform well, and the funds are of high attention and worthy of attention.
The digital economy welcomed another good news over the weekend, and released the national integrated government big data system construction guide, among which the construction target mentioned that before the end of 2023, the national integrated government big data system will be initially formed.
Government data is the basic factor resource for my country to accelerate the construction of a network power and digital China . At present, government data resources still have problems such as unclear basic data, incomplete and standardized data catalogs, and inconsistent data sources. Therefore, it is necessary to comprehensively promote the integrated construction of government data catalogs and the integrated management of government data resources.
is expected to shine in tomorrow, data centers, smart cities and other digital economy concepts.
At the same time, after the market on Friday, After the market, the National Development and Reform Commission and the Energy Bureau also jointly issued a notice on matters related to promoting the healthy development of the photovoltaic industry chain. is aimed at promoting the construction of the Fengguang Base, clearing the bottlenecks in the price of silicon materials, and accelerating the construction of clean energy. Therefore, the photovoltaic and wind power sectors in are expected to strengthen tomorrow.
In addition, the market style this year is generally unfriendly to the market tickets of the white horse blue chip . White horse leading stocks such as Sany Heavy Industry and Jinlongyu have fallen by more than 70% from highs. SF Holdings , Hengrui Medicine , China Ping An , Hikvision , Fosun Pharma , etc. have dropped by more than 60% from highs. China China Duty Free, Luxshare Precision, Gree Electric Appliances , Oriental Fortune , China Merchants Bank and other industries have fallen by more than 50% from highs, and even Kweichow Moutai has fallen by almost half from highs.
The continuous sharp drop in white horse blue chips is mainly due to the continuous selling of foreign capital. At the same time, these big white horse blue chips are generally heavily held by funds. The continuous downturn will also lead to investors gradually losing confidence and if they cannot withstand it, they will redeem them on a large scale. In this way, fund managers will passively sell, which will continue to have an impact on white horse blue chip stock . Therefore, Hou Ge reminds everyone that they still need to be cautious about white horse blue chips, and it is not ruled out that there will be a last drop in the future.
On the contrary, small and medium-sized stocks generally performed better this year and were more popular with funds. CSI 1000 Index is obviously stronger than Shanghai Stock Exchange 50 and Shanghai Shenzhen 300 Index , which can also confirm this. Therefore, at the stock selection level of , the short term will be small-cap stock .
In short, the short-term market sentiment is not good, and the index may fluctuate. In terms of operation, the index is light and individual stocks are heavy. We should pay attention to the oversold small-cap stocks in the digital economy and wind power field.
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