7 februaryA share marketThe three main units are divided by shock, with almost 3,300 units rising and inflating. Of concern is the continued outflow of funds to the north and the shift in market hot spots. There is a general consensus in the industry that the boom will be the dominant melody of the market this year。
All three parts of a split
On tuesday, 7 february, the three major shares of unit a split with the concussion and fell in one way or another. By the time of closing, the index had increased by 0. 29 per cent to 3248. 09 points; the index had increased by 0. 12 per cent to 11926. 88 points; and the plate had dropped by 0. 24 per cent to 2537. 97 points. The combined proceeds of the two municipalities amounted to $845. 7 billion and net proceeds to the north amounted to $3. 861 billion. Overall, the shares of the two municipalities increased and fell. Nearly 3,300 units were upgraded, of which 48 were lost and 9 were lost。
Table : today's trading in the top 10 active trading units
Zhang wing
In response to recent market developments, the director of investment and investment, dan chong zhu, analysed that the first phase of the expected marginal improvement was now concluded and that the market as a whole was valued at a reasonable level. In the early stages of the bear's rotation, there was an increase in numbersHot wheelThe situation, coupled with some divergences in the speed of the economic recovery of the market, is inevitable because of the intensity of economic growth. However, with the gradual warming of macroeconomic data pmi and the precision of sound economic policies after the two sessions, the pace of china’s economic recovery is expected to pick up further in the second quarter, and the us interest rate hike is already in its final stages, with the shock expected to take place at the centre of the year’s market. The latter may be concerned with the recovery of domestic demand consumption boards, the valuation of which matches the basic growth rate, and the focus on the important investment opportunities associated with industrial innovations brought about by new technologies and productivity gains brought about by new processes。
In an interview with a journalist, roo-sung, director-general of the research department of the vf, stated that february was the point of validation of recovery expectations into reality, that consumption data for the spring season were the first round of validation and that the first phase of valuation restoration was in its final stages, with a 40-50 per cent increase in consumption plates. Without over-anticipated data, it is difficult to support the continued rise in the market, and the logic of economic recovery is more in the form of high- and low-pregnancy than before the expected data are seen. In terms of trends, the basis for the current round of economic recovery remains, as in january, when the pmi returned to the line of 50. 1 per cent and the economy is expected to continue to recover in february. However, there is a need for a certain level of liquidity risk to be borne in mind in the sectors with high short-term expectations. In terms of overseas liquidity, the fed's 25 basis points of interest hike in february were in line with expectations and the policy statement, while still considering inflation to be high, acknowledged that there had been some easing and that overall there had been some pigeon signals. While the subsequent disclosure of employment data in the united states is more than expected to give the market a sense of concern about us monetary policy, the general trend remains unchanged as the us-europe economic margins decline, the interest-rate marginal slowdown continues, and the short- and medium-term external environment remains warm. Short-term markets have experienced fluctuations, but the upward trend of shocks has remained unchanged. The style focuses on growth blocks: 1. Growth tracks such as semiconductors, creativity, photovoltaic, medicine, etc. 2. To focus on the opportunities for consumption, leading property companies under the logic of economic recovery。
The hotspot turns to the new industry
On 7 february, during a market shock, the hotspots rotated rapidly. According to shinwan, 24 industries have seen an increase today, with domestic appliances and the media accounting for more than 1. 5 per cent. In addition, industries such as agro-forestry, fisheries and medicinal organisms have seen a significant decline。
Turning to the changes in market hotspots, qinhong, a consulting analyst, said to a journalist in the daily securities journal, that in recent trading days, the financial structure of the a stock market had changed more interestingly, with the foreign investment drive represented by the north. However, local transactions have been followed up quickly and have become a drag force in the short-line a stock market. The shift in the financial structure has also led to a shift in the hot spots of the short-line a equity market, with the recovery of the weighting and capital stock in the previous period towards the new industry. Among them, chatgpt, represented by aigc, has become an emerging subject of short-term trading-led competition for finance, not only because of a clear upward trend in some of the old artificial intelligence chain shares, but also because of the revival of a number of years-old silent varieties, which has greatly stimulated investment in capital to exploit the excitement of emerging industries. On tuesday, thanks to the information stimulus of tesla robots, shares such as the artificial intelligence industry and the speed-reducing industrial chain, which also has industrial automation materials, became the accelerator of the plate, with many of them holding a 20 per cent increase in their head。
With regard to the change in funding, the general manager of eu american investment, hor kim lung, told journalists that the renminbi had continued to appreciate since the beginning of the year, and that foreign investment had been massively invested in multi-china assets, with a strong weighting performance. In the recent year-to-year reporting window period for a equity, performance performance is one of the drivers that can form the main market line, and investors can focus on companies whose performance is more than expected. The current trend logic towards better markets as a whole is not influenced by larger air-for-air factors, and the middle line is also concerned on a sustainable basis with changes in market volumes and the profitability of future structural performance。
In an interview with the daily securities journal, mahatma xu, director of the network's public fund for wealth, also stated that the pre-emission exchange of funds and short-term funds, combined with the panic caused by the united states non-agricultural employment data sheet, had led to a sustained shock adjustment in the market in the recent past. However, the short-term shock adjustment is intended to provide a better boost in the later stages, and the market rate is expected to continue the upward trend. First, the impact of the recent negative news on unit a has been significantly reduced, even with the return of capital from the use of profit-making; second, most of the fall in this wave has been large plate blue shares, which have begun to show signs of stability after successive declines; and third, while china’s economy continues to be on the right track, funding in the north remains firmly on track。
For the back marketInvestment strategyThe gpi analysis concluded that the domestic policy dividend period, the expected deflation period of the overseas austerity period, the double overlap, the internal and external resonance, the a equity market or the prospect of a recurrence of reverse-level situations. Despite the recent increase in volatility in global markets under the expected changes of austerity, as the united states economy continues to decline and inflation recedes, the contraction subsides, and this will continue to be the main market trade line. Unit a did multiple windows or continued until the end of the first quarter and the beginning of the second quarter of 2023, when the last interest rate hike by the federal reserve took place or took place in late march or early may. Emphasis is placed on investment opportunities for coupons and precious metal plates, opportunities for resonance between medium-term layout industrial policies and industrial trends。
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