No spring will not come: the first day of spring, A shares stabilized and bought funds
A stock rebounded!
A new investment direction has emerged?
Investing without looking at policies is like blindfolding. Come to Sina Finance University, listen to Miss Dong read the news and understand the market.
Free for a limited time until February 9!
No winter is insurmountable, and no spring will not come.
Today is the beginning of spring, and the warmer sun is covering up the breeze blowing onward, and spring is coming.
After experiencing the cold yesterday, the A-share market picked up markedly on the day of the spring. The two cities opened lower and higher and staged a rebound. The technology and consumer sectors led the market to rebound.
Analysts said that yesterday’s plunge is a trend of continued development of the epidemic, but in general it is only an event shock that will not change the basic trend of long-term slow A-share bulls.
Today’s Lichun market is picking up at 17: 3 on February 4, Beijing time. We will usher in the first solar term in the twenty-four solar terms in the lunar calendar-Lichun.
The beginning of spring is the head of spring.
Although it is only a prelude to spring, its arrival means that ice and snow have disappeared, spring water is born, and the weather will begin to gradually warm.
At the 苏州夜网论坛 beginning of the spring day, today’s market also said goodbye to the cold winter, and it was significantly warmer.
Yesterday, the total market value of A shares per day decreased by 4.
82 trillion, with a limit of more than 3,200 stocks.
Today’s opening, the two cities continued yesterday’s decline, the three major indexes all opened lower, the Shanghai Composite Index opened down 2.
23% reported at 2685.
27 points, fell below 2700 points; SZSE Component Index opened down 2.
05%, reported 9578.
87 points; GEM refers to the opening drop of 0.
54% to 1786.
But just one minute after the opening, at 9:31, the Shenzhen Stock Exchange Index rose to popularity and the GEM Index rose more than 1%.
At noon, the Shanghai Composite Index increased by 0.
21%, SZSE Component Index rose 1.
74%, GEM Index rose 3.
The transaction volume of the two cities has been significantly enlarged, exceeding 600 billion yuan, of which the half-day turnover of the Shanghai Stock Exchange was 2,437.
9 billion yuan, Shenzhen half-day turnover was 3612.
2.1 billion yuan.
From the perspective of the disk, the important driving force for the market rebound comes from the technology and consumer sectors.
Tongdaxin software shows that among the stocks that have contributed the most to the Shanghai Stock Index, the Shenzhen Stock Index has a large number of technology stocks and consumer stocks.
Source: In the industry sector of Tongdaxin, the pharmaceutical and biological, household appliances, and electrical equipment industries have the highest growth rates, increasing by 3 respectively.
Source: Wind. When the A-shares stabilized and rebounded, the Hong Kong stock market, which had stabilized yesterday, also rebounded significantly today. Until the midday closing, the Hang Seng Index rose.
16%, the medical equipment and technology sector increased significantly.
Source: Wind maximized, the biggest gain in the FTSE China A50 index futures was close to 4%.
Source: Wind dips funds continue to purchase substantially. From the perspective of turnover, the two cities closed at noon for a continuous period of time, and the turnover of the two cities exceeded 600 billion yuan, a significant increase from yesterday.
It was 181 yesterday.
Northbound funds with a 8.9 billion counter-trend bottom were active again today and continued to buy.
At the end of the afternoon, Oriental Fortune Network data showed that the net inflow of northbound funds exceeded 6 billion.
One and a half trading days, the net inflow of northbound funds exceeded 24 billion.
Source: Oriental Fortune. From yesterday’s Shanghai Stock Connect and Shenzhen Stock Connect’s top ten active stocks, Wind data shows that Ping An of China, Maotai, Guizhou, and Gree Electric each received northbound funds23.
2.5 billion, 12.
8.2 billion, 9.
Net purchases of USD 2.0 billion; Northbound funds are expected to have a net purchase of Ningde Times, Yanghe shares, and China National Travel Service yesterday, exceeding 500 million.
Among the top ten active stocks of the Shanghai Stock Connect and the Shenzhen Stock Connect, Northbound funds only carried out lightening operations on Lixun Precision, Tiger Pharmaceuticals, Vanke A, and Ping An Bank, each selling 3 net.
4.7 billion yuan, 2.
9.5 billion yuan, 1.
3.9 billion, 0.
3.1 billion yuan.
On February 3, the top ten active shares of Shanghai Stock Connect and Shenzhen Stock Connect: Wind From yesterday’s Shanghai Stock Connect and the top ten active stocks of Shenzhen Stock Connect, we can see that Northbound funds have increased their positions in consumer stocks and financials yesterday.All the stocks have carried out obvious positions increase.
At the same time, in addition to the continued bottoming of northbound funds, yesterday’s private placement for many years has carried out a position increase operation.
For example, a well-known private equity investor, Shenzhen Oriental Harbor Investment Chairman Dan Bin publicly stated that he gave instructions to traders, new funds to buy leading liquor, leading battery companies, leading Internet companies (Hong Kong shares), leading online education companies (Hong Kong shares), bulletsRun out!
In terms of public offering funds, on February 3, the official website of Xingquan Fund released the “Announcement on the use of inherent funds to buy public equity funds under the banner of the company (Jin Qilin analyst)”, the announcement shows that Xingquan Fund has been in 2020On February 3, the inherent funds were used to purchase approximately 37 million yuan of public equity funds, and on February 4, 2020, an additional 23 million yuan was purchased. In total, the company’s partial equity public funds will be purchased approximately 60 million yuan.
Source: Xingquan Fund’s official website, the long-term trend of A-shares does not change. Yesterday, the A-share market exceeded the limit of 3,200 stocks. Some stocks face liquidity pressure. On the day of the spring, the index ‘s liquidity is basically stable.The number is over 120.
For the current market, analysts agree that the long-term trend of A-shares will not change.
Guosheng Securities said that the recent supervision continues to release warmth and clearly protects the real economy and the capital market.
The huge return of foreign countries to the bottom-up layout has supported the market.
Because the implementation of comprehensive epidemic prevention and control measures is earlier and more timely, and the intensity is stronger, the duration of this epidemic may occur.
The epidemic situation subsequently occurred, panic gradually eased, and the market will usher in repairs again.
After the short-term market adjustment, the market risk premium has once again returned to a high level, and the index is entering a “golden pit.”
In the medium and long term, the impact of the epidemic is only a disturbance. After the epidemic has calmed down, the market will still return to logic. Policies continue to be relaxed + counter-cyclical regulation strengthened + medium and long-term funds continue to enter the market. It is optimistic that the market will continue to move upward.
Guosheng Securities believes that when the epidemic enters the mitigation period, the repair of risk appetite will also lead to the growth of technology to obtain significant excess returns.
Everbright Securities chief economist Peng Wensheng said that the epidemic has impacted the capital market, but the fundamental factors that determine the market trend are policy orientation and economic data.
In the period of 1-2 weeks, the spread of the epidemic has disturbed the operation of the market through emotions; in a quarter or so, it is necessary to pay attention to economic data, and the impact of changes due to the epidemic on the market; from a year or so,The impact of the outbreak is negligible.
Wang Hanfeng, chief strategy analyst of CICC, said that the epidemic may continue to affect short-term mood and rhythm, but does not change the direction of the medium-term market.
At present, the estimated attractiveness of A-shares and Hong Kong stocks has increased, and they still hold a positive view of market development trends. Substitutions under the influence of short-term sentiment provide opportunities to undervalue high-quality standards.
Investors in the short-term can pay attention to the progress of the epidemic, and look at the time when the subsequent epidemic is potentially stable according to the situation to participate in the short-term rebound of the plate affected by the epidemic.
Consumption upgrading and industrial upgrading are the main trends that are optimistic in the medium term.
Qin Peijing, chief strategy analyst at CITIC Securities, said that the epidemic shock brought an end to the rehearsal of the “well-off bull” that began last December, but at the same time provided a rare allocation opportunity.
As the economy returns to the right track in the second quarter, the “well-off bull” will most likely reopen.