Today, Saturday, A shares do not open, but the news is not calm! There are 4 important pieces of news from the market, all of which are closely related to our Chinese stock market! News one, the situation in Russia and Ukraine suppresses the US stock market to go lower, the United States

Today, Saturday, A shares do not open, but the news is not calm! There are 4 important pieces of news from the market, all of which are closely related to our Chinese stock market!

News one, the situation in Russia and Ukraine suppressed the US stock market lower, the US stock market collectively closed down the NASDAQ fell nearly 3% Semiconductor and auto stocks closed down sharply.

Personal insights: The three major U.S. stock indexes closed down across the board on Friday, the market was affected by the development of the situation in Ukraine, the US Treasury yield took a sharp turn, the 10-year US Treasury yield fell to 1.934%, and investors continued to digest the highest inflation data in 40 years, which reinforced financial market expectations for the Fed to accelerate the tightening of monetary policy. As of yesterday's close, the three major indexes collectively closed down, with the Dow down 1.43 percent; the Nasdaq down 2.78 percent and the S&P 500 down 1.90 percent. The sharp decline in A shares before the holiday is one of the external influences, but this is still under pressure and bearish impact on the opening of A shares on Monday next week, and the oil and precious metal gold sectors, especially aerospace and military industry, are worthy of favorable stimulus.

Message two: Dan Bin, Ren Zesong, Lin Yuan... Private equity bigwigs are approaching the stop loss line, and a wave of private equity is facing a liquidation crisis?

Personal view: former "public offering brother" Ren Zesong's 8 products fell by more than 20% in January, whether it is liquor or medicine, consumption, technology, new energy can not avoid killing valuation, this high track a total of more than 50 products have fallen below the net value warning line of 0.8, and now institutions are very painful, especially high foam new energy, semiconductors, lithium batteries, pharmaceutical CXO, CRO. Many hit below the closing line, triggering large redemptions... Formed a vicious circle, the past 2 years of the track stock soared, generally rose 5 times, 10 times, now a lot of waist cut looks miserable, but still at a high level, after all, it has risen for many years, just like the beginning of 21 years of the core assets to kill the same, after all, any plate it can not have been rising, fortunately, the brother in December repeatedly interpreted the risk of the high new energy track. At this stage, large funds will not easily enter the market before the Fed raises interest rates, most of them choose low-value core assets, the day the Fed raises interest rates, that is, the rise of big A, wait and see!

News three, South Korea will introduce policies to encourage young people to marry and have children, including a one-time birth subsidy of 2 million won.

Personal opinion: According to reports, the South Korean government predicts that by 2040, the number of college students in South Korea will drop to 1.18 million, only half of what was in 2020, this data is quite frightening, 2 million won is equivalent to 10,000 yuan, extend paid parental leave, etc., Zhejiang Health Commission also surveyed the second and third children under 3 years old monthly subsidies of 1,000 yuan, many places are also good policies to spawn, the future of the domestic three-child policy will be introduced, before the festival all sectors to kill the concept of infants and children and assisted reproduction, Gene sequencing has fallen back, and these directions will have different degrees of normal policy support in the later stage, and the funding side will naturally choose these directions.

Fourth, northbound funds: northbound funds this week a total of 10.744 billion yuan of net purchases, of which the Shanghai Stock Connect net purchase of 17.354 billion yuan, the Shenzhen Stock Connect net sale of 6.610 billion yuan, Monday to Friday for 5 consecutive days are shanghai stock connect inflow, Shenzhen stock connect for five consecutive days net outflow, which also means that foreign capital continues to flow in the direction of low valuation Shanghai weight.

Fifth, the impact of the external Russian-Ukrainian incident, next Monday's A-share opening will be under certain pressure, but from the perspective of the direction of weight, the Shanghai 50 index has been in the bottom structure, the index fell from the highest point before the holiday 3708 points to 3356 points a total of 34 trading days, Fibonacci change node, So the morning before the master's day 1.28 decisive first full of respect, last week from the low point 3356 rebound 3500 has been about 150 points, the first target before the festival 3495 has been completed, next week's A share oversold rebound is on the verge of erupting, the overall next week first rise and then suppress, the first support 3425 points, the second target: 3560 points. If A shares have faith, I believe that the future must be the Chinese women's football team, shareholder friends, hold on!

Finally, the above are some personal views in the heart of the master brother, I hope to help all friends, after reading the praise is a virtue. The stock market is risky, enter the market with caution, all information does not constitute investment advice for anyone, wish a happy weekend, the Year of the Tiger burst into earnings!