Monday was a smooth day, the A-share market did not fluctuate much, and the Shanghai and Shenzhen markets were close to 100 shares, which also meant that there would not be much risk in the market during the day. According to the weekend analysis, if the 20-day line support can be held this week, then the stage low formed on February 14 and 15 will take shape, which will have a greater effect on stabilizing the market.
On the disk, today there is a general upward pattern again, and the theme of the large-scale outbreak of eastern and western calculations on Friday continues to lead the strong rise. From the perspective of the ranking of the rise and fall of the plate, the five major branches of computing power, data center, cloud computing, edge computing, and big data are mainly long directions.
For the outbreak of the Eastern Numbers and Western Calculation Plate, Jingyang has analyzed it very clearly in last Friday's article. In terms of policy, recently, led by the National Development and Reform Commission, multiple departments jointly issued a document agreeing to the Beijing-Tianjin-Hebei, Yangtze River Delta, Guangdong-Hong Kong-Macao Greater Bay Area, Chengdu-Chongqing and other places to start the construction of a national integrated computing network national hub node, which means that the "East Counting West" project is officially launched.
It is worth noting that the "East Counting West Calculation" project is not a large project run alone, but a pioneer in the construction of new infrastructure and stable economy at the beginning of this year, which is why it has been given a special meaning by the market. Unlike the lack of novelty and performance flexibility of traditional infrastructure projects, the imagination of the east and west is undoubtedly greater. According to the analysis of authoritative sources, through the construction of computing power hubs and data center clusters, it will effectively drive upstream and downstream investment in the industry, and it is expected to pull 400 billion yuan of investment every year after launch. For a relatively new market, the investment of 400 billion yuan is naturally not a small number, and it is this imaginative data that has become the fuse that ignites the relevant sectors. Today's official media issued an article that promoting the "east counting and west counting" is timely and far-reaching, which further stimulates the enthusiasm of the market.
In Jingyang's view, the large-scale outbreak of the entire theme, in addition to the special meaning of the policy, is also closely related to the special environment of the current A-share market. After the adjustment of the pre-holiday digging pit, there have been obvious signs of stabilization in the shanghai and Shenzhen cities after the festival. However, at the same time as the rebound of the market shock, the market has not had a core hot spot as the main backbone, which makes the foundation of the market rebound unstable. Judging from the recent market development, the relatively active are the two branches of digital currency and mobile payment in the theme of digital yuan, but the cumulative increase of these two sector indexes in the past month is not large, but in a wide range. Not to mention other hotspots. The main reason for this situation, in the weekend article Jingyang also said very clearly, trading data show that the main buying is very low, so the main driver of the market hotspot is free money, and the sustainability is naturally not strong.
When the broader market is seen stabilizing and floating capital is rampant, public funds that have been declining in net worth in the past few months will definitely look for a breakthrough to return to the market. In the process of finding a breakthrough, the track plate wrapped in hard technology and new energy coats is the easiest entry point for the main funds. From this point of view, the theme of east numbers and west counting is still in line with the requirements. From the perspective of transaction data, the big data branch has actually been lurking in the institution recently, and two companies in the data center have appeared in the institutional seat. But the two-day surge is mainly driven by floating funds.
When it comes to public funds, the net value of the iron army in the A-share market has fallen very seriously in recent months, but the net value of many funds has rebounded rapidly last week. Specifically, a total of 336 funds have returned more than 5% in net worth in the past week, of which SDIC UBS Industry Trend A, which bets on the new energy track, has risen sharply by 10.12%, and CEIBS Medical Innovation A and CEIBS Healthcare A managed by fund manager Gülen have risen by 9.81% and 7.88% respectively, which makes fund investors feel some relief.
From the perspective of the varieties of funds that have returned to the blood, the largest increase in net worth is the largest loss in the early stage, giving the impression that the net value is passively increased by the oversold rebound of the relevant sector, rather than the excess income brought about by the active adjustment of the fund manager. But there is one point that everyone needs to pay attention to, do not look at these old funds that have returned to blood, the net value fluctuations of many new funds during this period reveal their whereabouts of quietly entering the market!
The data shows that the active equity funds established this year, in the past one or two weeks, half of the fund net value fluctuated above 0.5% per week, which means that the position allocation of these new funds is not low, and some have even completed the main position building tasks. Considering that the recent trading data has not seen the signs of a large influx of institutional seat buying, it shows that the main force entering the market during this period is mainly quietly lurking, but the bottom position should have been played well!