On Wednesday, the A-share shock rebounded, with the ChiNext board rising 2.8%, leading the two markets; the market volume returned to the trillion mark after a month.
However, the disk is still structural, and although the index closed up across the board, 961 stocks still fell.
On the disk, semiconductors, electronic chemicals, education, non-metallic materials, photovoltaic equipment, fertilizers, batteries, electronic components, wind power equipment, aerospace, instrumentation, rubber products, chemical raw materials, consumer electronics, diversified finance, auto parts, etc. rose in the front; precious metals, mining, coal, engineering construction, gas, aviation airports, agriculture, animal husbandry, feeding and fishing, banking, cement building materials, petroleum and other industries slightly pulled back.
The rally of A shares on Wednesday was mainly caused by the news stimulus:
First, European stock markets opened low and went high on Tuesday, indicating that the short-term impact of this event on the global main board market has weakened; but on Wednesday, European and American stock markets fell into a correction, which will suppress A shares on Thursday.
Second, on February 22, the No. 1 document of the Central Committee was released, proposing the construction of digital villages and the revitalization of the seed industry. However, the digital rural hype continued the hot spot of counting the east and the west, while agricultural stocks fluctuated lower, indicating that the market has become numb to the positive.
Third, before the market on the 23rd, the central bank carried out a 7-day reverse repurchase operation of 200 billion yuan, and the winning interest rate was 2.10%, which was the same as before. Yesterday, the RMB exchange rate hit a new high in nearly 3 years, and it is expected that northbound funds will return again, and underestimating blue chips may be sought after.
Specifically, the strengthening of the radio and television sector on Wednesday morning is related to the promotion of digital rural construction. In the afternoon, the data center concept once again set off a rising tide, and many of the stocks involved digital rural themes. The semiconductor sector is also stimulated by the news. Recently, the second phase of the National Integrated Circuit Industry Investment Fund has struck again to speed up the layout of the semiconductor industry chain and stimulate the oversold rebound of the semiconductor sector.
However, the favorable agriculture, animal husbandry, feed and fishing sector has opened high and gone low, corn, soybeans, genetically modified organisms, forestry, seed industry, pork and other sub-sectors have all declined, and the recent hot sectors such as oil, coal, and infrastructure have retreated, and the market is still a structural market. In addition, the end of the Shanghai index and the ChiNext index both pulled up, which is inseparable from the help of the Moutai and Ningde eras. For the oversold rebound market, do not quickly increase the position under impulse; if the rebound is immeasurable, you must still pay attention to the risk of falling.
The gradual improvement of liquidity at the macro level, the continuous reduction of interest rates by the central bank to release liquidity, shows that the policy bottom has appeared; but the market bottom construction is more complex and there is a time lag between the policy bottom. Since 2022, the adjustment of the three high varieties such as high prices and high valuations has been relatively large, and the three low varieties such as undervalued low prices are relatively safe.
After the Spring Festival, the market liquidity improves, the spring offensive will be officially launched, and the initial period will still be a structural market, and the value and growth will rise and fall. The recent oversold rebound of growth stocks and sub-new stocks has begun, and the future market can choose to sell high and continue to seek trading opportunities in the low price-to-earnings sector.
Overnight, European stocks rushed higher and fell, U.S. stocks opened high and went low and closed sharply, large technology stocks, new energy vehicles led the decline, gold, mining stocks rose sharply, the situation in Ukraine and the Fed interest rate hike expectations are the main factors leading to the adjustment of the global market; it is expected that A shares will open low, and track stocks may be under pressure, and we must pay attention to controlling positions.
Message surface
The SASAC demanded that the three-year campaign to reform state-owned enterprises be successful
According to the news of the State-owned Assets Supervision and Administration Commission on February 23, the State-owned Assets Supervision and Administration Commission recently held a special meeting to emphasize that 2022 is the year of decisive victory in the three-year action of state-owned enterprise reform. It is necessary to highlight the key points, focus on the difficult points, strive for practical results, adhere to system integration, coordination and efficiency, ensure that the three-year action must be successful, promote the three-year action of state-owned enterprise reform to go deeper and more concrete, and strive to achieve a number of influential landmark results.
A rare scene! A number of white horse stocks on the list of bulk transactions The receivers are all institutions
With the recovery of the A-share market, the bulk trading market staged an active scene! On February 23, a number of white horse stocks such as Luxshare Precision, Hikvision, Gree Electric Appliances, Focus Media, Hengyi Petrochemical, Oriental Yuhong, Midea Group and so on were all traded intensively in accordance with the closing price in the bulk market, and the receivers were all institutional special accounts.
All three major U.S. stock indexes fell more than 1 percent Technology stocks and new energy vehicles fell the most
On Wednesday, the three major U.S. stock indexes fell across the board, and by the close, the Dow was down 1.38 percent; the Nasdaq was down 2.57 percent; and the S&P 500 was down 1.84 percent. Technology stocks generally fell lower, AMD fell more than 5%, NVIDIA fell more than 4%, Amazon fell more than 3%, Netflix, Apple, Microsoft fell more than 2%; aviation stocks, new energy vehicle stocks fell in the front, Tesla closed down 7%, Weilai fell more than 6%, United Airlines fell more than 5%; gold stocks, energy stocks rose against the market, Hecla Mining rose more than 8%, Harmony gold rose more than 5%.