Since New Year's Day, the market has gone unusually strong, beyond the understanding of institutions and many retail investors, and how to go in the future market has also become a topic that many people are very concerned about in the case of Sino-US confrontation, the impact of the epidemic, and the pressure on the economy.
To understand a trend, first observe the characteristics of the macro market:
1. The soaring core assets led by the Shanghai Stock Exchange 50 Index, the CSI 300 Index and the Hemao Index, many votes basically increased by more than 50%. This is also the direction that I have always emphasized in the group. The group of friends are keeping up with the explosive profit.
The reason for this, as everyone in the market knows, is that overseas funds represented by northbound funds have greatly allocated our core assets after the Spring Festival. Without further ado!
It is said that the real dog of domestic capital, always led by the nose by the north, is cut leeks by the north, it seems that there is indeed this truth, at least this time the north bought another stage bottom, please note that I am talking about the stage bottom, not the absolute bottom.
Taking advantage of the domestic capital repair, forcing the short to rise, making many people restless, so on Tuesday there was 200 billion incremental funds rushed in, and then we saw today, how the index goes!
Coincidentally, the index is exactly at the position of the annual line, and there is still a trap above.
Risk: The thing we need to understand is that it is said that northbound funds follow the exchange rate to see the Chinese economy, but the problem is that this script also said this last year, what is the situation in March and May 2022, everyone still has palpitations!
So this year, when the Sino-US game is more intense, I wonder if capital will really be simply optimistic about the Chinese economy, I am afraid it will take a long time to repeatedly conquer. At least in the short term, China is facing weak foreign trade growth and Western pressure on China. China may also have to face the repeated outbreak of the new crown epidemic and the process of boosting domestic demand, and profit-seeking financial capital may not make you comfortable making money, unless they have more and bigger goals.
2. The core sectors of this rise, such as liquor, are northbound heavy stocks, but must not be the purpose of my A financial market? It is still necessary to grow the growth track represented by technology stocks and manufacturing.
If northbound funds are really optimistic about China's economic market, then why haven't there been huge gains in these sectors that are closely related to China's economic fundamentals?
It can basically be judged here that the wave of northbound funds is a window period for the institution, of course, the operating level of our institution must continue to improve the level.
3. The latest economic data came out, and the population showed a negative growth of 850,000, which represents some milestone changes in the demographic dividend, which also means that China's economic development model has to be greatly adjusted.
There is a phenomenon that must be mentioned, that is, in the recent market, northbound funds combined with a variety of widely circulated small essays and some lace news, so that the market has become some people's minds, but it also means that there are huge speculative opportunities and risks.
At this point, it depends on your risk appetite, whether you are speculative or a long-term investor!
But there is no doubt that China's economy is improving for a long time, but the capital market still needs to gradually grow under the careful care of supervision.
So, under great pressure on China's economy, what kind of policies and means will be adopted to maintain and develop? In addition to vigorously developing science and technology and manufacturing, expanding domestic demand, there is almost a kidnapping of the national economy of the real estate industry will not be mentioned from scratch, which is very worthy of attention, this refers to previous issues of this issue and the group of articles.
Market: Keep an eye on resistance above the 3218 level, otherwise watch for the cover of the two useless gaps opened earlier!
Finally, post the most recent operating gains