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Recently, there was 1 news, saying that Lao Mei exempted (Japan) + (South Korea) from China's mobile phone chip export restrictions, and the concept of (Apple mobile phone) + (Huawei mobile phone) rose sharply in the first 2 days, and the technology game between China and the United States has not changed. The process of the boss suppressing the second will not change. After the implementation of the registration system in early March this year, many old shareholders who have experienced a round of bull and bear markets also feel hard about the rotation of stocks in this year's A-share market, because the institutional sector has performance, and there are a large number of sectors that have not been incrementally funded for a long time. After the peak of the broader market index on April 19, 3400 points fell to stabilize around 3180, but this wave of 200-250 points of index fell and trapped 300-400 billion funds in the (chip) + (medium special estimate) + (artificial intelligence) sector.
This wave of index adjustment will end in early July, and in the second half of the year, the old United States will end to raise interest rates, enter the interest rate reduction operation, and the global stock market will usher in a new wave of global water release rhythm. For A-shares, the index will hit a new high in the second half of the year, breaking through 3400 points. There are also several bearish factors in the second half of this month, first of all, several elephant market capitalization companies listed tens of billions of dollars, so the index can fluctuate sideways in the last half of the month is the best result.
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