After the violence of 4 consecutive yang, the news of Wang Bang came again over the weekend, one is the complete suspension of restricted stock lending and lending, the second is the first shot of Guangzhou to relax the purchase restrictions, and the third is that the three major AMC companies will be merged into CIC, which is quite heavy.
However, many investors still lack confidence and complain that they have recently earned the index and are not making money. It is said that the stocks bought by the national team have perfectly avoided the trapping of retail investors, avoided quantification, avoided the reduction of shareholdings by major shareholders, and avoided heavy public offerings! For example, the most fierce PetroChina, the real circulation is only 6%, no wonder it has taken off.
But on the other hand, the Guo family team also has masters. If you want to pull track stocks, you are saving foreign capital and public offerings, can you stop them from running? If you go to pull private heavy stocks, can you avoid rat warehouses? If you go to pull theme stocks, retail investors have not yet unbundled, and major shareholders may directly clear their positions. You must know that before January is over, a certain team has taken out nearly 200 billion, and the money will be used on the blade!
To a certain extent, it's now financial Z. The United States still has a set of ways to do this, specifically hitting the weakness of domestic institutions, and scaring us with sanctions from time to time (WuXi AppTec, etc.). The Guo family team also avoided its edge, and the current round of purchases were all goods that were not in the hands of domestic institutions and foreign capital! The purpose was to pull up the index and save market confidence.
In short, now you hit yours, I hit mine. But judging from the weekend sentiment, now the bulls are beginning to have a certain upper hand, and this is a good start! As long as the index stabilizes, the growth sector will definitely make up for the rise when the theme is sung later. So you might as well be a little more patient, there should be a high opening tomorrow!
1. The China Securities Regulatory Commission announced that it would completely suspend the lending of restricted shares
In order to implement the investor-oriented regulatory concept and strengthen the supervision of the lending of restricted shares, the China Securities Regulatory Commission (CSRC) has further optimized the securities lending mechanism. Specifically, the following includes: first, the lending of restricted shares will be completely suspended, and second, the market-based declaration of refinancing securities will be adjusted from real-time availability to next-day availability, so as to limit the efficiency of securities lending and lending. The first measure has been in place since January 29 and the second since March 18.
Comments: After two investor-oriented mentions within a week, the China Securities Regulatory Commission released a big move over the weekend, one is to completely suspend the lending of restricted shares, and the other is to stop securities lending T+0!
Among them, the first is the so-called refinancing, which was very popular in the front, and now it has finally been completely suspended. Directly meet everyone's wishes, the system is filled one by one, and the loopholes are plugged one by one... This is the determination to save the market!
For A-shares, this is a relatively big emotional benefit, which can bring confidence to everyone, and the fellow will come back soon. The sector is good for the sub-new stocks and the near-end sub-new, without the pressure of short-selling refinancing securities, and the capital can be unscrupulously speculated. However, it is bearish for brokers, and there is a lack of a source of income.
Although it was a bit late to plug the loophole, it finally came, and I gave the CSRC a thumbs up. What's more important is that the national team has eaten hundreds of billions of goods in the past half a month! Now it is worth playing with the bears and beating the dogs.
Of course, this is just not allowed to be shorted, but for A-shares to rise, the most important thing is to have incremental funds to go long. Apart from the national team, who still has confidence now? Then look forward to the early arrival of the equalization funds to completely save A-shares.
2. Guangzhou: The purchase of housing with an area of more than 120 square meters is no longer included in the scope of purchase restrictions
On the 27th, Guangzhou once again "took the lead" in the first-tier cities, announcing that from now on, the purchase of housing with a construction area of more than 120 square meters will not be included in the scope of purchase restrictions.
Comments: Guangzhou's new real estate policy still has a great impact! It can be regarded as a complete relaxation of purchase restrictions, firing the first shot in first-tier cities! Will Beijing, Shanghai, and Shenzhen follow suit?
The relaxation of purchase restrictions in first-tier cities may not change the trend of real estate, but it will bring a reshuffle effect to the domestic property market. In all fairness, who doesn't want to build a house in Beijing, Shanghai, Guangzhou, and Shenzhen? This will undoubtedly bring more support to the first-tier housing prices, and the third-, fourth- and fifth-tier cities will be weaker.
In short, this is to stimulate the economy of the rich and encourage them to go to the front line to buy large flats, luxury houses, and so on. But there is one point, if you can't restrict the funds from selling houses, this is actually giving a group of front-line rich people a chance to cash out, so let's see the effect!
Recently, the property market has been favorable, from further optimizing the down payment ratio and loan interest rate, to the financial industry's unshirkable responsibility to vigorously support the real estate industry, and then to Guangzhou's greatest relaxation of purchase restrictions. All departments have used the power of the famine, and the rescue efforts are not lower than those of the stock market.
However, the real estate sector has risen 20% in the past four days, which has cashed in a lot. As a dilemma reversal industry, if it rises more, it is an opportunity to sell! It is not recommended to chase it if it opens high tomorrow, and it is also an opportunity to buy low.
3. U.S. Secretary of Commerce: is doing everything to prevent China from gaining computing power
On January 26, U.S. Commerce Secretary Raimondo said on the 26th that the Biden administration would propose to require U.S. cloud computing companies to determine whether foreign entities are visiting U.S. data centers to train artificial intelligence models. According to the report, as the emerging field of artificial intelligence raises security concerns, the Biden administration will take a series of measures to prevent China from using American technology to develop artificial intelligence. The proposed provision was published for public comment on the 26th and will be officially released soon. "It's a big deal," Raimondo said. ”
Comment: The U.S. Secretary of Commerce is doing his best to prevent China from gaining computing power! This is the official U.S. public suppression of our artificial intelligence, not only the embargo on advanced chips, but also cloud computing you can't borrow.
So science without borders is a joke, and others can't be relied on. We want to have our own AI chips, our own computing power, and it is urgent for domestic substitution! Emotionally, it is good for domestic related computing power and semiconductor industry chain companies.
Why is the United States addicted to suppressing us? People have the confidence to do this, look at the giants such as Nvidia, Microsoft, and Intel, whose stock prices have soared through artificial intelligence! The stock prices of Baidu, 360, and iFLYTEK have all fallen into dogs, and it is clear who wins and who loses.
This is also the biggest embarrassment for A-shares, which means that the future of science and technology, medicine, and new energy are all falling to death; banks, real estate, and state-owned enterprise stocks, which represent the old economy, are rising wildly! It is really quite helpless to go against the US stocks.
In order to support science and technology and be independent and controllable, hundreds of companies have been listed on the Science and Technology Innovation Board in the past few years, but how many of them have core advantages? On the contrary, there are more companies that cheat money, which makes many people heartbroken.
Technology is certainly the future, but we really don't deserve it yet. Of course, if it falls too much, it will rise, and once the subject matter becomes popular, the popularity of technology stocks is still the highest, AI, unmanned driving, humanoid robots, chips, etc., and there is a chance to rebound actively.
4. Set the tone in 2024! PetroChina held an important meeting to take multiple measures to promote the company's value
On January 26, PetroChina's 2024 working conference was held in Beijing. Dai Houliang, Chairman and Secretary of the Party Leadership Group of PetroChina, stressed that in 2024, it is necessary to accelerate the layout and promotion of strategic emerging industries and future industries, accelerate the improvement of modern corporate governance capabilities, deepen the reform of state-owned enterprises and strengthen management. PetroChina said that the company has taken multiple measures to promote the company's value, and has included market value performance in the management's annual performance appraisal to quantitatively evaluate market value performance from two aspects: stock price changes and market image. ”
Comments: PetroChina has risen so much recently, and it is still releasing good news over the weekend, and it is a master of market value management. This also shows that this wave of "value repair" of state-owned enterprises must not come to an end, and it has to rely on these big guys to pull the index.
There's no way, it's like if you go to the hospital for emergency treatment, and the doctor asks the family, "Bao Da or Bao Xiao!" The family members will generally answer: Bao Da. What about the small ones? They can be regenerated. Now A-shares are roughly based on this logic, first save the index.
In addition, the China Securities Regulatory Commission also said on Friday night that it would promote the inclusion of market value in the assessment and evaluation system of central and state-owned enterprises. Not only central enterprises, but also local state-owned enterprises to be assessed. Then there are more targets that can be speculated, and it may also attract travel capital to hold together.
A-shares are policy markets, which have always been urine. Stockholders like to set up a stage with weight and sing on the theme! But we must also beware of this wave of rebound market, which is interpreted as "beautiful 50" and "4000 for your life", then many people will be more depressed.
5. Oral semaglutide was approved for listing in China, and nearly 20 listed companies responded to the business layout
Novo Nordisk's semaglutide tablets were approved for marketing by the National Medical Products Administration, which is the first oral GLP-1 receptor agonist approved for marketing in China. Since the beginning of this year, six listed companies, including Huadong Pharmaceutical, Huayang Intelligence, Fosun Pharma, Puli Pharmaceutical, Hanyu Pharmaceutical and Sirnaomics, have replied to semaglutide-related business layout on the interactive platform. In addition, 13 listed companies, including Yixintang, Borui Pharmaceutical, Jianxingyuan, Gan & Lee Pharmaceutical, Jincheng Pharmaceutical, Dezhan Health, Wanbang Pharmaceutical, Nuotai Biotechnology, Puluo Pharmaceutical, Livzon Group, Aimeike, China Resources Shuanghe and Jinkai Biotech, also have related businesses.
Comments: Last year, because of Musk's online publicity, semaglutide became a popular "miracle drug for weight loss". A shares also carried out a round of speculation, and the leaders were Changshan Pharmaceutical and Nuotai Biotechnology, and the stock prices doubled.
Now that semaglutide has been approved in China, it stands to reason that it should be fried. But the most favorable thing is the API companies in the upstream of the industrial chain, similar to the optical modules of the AI industry chain! Those companies that develop weight loss drugs are on the negative side.
Several girls I know are taking semaglutide, and they say they can't stop at all, and if they don't fight, they will rebound. Although there may be side effects, many people still try it! Novo Nordisk has also reached a record high in the U.S. stock market, with a market value of more than $480 billion, which is almost worth more than the entire A-share pharmaceutical stock.
6. Bank of America: The scale of funds flowing into China's stock market last week hit the second highest in history
Bank of America, citing EPFR data, said a total of $11.9 billion was allocated to the Chinese stock market in the week ended Jan. 24, the second-highest on record. Of the record $12.1 billion in money pouring into emerging market equities, Chinese equities were almost entirely in charge.
Comments: Last week, these 4 yang candles really made a lot of money. First, "foreign capital" poured into China with an influx of 11.9 billion US dollars, almost 80 billion yuan, and second, the net inflow of ETFs this week was as high as 72.5 billion, totaling almost 150 billion yuan.
In January, the net inflow of ETFs exceeded 140 billion, the second highest in history, and the first was 160.7 billion yuan in August last year. A certain team is not only buying ETFs, but also adding positions with large Chinese prefixes for the reform of central enterprises and state-owned enterprises.
In short, the "People's Liberation Army" is now a clear card, and those who want to gather wool must not go in the wrong direction. In fact, they have already been copied by them.
Zhousue City:
Yesterday I went to a dinner party for a middle-aged man. This year, I feel that everyone is having a hard time, the unemployed are unemployed, the loss of money in stock speculation, and the planting system in the thunder, and the house is bought at a high position and wants to cut off the supply...!
Seriously, I complained about it myself, but I seriously counted the year. I really worked for the stock market, and I also posted some money upside down, and I still feel a little stuffy when I think about it! Although I have not lost confidence in A-shares, how many three years can I wait?
Let's get back to the point, the hot topics discussed over the weekend are Pudong New Area (Shanghai stocks), Zhongzitou (PetroChina, etc.), real estate (Guangzhou's relaxation of purchase restrictions), sub-new stocks (full suspension of restricted stock lending), games (the survival game "Phantom Beast Palu" is extremely popular) and so on!
Operationally, if the central enterprises continue to attack next week, it will be too easy to regain 3,000 points. However, there are a lot of traps above, and it is easy to fall back if it rushes too quickly! Therefore, the central enterprises may wish to take a break, let the theme make some money-making effect, and then build up momentum to attack.
In addition, as soon as A-shares improved, the United States was bad for a day, with various sanctions. Last Friday was WuXi AppTec, and the weekend was aimed at computing power! In this case, the national team will continue to protect the disk, and now there is nothing more indicative of attitude than real money.
Ai StocksJun believes that the index is relatively safe before 3100, and the power of disk protection will not disappear. Now that there is a bottom line and a favorable policy release, we can indeed be optimistic.