It's off to a good start! This time it might be for real

Today is the first trading day after the Spring Festival, and A-shares have started the mode of giving red envelopes. I've watched "It's going to change!

Readers of stock reviews should be very happy, because we have predicted it.

Now I can pat my chest and tell you that the SSE 2635 points is the bottom.

On today's session, more than 4,000 stocks rose, and the Shanghai Composite Index surged 1.56%. Coal, oil, hydropower, software, and semiconductors led the gains. The rise of these sectors is very interesting.

The coal, oil and hydropower sectors belong to the energy sector and are also high-dividend stocks. For example, coal has hit new highs in a row, and China's Shenhua can still rise sharply. The funds that buy these three sectors belong to the conservatives. Because even if coal hits a new high, the dividend yield is still 8%, which is 4 times higher than the interest of depository banks.

And as the economy recovers, the demand for energy will continue to grow. Therefore, the funds have no brains to group these high-interest sectors.

The surge in software and semiconductors comes from the stimulation of the Sora model. During the Spring Festival, OpenAI suddenly released a new high-definition video generation model. Immediately afterwards, all kinds of boasting voices arose in the country. The AI sector, which has not had a concept hype gimmick for a long time, has a hype again.

As a result, Sora concept stocks were quickly selected, and several stocks that had nothing to do with high-definition video generation became the leaders, and they rose and fell one after another. Yes, the concept of frying doesn't need to be taken too seriously, it's supposed to be fried.

We have seen many AI stocks with a trading volume of more than 4 billion yuan, becoming a big gold absorber. The garbage speculation of A-shares is back.

Therefore, the sharp rise of these five sectors represents two types of funds, one is conservative and the other is offensive. In short, the whole market is also starting to liven up. This kind of excitement will inevitably attract over-the-counter funds to come in and boost confidence in the stock market.

In addition, after the market closed, the China Securities Regulatory Commission issued a document entitled "The China Securities Regulatory Commission Held a Series of Symposiums to Listen to Opinions and Suggestions", which mainly talked about three points: First, investors must be protected and let investors make money; second, we must continue to promote reform and strictly investigate and strictly manage. Third, listen to criticism.

Before the Spring Festival, the China Securities Regulatory Commission (CSRC) had just changed its "head", and then it quickly arrested a number of listed companies for financial fraud and imposed heavy fines. In the past, listed companies and major shareholders violated the rules, and it was completely "three glasses of wine". Now it is time to punish seriously, which should be regarded as "three fires for new officials to take office". We also expect that A-shares can sweep away all the ills of the past 20 years, so that we can really look forward to a bull market.

At the same time, Shangfeng also issued a document calling for "doing more things that are conducive to boosting confidence and expectations, maintaining the consistency and stability of policy formulation and implementation, and boosting the confidence of the whole society with pragmatic and powerful actions." “

Therefore, for the stock market, we do not need to be bearish now, let alone pessimistic. In the first half of the Year of the Dragon, the opportunities should outweigh the risks, as long as we buy good stocks and control our positions, I believe that there will be red envelopes.

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div.autoTypeSetting24psection > p,div.autoTypeSetting24psection > section{margin-bottom: 24px;}