On Tuesday, he also praised the main selling of domestic and foreign capital in the market, and on Wednesday came another slap, it seems that A-shares are really not boastful. On Wednesday, the major indexes were mainly adjusted, only the Beijing Stock Exchange 50 and the Dividend Index closed in the red, among which the worst fell was the ChiNext Board, Science and Technology 50, and CSI 1000, while the Shanghai Stock Exchange 50 and CSI 300 were also adjusted but the overall situation was still strong. More market details are still from the data.
A-share data:
Today, the turnover of the two markets was 830 billion yuan, an increase of 4.2% from the previous day. Today, the main net outflow of the two cities was 43.9 billion yuan, from the opening to the closing, no wonder foreign capital complained that it could not be bought at all. Northbound funds also sold a net of 4.114 billion yuan throughout the day, but northbound funds can pull the depreciation of the yuan out of the blame. Today, everyone doesn't like the market volume, because this is because of the increase in domestic and foreign capital selling.
Today's rise and fall ratio of individual stocks in the two cities is: 1:4.6, 32 up limits, and 32 down limits. In terms of plate changes: games, chips, photovoltaics, and semiconductors weakened sharply, while cobalt metal and flying cars performed well.
In the list of gainers and losers: flying cars, hotels and catering, construction machinery, coal, and industrial machine tools ranked among the top five gainers, and DRG-DIP, memory chips, recent resumption, optical communications, and intellectual property rights ranked among the top five decliners today. Driven by funds: coal, electricity, construction machinery, Shanxi plate, and oil ranked among the top five net inflows of funds, and non-cyclical stocks, MSCI components, artificial intelligence, chips, and lithium battery concepts ranked among the top five net outflows.
Judging from the data, today is completely different from yesterday, yesterday is the main domestic and foreign capital selling sharply reduced, today is the main domestic and foreign capital selling increased, the market money-making effect has become poor, this kind of next day of the big change of face is indeed a headache, the lack of direction will make investors more cautious about the market, which is also the reason for the dividend to prevail.
Stock Market Chatter:
Tonight, the US will release CPI data for March
Another key piece of data that will determine the Fed's rate cut schedule is worth paying attention to. Due to the constant changes in the Fed's interest rate cut schedule, this has also directly led to the recent surge in commodities, especially gold and silver.
Gold prices continue to hit new highs, and LOF is also suspended, prompting the risk of high premiums
Gold ETFs have been frantically grabbed recently, mainly because gold prices continue to reach new highs, but the premium of ETFs or LOF funds is too high to grab it is definitely not cost-effective, and it is even more dangerous than chasing gold stocks. If you haven't participated before, it's better not to participate for the time being, after all, when it rises to the time when everyone is familiar with the main rising wave, chasing high is likely to be buried.
Shanghai Futures Exchange: Implement trading limits on gold and copper futures
Measures to curb speculation are coming, and more measures will be introduced if they continue to rise, and the most direct will continue to be the liquidity of these speculative varieties, although it looks red, but in many cases it may not be possible to make money, unless it is ambushed in advance.
Institutions say IPO to Hong Kong stocks may become a trend It is expected that 80 new stocks will be listed this year
A-share IPOs have been restricted and have turned to Hong Kong stocks, but the biggest problem of Hong Kong stocks is the lack of liquidity, and the most intuitive thing is that there is no premium for Hong Kong stocks and A-shares listed on both Hong Kong stocks and A-shares.
Outlook on the market:
Today, if you want to talk about the reasons for the decline, you have to find: 1. The RMB depreciated intraday. 2. Tonight's U.S. CPI data is cautious in advance. But these are actually far-fetched, after all, I really worry that I don't have to go up yesterday. It can only be said that the current market is still too weak and too cautious. It is difficult for most investors to trade, control their positions, be patient and wait for opportunities or better.
The lesson of the market in the past two years is that if it is not a short-term chase, then it is best to wait for the party in the medium and long term, because the index will not go up all at once, and the party will always have the opportunity to invest slowly, but it is easy to be slapped in the face back and forth if it is chasing up. So today I will continue to wait for the party, hoping that the Shanghai Stock Exchange can fall below 3,000 points and give another chance.
The above are today's market notes, which are only used as personal daily reflections on the market and are not intended as trading advice. Investment is risky and should be traded with caution.
I focus on indexed investment, advocating the theory of stock market cycles and comprehensive allocation. Daily update of A-share review logs and fund real trading notes. The above content is only a testimony of the unity of knowledge and action in your own investment, and friends who are interested in indexation investment are welcome to leave a message or pay attention to not get lost.