From the perspective of the global financial situation, the Nasdaq index of U.S. stocks rose sharply to a new high, gold rose again to a new high, copper, oil and other commodities collectively rose, dollar assets are still strong, and the current market financial attributes have been significantly enhanced. After A-shares entered April, mainly to follow the external market, there was an obvious shock market, in the policy and news side of the relatively flat environment, the first quarter report did not ignite the enthusiasm of the market, which also led to the A shares involved in the stage of shock downward, but the decline is relatively controllable, belongs to the rise in the callback. The market in April is highly volatile, and the end of the pullback is a new opportunity to set sail again.
Riding a bull and a bear found that the current gold has gradually formed a "self-spiral" rise, and the core driving force is to make money. After gold is freed from the constraints of the US debt framework, its monetary attributes are completely stimulated, especially the probability of conflict between Iran and Israel has risen, and the pressure on the fulcrum of the petrodollar has risen sharply. Gold can quickly rise above $2,300 per ounce in a short period of time, and when global central banks begin to buy gold in a trend, gold is likely to show the characteristics of "bearish short bull long". For gold, the view of riding bulls and bears remains the same: "follow the trend, avoid guessing the top, and increase the take profit setting", this strategy can effectively deal with complex market changes.
The three major indexes opened mixed, the stocks in the two cities rose and fell in half, the theme of the car dismantling, communication equipment, combustible ice and other concepts performed strongly, solid-state batteries, sodium batteries, hotels and restaurants and other sectors performed poorly. The home appliance sector rose sharply in early trading, Chunlan shares, Xueqi Electric and other shares rose to the limit, Delmar, Ousheng Electric, etc. rose to the front, the meeting emphasized that it is necessary to play a good role in the combination of departmental policies, enrich the policy package, strengthen digital empowerment, and further stimulate the consumption potential in the fields of automobiles, home appliances and home decoration, kitchen and bathroom, and cultivate new consumption growth points. The central government will focus on supporting the promotion of car trade-in, and give fixed subsidies to consumers who scrap high-emission passenger cars or eligible new energy passenger vehicles and purchase new energy vehicles that meet energy-saving requirements or new energy vehicles.
Construction machinery concept stocks continue to be active, construction machinery 3 boards, Yongda shares, Xiamen Engineering shares and other shares of the daily limit, the construction equipment is updated, updated and eliminated more than 10 years of use of construction machinery and equipment, high pollution, high energy consumption, serious aging and wear, and backward technology. Oil and gas stocks rose rapidly, Bakken Energy rose by the limit, potential Hengxin, quasi-oil shares and other stocks rose more than 5%, the Organization of the Petroleum Exporting Countries (OPEC) recently said in the monthly oil market report that OPEC maintained optimistic expectations for global oil demand growth this year, and is expected to increase by up to 2.7 million barrels per day year-on-year in the third quarter. Gold concept stocks are repeatedly active, Pengxin resources daily limit, Laishen Tongling 9 boards, mancarons, Chifeng gold, etc., international spot gold hit a record high in early trading, COMEX gold stood at the $2,400 / ounce integer mark.
The Shanghai Composite Index opened higher on Friday, and then weakened again and turned green, and it is not difficult to see that there are currently two major problems. On the one hand, the "bottom line" of the main funds is at 3000 points, and if this position does not fall below, there will be no obvious big rebound, and the closer to this point, the greater the possibility of rebounding at any time. On the other hand, the 1st quarterly report predicted that the target did not rise sharply, and it is conceivable that the mediocre and poor performance of the target is not a whine, so Brother Niu feels that the quarterly report in April should be careful. In the afternoon, pay attention to whether the Shanghai Composite Index can stabilize above 3030 points.
The ChiNext index fell nearly 1% intraday on Friday, returning to near the 60-day line for support. The new high of gold has entered the acceleration period, here is impossible to judge the top, at any time the callback is a big fall, but no one dares to get off in advance, this is the main reason for the current bull, and the market is weakening, gold is bound to drive the rolling of funds, more than 1 week, a number of gold stocks rose more than 50%, there has been a crazy situation. Brother Niu advised everyone to "calm down" and pay attention to whether the GEM index can stabilize above 1760 points in the afternoon.
Lunchtime highlights:
1. As of April 11, the financing balance of the Shanghai Stock Exchange was 790.607 billion yuan, a decrease of 456 million yuan from the previous trading day, the financing balance of the Shenzhen Stock Exchange was 707.767 billion yuan, a decrease of 1.086 billion yuan from the previous trading day, and the total of the two cities was 1498.374 billion yuan, a decrease of 1.542 billion yuan from the previous trading day.
2. The People's Bank of China carried out a 7-day reverse repurchase operation of 2 billion yuan today, and the winning interest rate was 1.80%, the same as before. There is no reverse repo expiration today