This past weekend, it was really quite exciting, first we launched the framework for the development of the capital market, which is called the "National Nine Articles", and at the same time, the situation in the Middle East is further tense, in this case, where is the next hot spot for A-shares?
Let's take a look at the trend of the K-line, the index opened slightly higher on Friday, and then fluctuated downward, hovering at a basic low level throughout the morning, and the opening index had a wave of rise in the afternoon, but there was a dive near two o'clock, and finally closed down 0.49% of the Shanghai Composite Index to close at 3019.47 points, the Shenzhen Component Index fell 0.78% to close at 9228.23 points, and the ChiNext Index fell 1.08% to close at 1762.88 points.
In terms of trading volume, the turnover of the Shanghai and Shenzhen stock markets was about 800 billion yuan.
In terms of capital flow, northbound funds sold a net of about 7.385 billion yuan today.
Friday's trend is not strong, as a whole is still to test the pressure of the 3,000-point integer mark, and after Friday's close, the launch of the new "national nine" in the capital market can be said to be one of the hottest topics this week.
For the new "National Nine Articles" For example, the revenue of loss-making listed companies on the main board has increased from 100 million yuan in the past to 300 million yuan, and the management of delisting will be strengthened in theory in the future, so a phenomenon that may occur is that the risk of delisting of small-cap stocks and micro-cap stocks may increase, and the high-dividend central and state-owned enterprise sectors may be easier to get the attention of long-term funds, which is from the sector, friends may need to pay attention to it.
At the same time, it is also clearly proposed that companies that have not paid dividends for many years or have a low dividend ratio will be included in the situation of "implementing other risk warnings", that is, dividends may really become an important standard, obviously hoping that listed companies, after making profits, will better give back to investors.
Another big event over the weekend is the tension in the Middle East, and although one side has indicated that this round is over, it remains to be seen whether the other side will continue, which is why there was a strange phenomenon on Friday. On Friday, the dollar suddenly rose strongly, accompanied by gold, and it is rare for the targets of the normal two seesaws to rise simultaneously, indicating the tension and uncertainty of the international situation.
At the same time, over the weekend, it was reported that the London Stock Exchange and the Chicago Stock Exchange no longer use metals produced in Russia, and Europe and the United States have completely banned the import of copper, aluminum, and nickel produced in Russia. Originally, the bulk commodities copper and aluminum came to the upward market, which may cause the weakening of supply, and from the short-term impact, copper, aluminum, nickel, etc. may form a certain impact.
At the same time, due to geopolitical factors, the trend of the broader market may become more complicated. After all, the complex international situation is difficult to predict, and we can only speak in the general direction, we are mainly concerned about the support of 3,000 points.
As far as the sector is concerned, last week was mainly the rise of non-ferrous metals, as well as the rebound of AI, combined with the aforementioned national nine articles, in the special valuation of related industries, in the shock market may also get opportunities, in the current market, do not chase high, patience is very important.
Overall, the shock above 3000 points is to better consolidate the support, don't be in a hurry in this process, don't chase the rise in trading, especially the plate that has been continuously raised, if there is a policy benefit in the future, we must also keep a calm, the mainstream plate is always the core of our pursuit.
Finally, the old saying:
Double.
- The above content does not constitute any investment advice. The stock market is risky, and you need to be cautious when entering the market.
——— Finance Wang Dana, more investment thinking and logical analysis, welcome to pay attention!