With the introduction of the National Nine Articles, the market's response has focused on the pursuit of large-cap stocks in China and the adjustment of micro-cap stocks.
Let's take a look at the specific K-line trend, the index opened slightly lower in the morning, and after a wave of diving, it began to rise upward, it should be noted that in the market on Monday, the trend of micro-cap stocks is obviously weaker than the performance of large-cap blue chips, the white line representing the weight is basically much higher than the yellow line representing individual stocks, and the opening index in the afternoon is lower wave by wave, and the end of the market is slightly pulled up, and the Shanghai Composite Index rose 1.26% to close at 3057.38 points, and the Shenzhen Component Index rose 1.53% , which closed at 9,369.70 points, and the ChiNext index rose 1.85% to close at 1,795.52 points.
In terms of trading volume, the turnover of the Shanghai and Shenzhen stock exchanges reached 997.1 billion yuan.
In terms of capital flow, northbound funds bought more than 8 billion yuan.
The most obvious performance of the market on Monday was the pursuit of Chinese characters and the correction of micro-cap stocks.
In yesterday's internal reference, Dana has actually analyzed that in the nine articles of the new country, the improvement of indicators such as delisting is equivalent to a lot of increase in the risk of delisting of micro-cap stocks compared with the past, and high-dividend central state-owned enterprises listed companies are likely to be favored by long-term funds, and Monday's market performance also proved this.
Here, many friends of Dana also asked, is it not good for micro-cap stocks? Although the adjustment of micro-cap stocks on Monday is very large, but there are also emotional factors in it, even if it is a policy, it is not that micro-cap stocks will necessarily ST, including mandatory dividends, the same if there is investment in research and development, it will also be comprehensively considered, more from the perspective of protecting investors, I hope that small and medium-sized investors will benefit from it, after all, many micro-cap stocks speculate on shell resources, from the perspective of value investment, it is very risky, but there are really small and medium-sized listed companies in a certain subdivision of the industry, and it is also possible to get the care of funds in the future development of the capital market, so the core is not the size of the absolute circulating market value, more is the listed company itself, is not focused on the main business.
As for the prefix, Dana at the end of last year, has been talking about the special valuation, including some time ago, high dividends of central enterprises and state-owned enterprises, etc., is a good allocation direction, although the growth may not be as huge as AI imagination, but as a part of the value allocation, the strategy is also worth referencing, of course, after Monday's rise, friends who want to intervene, or wait for the fall back and then consider, try not to chase up at the moment.
In addition, the AI concept continues to be adjusted.
It has also been said many times about AI, the fundamentals must be combined with the technical form, and there is no problem with the fundamentals of AI, after all, the competition of AI will be fierce in the future, but technically, if the form is not repaired well, then it is not an ideal opportunity to intervene.
In addition, in terms of non-ferrous metals, due to the sanctions of the United States again, the main metals related are aluminum, copper, nickel and other metals, and the supply may have decreased, and it is possible to stimulate the price of the relevant plates, but the fluctuations of gold are now more violent, and the non-ferrous metals should also hold the attitude of not chasing high, waiting for the opportunity to pull back.
Overall, Monday's 3,000 points have withstood the test again, but it will be repeated in the future, so be patient and don't chase the rise.
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!