First, the small and micro market skyrocketed, and the mood was fully corrected
On the evening of April 16, Guo Ruiming, director of the Department of Supervision of Listed Companies of the China Securities Regulatory Commission, responded to market concerns related to the recent new delisting regulations, saying that the new delisting regulations are not aimed at small-cap stocks, the company is ST only because the dividend does not meet the standard, it will not lead to delisting, the new regulations are mainly for profitable enterprises, and there are only more than 80 companies that may touch the standard in the two cities.
After the market misreading was corrected, the index rose sharply today, and small and micro cap stocks ushered in a comprehensive recovery, with the CNI 2000 up 5.38%, the CSI 1000 up nearly 4.36%, and the BSE 50 up 4.25%. However, there is still great uncertainty about the situation in the Middle East, and the turnover of the two cities has shrunk by 28.7 billion today, which is difficult to support the continuous rise of the index.
Chart: Changes in the turnover of the two markets in the past 7 trading days
Second, the theme has risen, and the banking sector has received a significant inflow of main funds
Under the general rise market, the theme is almost all red, due to the shrinkage of the turnover, the dividend sector funds have been diverted, but there are still opportunities for continuous performance in the future. In addition, the inflow of funds in the afternoon of the banking sector under the dividend sector accelerated, becoming the sector with the largest inflow of main funds today, and the latest market value of China CITIC Bank was 387.4 billion in the afternoon.
After the low-altitude economic leading stocks in the end of yesterday after the scramble, today again collectively rose, after adjustment, machinery and equipment, low-altitude economy and other new quality productivity sectors are expected to usher in the repair.
At the close of trading on April 17, there were 13 stocks on the board in the two cities, Chunguang Technology, and 4 shares on the same board, 233 on the daily limit today, and 19 on the last trading day, and the daily limit sealing rate rose from 73% to 83%. Last trading day, the average return of individual stocks today was 8.04%. More than 5,100 stocks in the two cities rose, and investors also ushered in a general rebound in the general market.
3. Institutions and resonance stocks
According to the Dragon and Tiger list, the following stocks were bought by institutions and investors today, and the concept is relatively scattered:
To sum up: the market sentiment is corrected rapidly, but it is constrained by quantity and energy, and the follow-up can focus on the performance line and the repair opportunities after the adjustment of new quality productivity.