1. The SSE 50 rose to 1%, semiconductors, machinery, and banks performed strongly, and GigaDevice innovated the daily limit!
Today's semiconductor artificial intelligence is really powerful, up more than 4 points, the fall of A-shares in March is from the semiconductor technology sector, Dalong is optimistic about the next artificial intelligence semiconductor sector to take the lead in rising, Dalong will continue to heavy technology sector.
2. Rare! Domestic capital finally flowed in! Foreign investors sold these A-share sectors on Wednesday!
On Tuesday, foreign capital (northbound funds) outflowed 232 million today, and the net inflow of main funds was 27.264 billion, no wonder A-shares rose sharply today, because domestic capital flowed in, and domestic capital inflow into A-shares on the day was bound to rise, but the main domestic capital is a one-day trip, and there is a high probability that it will flow out tomorrow, and only foreign capital has been flowing into A-shares for half a month in a row to be considered really stable. Foreign investors today bought 79 million yuan of Mindray Medical and 47 million yuan of North Huachuang, and sold 613 million yuan of CATL and 604 million yuan of Kweichow Moutai, which means that foreign investors bought medical and semiconductor products today, and sold new energy vehicles and liquor plates.
3. National Development and Reform Commission: Accelerate the implementation of measures such as ultra-long-term special treasury bonds, strengthen the guidance of expectations, and enhance market confidence
Although on the surface, this news seems to be good for A-shares, but in fact it has no impact, because this is still a rehash of the old thing, and the original words that have been said countless times have been said again, and there is no substantive policy landing, which is not good for A-shares.
Fourth, the CSRC's urgent response late at night: "The revision of the delisting rules is mainly for small-cap stocks" is a pure misreading
In the past two days, micro-cap stocks have not continued to fall sharply, micro-cap stocks are quantitative funds, and the continuous decline is because the market misunderstands the new rules for delisting, thinking that it is specifically for small-cap stocks, and last night the CSRC clarified that if the company is only due to the dividend is not up to standard, it will not lead to delisting, and after the clarification, micro-cap stocks rose 7.8% today, and the sustainability remains to be seen.
5. Beijing: Support the high-quality development of innovative pharmaceuticals and encourage social capital to invest in the construction of research-oriented hospitals
This news is good for the innovative drug sector for a long time, and the innovative drug rose 3.58% today, but it reminds me that the news is more of a long-term good, and the short-term market will not be sustainable.
6. The rise and fall of the top three stock indexes of Vietnam's stock market/Hong Kong-based/US-based futures/international crude oil
Vietnam's stock market fell 1.47% today
International gold fell 0.15% today
International crude oil fell 0.46% today
HKKY closed up 0.15% today
The Hang Seng Tech Index closed up 0.07% today
The three major stock indexes of U.S. stock futures all fell in the first session
FTSE China A50 Index fell 0.19%
The fund made a profit of 38,000 tonight