Asian stocks opened lower on Friday morning due to the FED rate hike rhetoric, but the A-share Shanghai Composite 500, CSI 1000 and CNI 2000 also tried to rebound in the morning, but in the end they were unable to retreat. At noon, affected by the news of external conflicts, the major indices were difficult to rebound effectively, but continued to maintain low shocks. There were bearish factors such as the delivery day of the stock index, FED interest rate hike remarks, and external conflicts throughout the day, but in the end, everyone still summarized it as the "4.19" curse and the spirit.
A-share data:
Today, the turnover of the two markets was 860.3 billion yuan, a decrease of 9.4% from the previous day. The main net outflow of the two cities was 29.3 billion yuan, a sharp increase of 121% from the previous day's net outflow. Today, northbound funds are also constantly selling, with a net sale of 6.49 billion yuan throughout the day from opening to closing. Domestic and foreign capital are constantly selling, the market is shrinking, and there is a lack of incremental funds.
Today, the ratio of individual stocks in the two cities is: 1:2.1, with 61 up limits and 49 down limits, and the market has a poor money-making effect. The handicap changes are basically dominated by the concept of the theme, and the weight does not appear. In the list of gainers and losers: combustible ice, shale gas, phosphorus concept, glyphosate, and oil ranked among the top five gainers, while BC batteries, recent resumption of trading, semiconductors, proximal sub-new, and intensive research ranked among the top five decliners. Driven by funds: natural gas, oil, shale gas, recent highs, and carbon neutrality are among the top five net purchases of funds today, while non-cyclical stocks, MSCI components, chips, large-cap stocks, and fund heavy positions are among the top five net sellers of funds.
Judging from the data, today's shrinkage fell, domestic and foreign capital sell-offs increased, the market money-making effect was not good, the overall data was bearish, and the index still maintained a shock range.
Outlook on the market:
Judging from the market operation this week, A-shares continued to be volatile this week, adjusting first and then rebounding. Among them, the performance of the Science and Technology Innovation 50, ChiNext and CSI 1000 was weak, and the performance of the Shanghai Composite Index, SSE 50, CSI 300 and Dividend Index was stronger. This is also related to this week's hot spots, this week's special valuation, Chinese prefixes, and cyclical stocks are all strong, and the structured market is full. It is precisely because of the different heights and strengths of the major indexes that although the Shanghai Composite Index is trying to hit the annual line, it is still lacking to carry out a big rebound or even a bull market. After all, small and medium-sized enterprises are also the point where the majority of investors concentrate their positions, and it is more difficult for small and medium-sized enterprises to enter the market if they are weak and lack the money-making effect.
In the short and medium term, the market is estimated to continue to fluctuate, waiting for the resonance of major indices. There is no trading in the position this week, and more real funds will share their experience on Saturday.
It is only a personal daily reflection on the market, not as a trading recommendation. Investment is risky and should be traded with caution.
I focus on indexed investment, advocating the theory of stock market cycles and comprehensive allocation. Daily update of A-share review logs and fund real trading notes. The above content is only a testimony of the unity of knowledge and action in your own investment, and friends who are interested in indexation investment are welcome to leave a message or pay attention to not get lost.