Under the weight of the continuous smashing, today's funds finally began to flow to the theme, so it brought some vitality to the disk, although the index fell, but the individual stocks made money effect up, which is somewhat comforting. The main board index closed lower, the ChiNext rose slightly, and the micro-cap index surged higher. However, due to the large contraction of volume and energy, the trading volume of the two cities is only more than 770 billion, and the funds are evenly distributed and evenly distributed, and the average increase is naturally not large. There was a lifeless look on the plate.
What is disappointing is not that the index has fallen, the key is that the overall rebound of US stocks last night was good, and Hong Kong stocks rose sharply for two consecutive days. Why is it that only A-shares have this kind of virtue, when people fall and scare themselves half to death, when people rise, there is no reaction at all. You have to say that you have an independent market and a personality. But it's not like the mud can't hold the wall all the time.
Two consecutive weekends have released big positives, a combination of long and short. But A-shares can't lift their spirits. Just Shanghai pointed upward, and a fake breakthrough came, and many people were trapped. The Shenzhen Component Index and the Growth Enterprise Market have not kept up at all, the market has no money-making effect, the second is not the main line, and the third is not capable, which is obviously a mess.
Besides, the May Day holiday is approaching, the market has no confidence at all, and big funds can only run away. There is also an annual report disclosure that has entered the final stage, and once it steps on the performance mine, it will be troublesome, and the market is very cautious. In addition, the situation in the Middle East is not stable in the world, can A-shares not be worried?
The performance thunder is really scary, the performance is not good, it will basically fall, some of the performance is very good, the result rises to a high level, and as soon as the performance comes out, it will start to fall sharply. There are indeed quite a few such companies recently. As long as the performance is good and it doesn't rise much, there's nothing to worry about.
There are only five trading days left before the holiday, and many people are lying flat and not playing, otherwise how can they shrink every day. The basic trend of the market in April has gone, there is no market in April, and I can only hope for May, there is no in May, just wait for June, shareholders have always been like this, today I look forward to tomorrow, tomorrow I look forward to the day after tomorrow, I have been looking forward to it for more than ten years, anyway, I didn't wait to make money. It's better to calm down, wait for the May Day holiday to return, now as long as the market doesn't smash down, you don't expect to rebound much, smash hard, naturally rebound more, so consumed is not a way.
Everyone thinks that with the support of the national team, it is difficult for the index to have a large room to fall, and it will be pulled back if it breaks 3,000 points. In fact, for investors, what is 3,000 points or 2,000 points, the key is that you have to have a money-making effect, and you can't rely on the weight to kidnap the index and cause a false prosperity in the market, which is meaningless. If the market is to go higher, it must develop in a balanced way. Walking on two feet, the weight and the subject matter alternately move forward. If it is pointless to just pull the weight guard, the market will fall sooner or later.
The market is so little capital, and if there is no incremental capital to enter the market, relying on stock funds can only tear down the east wall and make up the west wall. There is a very vivid analogy, now the amount of energy is insufficient, like only one pair of pants at home, the family can only take turns to wear it to go out, and if it is not their turn, they can only hide in the bed first. Be patient, it's always your turn to put on your pants. If you want to go out together or more people at a time, then you can only have the final say in money, and you can buy a few more pairs of pants if you have money.
In the past few days, resource stocks have turned off, and you can think that the easing of external conflicts caused them to fall, and you can also think of it as a pullback after the bulls. Anyway, no matter what the variety, you can't touch it if it goes up too much, don't listen to what gold will rise to $4,000 and so on, and then plunge into it. Meals should be eaten one bite at a time, and you must not be in a hurry. If it is not because of the demand stimulus that brings about the rise in the price of resources, but because of the rise caused by risk aversion, this rise is unreliable and can fall at any time.
Today, humanoid robots led the rise, as well as education and training, data elements and other good gains, but in fact, the leading sector rotated a lot throughout the day, which is difficult to grasp.
Today, there was a big thunderstorm on the news side, saying that Lao M was drafting sanctions that could cut off the connection between some Chinese banks and the global financial system, and the Ministry of Foreign Affairs responded. Strongly condemned, it seems that it is not groundless, is it that the bank has fallen in the past two days because of this news, if this news ferments again tonight, tomorrow the bank is going to fall sharply, this is going to come, the market can still be good.
This old M is really good at playing, and Blinken is going to visit tomorrow, is it to create some friction to increase the bargaining chips in the negotiations, there is such a possibility. In the end, it will be over, but with the virtue of A-shares, it will always be scared. It is better to believe in what it is than to believe in what it is not, and it has always been so.
Goldman Sachs: Continue to overweight A shares. This news has been in the morning, but both foreign and domestic capital do not appreciate it, anyway, foreign capital has been singing more in recent months, what is the purpose of it, you significantly increase your holdings of A shares, everyone believes that you are really optimistic, otherwise it is a smoke bomb.
Tonight, some important companies disclosed their first-quarter results, Tianfu Communication: net profit in the first quarter was 279 million yuan, a year-on-year increase of 202.68%. China Duty Free disclosed a quarterly report. The net profit was 2.306 billion, a year-on-year increase of 0.25%, which was basically consistent with the forecast. Tianqi Lithium: It is expected to have a net loss of 3.6 billion yuan to 4.3 billion yuan in the first quarter. The net profit in the same period last year was 4.875 billion yuan, and the net profit loss in Q4 last year was 801 million yuan, and the loss was 4 billion yuan in the first quarter! This loss is terrifying.
Tianqi Lithium is the biggest thunder, losing more than 3 billion in the first quarter, which is too ruthless. Many people said that it was a big landmine, and even the Shenzhen Stock Exchange couldn't stand it, so they directly sent a letter of concern. Now that the performance is less than expected, the first wave will be killed, and tonight 300,000 shareholders are trembling again. It seems that your performance has increased greatly, and the exchange doesn't care about you, if your performance is thunderous, someone will take care of it, and it feels as if you are not allowed to lose a lot of performance.
From my understanding, it is easy to fall before the holiday, and it is difficult to rise, and it will rebound slightly if it falls more, in fact, the index has limited space to fall in the short term, and the problem is that the time needs to consume the patience of shock finishing. If it falls again tomorrow, there will be a rebound at any time, but the aggressiveness and persistence may not be too good, and I won't think about doing a lot of things a few days before the holiday, and if I carry it before the festival, there will be a drama after the festival.