1. International funds returned to China's stock market The northbound net inflow exceeded 70 billion yuan during the year
This news is not good for A-shares, even if the northbound capital inflows 70 billion during the year, but the outflow of domestic capital during the year must be at least 2 trillion yuan, run, be fast, see this overwhelming good news to run yes, in A-shares, you must remember that everything has to be reversed to make money, all shout up, you have to run, all shout down, then you can buy the bottom.
Second, the main force of foreign capital joined hands to smash the market! On Tuesday, the A-share sector was sold!
On Tuesday, foreign capital (northbound funds) had a net outflow of 8.617 billion today, and the net outflow of main funds was 47.322 billion. Foreign investors sold Focus Media, Guodian NARI, and Kweichow Moutai today, and received net sales of 528 million yuan, 488 million yuan, and 362 million yuan respectively. China Merchants Bank topped the net purchase, with an amount of 294 million yuan, which means that foreign investors bought the banking sector today and sold the media, electrical new energy, and liquor sectors.
Third, the performance of the photovoltaic industry plunged The four leading companies lost a total of 4.5 billion yuan in the first quarter
Last night, the two major 100 billion photovoltaic leaders announced their results, and they were really said by Dalong, and the photovoltaic leaders did not dare to announce the results until the last day, that is, the performance was very poor to thunder, Tongwei shares: a net loss of 787 million yuan in the first quarter, 2 billion yuan to 4 billion yuan to repurchase shares, LONGi Green Energy: operating income of 17.674 billion yuan in the first quarter, a net loss of 2.35 billion yuan in the first quarter, a year-on-year decrease of 37.59% Now the situation of overcapacity in the photovoltaic industry has not improved, and Dalong is not optimistic about the photovoltaic sector for the time being.
Fourth, the National Health Insurance Administration exposed 25 "particularly serious" and "serious" untrustworthy pharmaceutical companies, North China Pharmaceutical, etc
At present, the pharmaceutical and medical innovative drug sector has been at a historical low, and Dalong continues to lie down and wait for the rise, but the speed of the rebound will be relatively slow, and it is necessary to take the long term.
Fifth, the first quarterly report of the brokerage scan: 43 companies experienced a year-on-year decline or loss, and Tianfeng Securities, Guolian Securities, and Jinlong shares lost hundreds of millions of yuan
Brokerage quarterly report is out, most of them are serious losses, the stock market has fallen every day in recent years, the loss is normal, this news is negative for the brokerage sector, in addition to the brokerage a few days ago the brokerage rose sharply just because the news of the brokerage merger and acquisition is good, Dalong said at the time that it is only a short-term market, the sustainability is not strong, remember to close when you see it, although the brokerage has fallen for 4 years, the last big rise was in July 2020, but the brokerage will only break out in the bull market, this year A shares will definitely not have a bull market, so the brokerage is only a short-term market, no big market。
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 is closed today
International gold fell 0.60% today
International crude oil rose 0.01% today
HKKY closed down 0.01% today
The Hang Seng Tech Index closed down 0.21% today
The top three stock indexes of U.S. stock futures fell slightly
FTSE China A50 Index fell 0.13%
The fund is expected to lose 20,000 yuan tonight.