1. Major changes: Northbound funds will no longer disclose real-time trading volume from now on! Industry insiders: generally good for retail investors
Today, May 13 (Monday), I will no longer see foreign capital, and today I will no longer disclose the real-time trading data of foreign capital (northbound funds) in the intraday. Blindfolded to retail investors, you said it was good, and I was looking forward to becoming more and more transparent, but it turned out to be a bad trick to blind small and medium-sized investors! Why cancel foreign capital, is because foreign capital is too accurate, funds are following foreign capital in and out, engaged in A-shares continue to fall, but I don't want to think about why funds would rather believe in foreign capital than domestic capital, domestic capital every day in addition to smashing is smashing, what will be, in short, this news is a big blow to the confidence of the A-share market.
On Monday, the net outflow of foreign capital (northbound funds) was 4.591 billion yuan, and COSCO Shipping Holdings, Midea Group, and Yangtze River Power received net sales of 369 million yuan, 287 million yuan, and 247 million yuan respectively. NAURA had the largest net purchase, with an amount of 286 million yuan. That is to say, foreign capital today bought the shipping port sector, household appliances, power sector, and the semiconductor sector
2. 1 trillion! Ultra-long-term special government bonds are here! What are the implications?
The Ministry of Finance announced the relevant arrangements for the issuance of general treasury bonds and ultra-long-term special treasury bonds in 2024. According to the arrangement, the maturity of ultra-long-term special treasury bonds includes 20 years, 30 years and 50 years, and interest is paid on a semi-annual basis. Among them, the 30-year term will be issued on May 17 first, no need to fantasize, these are not good for A shares, and will not affect the fall of A shares.
3. After three months, the IPO review restarted Marco Polo ushered in the big exam on May 16
Since February 5 this year, there has been no IPO company in the IPO market, and the IPO review has pressed the "pause button". Now, after 3 months, the first company to go to the meeting is coming, according to the official website of the Shenzhen Stock Exchange, it is scheduled to hold the 9th review meeting of the listing review committee in 2024 on May 16 to review the initial offering of Marco Polo Holdings Co., Ltd. (hereinafter referred to as "Marco Polo"), which is also the first IPO company to meet after the year.
Fourth, the Hong Kong Stock Connect dividend tax stirs the market Hong Kong stocks continue to be strong! The Hang Seng Index regained its foothold at 19,000 points for the first time in 9 months
Recently, although A-shares are not good, but the funds have gone to speculate in Hong Kong stocks, so Hong Kong stocks have been rising in the past few days, Dalong added Hong Kong stocks Hang Seng Technology last Friday also rose more than 1.6%, and the short-term Hong Kong stock Hang Seng Technology Dalong continues to be bullish.
5. CICC: The opportunities in the current A-share market still outweigh the risks
Do you not know whether there is a risk in A-shares now, you don't dare to tell the truth, you only know that you are long, and institutions have never been bullish, not bearish.
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 0.34% today
International gold fell 0.44% today
International crude oil rose 0.09% today
HKBASE closed up 0.70% today
The Hang Seng Tech Index closed up 1.42% today
All three major stock indexes rose in the first session of U.S. stock futures
FTSE China A50 Index rose 0.04%
The fund is expected to lose 12,000 tonight