The market continues to bottom out or is now the last fall .

Mondo Finance Updated on 2024-01-30

Financial Investment News reporter Lin Ke

Shanghai Composite Index tick chart

After 3 consecutive trading days, the bottom continues to be probed. On December 18, the Shanghai Composite Index opened lower**, and the index briefly turned red in early trading before re-entering the downward trend, and rebounded slightly after reaching the previous low in the intraday. The performance of the Shenzhen Component Index was significantly weaker than that of the Shanghai Composite Index, and the decline continued to expand in the afternoon, and the new low of the year was refreshed. As of **, the Shanghai Composite Index closed at 29308 o'clock, **04%;The Shenzhen Component Index closed at 927939 points, **113%;The GEM index closed at 1820 points, **154%。The market volume shrank again, and the net inflow of northbound funds was 272.7 billion yuan.

On the disk, shipping, warehousing and logistics, Shanghai free trade, transportation facilities and other few sectors bucked the trendSectors such as hotel catering, tourism, batteries, and online games are at the top of the list of sector decliners. In terms of the adjustment, the market sentiment is not good, showing a general decline pattern, the limit limit has been reduced to 37, and there are 13 shares falling at the same time, showing a polarized trend.

As the market and market confidence continue, the inflection point of the market and market confidence may be approaching. "CITIC ** believes that the market's expectations for the economy relative to the policy objectives have a large room for upward revision, the external macro environment is more moderate, A-shares in the short term by the investor mentality and capital behavior of the influence, desensitization to positive policy changes, the market clearing process is slow. As the adjustment approaches the limit area, the inflection point of the market and market confidence at the end of the year and the beginning of the year will be approaching, and investors can actively grasp the market after the phased clearing of selling orders**.

Looking ahead, Huaan** said that external risk appetite has been boosted, internal investors' confidence in the economy and policies has yet to be restored, and the market momentum is weak. However, in the absence of risk suppression in the external environment, there is no need to worry about a sharp market adjustment, so it is expected that the market will still maintain the best pattern. On the one hand, the first economic work conference set a stable tone, emphasizing the moderate strengthening of fiscal policy, requiring the introduction of more policies conducive to stable growth, but the internal risk appetite still needs to be boosted, and the follow-up focus on whether the policy implementation can exceed expectations;On the other hand, the overall economic data in November was weaker than expected, and the economy is still the general trend of slow recovery. In addition, the Federal Reserve's December interest rate meeting released a strong ** signal, and external risk appetite has been boosted. Therefore, if the follow-up market wants to be the best, it needs to be boosted by the implementation of unexpected policies or the repair of economic data beyond expectations.

In the short term, investors need to pay close attention to A-share ** signals. Jufeng Finance said that in the context of the marginal shift of the Federal Reserve's currency and the continued efforts of domestic policies, policies at home and abroad have ushered in resonance, which is expected to boost market risk appetite. For A-shares at a historically low valuation, the current adjustment is still the last "wash" at the end of the year and before the New Year's Eve. Recently, the chips of heavyweight stocks have begun to loosen, which may be an important manifestation of the active rebalancing of large funds. Investors should pay attention to the market's best signals, especially the signals of incremental funds entering the market.

On the whole, while the boots of important meetings are on the ground, and the tone and deployment of the economy next year are set, we will continue to release signals of steady growth. The Fed has also continued to pause its rate hikes, and signs of the end of the rate hike cycle are strengthening again. Jufeng Finance expects that the bottom will be repeatedly built in the near future, after the Shenzhen Component Index and the ChiNext Index have hit a new low, the Shanghai Index may also break at any time, usher in a new low resonance, and complete the final bottom before the end of the year.

This article is the original of the Financial Investment News, unauthorized and strictly prohibited**!Contact **028-86968491].

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