1. Recently, the village has implemented a policy that whenever there is a need, it will be supported. As a result, many have called for a halt to IPOs. However, the village responded, saying that there was no IPO "gate" and that refinancing would not stop. Their attitude is very resolute, as if to tell everyone, don't bother anymore, let's go to sleep honestly!
At present, the ** index is still stable above 3,100 points, and it is difficult to stop the IPO. Nine new listings emerged in the market last week, and five companies are due to issue new shares this week. Therefore, it can be said that the pace of IPOs will slow down at best, and everyone should be mentally prepared.
Emotionally, the news was a bit unpleasant. Some people have already started to call for filling the gap of 3062 points, and some people have said that they will launch a defense war of 3000 points!However, to be honest, the suspension of IPOs, like the reduction of stamp duty, may only be a temporary relief. At present, the problem is not only faced by itself, the reasons behind it are more complex.
Compared with stopping IPOs, I am more concerned about issues such as quantitative trading, T+0 trading, and stopping short selling. We need to make the rules of the transaction fairer, which is more urgent than tightening the IPO!
Second, the data is weak, and the expectation will be stronger!The National Bureau of Statistics released the PMI for December, and the manufacturing data was 490%, down 04% and 50% in non-manufacturing4%, up 02%。Among them, the PMI of high-tech and equipment manufacturing is 503% and 502% is higher than the overall level, and the PMI of the consumer goods industry is 494% has fallen, and the PMI of high-energy-consuming industries is 47The 4% prosperity level is low!Judging from the PMI trend of the whole year this year, the first quarter opened low and went high, the second quarter opened high and went low, the third quarter rebounded, and the fourth quarter fell back. Equipment manufacturing will continue to expand, and the corresponding related sectors and industries will also be boosted
3. Everbright**: The A** field may turn the peak loop to focus on the main line of pro-cyclical and growth style.
Everbright's research report believes that the trend of domestic earnings will further improve, overseas liquidity will gradually return, and China's stock index will peak and turn around, which is expected to usher in a gradual increase. Pay attention to pro-cyclical main line opportunities such as liquor, innovative drugs, and chicken, and pay attention to industrial chains such as semiconductors and Huawei on the main line of growth.
A**field 2024 wishes to be full of peaks and loops, even if it is three advances and two retreats, ** is also growth, at least better than continuous**, no hope.
Fourth, the end of 2023 U.S. stocks!Nvidia rose nearly 240% for the year
In 2023, the Nasdaq 100 will be the world's best, of which Nvidia will rise by more than 24 times, highlighting the strength of the U.S. technology industry. It will also drive China's science and technology industry chain to develop in depth in 2024.
Faraday Future fell nearly 11% to 0$2,309, with a total market capitalization of $29.38 million, a decline of nearly 95% for the year, mainly due to the fact that it received another notice from Nasdaq that Faraday would be delisted or did not meet the rules or criteria for continued listing. Jia Yueting's Faraday road has a long and bumpy future, can it be financed by returning to Hong Kong stocks or A-shares?At present, the new domestic automobile forces have been far ahead, and it is not easy to catch up and surpass them when they come backXiaomi cars are coming out. In the future, rice cars may also appear, and it will be too late if they don't come back.
5. India** has set a record of eight consecutive years of gains, with a market value of more than $4 trillion.
India has set a record for eight consecutive years in 2023, and is expected to further break through the 80,000-point mark in a further optimistic situation.
Amid global economic uncertainty, India is one of the fastest-growing countries in the economy and is the most favored in Asia. Its ** system has the same as that of the US stocks, that is, it focuses on protecting investors while implementing institutions and different ways and means in the trading mechanism, ** is a T+0 institution, is T+3, protects ** investors to the greatest extent, and creates the enthusiasm of investors.