In fact, the real reason why the market is difficult to strengthen lies in
* The three major indexes all closed down, with the ChiNext index leading the decline. On the disk, media stocks collectively rose sharply, and many stocks such as Aofei Entertainment, Yuanlong Yatu, Zhongguang Tianxue, and Publishing Media rose to the limit. The real estate sector opened stronger, with Jingneng Real Estate, SIIC Development, and Dalong Real Estate rising to the limit. State-owned enterprise reform concept stocks continue to be active, and Linhai shares, Yinfei Storage, and leading shares have daily limits. Cross-border e-commerce concept stocks changed at the end of the market, and cross-border and Antarctic e-commerce rose to the limit. **In terms of pharmaceutical stocks, the collective adjustment of pharmaceutical stocks, Tonghua Jinma fell to the limit. Overall, there were more than 3,400 stocks in the whole market, and the turnover of the Shanghai and Shenzhen markets on Friday was 733.2 billion, a decrease of 3.8 billion from the previous trading day.
On Friday, the main funds had a net inflow into the cultural media, non-ferrous metals, non-bank finance and other sectors, and a net outflow of pharmaceutical, computer, electronics and other sectors, of which the pharmaceutical sector had a net outflow of 280.3 billion yuan. **In terms of the daily limit, Jiangte Motor's daily limit, the main capital is net**58.5 billion yuan, Yinbaoshanxin, ZTE, and Nanjing Public received the top net inflow of main funds;Tonghua Jinma was sold more than 400 million yuan, and the net outflow of major funds such as Claus, Inspur Information, and Gravity Media ranked first.
The top 10 transactions of northbound funds were: Kweichow Moutai, China Merchants Bank, CATL, BYD, LONGi Green Energy, Ping An of China, Oriental Yuhong, Wuliangye, Mindray Medical, and ZTE. Kweichow Moutai, China Merchants Bank, and CATL traded 24 on Friday3.7 billion yuan, 127.7 billion yuan, 122.5 billion yuan. Among the top 10 trading volume**: northbound funds have been net sellers of Wuliangye in the past 5 trading days, and ** should be cautious. It is necessary to continue to observe Mindray Medical's transformation from continuous net ** to net selling.
* In terms of national reform concept stocks, Nanning Department Store has 5 boards, national reform concept Yinfei storage has 4 boards, sensor concept Fulai New Materials, state-owned enterprise reform concept Yunwei shares, Klaus and cold wave concept Jingneng Thermal 3 boards. Previously, Suzhou Keda, a multimodal concept that walked out of the 6-board board, walked out of the broken board and long yin, showing that in the direction of high-level stocks, funds are still relatively cautious about the mentality of high-standard stocks on the board. For example, Nanjing Public, Shanghai Jianke, Gravity Media and other high-level popular stocks mostly continue to rise in the form of "N-word" anti-package, so if some high-level stocks after the break can quickly achieve anti-package in the short term, or enhance their recognition in the sector.
Cross-border communication straight line up the limit, three state shares, Saiwei Times, Ruoyuchen, contact interaction, Antarctic e-commerce, one network and one creation followed up. On the news side, the State Administration of Foreign Exchange has decided to expand the implementation of high-level opening policies for cross-border investment in Shanghai, Jiangsu Province, Guangdong Province, Beijing Municipality, Zhejiang Province and Hainan Province.
The real estate sector opened higher, with Jingneng Real Estate, SIIC Development, and Dalong Real Estate rising to the limit, and New Huangpu, Beijing Investment Development, Huayuan Real Estate, and Bright Real Estate were among the top gainers. On the news side, Beijing and Shanghai, the two major first-tier cities, adjusted and optimized the policies related to house purchase on the same day. In addition, the National Bureau of Statistics also said at a press conference on Friday that with the overall recovery of the economy, and at the same time under the effect of a series of optimization and adjustment policies in the real estate sector, some indicators of the recent real estate market continue to show signs of marginal improvement. As various regions and departments further deepen the implementation of relevant policies in the real estate field, the policy effect will continue to appear, and the real estate market situation is expected to further improve.
However, as previously suggested, the fundamentals of the real estate industry as a whole have not completely reversed, and with the intensive introduction of policies in various places, the impact on the secondary market has also shown a marginal decline. Therefore, the real estate sector is still looking at the restorative reversal first, focusing on some local opportunities.
In addition, the cross-border e-commerce sector moved up in the tail stage, among which cross-border communication, Antarctic e-commerce daily limit, Sanshi shares, Yidian World, Saiwei Times, etc. have followed suit. On the news, the State Administration of Foreign Exchange has expanded the implementation of high-level opening policies for cross-border investment in Shanghai, Jiangsu Province, Guangdong Province, Beijing Municipality, Zhejiang Province and Hainan Province. However, the ** in this direction is obviously benefiting from the intraday news stimulus, and it remains to be seen whether it can continue to be strong next week.
From the end of the year to next year, the direction and intensity of domestic policies and reforms, the process of economic recovery, and the inflection point of overseas U.S. bond interest rate trends may have an impact on the rhythm of A-shares, and it is expected that the index performance may stabilize and then rise in 2024. December is the performance of the "vacuum period", the stock price trend and performance correlation is low, the market pays more attention to expectations, and a number of important meetings were held, the market ushered in the window period of intensive policy release, and the policy tone has a guiding effect on the New Year's Eve. Under the situation of market confidence fluctuations at the end of the year, it is expected that the dumbbell configuration is still the optimal solution in the short termSpecial *Estimate"The relative advantages of the deterministic win rate strategy, and at the same time, with the catalysis of events such as data entry into the table and the imminent mass production of Vision Pro, data elements and XR are expected to benefit.
The half-day trading volume of the Shanghai Composite Index is slightly enlarged compared with the previous trading day, and the volume is not good, and it will still be dominated in the afternoon, and it is difficult to break through the overlapping suppression of the previous day", and the afternoon ** turned sharply, and the performance was significantly worse than expected. The Shanghai Composite Index closed in the yin line, continuing to stay away from the short-term ** and 3000 integer mark, the transaction was slightly enlarged compared to the previous trading day, and the sluggish trading level meant that the market funds were completely flat, looking like an old dragon clock, and the ups and downs lost the ability to get excited. Weekly line four consecutive yin, technical indicators are obviously oversold, ** from the year's low point of 2923 points has been less than 20 points, next week is to step back near the confirmation of support, build multiple bottoms, or continue to break the bottom,
Heart. Reason. Looking at expectations, what is the investment side and the financing side, this is good, and the good is not introduced for a long time. But the market has lost confidence, and it is reflected in the market. In fact, what can control the market is not allowed to rise, because the 15 years are vivid, I am afraid, I am very afraid, and I am afraid that the tragedy of rising up and falling down will be repeated. Some people may think that this is the best plate that is so smooth. So there must be no idea of being able to **. This week, the number of sales increased from 4 to 5. That is to say, as long as you can sell it, even if you fall below 3,000 points, even if it falls below 2,900 points, you can still sell it. In fact, the real reason why the market is difficult to strengthen is on the financing side, not the investment side. There is no money-making effect, and no one comes to this big pit to invite you into the urn.
Let me say that my views on next week's market are for your reference. The volume on Friday was not low, and the performance of the market was not weak, but the index was suppressed by the bears in the afternoon, which was another fluctuation on the delivery day of the stock index. The net inflow of more than 5 billion in the north on Friday morning and the rapid outflow in the afternoon is rare. Foreign thieves are not terrible, but domestic thieves are the most terrible.
In addition to the normal ** on Wednesday, the ** on Thursday and Friday seems to be deliberate, and the signs of deliberate suppression are extremely obvious, all of which are** short tools under the long market are too prosperous. What is the intention of this trend?At present, it is the bottom range, and repeating this deliberate trend is an act of forced washing, which completely crushes the bulls emotionally.
Although it has been abnormally suppressed by the market for two consecutive days, there is no need to be discouraged, and there is no need to panic at the bottom range. A hundred-legged insect is dead but not stiff, and it is normal for the bears to tremble twice. Next week is expected to have more than 100 points**, it is expected that the repair of 3000 points should not be a big problem, after the transition to suppression, there will inevitably be retaliation**, for now you just need to calm down. Although the trend on Friday is not very good, I still hope that everyone has a happy weekend, and it will naturally rise if it falls in place, so don't worry too much!
If you look at the positive side, this is the result of the main force deliberately smashing the market and wanting to bring blood chips, from a less positive point of view, it is caused by the lack of investor confidence, but from the perspective of the economic trend, there should be reason to be full of confidence, looking forward to next week, I think it is a very critical week, because this will be the final ranking of the fight, is an opportunity, but also a challenge, away from those institutions heavy positions, and the increase is necessary.
After all, the market is too fragile to withstand any wind and grass, and this stage often ignores the positive and magnifies the negative. So in terms of operation, we can only think more in the long run, 3000 points under the **can be bad to **, insist on sticking to it, at this time I believe that most investors feel tormented, but the final harvest must be a small number of people who can strengthen their beliefs and adhere to the right direction. Finally, I wish you all a happy weekend in advance, and spend more time with your family in your spare time, ** is not the whole of life, only physical and mental happiness and health, is the source of wealth accumulation.
Note: (disclaimer) This article is only a personal note, in the text**, required for writing, not for recommended stocks, part of the data** (Dongcai, Flush, Cailian, CICC, China Merchants, Galaxy, CITIC, Haitong, Shenwan, Wind, Huitong, etc.) cannot be used as the basis for investment decisions, does not constitute any advice, and enter the market at your own risk. **There are risks, investment needs to be cautious!God has given me a pair of wings, I should spread my wings and soar, what can I do if the sky is full of dark clouds, and the sun is shining through it. Thank you for meeting you all at the lowest time;Bustling, busy, live up to the time.
I wish you all a lot of money!Stock Fortune Changhong!Smooth sailing!Thank you for your attention. Thumbs up. Comments. **2023.12.15