1. U.S. stocks hit a new high overnight and plunged at the end of the day, among them: the Dow fell 476 points or 127%, the Nasdaq fell 225 points or 15%, China concept stocks across the board, the dollar index, and metals have fallen;The domestic policy news is neutral, and there is no sudden positive or negative.
Second, the blue chips represented by Gree, the news said that Gree's eldest sister wants to make new energy vehiclesI don't know what to think, I haven't suffered a loss when I made a mobile phone before. Hey, as soon as people get older, it's easy to do that. Don't say anything, anyway, you have to understand that anyone is a speck of dust under the times. Don't be the enemy of the times, and don't be against the times.
To sum up, the three major "evil culprits" currently pressing on the head of A-shares are refinancing, frequent futures index delivery, and quantitative trading, and if these three major culprits are not eliminated for a day, the market will not be peaceful. There was ** before, but now under the policy, ** is regulated. Let's look at these 3 culprits later, it is estimated that they are also grasshoppers after the autumn, and they can't jump.
Third, a new round of ** in the pharmaceutical sector has been launched!Huabao**Zhang Jintao: Investment in innovative drugs has entered a period of concentrated cashing.
Pharmaceutical and medical innovative drugs are optimistic about the future, but now they are too weak, so they are dragging down the medical treatment slowly, but they will be slowly deployed, and pharmaceutical and medical innovative drugs are one of the main layout plates in 2024, take your time.
Fourth, in the past two days, many people have been speculating about who is selling at this time.
The reason is that I saw that CITIC ** issued a report, saying that the direct cause of this round of ** was the opening of the three-year closure period, and the people were redeeming.
It also pointed out that the weekly ** net redemption rate since October has been as high as 06%。If this redemption rate is really true, there will be 30 billion funds smashed every day.
Later, CITIC ** came out to refute the rumors, but the market seemed to prefer to believe it. Who's selling?Let's break down the flow of money and we can have a rough answer.
There are only 7 trading days left in 2023, and everyone has gone from the hope of the previous year, to the disappointment in the middle of the year, and then to the despair nowIn the wave of the world's first record high or stage high, A-shares have hit a new low this year, and the world is at the bottom this year, there is no doubt about this, the key is that poor students can't be too bad, others are above 90 points, you are less than 10 points, and the year-end results are not good-looking!Therefore, whether the face can look better depends on the last few trading days, but **in pessimism**, we still think that the market will pull out the mid-yang line in the near future to confirm the bottom.