"Going north", the national team profit-taking, and playing the first New Year's lead
Today's news:
[The Nasdaq rose by more than 43% throughout the year, and Meta hit the largest annual increase since its listing].Overnight, the three major U.S. stock indexes all edged slightly**, all of which recorded nine consecutive weekly gains. The Nasdaq fell 056%, up 012%, up more than 43% throughout the year;The S&P 500 fell 028%, up 032%, up more than 24% for the year;The Dow fell 005%, up 081%, with a cumulative increase of more than 13% throughout the year. The Nasdaq 100 surged 54% in 2023, its best performance since 1999. Nvidia closed flat, up nearly 240% for the year, the largest annual increase since 2001;Meta fell by more than 1%, and rose by more than 194% for the whole year, the largest annual increase since its listingAMD fell nearly 1% and rose more than 127% for the yearTesla fell more than 1%, up nearly 102% for the year;Intel slightly**, up nearly 95% for the year;Netflix slightly**, up more than 65% for the whole year;Microsoft slightly**, up more than 58% for the year, the largest annual increase since 1999;Google slightly**, up about 58% for the year;Apple was up 49% for the year.
[National Bureau of Statistics: Manufacturing PMI in December was 49.]0% Non-manufacturing PMI is 504%】According to the National Bureau of Statistics, in December, the manufacturing purchasing managers' index (PMI) was 490%, down 04 percentage points, the level of manufacturing prosperity has fallen. In December, the non-manufacturing business activity index was 504%, up 02 percentage points, above the critical point, indicating that the expansion of the non-manufacturing sector has accelerated.
[Top 10 Brokerage Strategies: Confidence is more important than **!New Year's Eve** is worth looking forward to, bold to choose technology].CITIC**: The market will usher in an important inflection point in January;China Securities Construction Investment**: Welcome to spring**, if the adjustment is an opportunity;CICC: A-share confidence recovery in progress;Haitong**: Spring** or has been launched, policy and profit promotion** launched;SDIC**: Bear heart and gall, bold to choose technology!
[Data is "included in the table" as wealth, and listed companies welcome a good opportunity for value reconstruction].On January 1, 2024, the Interim Provisions on the Accounting Treatment of Enterprise Data Resources came into effect. The Interim Provisions have formulated special and unified specifications for data resources, which provide a basis and measurement basis for what kind of assets data resources should be included in the balance sheet. The prosperity of the digital economy is inseparable from the release of the value of data resources. Zhan Rui, a partner of PwC China's model and evaluation consulting services, told the reporter that the "entry of data assets into the table" reveals the economic value of data resources from the perspective of assets, and objectively reflects the economic benefits brought by digital empowerment to enterprises.
[Industrial Bank opened nearly 8% lower, and the transaction exceeded 0.]700 million yuan].Industrial Bank opened nearly 8% lower this morning, with a turnover of more than 0700 million yuan].On the news side, on the evening of December 29, Industrial Bank announced that it was concerned about the daily limit of the company's A-shares on December 29, 2023, and the stock price rose significantly. After self-inspection and verification, the company's business situation is normal, there are no major changes in the internal and external business environment, and there are no major matters that should be disclosed but have not been disclosed.
[The central bank's open market net withdrawal of 869 billion yuan].The central bank carried out a 7-day reverse repurchase operation of 137 billion yuan today, and the winning interest rate was 180%, the same as before. Due to the expiration of 1,006 billion yuan of reverse repurchase today, a net return of 869 billion yuan was realized.
[The financing balance of the two cities decreased by 71.]9.5 billion yuan].As of December 29, the financing balance of the Shanghai Stock Exchange was reported at 82848.2 billion yuan, a decrease of 41 from the previous trading day300 million yuan;The financing balance of the Shenzhen Stock Exchange was reported at 74967.2 billion yuan, a decrease of 30 from the previous trading day6.5 billion yuan;The total of the two cities is 15,7815.4 billion yuan, a decrease of 71 from the previous trading day9.5 billion yuan].
[Net outflow of northbound funds was 3.8 billion yuan].As of noon**, there was a net outflow of 378.3 billion.
This morning, ** opened 2 points 2972 points low, rushed 2976 points, bottomed out 2965 points, and closed 2968 points before noon. CSI 500 rose 010%, the Shanghai Stock Exchange 50, the CSI 300, the Shanghai Composite Index, the Shenzhen Component Index, the ChiNext Board, the Science and Technology Innovation Board, and the CSI 1000 fell. 08%。*The change-limit ratio is 3298:1869, and the change-limit ratio is 68:2. The half-day turnover of the two cities was 504.1 billion, a decrease of 8 billion from the previous trading day.
Before the end of last year, it rose for 3 consecutive days, which was not only after the market found the bottom, but also the market value of the national team and northbound funds at the end of the year, and the result was to let people cross the New Year in a more harmonious atmosphere.
However, after the start of the new year 2024, just like any year**, it cannot be a barefoot yang line, there will inevitably be a lower shadow line. As a result, this morning's northbound funds are profit-taking. After a 3-day net inflow of 21 billion last week, there was a net outflow of 37 this morning800 million. At the same time, the four ETFs of the national team also took profits in the morning after a continuous rally. The SSE 50 and CSI 300 ETFs both fell by more than 1%, so the ** index was knocked down, the white line was far away from the yellow line, and 7 of the eight major indices fell and 1 rose, with the intention of probing out the lower shadow line and then starting again.
However, the yellow line is high, although the index is falling, but ** is a huge disparity of 3298:1869, and the ratio of up and down is 68:2. It shows that in the case of northbound funds and national team shipments, domestic institutions and investors are still quite enthusiastic in buying, and they are looking forward to the new year.
The lower shadow will point to **?Take it one step at a time. It's still five weeks.
2954 points, 20 antennas at 2948 points, 5 antennas above 2942 points. It is necessary to pay attention to the support of these three lines, but as long as it does not break through 2930 points, the bottom of 2882 points can still be confirmed, and ** will continue.
It is normal for the first day of the new year to go down, and if it goes down again tomorrow, it will be more conducive to cleaning the profits that rose sharply 3 days before the holiday, and it is conducive to investors who continue to complete the opening of positions in winter sowing, and it is conducive to the early development of spring students.
If the Spring Festival is in January, the probability of starting after the Spring Festival is higher. And this year's Spring Festival is on February 10, so it is very likely that Chunsheng ** will start to move in January.
Afternoon attention: **Can the lower part close above the 5 antenna 2942 points?Can the upper side close above the five-week **2954 points?Can the four major ETFs of the national team protect the disk stop falling**?Can the net outflow of northbound funds be reduced?3298:1869 disparity** can the situation of more ups and downs be maintained?Can the trading volume reach 850 billion?
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