In the last trading week of 2023, A-shares bottomed out and rebounded, forcing the bears to rise, and the three major stock indexes collectively balded Changyang reversed the bag, and they may continue to rise sharply after the holiday.
For the week, the Shanghai Composite Index +206%, and the deep component index +329%, the GEM rose 359%, with a turnover of 3,561.8 billion, a slight increase of about 50.8 billion.
In terms of industry sectors, among the 56 industry classifications of Tongdaxin, 47 industries are ** and 9 industries **. Among them, components, electrical equipment, electrical instruments, IT equipment and non-ferrous metals led the gains, while transportation services, public transportation, the Internet, transportation facilities and coal occupied the list of decliners.
4,242 shares, 1,025 shares, median 232%, up more than 15%** up to 144 shares.
Northbound capital net **186700 million, Shanghai-Hong Kong Stock Connect net **812.3 billion, Shenzhen Stock Connect net **1054.7 billion.
Traceability perspective: The amount of energy can be moderately amplified, ** and the plate has fully recovered, the northbound capital is net**, the track and core assets go hand in hand, YH has released liquidity in a big way, Zhou ** Changyang has reversed the package, a new round of A shares ** or has been launched, and it is bullish next week.
The main logic is as follows: (4 bullish signals).
1. The trading volume has been significantly enlarged, especially on Thursday, when the turnover of the two cities was close to 900 billion. Obviously, the "long-term funds" that the "village" has been advocating have entered the market or started the entry mode under the guidance of GJD.
The reason is very simple, at present, there is definitely no available funds for small and medium-sized enterprises;Public offering**new**cliff-type**, also has no available funds;Only northbound funds and GJD, as well as social security and insurance funds with low risk appetite, still have "spare power".
Although this kind of funds are also chasing up and down, they are still generally biased towards value investment and long-term investment, which determines that 2882 points will start to rise, and it will continue to be trustworthy.
2. The disk was fully activated, and in the last three trading days, the core assets fully recovered, and the Mao Index and the Ning Portfolio were respectively 382% and 414%。Correspondingly, we have seen a net increase of about 18.6 billion in only three trading days, and the signs of staged scramble are quite obvious.
Of course, the most direct stimulus factor is that the 10-year yield of M bonds has fallen to 3Around 80%, the exchange rate returned to 78%, and it is a high probability event that overseas interest rate cuts will start in 2024.
This group refuses to **, and the bears expect to test 2863 points, or even 2800 to seek support or mirrors.
Another of the strongest evidence is that in the last three trading days, its daily *** was 3700+, 4400+ and 4300+ respectively, and the market money-making effect is very obvious.
3. On the disk structure, the new energy direction set off a tide of daily limits on Wednesday, weekly.
Fourth, artificial intelligence and consumer electronics broke out in full swing on Friday. The weighted banks, insurance and brokerages are steadily advancing. The whole disk has formed a virtuous circle pattern of "weighting the stage, singing on the theme track" that investors love, and ** up to or worth looking forward to.
4. YH continuously releases liquidity. The net investment on Tuesday was 349 billion, the net investment on Wednesday was 287 billion, the net investment on Thursday was 179 billion, and the net investment on Friday was 155 billion, with a cumulative net investment of nearly one trillion yuan (988 billion to be accurate) in four working days.
Next week, A-shares will continue to rise sharply
Technically, the Shanghai Composite Index opened low and went high, forcing the bears to rise, and the bald head of the week was in the middle of the yang, and the previous two weeks were reversed in one fell swoop, and the bulls were like a rainbow with a resolute attitude.
The MACD indicator green column is shortened, the green column is shortened, the divergence is still passivated, and the KDJ indicator is at a low golden cross, which is about to diverge, and the **appeal is visible to the naked eye.
Formally, 2863, 2885 and more recently 2882 form a beautiful triple bottom.
On the daily cycle, the daily three consecutive yang, the reverse package recovered the adjustment of the previous 8 trading days, and 2882 points and 2890 points constituted a double bottom combination on the cycle, the MACD indicator golden cross, the red column appeared, and the trend has been completed.
On the 5-minute, 15-minute and 30-minute cycles, the corresponding ** system is long diverged, the bottom is gradually raised, and the ** trend has been formed. On the 60-minute cycle, the trend is upward, but the 60-hour ** has just flattened, and it still needs to be stepped back and confirmed, and there are adjustment requirements in the cycle, considering the short-term bullish momentum and inertia, as well as the one-year plan lies in the spring stock proverb, here is likely to be horizontal** to repair in a time-for-space manner.
Comprehensive analysis: The probability of bottoming and grinding the bottom in the medium-term dimension has come to an end, and the short-term ** has "begun to emerge", and A-shares will continue to rise sharply next week or a high probability event.
The article is a collation and reflection of traceable investment ideas, and does not constitute investment advice, for reference only).