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1.Investment strategy: The index fell weakly on Tuesday, the Shanghai Composite Index fell below 3,000 points, the industry and ** commodities fell, and the mood was sluggish. After a short break, the Beijing Stock Exchange 50 Index rose more than 7% on Tuesday, with a turnover of about 16 billion, becoming a bright star in the whole market. The defensive consumer sector was relatively resistant, and the decline in medicine, agriculture, forestry, animal husbandry and fishery, textiles and garments was small. The short-term economic recovery slowdown suppressed the performance of A-shares, and the northbound capital outflow needed domestic capital inflows to provide hedging, but the index point and valuation were at a historical low, and the Shanghai Composite Index fell below 3,000 points, not far from the previous low, testing the support below. Stabilizing and boosting confidence is a top priority, invest steadily and be patient.
2.**Review: On Tuesday, the main indices of Shanghai and Shenzhen opened lower and fell sharply, with the Shanghai Composite Index falling below 3,000 points, but the Beijing Stock Exchange 50 Index performed well. The Shanghai Composite Index closed down 167%, the Shenzhen Component Index closed down.
1.97%, the GEM index closed down 198%, the CSI 300 index closed down 19%, and the STAR 50 Index closed down 187%, the Beijing Stock Exchange 50 Index rose 728%。In terms of industry, the industry is the first, the large consumption sector is relatively resistant, and TMT has fallen sharply. Medicine (-0..)89%), agriculture, forestry, animal husbandry and fishery (-0.).95%), Power & Utilities (-0.).99%), textile and garment (-1.).18%), composite (-134%), computer (-3.).59%), media (-2.).81%), electronic (-2.).66%), defense and military industry (-2.).54%), communication (-2.).43%). In terms of themes, the smallest market capitalization, dairy, sub-new stocks, lithium mines, prefabricated dishes, and first-class medicines were active, while Microsoft partners, Huawei Hongmeng, HBM, operating systems, Huakun Zhenyu, and artificial intelligence performed sluggishly. The total market turnover was 8377700 million yuan, a decrease of 211 from the previous trading day7.1 billion yuan. Over 4000*** The money-making effect is very poor, the rise and fall ratio is 646:4611, and the number of price limits is 53:14.
3.Fund observation: net outflow of northbound funds, net withdrawal of currency by the central bank. On Tuesday, there was a large net outflow of 75 northbound funds through the Mainland-Hong Kong Scheme2.1 billion yuan, with a net inflow of southbound funds of 45HK$6.2 billion. The central bank carried out a 7-day reverse repurchase operation of 210 billion yuan, and due to the expiration of 415 billion yuan of reverse repurchase on the same day, the net withdrawal of 205 billion yuan from open market operations.
4.Today focus on China Everbright Bank, China CITIC Bank, Sinopec, China State Construction, 5The above is today's ** article, just sharing, not misleading!