Northbound funds shipped nearly 10 billion again, and the first-class stocks continued to probe the bottom under pressure
Today's news:
[The three major U.S. stock indexes collectively closed up, most of the popular technology stocks**].The three major U.S. stock indexes collectively closed up on Friday night, with the Dow up 036%, weekly accumulation**001%；The Nasdaq rose 045%, weekly accumulation**069%；The S&P 500 rose 041%, weekly accumulation**021%。Most of the popular technology stocks**, Nvidia and Meta rose nearly 2%. Non-ferrous metals, space concepts, and semiconductors were among the top gainers. **Solar was the top decliner.
[China's ** market major ** index will adjust the composition of some sample stocks from today].Today, the main indices of the Chinese market will adjust the composition of some sample stocks, involving the three ** exchanges in Shanghai, Shenzhen and Beijing. Today, all three exchanges in Shanghai, Shenzhen and North China have made some corresponding adjustments to the important indexes. Specifically, in terms of the Shanghai market, the SSE 50, SSE 180, SSE 380, Kechuang 50, CSI 300, CSI 500, CSI 1000 and other indices have replaced some samples;**In terms of indexes, the SZSE Component Index, ChiNext Index, SZSE 100 and other indices have replaced some samples;In terms of the Beijing Stock Exchange, in principle, the eligible Beijing Stock Exchange** will have the opportunity to be included in the sample space of the CSI All-Index Index in the future, and the sample stocks and candidate list of the Beijing Stock Exchange 50 Index will be adjusted.
[How to promote stability with progress, first establish and then break?]Important meetings release important signals].The important meeting held in early December each year sets the tone for the economic work in the coming year and is one of the important windows for observing the economic policy in the coming year. According to the usual practice, the ** economic work conference will be held soon to deploy specific economic work.
[Top 10 Brokerage Strategies].Spring restlessness can be expected!The theme of small caps ebb and flow, and the style is switched**value.
[Weekend blockbuster!]More than 40 listed companies intensively disclosed repurchase or shareholding announcementsAccording to the reporter's incomplete statistics, a total of more than 40 companies issued buybacks or shareholding announcements on December 10. It is worth noting that, unlike the previous repurchase announcements issued by central enterprises and state-owned enterprise giants, many small and medium-sized listed companies have also joined the ranks of repurchase or increase their holdings.
[National Bureau of Statistics: CPI fell 0 year-on-year in November.]5% month-on-month, down 05%】According to the data released by the National Bureau of Statistics, in November 2023, the national household consumption** decreased by 05%。PPI fell 3 percent year-on-year in November0% Month-on-month decrease of 03%。
[The central bank's net investment in the open market is 218 billion yuan].The central bank carried out a 7-day reverse repurchase operation of 285 billion yuan today, and the winning interest rate was 180%, the same as before. Due to the expiration of 67 billion yuan of 7-day reverse repurchase today, a net investment of 218 billion yuan was realized.
[The financing balance of the two cities decreased by 35.]5.9 billion yuan].As of December 8, the financing balance of the Shanghai Stock Exchange was reported at 83452.4 billion yuan, a decrease of 15 from the previous trading day5.9 billion yuan].The financing balance of the Shenzhen Stock Exchange was reported at 75654.4 billion yuan, a decrease of 20 from the previous trading day0 billion yuan;The total of the two cities is 159106.8 billion yuan, a decrease of 35 from the previous trading day5.9 billion yuan].
[The net outflow of northbound funds was 9.6 billion yuan].As of noon**, there was a net outflow of 96 northbound funds3.1 billion.
This morning, ** opened 13 points at 2956 points as the lowest point, bottomed out at 2930 points, and closed at 2952 points before noon. The SSE 50, CSI 300, Shanghai Composite Index, Shenzhen Component Index, ChiNext, Science and Technology Innovation Board, CSI 500 and CSI 1000 fell. 42%。*The change-limit ratio is 2072:3023, and the change-limit ratio is 34:6. The half-day turnover of the two cities was 529.8 billion, a decrease of 34.2 billion from the previous trading day.
There was no bearish over the weekend, only bullish news. Important meetings released heavy signals: set the tone of "2024 to promote stability, first establish and then break", "strengthen macro policy counter-cyclical adjustment". Overseas investment banks have raised China's GDP growth by 5% in 2023more than 2%, and it is expected that the RRR may be cut by the end of the year.
However, after a small net inflow of northbound funds for 3 consecutive days, nearly 10 billion yuan was shipped this morning. The SSE 50 and CSI 300 ETFs, which are protected by the national team, are under pressure. The Shanghai Composite 50 hit a new 7-year low of 2,244 points, the CSI 300 hit a new low of 3,340 points, the Shanghai Composite Index was only 7 points away from the previous low of 2,923 points, and the Shenzhen Component Index was only 33 points away from the previous low of 9,373 points. However, the Shanghai Stock Exchange 50 and the CSI 300 hit a new low and is related to today's adjustment of sample stocks.
In addition, the Huawei concept stocks, auto parts concept, first-class medicine concept, "dragon and phoenix" concept, and "digital, mahjong" concept, all fell between 3% and 10% in the early stage. Even if the Beijing Stock Exchange of the small-cap ** market, after the third wave of reversal of 1019 points, fell again, the stocks that fell today are all Beijing Stock Exchange stocks, with a rise and fall ratio of 29:204, and the capital is also pulling up and fleeing, which is the practice of the year-end account cycle of the institution at the end of each year.
However, from last week.
At the beginning of the fourth and fifth days, the disk showed multimodal AI, mixed reality, digital economy, artificial intelligence, computing power, and electronic information plates, which began to strengthen against the trend after continuous adjustments.
There are 14 trading days left until the end of the year, and two more weeks will enter the annual "winter planting" cycle. For investors, or can be patient waiting for the "winter sowing" opportunity around Christmas, or can be in the case of time and space first, whether it is not broken 2923 points, or broken 2923 points, close to 2885 points on November 23 last year, you can first gradually "winter sowing", absorb dips, wait for the first economic work conference to set the tone for next year's economic policy landing, and wait for the spring restlessness of the next year.
Afternoon attention: **Can the lower part close above 2950 points?Can the upper side close above the 5 antenna 2965 points?Can the ETF of the national team protect the disk turn from falling to rising?Can the net outflow of northbound funds shrink?Can the 2072:3023 ratio improve or even reverse?Can the trading volume reach 8500-900 billion?