1. The conflict on Wednesday morning was 2900 points, but there was no volume, it came up and went down quickly. The key problem now is that there is no volume. This is a big problem. Without volume, the index** has no foundation.
The trading volume is jointly constructed by **, floating capital and foreign capital. Judging from the current situation, it is unlikely that these four forces will be fully exerted. The best way at the moment is for social security to take the lead. Stop refinancing, and the institution plays ** with the Indian model, T+3, or T+2 mode. Institutions don't dare to play, they only dare to buy **shares, and they come together like big shares. Then A-shares immediately stabilized.
Stimulation is not about shouting, not about stimulating, about modifying the rules. Let the money flow into the premium**. Let the index be stable, the index stable **Confidence, 2200 million people, one buys 10,000 yuan. That's 22 trillion, without any stimulation at all, ** will rise.
Second, foreign investors can't stand it, and they are supporting A-shares in the country.
Goldman Sachs, Nomura, Morgan Stanley, and many other mainstream foreign institutions have made their outlook for the A** market in 2024. After more than two years of adjustment, A-shares are expected to usher in an over-falling opportunity, which is the common view of some foreign institutions. In Morgan Stanley's outlook, the CSI 300 index is targeted at 3,850 points by the end of 2024. Goldman Sachs expects earnings growth of 10% and 11% respectively in 2024 for the MSCI China Index and 11% for the CSI 300 Index, which is close to this year's performance.
Now the PB of the SSE is 1About 2 times, the lowest level in a decade. Don't believe too much in the judgment of foreign capital. Goldman Sachs said it was up 10% for the year. That is, if it falls to 2800 points. Then most of the time next year will be below 3,000 points. Therefore, this kind of judgment is not a good word, but it has the meaning of shorting. The key now is to stabilize domestic capital. If domestic capital continues to sell, really any trend may happen. Iniquity. No matter what you did in your previous life. In the A-shares, it is now offset. Don't get your hopes up too much.
3. Why did the U.S. stock market suddenly dive**, and can it be followed up?
Clause. 1. U.S. stocks have recently continued to rise, with the Dow Jones and Nasdaq indices rising for nine consecutive years, accumulating a lot of profits, and there is a possibility of short-term profit withdrawal.
Clause. 2. The annualized number of existing home sales in the United States increased by 0 month-on-month in NovemberAt 8%, the U.S. consumer confidence index rebounded in December, increasing the likelihood that the Federal Reserve will raise interest rates again.
Clause. 3. The Federal Reserve** hinted that they are uneasy about the prevailing expectation of a rate cut in March next year.
Overall, U.S. stocks** may have risen too much, coupled with the recovery of economic data, the Federal Reserve has questioned the expectation of a rate cut in March next year, resulting in U.S. stocks**.
U.S. stocks finally cashed in on the end of the Christmas season after the four witches every year, Japan opened sharply, Thursday A shares are not optimistic, tomorrow is the last second half of the year solar terms day!Pay attention to the large support of the long-term trend line of 2850 points, and control the end of the year to prevent risks!
4. The Rural Work Conference was held in Beijing from the 19th to the 20th to analyze the current situation and challenges faced by the "Three Rurals" and deploy the "Three Rurals" work in 2024.
The meeting emphasized that it is necessary to learn and use the development concept, working methods and promotion mechanism contained in the "Ten Million Project", start from the practical problems that the peasant masses have strong reactions, find the entry point of rural revitalization, and improve the effectiveness of work. We should do a good job in the production of grain and important agricultural products, stabilize the sown area of grain, promote the increase of grain yield in a large area, consolidate the results of soybean expansion, explore the establishment of an inter-provincial horizontal benefit compensation mechanism in grain production and marketing areas, and do a good job in agricultural disaster prevention, mitigation and relief, so as to ensure that grain output will remain at 1 in 2024More than 3 trillion catties.
In fact, the news has been hyped in advance, the agricultural sector has been active in the first two days, weak, and the news is often easy to see the light to die!Now since the ** era, and there are people inside and outside, the news is often not covered, it will be leaked a little in advance, the agency is early, and the news comes out, ** takes over, the agency ships, and it is not personnel!Therefore, if you are weak, if you encounter the resistance level of the long white candle digestion, and if you rush up and fall, you should be careful and do not chase!