1. ETFs are fierce, with a net inflow of more than 40 billion yuan in A-share ETFs this month.
With the breakthrough of 2900 points, the funds are increasing day by day. According to the data, the cumulative net inflow of A-share ETFs since last week was 4352.8 billion yuan, with a net inflow of 743 since the beginning of this month1.5 billion yuan. Industry insiders said that there have been multiple bottoming signals in the market, and it is expected that the A** field will start in the middle of 2024. In the process of bottoming out the market, the previously comprehensively adjusted pharmaceutical, automobile, and technology sectors are expected to become the vanguard.
2. Minister of Industry.
In this era of intelligent revolution, artificial intelligence technology is driving comprehensive industrial transformation and becoming a new engine for the progress of human society. Especially in the field of manufacturing, new industrialization has become an important strategic direction of China's manufacturing industry. It can be seen that the superiors attach great importance to this field, and there is good news about artificial intelligence and new industrialization
A**field, last Friday, the sudden negative news of AI application games caused the entire AI industry chain to panic, but after continuous adjustment, Wednesday's computing power was ahead with the support of **. Five departments broke out, and artificial intelligence was also fixed;
In the evening of the same day, the top management made another effort, and there were only two trading days left before the transit holiday. If you want to make the market look better, it is essential to attract the voice of technology. There is a serious shortage of HBM for high-end AI chip dedicated storage, and there is no explosion of CPO, data element, etc., so you can pay attention to the opportunity of over-falling.
3. The person in charge of social security: social security is increasing its participation in the non-public offering of listed companies as a strategic investor.
Recently, the heads of the relevant departments of the National Social Security Council issued a report on the "National Social Security **" Domestic Investment Management Measures (Draft for Comments). Wang Zhibin, director of the equity assets department of the Social Security Association, said that the Social Security Association has recently participated in the non-public offering of listed companies with the support of the China Securities Regulatory Commission as a strategic investor, which will further expand the investment space, inject long-term funds into the capital market, and better support the development of the capital market. (Xinhua Finance).
4. Cities and towns: Strictly crack down on violations of the "restrictive ** shall not guarantee lending" and other regulations through multi-layer nesting, collusive transactions, series arbitrage, etc.
In the past, major shareholders were restricted** but could borrow. Now the disguised reduction of possession is regulated. The village clarified Wednesday night that restrictive ** may not be through mortgages**. Fixing the "short-selling" behavior of listed companies can help boost market confidence, but if there is no restriction on the sale of shares, you can still use the refinancing business to make money and exit the run. It is hoped that the town will make persistent efforts to close the refinancing and guaranteed loan business as soon as possible.
Corresponding to the A** market, after the implementation of the new rules that restricted shares are not allowed to be borrowed, the number of people who arbitrage and lend sub-IPOs will be greatly reduced, so the proximal sub-IPOs will benefit the most. There will be money for speculation in the market on Wednesday. Put that last sentence in a small town and you can observe sustainability, when you choose **, new energy, food, etc. On oversold farms. direction, the cost performance will be higher.