In the past day, the A-share liquor that impressed me the most seemed to be out of flavor. Yesterday alone, the CSI Baijiu fell by 3%, matched by an intraday decline of 1% in the CSI 300 Index67%, and the Shanghai 50 index fell by 191%, I don't know how you feel when you see this situation?
My most intuitive feeling is that, after all, the Shanghai Composite Index fell by 115%, which means that the SSE 50 index, According to past experience, in the past, the group represented by northbound funds was the most fond of allocating the core assets of SSE 50 and CSI 300, but if you look at the northbound funds in the past two days, almost continuous outflow, if the northbound prefer the sauce flavor type of A-shares, there is reason to believe that the sharp fall in liquor and the weakening of core assets seem to be inseparable from the northbound.
Why did Northbound suddenly stop favoring "core assets"?
My feeling is that there seems to be a sell-off of liquor in the past, but in comparison, the sell-off in the past two days seems to be heavier, a bit of a sudden situation, and I feel that the northbound is a little bit unclear about the core assets, why is it no longer favored?
If you want to find the reason, the biggest change is the latest economic work conference, which mentions a core, that is, to build some cutting-edge industries in the future, such as accelerating the development of artificial intelligence, creating biomanufacturing, commercial aerospace, A number of strategic emerging industries such as low-altitude economy, from this point of view, the policy level of the new digital economy era of global economic transformation grasp, it should be said that the world is standing on the eve of a new round of technological revolution, the impact of new artificial intelligence technology on the economy, somewhat like the Internet more than 20 years ago, will completely change people's life, work and production methods in the next ten years, it should be said that this is the embodiment of the new productive forces, then our country must follow and grasp these subversive, Opportunities for revolutionary change.
Standing at this level, from the macro logic to grasp, it can be said that in the past export and real estate as the two major economic engines of the model, China's economic transformation has been on the way, the latest economic work conference for us to point out the future direction, that is, the development of science and technology as the core, which is why the previous Guoxin investment in the disk protection action of the central enterprise technology index is more sensitive, from which can also be seen all science and technology-led economic model.
And then look at the CSI 300 and the Shanghai Stock Exchange 50 index as representatives, almost representing a combination of the old economic model, so northbound is also advancing with the times in many cases, if you want to lay out the new economic industry, you must withdraw from the past model, it should be said that this is the biggest reason for the transformation of northbound funds.
In fact, for ordinary investors, the future should be more forward-looking to consider investment opportunities, must get out of the past thinking circle, only the mode of thinking is completely opened, the future will have the basis and direction of profitability, and this is crucial. At present, the downward trend of A-shares looks sluggish, but it is actually a painful process of transformation, and the economy needs to transform in such a gradual process.
Disclaimer: The content in this article is for reference only and does not constitute any operational advice or tips