There are two pieces of news worth noting this week.
One is that almost all of the major indices on the A** market completed adjustments to their constituents last week, and these adjustments took effect in Monday's trading.
After looking at the adjustment of several major indexes, except for the CSI 300 index, the number of adjustments is about 5%, and many other indices are adjusted in the range of 10%.
This index adjustment is a very important thing for both shareholders and the people.
Because for stockholders, if the ** in their hands is excluded from the important index, it means that many of the original heavy positions of its index ** will start to sell these**, especially the CSI 300 index, the index tracking it is larger, if it is eliminated, then the selling pressure may also be larger, especially near the end of the year, in the case of not actively buying into the market, it is possible to face the risk of no one taking over the stock price **.
Of course, if the ** in hand can be smoothly transferred into the index, then it will also get more capital allocation. But when the market sentiment is not good, don't think that the transfer into the index will inevitably bring the most momentum to the stock price, after all, if there is a group of people who want to reduce their positions in the intraday, if the increase in the index can be flattened, it would be good to stabilize this kind of **.
At the same time, some investors who speculate in the industry should also pay attention to the fact that due to the serious decline in the new energy track in the second half of the year, therefore, from the perspective of the index adjustment plan, many companies in the new energy industry have benefited from the index bureau, on the contrary, some pharmaceutical stocks that have benefited from the epidemic have the opportunity to enter various indices because of their good gains.
It is estimated that this situation may further affect the future performance of new energy**. The pharmaceutical sector is likely to stabilize.
Another important positive is that 30 companies have announced buybacks or increased holdings. Although this is some insignificant news in my opinion, but there is indeed a process of quantitative change to qualitative change, if more and more companies increase their holdings, the amount of increase is also increasing, and at the same time, the amount of money to be listed and A-share companies has begun to decrease, the weight of this positive will become heavier and heavier, so it is still worth paying close attention to. Since there have been such benefits since the beginning of this year, it is not a special situation.
The second piece of news worth paying attention to is that, according to Hu Xijin's Sina Weibo, on December 8, the Ministry of Public Security, together with the China Securities Regulatory Commission, carried out a centralized network collection operation, arresting more than 50 criminal suspects, involving more than 9 billion yuan.
However, even as the former editor-in-chief of Hu Da, he doesn't know the specific facts of the case or the cause of the case. Therefore, it is impossible to know how much of the impact of these arrests on the market will be. Of course, we can assume several different situations to analyze, because so many people are arrested and spread through various news channels over the weekend, which will still have a greater impact on the market trend this week.
In the first case, these arrested people are by joining forces with listed companies to raise stock prices by releasing false news to attract ** investors to follow the trend and achieve high-level cash-out, then after these people are arrested, their unjust enrichments should be recovered and compensated to the shareholders who were deceived because they listened to the false news and took over at a high level. It should even be used as a punishment not only with confiscated funds, but also with additional fines to compensate for compensation, so as to provide a strong deterrent to counterfeiters;
If the evidence is conclusive, not only should they be exempted from serving as executives in listed companies, but they should also be criticized and punished by confiscating their illegal gains and collecting fines.
The third kind is likely to be some grassroots tyrants, using their own financial advantages, through a large number of false transactions, manipulating stock prices, so as to obtain unjust enrichment, then such behavior, because it does not use credibility, contrary to the requirements of information disclosure of listed companies, so only need to confiscate unjust enrichment, after all, they use their financial strength to fall, for the majority of small and medium-sized enterprises that have no time to look at the market It does not constitute substantial damage, because this kind of use of disk trading language to attract followers is estimated to be only possible for some individual investors with strong technical analysis ability, that is, the social harm is relatively not so great.
Under normal circumstances, cracking down on false transactions in the market, especially when the policy information is not transparent and the boundaries are relatively blurred, will put the floating capital in the market in a state of high alert, or in a dormant state, which is actually not conducive to the trading in the market.
To put it simply, when catching criminals at the transaction level in the market, the policy boundaries should be clear, and ordinary speculation should not be regarded as a criminal act. Because it is the large amount of speculation that exists in the market that can make the ** get a real response, and at the same time obtain a certain amount of liquidity support.
In short, since the true impact of the above two news on the market requires further observation, investors should not rush into it next week. It is still necessary to assess the situation before making a decision.