On the first trading day of December, the Shanghai Stock Exchange still closed in the red, although it was a little reluctant, it can be regarded as a good start, can it be closed in 2023?
The reason why the index rose in a straight line and closed in the red is said to be that the state-owned capital operation company entered the ETF, and this time the index is also tracking the central enterprises, which is in the same vein as the previous **Huijin shot**ETF, to put it bluntly, it is five words: the national team enters.
From the perspective of the volume and energy of transactions, the central enterprise innovation-driven ETF, the central enterprise technology ETF, and the CSI 1000 are the objects of this purchase.
At present, with the FTSE A50 as the wind vane, it is obvious that foreign investors are shorting, and it is necessary and urgent for the national team to enter the market.
Even so, the market trend is still influenced by intangible and tangible forces, and the reason for this judgment is mainly based on three factors.
That. 1. The Beijing Stock Exchange has continued to fall sharply, but the selling funds have not returned to the main board, it was originally the Beijing Stock Exchange, the main board, and now it is the Beijing Stock Exchange, and the main board has not, indicating that the funds have not returned to the main board, and why the funds have not returned is because of the lack of confidence in A-shares.
That. Second, the recent appreciation of the RMB, there is an inflow of capital in the north, but it is reflected in the index not only does not rise but also **, indicating that domestic funds have not blindly followed up**, and even increased selling, the current 3000 points at the bottom of the area is still selling cheaply, the reasonable explanation is that funds are urgently needed, whether there is a hole in a real industry.
That. Third, it is the capital that is immune to the policy, and the introduction of a measure to shout a word, A shares can still be hard for a few days, and now the market does not buy the good news, and even the investment of real money such as 50 billion insurance funds to establish private equity, the market also chooses to ignore it.
As can be seen from the above, the funds are waiting and seeing, not entering the market, if this situation does not change, there will be no reversal in the back.
Still have an impression?Before March 2021, the ** rose sharply, and the outstanding performance at that time was the track stocks, all kinds of huddles, ** when the ** was issued, it was more of a three-year closed period, that is, it could not be redeemed for three years, and even if the net value continued, it could only be watched.
By the second half of this year, many tens of billions of private placements, three-year closed nature initiative, are officially expired and can be traded, although 30% of the loss is not a few, I believe that there are still people who can't wait to start redeeming.
The redemption of the people, **will be thrown**, you throw me away, the track stocks are naturally more unsightly, the weight of new energy, the weight of consumption, the weight of finance have become the hardest hit areas, all of them are smashed, including the China General Internet of Hong Kong stocks, without exception.
This is the lack of confidence under the internal and external difficulties, the social side of the idle funds in the door, the market is facing redemption, under the double crit, the market trend can be imagined.
This article is only a record of personal opinions, not the basis and recommendation of investment, and you buy and sell at your own risk. Investment is risky and should be traded with caution.
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