After yesterday's double bottom, the deep V counterattacked, and today it is 3000 points ago
Today's news:
[The three major U.S. stock indexes collectively closed up, and most of the large technology stocks **].The three major U.S. stock indexes closed up collectively overnight, with the Dow up 043%, the Nasdaq rose 02%, and the S&P 500 rose 039%。Most of the large technology stocks**, Meta fell more than 2%, Apple, Google, Tesla, and Nvidia fell more than 1%. Photovoltaic solar energy, semiconductor equipment, and department stores were among the top gainers. Coal, lithium batteries, and blockchain sectors are lower.
[State Office: Promote the deep integration of the Internet, big data, artificial intelligence and domestic and foreign trade related industries].The General Office issued the "Several Measures on Accelerating the Integrated Development of Domestic and Foreign Trade", which proposes to cultivate and expand a number of industrial clusters for the integrated development of domestic and foreign trade in key areas. Promote the construction of commercial science and technology innovation centers, and promote the deep integration of the Internet, big data, artificial intelligence and domestic and foreign trade related industries. Promote the development of the "cross-border e-commerce + industrial belt" model, and drive more traditional industries to go to sea. Guide the gradient transfer of industries to the central and western regions and the northeast region, improve the level of integrated development of foreign trade in the central and western regions and other regions, and support the characteristic industries in the border areas to better connect the domestic and international markets.
[Multiple factors improve the annual strategy of brokerages to actively bullish on A-shares].Since 2023, the overall performance of the A** field has been sluggish. After the Shanghai Composite Index climbed at the beginning of the year, it began to fall after reaching 3,400 points in early May, and the center of gravity of the index continued to move downward, and as of now, it is still hovering around 3,000 points. However, as valuations have entered historically low levels, multiple factors affecting A-shares are gradually improving. Judging from the annual strategy disclosed by brokerage institutions a few days ago, institutions are more optimistic about A-shares in 2024, and the improvement of macro factors and the repair of corporate earnings make the opportunities in 2024 more prominent.
[Data elements may enter a policy-intensive period].Recently, at the opening ceremony of the second digital construction summit, Liu Liehong, director of the National Data Bureau, said that the National Data Administration will vigorously promote the development and utilization of public data resources and accelerate the reform of market-oriented allocation of data. In terms of policy, according to the Interim Provisions on the Accounting Treatment of Enterprise Data Resources issued by the Ministry of Finance in August this year, data resources will be regarded as an asset and included in the financial statements from January 1, 2024.
[Changes in the real estate sector, CCCC Real Estate straight up the limit].CCCC Real Estate rose in a straight line, Poly Development, Fuxing Shares, Jinke Shares, Dalong Real Estate, Tianbao Infrastructure, China Merchants Shekou, etc. followed suit. On the news side, Poly Development announced that it intends to repurchase shares with 1 billion yuan to 2 billion yuan, and the actual controller intends to increase its holdings by 2500 million yuan-500 million yuan. In addition, Wuhan has adjusted the policy of housing purchase and settlement, and no longer restricts the area and amount of housing purchased.
[The central bank's net investment in the open market is 204 billion yuan].The central bank carried out a 7-day reverse repurchase operation of 414 billion yuan today, and the winning interest rate was 180%, the same as before. Due to the expiration of 210 billion yuan of 7-day reverse repurchase today, a net investment of 204 billion yuan was realized.
[The financing balance of the two cities increased by 33.]8.6 billion yuan].As of December 11, the financing balance of the Shanghai Stock Exchange was reported at 83560 billion yuan, an increase of 10 from the previous trading day7.7 billion yuan;The financing balance of the Shenzhen Stock Exchange was reported at 75885.3 billion yuan, an increase of 230.9 billion yuan;The two cities combined 159445.3 billion yuan, an increase of 33 from the previous trading day8.6 billion yuan].
[The net outflow of northbound funds was 5.1 billion yuan].As of noon**, there was a net outflow of 511.1 billion.
This morning, ** opened 5 points 2986 points lower, bottomed out 2980 points, rushed up 2996 points, and closed 2993 points before noon. The Shanghai Composite 50 and the Shanghai Composite Index rose. 06%, CSI 300, Shenzhen Component Index, ChiNext, Science and Technology Innovation Board, CSI 500, CSI 1000 fell. 21%。*The change-to-change ratio is 2111:2949, and the change-limit ratio is 41:0. The half-day turnover of the two cities was 502.9 billion, a decrease of 26.9 billion from the previous trading day.
Yesterday, **staged a dramatic scene: half an hour after the opening of the north, the northbound funds took the lead in shorting, suppressing ** to 2930 points, only 7 points higher than 2923 points, the Shanghai Stock Exchange 50 and the CSI 300 index hit a 7-year low, nearly 4000 *** However, after 2 o'clock in the afternoon, the two national teams focused on attacking the central enterprise technology ETF, the Shanghai Stock Exchange 50 ETF and the Shanghai and Shenzhen 300 ETF, and the brokerage stocks also waved their flags and shouted, so that ** appeared after the double bottom of the deep V Jedi counterattack. **It rose 61 points from its low to close at 2,991 points, nearly 4,000 points***
The national team's strong counterattack made a statement to the market: 2923 points on October 23 cannot be broken, and the trading volume exceeded 920 billion. It instills some confidence in an extremely fragile market. The northbound capital also changed from 10 billion yuan shipped in the morning to a net outflow of 3 billion.
This morning, the four major bank stocks increased by the national team collectively strengthened, continued to protect the disk, withstood the takeback of yesterday's profits, and showed a trend of shrinkage and consolidation.
From the disc view, it has been 6 days since it lost 3000 points, and it has lost 3017 points and 3024 points at 20 points for five weeks, which is in a bearish market state.
However, with only 13 days left in the "winter sowing", the dip is gradually increasing, as long as the two national teams are unremittingly protecting the disk, driven by the increase in social security, there is still a willingness to regain 3000 points before the end of the year, and the gravitational force above the gap of 3022 points on December 4, it is estimated that it will take a long time to make up for this gap. At the end of the year, the ** index is above 3,000 points, and the face of the relevant parties will not be too ugly.
The main problem now is that ** dived lower near the bottom of 2923 points, and the market is more actively buying. Closer to 3000 points, active buying is weaker. The market as a whole still lacks incremental funds, and the national team alone can only protect the plate, but cannot replace the offense.
In the face of the great leap forward in expansion for more than ten years, the oversupply caused by the lack of funds in the market, and the situation that all institutions are deeply trapped, even in 2024, the first power is still lacking, as long as the tightening of the IPO is slightly relaxed, the market will turn downward.
Therefore, in the case of more than 5,600 A-shares and a market value of 80 trillion yuan in 33 years, I think the management should not stay at the level of "phased tightening of IPOs", but should propose "total control of IPOs", and have a forecast for the number of IPOs in 2024, such as no more than 200. Take a look at this year's IPO, which still listed 310 new shares due to the tightening after July, down 27% from 424 in 2022. However, people can see that the ChiNext and the Science and Technology Innovation Board, which have a relatively large expansion of new stocks, have the largest decline in the index, while the Shanghai Composite Index, which has a slightly smaller expansion, has the smallest decline, and the impact of the expansion on the index is very obvious. If the total amount of IPO and annual incremental control are not controlled, it will be difficult to restore market confidence, and over-the-counter funds will not dare to enter the market rashly.
In this case, the stock of funds can only be light and heavy, looking for "small and beautiful" companies with excellent performance, excellent quality and high growth, winning the price difference and outperforming. This is still the case even for next year's "spring students"**.
Today, there is a big news, the National Data Bureau said that from January 1, 2024, data resources will be included in the financial statements as an asset. It can be inferred from this that A-share listed companies whose data assets have reached 52 trillion yuan in 2022 will have a significant increase in data assets in the 2023 annual report disclosed in the spring of 2024, and the performance of listed companies in the digital economy sector will also increase significantly, which also provides an idea for investors to choose stocks at the end of the year.
Afternoon attention: **Can the lower part close above the 5-day line of 2977 points?Can the upper side close above the 10-day line at 2996?Can the ETF that protects the national team continue to perform well?Can the net outflow of northbound funds be reduced?2111:2949 ** can the fall more and rise less improve or even reverse?Can the trading volume reach 8500-900 billion?