On Wednesday night, the Federal Reserve did not raise interest rates, the expectation of interest rate cuts increased sharply, U.S. stocks rose sharply, and the RMB appreciated. In terms of capital volume, the turnover of the two markets today was 737 billion yuan, a decrease of 4 from the previous day1%。The main domestic capital sold a net of 25.7 billion yuan, and the northbound funds were net **346.3 billion yuan. Today's northbound was affected by last night's external news and finally turned around, so today's ** really can't rely on northbound funds. It can only be said that domestic capital is too weak and too weak.
Today's ratio of the two markets is: 1:144, 46 up limits, 19 down limits, ** poor money-making effect. Today's hot spots have also decreased a lot, leaving only old faces such as short dramas, media, chips, and photovoltaics. The list of gainers is mainly based on tourism, gas and heating, gaming concepts, shipping concepts, and commerce ** in the top of the list, and wine in the list of decliners appears at the top of the list, and large consumption continues to be abandoned by funds, and it seems that next year's consumption expectations are pessimistic. Driven by funds, there are fewer inflows into the capital sector today, but a large net sale of non-cyclical stocks, artificial intelligence, MSCI components, robot concepts, and the Beijing sector.
Now this kind of market actually has no way to talk about fundamentals, valuation, space, the most straightforward is the lack of funds, the funds have been trimmed, the market is naturally powerless, even if the northbound is not vigorously selling, domestic capital is also half-dead, do not want to contribute, there is no sign of wanting to compete for income rankings at the end of the year, but there are signs of investor redemption to increase selling, and the short-term market continues to be half-dead.
Operation Log:
Today's summary, continue to buy various indices according to the proportion**. After buying, equity assets account for about 54%, and although they have been buying every day recently, they are actually only investing in a small proportion of 2%-3%. Adhere to the law of small falls, small investments, big falls, and big investments, and fight a protracted war with the market.
The above are today's market notes, which are only used as personal daily reflections on the market and are not intended as trading advice. Investment is risky and should be traded with caution.
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