The year's trading has entered the last week, and the probability of shrinkage is small, yin and yang
Today's news:
[The three major U.S. stock indexes were mixed, and all recorded eight consecutive weekly gains].Last Friday night, the three major U.S. stock indexes were mixed, all of which recorded eight consecutive weekly gains. The Nasdaq rose 019%, up 121%；The S&P 500 rose 017%, up 075%；The Dow fell 005%, up 022%。Big tech stocks were mixed, with Netflix down about 1% and Intel up more than 2%. Bank stocks were mixed, with Goldman Sachs, Citigroup, and Bank of America slighting up.
[Top 10 brokerage strategies: over-falling *** is expected to appear!Mid-January next year is a critical timeCITIC**: The outflow of foreign capital before Christmas has come to an end, and the net redemption rate of the public offering ** of the survey sample last week has dropped significantly, and statistics show that the average return of public offering heavy stocks in the last 5 trading days of each year in the past 4 years is positiveThe real estate policy is in the observation period, and it is expected that the follow-up will continue to increase, the market's expectations for the economy have a large upward revision space compared with the policy target, and the inflection point of the market and confidence is approaching, and mid-January next year is a critical time.
[Global central banks will start cutting interest rates next year, and China's expectations for interest rate cuts in the first quarter are also rising].In the past two weeks, the Fed's interest rate cut expectations have been significantly brought forward to the first quarter of 2024, triggering a plunge in US Treasury yields and a rush to record highs. The ECB and BoE, while remaining hawkish, are likely to cut interest rates only late rather than absent as inflation falls and economic pressures climb.
[Strong stocks are falling to convey a signal of change, **The layout turns to the over-falling track].As the curtain slowly falls in 2023, the recent "mixed doubles" phenomenon of A-shares and Hong Kong stocks has undoubtedly made many investors more concerned about the New Year's Eve investment strategy. A number of ** managers believe that the current market has the characteristics of the "last fall" of structural varieties, or related to the public offering institutions to adjust their positions over the year to cash in strong stocks, and investors should still lock in high-quality cheap chips at key times.
[The National Press and Publication Administration released the approval information of domestic online games in December, and a total of 105 games were approved].[The National Press and Publication Administration released the approval information of domestic online games in December, and a total of 105 games were approved].Tencent's "Counter War: Future", NetEase's "Firefly Assault" and so on are listed.
[Beijing Stock Exchange 50 rose more than 3% of the 238 shares**only 2].The Beijing Stock Exchange was active against the trend, the Beijing Stock Exchange 50 Index rose by more than 3%, Yoshioka Precision rose by more than 26%, and Shengnan Technology, Zhuozhao Dispensing, Tongyi Aerospace, Hengjin Induction, Yishi Precision, and Lechuang Technology rose by more than 10%. Among the 238 shares on the Beijing Stock Exchange, there are currently only 2 stocks.
[The central bank's net investment in the open market is 287 billion yuan].The central bank launched a 7-day reverse repurchase operation of 381 billion yuan today, and the winning interest rate was 18%, the same as before;Launched a 14-day reverse repurchase operation of RMB 90 billion, and the winning bid interest rate was 195%, the same as before. Due to the expiration of 184 billion yuan of 7-day reverse repurchase today, a net investment of 287 billion yuan was realized.
[The financing balance of the two cities decreased by 79.]100 million yuan].As of December 22, the financing balance of the Shanghai Stock Exchange was reported at 83189.8 billion yuan, a decrease of 30 from the previous trading day3.5 billion yuan;The financing balance of the Shenzhen Stock Exchange was reported at 75168.8 billion yuan, a decrease of 48 from the previous trading day7.5 billion yuan;The total of the two cities is 158358.6 billion yuan, a decrease of 79 from the previous trading day100 million yuan].
[Northbound funds are closed].Today, Christmas, trading is suspended in northbound funds.
This morning, ** opened 1 point 2919 points higher, bottomed out 22907 points, rushed up 2935 points, and closed 2933 points before noon. The SSE 50, CSI 300, Shanghai Composite Index, Shenzhen Component Index, ChiNext, Science and Technology Innovation Board, CSI 500 and CSI 1000 fell. 69%。*The change-to-change ratio is 1391:3821, and the change-limit ratio is 36:20. The half-day turnover of the two cities was 392.4 billion, a decrease of 31.2 billion from the previous trading day.
A-shares have entered the last trading week of the year, and the closing of each index has become a foregone conclusion.
How do you go in the last week?According to the past practice, the main characteristics of shrinkage are small yin and small yang. During the period, there are Zhuang stocks and demon stocks that will dive to settle accounts, some financing orders will reduce positions, and some institutions that are short in the early stage will suppress the stock price by inverting and doubling down the chips at a lower level. Of course, there are also investors who will gradually sow in winter on dips to lay out the best for the spring of the coming year.
Judging from the disk, the northbound funds are off at Christmas, so the trading volume of Shanghai and Shenzhen has shrunk to 392.4 billion, and it is estimated that there are only more than 600 billion throughout the day. Affected by the draft for comments on online games, although the Press and Publication Administration responded to the ** concern today and released good information on the approval of 105 games, helping to stabilize market confidence, there are still more than 20 online game stocks that have fallen or fallen first, but the momentum of killing has slowed down.
*In a narrow range of 2920-2904 points and 16 points**, due to the lack of pressure on northbound funds to short, the national team was still able to pass the four major ETFs and four major bank stocks to make the index refuse to fall below the 2900 point mark.
In fact, when it comes to this, people hope to fall below 2900 points in order to absorb low-priced chips for winter sowing at a lower level. Whether this wish can be realized depends on the long and short trends after the northbound funds return to the market tomorrow.
Afternoon attention: **Can the lower part close above 2900 points?Can the upper side close above the 5-day line at 2914?Can the national team exert its strength?1391:3821, nearly 1:3 disparity** can the situation be changed?Can the trading volume shrink to about 650 billion?