1. UBS**: The worst time for A-shares has passed, and the CSI 300 index is expected to increase its earnings per share by 8% year-on-year this year.
To be honest, when I see other foreign investors singing more than A-shares, I miss the outspoken Da Mo a little. However, the CSI 300 has fallen by more than 40% in the past few years, can't it make up for an 8% increase this year, even if it is a dozen points, it is nothing, just look at it neutrally.
2. Promote the continuous expansion of consumption and build investment in Chinese brands.
This news has a certain positive stimulus to the direction of consumption, and it has fallen very low over the years, and there is a high probability that there will be a wave of replenishment when A-shares stop falling**.
3. The Ministry of Industry and Information Technology issued a guide to the construction of the national automotive chip standard system, and effectively played the supporting and leading role of standards in the development of the automotive chip industry. Theoretically, there is a stimulus for the chip sector, but now the bigger problem for the chip sector is the technological blockade of foreign countries and the resonance of global technology stocks, so the stimulus should not be too big. In short, the top priority is to get better in A-shares first, and then look at the recovery of a single sector!
Fourth, the net selling amount of northbound funds on Monday was 434.7 billion yuan. The top three net ** are Cialis, Midea Group, and BOE A, which are net buying 23.1 billion yuan, 22.3 billion yuan, 100 million yuan. The top three net sellers were CATL, Changan Automobile, and Wuliangye, with net sales of 34.2 billion yuan, 23.3 billion yuan, 22.2 billion yuan. Foreign capital mainly flows into home appliances and panels, mainly out of lithium batteries and liquor, and vehicles are in and out.
The content of today's article is very simple, because A-shares are also very simple and rude, and in the second week of 2024, the market opened on Monday and fell by 14%, the number of * is nearly 5,000, and the number of ** is less than 400!The trading volume has further dropped to about 670 billion, and this decline has made all friends who are going to rise sharply at the beginning of the year, and it is extremely heartbroken. The emotions are already like falling into the Nine Shadows Ice Cave, which is even more freezing than the freezing point.
On the second day of the new year, I saw this wave of **, but I didn't choose to leave, but made the cake round and fought with A shares to the end. The reason is also very simple, in front of the bottom of the big level, reduce the action, stick to the bright future, and the result will definitely be better than in and out!No one can predict the bottom of **, but everyone knows that now is where A-shares are close to the bottom. Whether you can resist it or not will be directly related to your income when the sun is shining.