1. The activity of weighted ETFs may indicate a significant increase in the confidence of A-share bulls.
At a time when A-shares are on the verge of collapse, the Southern State-owned Enterprise Technology ETF ***261%, with a turnover of more than 5800 million yuan, a record high since the establishment of the ETF. This ETF is the official announcement of Guosen Company's continuous increase in holdings**. Not only did this ** perform well yesterday, but other ETFs ** also slowly**, driving the A** field to gradually improve and take a turnaround.
Second, according to incomplete statistics, BYD, SAIC Volkswagen, FAW Toyota, Changan Automobile, Leapmotor and other popular brand models have also joined the price reduction army since December, and some models have discounted as much as nearly 200,000 yuan.
As the end of the year approaches and the new year approaches, a significant reduction in sales can better restore cash flows and take up more space in this war-torn car sales market.
3. The valuation of A-shares hit a record low, the liquidity margin improved, and the valuation risk was released.
Judging from the current strategy of the brokerage, the institution is still relatively optimistic about the A** market in 2024, as for the market view of the institutional buyers of the strategy research institution, whether you agree with it, whether you can invest in A-shares with real money, so that your increasing ** is full of uncertainty. However, at present, the bottom of the market and the bottom of the policy have basically arrived, and it is not advisable to be too bearish below 3,000 points. According to the amount of its own funds, reasonable arrangement, scientific planning. , or need to establish a stable position.
Fourth, cultivate domestic smart funds, completely resolve northbound shorts, and make A-shares truly the best.
Northbound funds once sold tens of billions of dollars in early trading on Monday, and then mysterious funds shot again, driving the A-share index to rise sharply. In the end, northbound ** sold a net of 3.2 billion**. On Tuesday, the northbound short sellers took revenge, opening the market, and the net selling exceeded 4 billion in one hour so far!It can be said that the situation of northbound funds shorting A-shares is very serious, and only by completely defeating northbound funds can A-shares really start to be listed.
Northbound funds remained weak throughout the day!In the first half of the year, the net turnover was 5.1 billion, including 2.4 billion in Shanghai-Hong Kong Stock Connect and 2.7 billion in Shenzhen-Hong Kong Stock Connect. On the same day, a net sale of 5 billion, including 1.8 billion in Shanghai-Hong Kong Stock Connect and 3.2 billion in Shenzhen-Hong Kong Stock Connect. Although the total trading volume remained unchanged throughout the day, the net trading volume of Shenzhen-Hong Kong Stock Connect increased in the afternoon, and the Shanghai-Hong Kong Stock Connect slowed slightly. But the overall effect is no longer significant.
However, on Tuesday afternoon, A-shares stubbornly ** and turned red. There is a difference between the trend of foreign capital and A-shares, and it is worth paying attention to the evening signals and news.