The short index has continued to fall sharply! The four major news shocks in the early hours of this morning hit (218)!
1. According to IDC**, China's intelligent computing power will continue to grow rapidly, and it is expected that China's intelligent computing power will reach 1271 by 20264eflops, with an overall growth rate of 52 in the next five years3%。
China also has strong strength in the field of artificial intelligence, especially on the application side, but it is restricted by the United States, which has affected the development progress to a certain extent. The state will limit the areas in which our country excels, so even domestic AI companies are reluctant to disclose their R&D progress. Everyone has a tacit understanding that they don't say anything. When they are published, they will be completed. As a result, the oversold AI sector was effectively killed by mistake. If market sentiment picks up after the holiday, the AI sector is likely to experience a wave of offsetting gains.
2. Epic bargaining.
The national team is bargaining! The national team announced the entry into the market, and entered the market in a big way, investing in banking stocks, ETFs and Chinese prefixes, and special stocks. When it comes to the holidays, the data shows that starting from the national team, the low price in October last year, the net inflow was 400 billion, and in just a few months, the net inflow of 100 billion is indeed epic.
3. Usher in the opening of A-shares on February 19, which will be **4%! Because on February 17, the FTSE China 3x short ETF**433%。Since February 9, the A-share ETF has been shorted for 1233%。
Since this ** short 3 times, according to the decline of 1233% calculation, the corresponding increase between Hong Kong stocks and A shares should be 411%。During the Spring Festival holiday, there was no trading in A-shares, and Hong Kong stocks had 4 trading days, and the Hang Seng Index was daily**, with a cumulative increase of 496%。
Knowing that 70% of the 50 largest companies in Hong Kong listed companies by market capitalization are also listed on A-shares, it is reasonable to accurately judge the trend of A-shares on the first day after the holiday based on Hong Kong stocks and FTSE China 3X short ETFs during the holiday period. During the Spring Festival holiday, the China Securities Regulatory Commission did not rest and found many cases, some involving ** companies, some involving accountants, and some involving listed companies, which showed that the ** market was being suppressed by sales and financial fraud. This will undoubtedly encourage further growth in A-shares, and we remain optimistic about the performance of A-shares in the Year of the Dragon.
Fourth, the market will open up opportunities!
In the face of such a situation, the next ** will usher in a major turning point, and the short-term market outlook will be dominated by bulls.
First of all, the ** Huijin rescue fund was announced, and the senior management made it clear that they would do their best! This certainly does not prove that it will not continue to develop in one industry or direction, that is, the funds will be distributed among more than 5,000 listed companies.
What should we do?
If you are oversold at a low level, you can increase your position! The next market is time to compete. The early market is basically over-falling stocks. As long as there is no black swan event and no sustained large losses in performance, there is a high probability that the trend will reverse! The strength of the increase depends on whether or not you are a popularity leader.