— Market Review —
A-shares bottomed out this week as financing balances plummeted**. The style gradually rotated from ** stocks to small-cap stocks on a daily basis, first with a large weight on the GEM, then to the CSI 1000, and finally to the CNI 2000, which really issued a circle of pre-holiday red envelopes. The three major indexes collectively closed out of Zhongyang, and the trading volume also exceeded one trillion again, which means that this round of ** stopped falling. During this period, the tightening of securities lending and the suspension of refinancing directly cut off the grain and grass of the short side, and the timely change of village head is also an important signal to boost confidence.
In terms of subject matter, under the CSI 1000 style, the pharmaceutical and medical sector led the rise, and subdivisions such as monkeypox, ** medicine, and traditional Chinese medicine all performed. Under the CNI 2000 style, semiconductors with frequent institutional research have been significantly improved, and automotive chips and MCU chips have led the rise. In the blue-chip rotation, the chemical non-ferrous metals relay weight, the PVDF concept of the chemical industry and the non-ferrous rare earth branch led the gains.
It is worth noting that in this round, micro-cap stocks showed a collapse situation, with a continuous decline of more than 50%, and it was barely stopped on the last trading day before the holiday.
Financing balances decreased this weekbillion, a net inflow of northbound fundsHundred million.
Data**: Wind News |Deadline: 2024 2 8
Watch for next week
China's social financing scale increased in January, with M2 currency** year-on-year and M2 currency** year-on-year in January; U.S. CPI in January year-on-year, core CPI year-on-year.