February** Dynamic Incentive Program
During the Chinese New Year holiday, we saw a series of positive news:
1.China's asset market is outperforming:Hong Kong stocks, U.S. stocks, China concept stocks and A50 index**and so on during the Spring Festival collectively rose sharply,The Nasdaq China Golden Dragon Index rose by 570%, and the Hang Seng Tech Index rose 7%.
2.The China Securities Regulatory Commission has strengthened its supervision:The China Securities Regulatory Commission (CSRC) has taken strict measures to crack down on violations, severely punishing fraudulent issuance by IPO companies and intermediaries assisting in counterfeitingThis series of measures will help restore investor confidence.
3.Financial data got off to a good start: both new credit and social financing data for January beat expectations.
Renminbi loans increased by 492 trillion yuan, an increase of 16.2 billion yuan year-on-year. The increase in the scale of social financing reached 65 trillion yuan, an increase of 506.1 billion yuan over the same period last year.
4.The share price of Arm, a leading U.S. chip company, soared by more than 100%, and Nvidia hit a new high.
In addition,OpenAI released the Wensheng ** model SORA,OpenAI founder Ultraman Sam also said that he would raise $7 trillion for research and development in chip-related fields.
These good news show that China's capital market performed strongly during the Spring Festival, regulators took strict measures to maintain market order, financial data exceeded expectations, and the heat of the chip industry continued to rise.
have injected positive confidence into the market, and the probability of a good start after the holiday has increased greatly!
The Spring Festival holiday has passedNext week, A-shares will usher in the Year of the Dragon!
In the new year, we all hope in our hearts that A-shares can achieve better performance and get rid of last year's losses!
For the market trend after the holiday, I believe that most friends are currently more optimistic!
It is believed that the market is still expected to go after the holiday
Of course, I think so!
Next, let's continue to talk about the market!
Before the holiday, A-shares were mainly dominated by Chinese prefixes, and heavyweight stocks performed better, while small-cap stocks continued to perform until the last trading day, when small-cap stocks came out of the over-fall
This is also in line with the idea of saving the market with mysterious funds, first concentrate on stabilizing ** stocks, first pull up the index, and then shoot to pull small-cap stocks!
As a result, we can expect small-cap stocks to see decent gains in the coming period as well.
However, some people think that there will be a situation similar to Hong Kong stocks in the A** market!
Judging from the current situation, it is basically impossible to turn into a Hong Kong stock market.
After all, the a** field is still relatively low relative to maturity. Long-term development can only be achieved through rotational **.
The worst is overFor 3 consecutive years, the market risk has been basically cleared, and the market is expected to come out of the over-fall after the holiday
If you are still blindly bearish at this time, I personally think it is not very rational!
After the newcomer takes office, at least the market can get out of a decent wave
As for Monday's opening trend, ** the high opening has been a certainty, it is a matter of the high opening range!
The resistance level we can focus on at the moment is 2881 points!
There is also a gap above, the last mentioned 2912, and if the higher opens above 2881, the main support levels below are 2831 and 2854.
If there is a retracement, it may be an opportunity to enter the market!
The upper levels of 2912 and 2924 are the pressure zonesPersonally, I think it is more likely that the ** will step back to 3,000 points after the high fall.
After all, during the Spring Festival, the external market and Hong Kong stocks are like a rainbow!
From the perspective of the direction of the external market, we can basically conclude that A-shares are expected to strengthen after the holiday!
That's the direction of artificial intelligence!
After all, judging by the performance of the message and peripheral concepts, the sora fermentation is the most likely.
In fact, from the perspective of many themes, SORA's impact on the industry and the possibility of continuous fermentation of industry development are the strongestAs a result, the entire field of artificial intelligence remains the only industry that continues to receive attention at the moment.
Some CPO, multimodal, computing powerand other sectors are the direction we focus on!