Yang Ma released water! The five major news shocks in the early hours of this morning hit (224）！
First, Yang Ma released water! The central bank carried out a 7-day reverse repurchase operation of 247 billion yuan on Friday, because 92 billion yuan of 14-day reverse repurchase expired on Friday, achieving a net investment of 155 billion yuan.
Recently, the central bank's aggressive approach to open market operations has attracted widespread attention. A net investment of more than 150 billion yuan was achieved throughout the day, which is also the first time in recent times that there has been a net withdrawal. Compared with the previous business environment where short-term liquidity continued to be tight, such a change has undoubtedly brought a certain positive effect to the market and boosted market confidence.
It is worth noting that this net launch is not accidental. Since the turning point in the economic situation, the central bank has been actively adjusting its open market operation strategy in an effort to provide more effective financial services to the real economy through monetary policy tools. The central bank carried out a 7-day reverse repurchase operation of 247 billion yuan, and after deducting the impact of the expiration of 92 billion yuan of 14-day reverse repo, it achieved a net investment of 155 billion yuan, which undoubtedly injected new vitality into the market.
For **, this behavior is undoubtedly a booster. Especially after the continuous development, the funds have been loosened again, which has an important role in promoting the sustainable and healthy development of the company. For the A-share related concept sector, the central bank's operation also has an important impact. Broadly speaking, the improvement in liquidity has a positive effect on capital-intensive sectors. With abundant funds, investors are more likely to invest in sectors with higher risks but high return potential, thereby promoting the development of A-share related concept sectors, which is still gratifying.
Second, the index is eight consecutive yang, back above 3,000 points. The secret is so, mainly because there are restrictions on centralized selling by large institutions at present, and net selling is not allowed 30 minutes after the opening and the first 30 minutes of **. It can be sold on the plate, and it is not just how much it can be sold. Institutions, private equity, and quantitative large funds cannot run counter to the general trend.
This round** has walked out of 8 consecutive yangs and closed above 3000 points, can ** continue to be so popular? It depends on when a large number of throws are allowed, which should be the small top and the entry **. The specific time should be in the important conference in March. So don't get too upset, don't be rewritten about the fate of cutting leeks.
Third, it has broken through 3000 points, and the ** of several institutions in the circle has come out, and they have increased their positions, and the amplitude is not low. Institutions are adding to their positions. The policy does not allow shorting, and the IPO is checked back ten years. This directly led to a sharp reduction in IPOs. Combining these three items, the market cannot fall in the short term, and there will be a bull market. That's a mystery, I don't know at all, but this kind of ** where funds are clearly gathered has not been seen in the whole year of 2023. Some people have scolded me for being short-sighted and not having a long-term vision, and I admit that. My expectations for the future are indeed vague. However, since 2013, I have been deeply studying the resonance of policy additions and stops, and I can see what the current policy needs.
There are five points that need to be in the current policy of A-shares:
1. Generate a normal market. This market allows companies to raise money and shareholders not to complain.
2. It is hoped that the virtual index will not only affect the confidence of Chinese investors, but also affect the perception of foreign capital.
3. Real estate consumption is sluggish. In three years, 58 trillion yuan has been saved, and no consumption or investment is expected to drive consumption and investment enthusiasm.
4. Win the financial war and hedge against the attraction of funds by US interest rate hikes. Boosting Hong Kong stocks and A-shares is the best way.
5. The combination of science and technology and capital, the dual prosperity of industry and finance, and the creation of its own top science and technology enterprises under the containment of the United States.
Look at the five points comprehensively. Although there is no big bull market on the macro level, there is a wave of **, and the probability of rushing to 3200 points is still very high. In this wave, the success rate of betting on artificial intelligence is very high. It's basically money-free.
Fourth, Banxia Investment Li Bei: Small and micro disks are the biggest fire, and they have escaped from the fire and do not return.
It is reported that Banxia Investment Li Bei said that in this year's market, small and micro disks are the biggest fire, and some people have been buried in this fire. And in recent days, after the mysterious funds have completed their disaster relief mission, they have continued to retreat. Please revisit the important principle of fire escape: once you have escaped the fire, do not return.
Seeing this news, it really surprised me, such a metaphor is indeed a bit amazing, especially for shareholders with micro-cap stocks are extremely unhappy, especially in recent days, micro-cap stocks are also in the ***, and today it has risen 484%, I am also very emotional about this, and I have a few views.
Investors in the market are sometimes very strange, saying that others say that his sector is not good, and express great opposition, so that the best investment is their own preferences, stock selection such as choosing friends, their own friends, others say that it is not good, and they already have this friend is very unhappy.
The micro-cap stock index is determined to rise a little high, and the valuation is also a little high, last year's 1 point obviously formed a top divergence, and then fell 50% in a row, that is to say, the high chase into the real injury, but no matter how bad ** is only before the delisting in the monthly line 60-day lifeline support over-fall ** is inevitable.
A shares rose eight times in a row to regain 3000 points, and will continue to be bullish next Monday: said that A shares will regain 3000 points, and on Friday, A shares continued to rise, eight consecutive rises to regain 3000 points, 4500 *** The national rescue is to make money for people who believe in the country and believe that A shares will rise, 3000 points is just a new starting point, generally rising on Friday, and will rise sharply on Monday, I will continue to be bullish on Monday, A shares Joyoung is a miracle, unique in the world, standing firm at 3000 points, A shares** is still the main line of artificial intelligence and the CSI 2000 small and medium-cap stocks, which rose by more than 7% and 3% respectively, and the money-making effect is hot, and those who are still bearish on A shares continue to step short, and when A shares regain 3200 points, they will regret it.