Roller coaster-style washing! Stampede down, four major news impact today**(2.2）！
1. Important news.
1. The unfavorable factors of A-shares have gathered, and in addition, in the past two days, the Shanghai Stock Exchange has issued monitoring letters for a number of consecutive state-owned enterprises to cope with the increase. This year, Zhejiang strives to add 50 new listed companies, and Hubei strives to add more than 20 new companies; 2. The State-owned Assets Supervision and Administration Commission announced that this year's assessment of state-owned assets and state-owned enterprises will assess the market performance of listed enterprises controlled by central enterprises, 3. The National Meteorological Administration issued a blue warning: a wide range of rain and snow weather begins, and local snowstorms or heavy snowfall. Snowstorm; 4. The rumor that the snowball is rolling is resurrected.
Second, Hu Xijin pointed out that *** has brought great pain to investors.
But Lao Hu saw that some provinces have recently announced their work plans for this year, and many provinces have announced that they will seek to register dozens of new provincial companies within the year. It is not known if these provinces consulted with the SEC when developing such a plan? Have you considered the opinions and feelings of the majority of shareholders?
3. The latest data shows that the financing balance of the two cities has declined significantly recently, with a total decrease of 794.6 billion yuan, reaching 151877.7 billion yuan.
The reduction in the fund balance shows that financiers are relatively pessimistic about future market expectations and have taken corresponding capital adjustment measures to reduce potential risks.
The change in the balance of funds reflects the broad participation of capital in the market, and when capital continues to decline, the market is adversely affected, and its negative impact cannot be ignored. This situation has affected market sentiment and increased pressure on the market.
Of particular concern is the impact on the term "sector" in relation to Part A. As financiers are not optimistic about the future, it may lead to a decrease in the willingness to invest in related concept sectors, which in turn will affect the development and evolution of the stock prices of these sectors. Therefore, these changes still need to be approached with caution.
In short, judging from the recent changes in the balance of funds in the two cities, the current market pressure is relatively high and the mood is relatively cautious. Financiers are not optimistic about the future and have made capital adjustments to reduce risks. This has affected market sentiment and has had a certain impact on the A-share concept sector, which needs to be viewed with caution.
Fourth, A-shares once again showed a roller coaster trend, and the main investors in China showed a certain panic in the morning sell-off. But the main force is generally **, and only by constantly negotiating can you grab cheap chips. Therefore, investors need to remain calm and not be fooled by short-term fluctuations. In the long run, the rise and fall of ** has nothing to do with performance, but is determined by supply and demand and market sentiment. It is recommended that investors pay attention to the problem of overcapacity in the new energy industry and pay attention to risk management.
At present, market funds firmly hold the weight of state-owned enterprises, and sometimes they will push up to support the market. But the performance of ** is extremely bad. CSI 500 and CSI 1000 continue to be weak. The boom should be an opportunity to manage **, the market starts in February, and more is expected at the beginning of the month. The disc guard is strong, but the randomness is high. It is necessary to prevent compensation for losses from all sides. It is difficult to guess the effect of borrowing to support the market and prevent local risks, and if there is no ** in early February, none of them are absolutely safe, and it is more likely to continue ** after that.