1.Throughout 2023, the world's ** is rising, but A-shares are falling, and investors across the country may be wondering, why are we going down against the world**? Is it true that the market is declining and foreign capital is detached? It wasn't until the continuous rise and catastrophic fall at the beginning of this year that it was seen that it was a completely abnormal change, which was not the reason for our stockholders, nor the reason for the market, but that someone was fighting in it, which was a complete man-made disaster. The result is that hundreds of millions of shareholders have suffered! With the vigorous action of the China Securities Regulatory Commission, supervision has ushered in a historic turnaround, so I judge that there is at least 600 points of upside for A-shares this year, that is, the highest can reach around 3400, you can wait and see.
2.The top leader of the China Securities Regulatory Commission was replaced on the last day before the holiday, and then launched a number of major measures. Attacking hard, we concentrated on dealing with a number of relevant personnel who bought and sold ** violations of laws and regulations, and imposed administrative penalties on 63 people, with a total fine of 81.73 million yuan. Heavy penalties were imposed on the sponsoring brokerage and the internal personnel of the brokerage firm for long-term violations**; A number of senior executives of the four major state-owned banks have been adjusted, among which the Bank of China has made the most personnel adjustments, the Industrial and Commercial Bank of China and the Bank of China have been involved in the adjustment of the chairman, and the presidents of the Industrial and Commercial Bank of China and the Agricultural Bank of China have been replaced; punished Kangde Xin's 10 billion yuan fraud case, and fined Ruihua Accounting Firm 17.83 million yuan; Shanghai Silxin's IPO voluntarily withdrew and was still heavily fined. Although the enterprises and units involved in supervision and punishment this time cannot represent all the enterprises involved, and there must be fish that have slipped through the net, the official attitude can be seen, and the attitude of dealing with the enterprises involved is resolute and rigorous, which has a certain deterrent effect on some flies and mosquitoes.
3.After the depression of the real estate market last year, real estate stocks rose across the board at the beginning of this year, with Country Garden Services, Sunac China, and R&F Properties (02777) rising 1111%, Sino-Ocean Group and many others exceed 10%. On the news side, according to the latest disclosure of the five major state-owned banks of industry, agriculture, China, construction and communications, there are more than 8,000 real estate financing "whitelist" projects that they have docked. The CITIC** research report pointed out that the structure of the real estate market is expected to change a lot in 2024, with the mortgage loan interest rate lowering, the burden of residents' housing purchase will decline, and the purchase and loan restrictions will continue to be relaxed, promoting the release of improving demand, and housing prices in core cities are expected to gradually stabilize. For investors, you can also always pay attention to official trends and market signals, maybe this year's real estate market will bring surprises from the physical housing market or **.
4.CEIBS** said that the market continued its ** trend today. Among them, catalyzed by the good news, the AI industry chain broke out collectively, the SORA concept led the rise, and the media, computing power, CPO and other subdivisions also rose first, while on the other hand, the high dividend direction represented by coal strengthened again. The follow-up market may transition from the previous general rise to the structural one, and the differentiation within the market may gradually intensify in this process, so the focus of follow-up attention should still focus on the hot direction of the market.