Today's game has made people see the undercurrent surging under the glacier. In the morning, the three major indexes all opened low, and after a short decline, the core asset weighting sectors of new energy, liquor, and pharmaceuticals suddenly rose sharply, driving the index to repair, and the three major indices turned red across the board.
Since the amount of energy has not yet kept up, it is inevitable to see back and forth. ButThere are more people who tend to look at ** in the current position。Even if there are not many people buying, there will be fewer people selling.
I saw a news that the managers of a number of **companies were surveyed by Tiantian**, and the results showed that 76% of the **managers believe that A-shares will be dominated by ** this year, and the remaining 24% think that ** will be maintained, but,No one is bearish
When everyone sees this, their first reaction must be disbelief, **The manager's ass decides the head, how can it be bearish.
In fact, it is not, for example, in November last year, in the same survey of ** every day, 4% of ** managers were bearish.
Although any survey sample is limited, resulting in one-sided conclusions, some changes can still be seen in the comparison of the two surveys. That is, from the level of the manager,The willingness to be bullish against the trend may be rising
Not only domestic institutions, but also foreign institutions seem to be more optimistic. In the past few days, UBS, Goldman Sachs and many other foreign-funded institutions have come out one after another to express their viewsChina's core asset index will rise by about 15% to 19% this year
There are two main logics, one is that the existing decline is deep enough, the valuation is low enough, and it has deviated significantly from the fundamentals, and there is a repair momentum when China's liquidity policy remains loose.
The second is that a series of economic stimulus and growth stabilization measures introduced before will gradually take effect this year, and corporate earnings are expected to return to growth significantly.
Judging from the performance of foreign capital, there are indeed signs of recovery recently, and there is basically no significant net selling in the north, but mainly net **.
As for domestic capital, the impact of the liberalization of the net selling limit of the public offering at the beginning of the year has gradually weakened, and today, the market volume has been at a low level of more than 600 billion for three consecutive trading days, and the repair is possible at any time. The more the market reaches the freezing point, the less you can be coerced by negative emotions, and you still have to be patient.
RecentlyShanghai Composite Index ETF (510760).andJoin**(011320).The attention in the ** circle is very high, and it is normal. On the one hand, this ** itself has a relatively obvious excess. Since its listing on September 9, 2020, the Shanghai Composite Index ETF has risen by 224%, and the Shanghai Composite Index fell 1276%, with an excess return of 15%.
But more importantly, the Shanghai Composite Index is already below 2,900 points, approaching a new low in the past two years, and the margin of safety is sufficient. Coupled with the obvious trend of supporting funds entering the market, is there still suspense that the Shanghai Index will finally win the battle of 2,900 points or even defeat 3,000 points again.
Risk Warning: All content in this article is purely a one-sided view and does not constitute any investment advice. Investing is risky, so make careful decisions.