Since 2019, A-shares have continued to consolidate at 3,000 points, and this time the lowest ** to 2,635 points** has shown signs of bottoming**, will it rise back to 3,000 points? Superimposed on the fact that many sectors are climbing in volume before the New Year, and the good news is surging frequently, will A-shares usher in a new round of **, or will they continue to fall?
News is coming again
News 1: The stock god "sold Apple and increased its holdings of new energy in the fourth quarter of last year. The "stock god" sold technology and bought oil, what impact will it have on A-shares? Peony believes that the "god of stocks" is optimistic that the oil sector will still maintain the best and is also optimistic about the development of new energy.
Currently, Brent ** is 82$95, if it continues**, it is expected to rise back to $90 in September 2023. The oil sector of A-shares will probably go to a higher level because of ***.
If the oil sector is **, the Shanghai Composite Index will not last**. Last year, the "god of stocks" increased his holdings of oil companies many times, and the oil sector of A-shares also rose sharply, and now he has begun to increase his holdings of new energy and oil.
News 2: After nearly 3 years of differentiation, the capital of the ** field has changed in recent times.
Since the beginning of the year, the net inflow of ** ETFs has exceeded 320 billion yuan, of which the inflow of broad-based ETFs accounts for the vast majority, even exceeding 100% of the total inflow.
In the second half of January, there was a significant increase in ETF inflows, mainly represented by the CSI 300 and SSE 50. This may be due to the fact that investors have a high level of confidence in ** stocks, believing that they can grow steadily and resist risks.
In the last week before the Spring Festival, the inflow of small- and mid-cap ETFs suddenly accelerated, mainly represented by the CSI 500 and CSI 1000.
Peony believes that many funds began to change in February, starting from the first ETF to invest in small-cap ETFs, and it is likely that small-cap ETFs will also climb later.
In addition, the trading activity of the CSI 300 ETF has hit a record high, and the willingness of funds to borrow through the layout of the CSI 300 ETF has increased significantly.
The reason for this is that small-cap ETFs have the participation of funds, and the CSI 300 and SSE 50 also have funds to buy, which has raised the bullish sentiment of A-shares to a higher level.
Will A-shares usher in a new round of **?
From the news 1, broad-based ETFs and small-cap ETFs have seen funds participating, so it seems that in the near future, there is likely to be a trend of the three major stock indexes and many sectors rising together.
From the news 2 to talk, the "stock god" began to actively participate in new energy, if the oil continues, the oil sector will bring support to the Shanghai Index, the Shanghai Index of 2635 points may be the lowest point this year, can stand on 3000 points.
In addition, if the new energy sector is the first, it will also give support to the GEM, which shows that whether it is a general rise or a structural opportunity, there is no opportunity to continue to fall.
Peony expects that A-shares will usher in a new round of **. It can be expected that, judging from the current trend, ** is already brewing the main rising wave, and the good news has made ** appear to have a dawn.
The article is a peony investment idea, the content is for reference only, does not constitute investment advice, thank you for lighting up the little thumb below!