Huaan**: A-shares adjusted sharply on Thursday, and northbound funds continued***
Morning Strategy] stock index
Market Analysis]: A-shares adjusted sharply on Thursday, and northbound funds continued to *** The Shanghai Composite Index fell 148% at 278855 points, 1 month cumulative **627%, 6 consecutive clouds on the monthly line; The trading volume of A shares on that day was 7673200 million yuan, northbound funds net **370.1 billion yuan. The buyback boom of listed companies continued, and about 140 listed companies announced repurchase plans and repurchase progress after market hours on January 31. Since the beginning of this year, nearly 500 listed companies have repurchased, and more than 400 listed companies are implementing repurchase plans. According to data released by the National Bureau of Statistics, the manufacturing purchasing managers' index (PMI) was 49 in January2%, up 02 percentage points, ending a three-month downward trend. The Fed kept the target range for the Fed's interest rate at 525% to 550%, in line with market expectations. Continue to pay attention to the impact of monetary policy in Europe and the United States, as well as domestic incremental macro policies.
Investment Strategy]: The stock index is temporarily treated
Morning strategy] Container Shipping Index (European Line).
Market analysis]: Some ocean routes** have fallen, spot**3496 points, disk**19249. The basis rate is maintained around 40%. On January 26, the comprehensive freight index of Shanghai's export containers was 217909 points, compared with the previous period**27%。On the European route, on January 26, the freight rate from Shanghai to the Mediterranean was 3903 US dollars TEU, which was 4 US dollars higher than that of the previous period0%。The freight rates from Shanghai to the West and East of the United States were $4,412 and $6,413 respectively, respectively, compared with the previous period**21% and 24%。
Investment strategy]: Ouji is running weakly
Disclaimer: The information in this report is publicly available, and Huaan** Investment Advisory Department strives to be accurate and reliable, but does not make any guarantee for the accuracy and completeness of this information. This report does not constitute personal investment advice and does not take into account the particular investment objectives, financial situation or needs of individual clients. Customers should consider whether any observations or recommendations in this report are appropriate to their particular circumstances.