"Interest rate cut" is good! Today's four major news is out (227）！
1. The opinions of the top ten A-share brokerages have been released, and some brokerages believe that the market is expected to enter an endogenous recovery channel. From the pre-New Year ** to the current ** is the first wave at the bottom. The growth rate is fast, but there is still a gap with the historical trend.
Other brokerages believe that market investment opportunities will only appear in the middle of the year, and there will be a style change in the middle of the year. The short-term market is a combination of oversold** and spring panic. The overall trend is likely to continue into late March, with growth and mid- and mid-cap styles likely to continue to gain the upper hand.
The top ten brokerages are generally optimistic about the future trend and tend to be optimistic about the larger increase in A-shares, because the "interest rate cut" is good, and an important meeting is about to be held.
In other words, all brokerages recognize that the bottom has been reached. After the first wave bottom** stood at 3,000 points, the short-term divergence is now deepening, gaining bullish expansionary momentum. This time, many brokerages are optimistic about the spring market.
*January**, February**. Although the optimism of a trader does not determine the trend of **, it can cause a large change. But the good news is only increasing: it is expected that the trend will be on par with brokers.
2. "National Team" ** Huijin: Recently, it has expanded the scope of ETF holdings and will continue to increase its holdings.
*Huijin fully recognizes the value of the current A** market allocation and has recently increased its holdings in the Exchange Open-ended Index** (ETF). We will continue to increase our holdings and expand our shares, and resolutely maintain stable operation. of the capital market.
Before February 6, Huijin only focused on the CSI 300 ETF and CSI 1000 ETF to save the market, but allowed small-cap stocks to be free**, which eventually caused the tragedy of 1,000 shares falling to the limit. On time, so he made a clear report before the market on the 6th: expand the scope of increased holdings (on behalf of large, medium and small caps, Huijin will be saved).
Third, the production schedule of photovoltaic modules is expected to improve, and **will appear**.
According to statistics, the overall operating rate of China's PV module manufacturers in February was only 23%, and the operating rate of the top nine module manufacturers was 49%. In the first two months of this year, module production continued to decline. The average price of photovoltaic modules remained at 0Around 9 W, there is no profit on the components.
Benefiting from the ** decline, most small manufacturers will be forced to withdraw. With the growth of demand, photovoltaic modules** are expected to rebound, which is good for the photovoltaic industry chain.
Fourth, this year is a good year, and it will be easier to make money!**The probability of turning bullish is also very high, and it is still in the early stages of the bull market, and the rally is far from over. The first target for the index in the first half of the year was 3,200 points, so investors who held it in the medium to long term waited for the stock** and did not care about short-term fluctuations. Short-term investors should keep a close eye on the situation. Once there is a significant stagflation and the short-term increase is too large, you should consider holding funds. After all, keeping the profits in your own pocket is what is real. Those who have not entered the market should not blindly chase the rise. The cost performance of this market positioning is really not high. You have to wait for a clear negative line to appear before you can think about it.
Taking all aspects into consideration, there is a high probability that the market will advance this week and make up for the previous gap first. How do I proceed after filling in the blanks?You should keep an eye on the trading volume!This position is very embarrassing, if the volume cannot keep up, always be careful of possible ** and retaliation, while continuing to pay attention to the dynamics of domestic and foreign funds. As long as the bigwigs don't come out, it's not a big problem!