After the sharp fall in U.S. stocks, the release of economic data appeared to come out of a wave of obvious yang and yin, which also drove the Asia-Pacific region to open higher collectively on Friday. However, the A** field still went its own way, from the opening of more than 1,000 *** to more than 1,000 *** at noon, most investors exclaimed: "I can't stand it!.""At present, the market implements the strategy of "supporting but not lifting", because there is no strong ** reversal of the current weak expectations, the index has opened high and fallen and opened low **, and the market can hardly hear the voice of "shouting long". There is still a week to go before the Spring Festival, and Brother Niu is also buying New Year's goods, everyone can finally stop looking at the plate, and it will be over if you endure it here!
Ride a bull to see a bear spotFor 3 consecutive weeks, the consumer sector has fallen greatly, especially the tourism sector, which has fallen by more than 30% in 3 weeks. The Ministry of Transport predicts that there will be about 9 billion people traveling, visiting relatives and leisure during the Spring Festival this year, which will hit a record high, which will be three times that of the Spring Festival in 2019. Driven by both policies and the market, the passenger flow of many domestic tourist destinations has increased significantly year-on-year, ice and snow tourism has driven the recovery of passenger flow in related sectors beyond expectations, the Spring Festival travel fever continues to perform, the Spring Festival passenger flow continues to be hot, tourism will exceed expectations, Chinese New Year's Eve dinner reservations are hot, and catering consumption is booming.
The three major indexes opened mixed, and soon after the opening of the two cities, more than 4,000 *** theme sectors performed strongly, such as Internet, gaming, and cloud games, and diversified finance, oil, household appliances and other sectors performed poorly. Game media stocks rose sharply in early trading, with Guangdong Media's daily limit, Perfect World, Shengguang Group and other stocks rising by more than 5%, releasing the approval information for imported online games in 2024, including Tencent's "Kirby Star Nova Alliance" and Perfect World's "Fishing: North Atlantic" and other 32 games are listed. The number of domestic tourists in 2023 is expected to exceed 5.4 billion, recovering to ninety percent in 2019.
The concept of brain-computer interface continues to be active, innovative medical 2 boards, Nanjing Panda, Yitong Technology, etc. followed up, and the official website of Tsinghua University released a news that the team of Tsinghua University and Xuanwu Hospital successfully conducted the first clinical trial of wireless minimally invasive brain-computer interface. The brain-computer interface is different from the neuralink brain-computer interface led by Musk, which is based on the electrodes placed on the epidural of the brain, developed through long-term animal experiments, and will not damage the nerve tissue. Shanghai state-owned assets sector rebounded rapidly, Shanghai 900, Kaikai Industrial Limit, Pudong Jinqiao touched the limit, Shanghai Film, Yimin Group, etc., the work conference was held, state-owned enterprises will be the main line of deepening and upgrading the reform of state-owned enterprises, focusing on deepening and upgrading in seven aspects.
The Shanghai Composite Index rose and fell on Friday, with a general rise at the opening and a general decline at noon, which is indeed a bit "unbearable". Recently, market investors exclaimed: "I can't stand it!" "The current ** is indeed a dilemma, Brother Niu has been watching for 1 month, or did not find a good opportunity, over-the-counter investors have long begun to prepare to travel, on-site investors think about ** every day, looking forward to the rise of the outside market A shares fall, I am afraid that the noodles have not dared to be boiled in water recently, because the price of electricity and gas has risen, and the dry noodles have been sold out recently, open the condiment bag and eat it directly on the instant noodles. In the afternoon, pay attention to whether the Shanghai Composite Index can stabilize above 2720 points.
The ChiNext index hit a new low on Friday, falling more than 2% intraday, and there is still a trend at present. Brother Niu has analyzed for you before, the strong support point of this position is near 1500 points, indicating that there is still room for downward, and institutional funds are forced to cut meat, which also shows that there is still a distance from the bottom. This week's theme plate is still dominated by over-falling**, this position should not be blindly entered, first pay attention to who will "send red envelopes" before the next festival. In the afternoon, pay attention to whether the GEM index can stabilize above 1530 points.
Midday news:1The People's Bank of China carried out a 7-day reverse repurchase operation of 83 billion yuan in the open market today, with an interest rate of 18%, the same as before; Carry out 14 billion yuan 14-day reverse repurchase operation, interest rate 195%。There are 461 billion yuan of reverse repurchase due today.
2.As of February 1, the financing balance of the Shanghai Stock Exchange was reported at 78683.8 billion yuan, a decrease of 56$5.2 billion; The financing balance of the Shenzhen Stock Exchange was reported at 70112.2 billion yuan, a decrease of 58$1.1 billion; The two cities combined 148796 billion yuan, a decrease of 114 from the previous trading day6.3 billion yuan.
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