A-share after-hours: 4 news came last night, or will it affect today's trend? Regardless of rain or shine, after the baptism of the market, the market will still develop deeply. There are three thousand beauties in the harem, why do you prefer her? In fact, in the early stage, the valuation of banks and Zhongte was the only hot spot, but with the deepening of the market, it has entered the stage of plate rotation and rain and dew.
Previously written: Wednesday's A-share move did hit an all-time high. They actually dived twice during training. This shows the vulnerability of A-shares. Can A-shares resume diving space on Thursday? After reading my article, you will understand what I want to express.
1. The trend of A-shares on Wednesday was really shocking. I actually jumped into the water twice. On Wednesday I became a diving expert. I miscalculated twice a day. Why is that? It was likely that the rumor was related to the quantitative rumor in early trading, but the rumor was refuted in midday. So after the opening of the afternoon market, the Shanghai and Shenzhen indices **, both **, thought that victory was in sight, but I didn't expect it to start from 13:22. In the end, both ** are sharply **, and the Shanghai and Shenzhen indices are only **% rise and fall ratio of only 279:5127, and the degree of green camp on Wednesday is really cruel.
2. The amount of energy on Tuesday and Wednesday also behaves strangely, and the number can reach 136 trillion throughout the day, which is the largest since 2023. However, with such a large number, the number has actually shrunk relatively in the afternoon. The trading volume reached 900 billion in early trading on Wednesday. Under normal circumstances, the full-day trading volume would be at least 14,200 to be considered a normal trading volume, but the result was only 13.6 billion. The volume of trading volume decreased in early trading on Tuesday, but the volume was larger in the afternoon, and this violent fluctuation of trading volume exacerbated the volatility of the market, which will have a greater impact on the continued growth of the market.
3. In short, Wednesday's trend was very abnormal, twice in the intraday, and the volume and energy also fluctuated violently, which I think shows the fragility of A-shares, and the selling pressure on A-shares has increased. Very. After all, it's safe to use. The normal behavior of investing.
4. Regarding the trend of A-shares on Thursday today, I will not rush to express my opinions, wait until the evening to collect relevant information, and then give a clear opinion after discussing with colleagues at 8:00 this morning. I would like to express my opinion, and the point of view is responsible. But suddenly, there is no need to panic, the possibility of recovery the next day is relatively large, and in general I am not optimistic about tomorrow's V-shaped reversal trend, but I don't; Pessimistic about the next day's inverted V-shaped sharp ** trend.
After a large **, although the market has accepted the hype hotspot, the main logic is still to offset the growth. From the moment the market broke through the 120-day **2994 points, it theoretically entered a technical bull market.
Although Eagle Eye never admits that it is a bull market, technical analysis still needs to follow the logic of a bull market. From the perspective of a bull market, there is a proverb in A-shares: "A bear market is more likely to be positive, and a bull market is more likely to be large**", which applies to the current market reality.
In early trading on Wednesday, the market was already stuck in such a large **. Sentiment was too high in early trading. Sugon, the giant of the concept of computing power, actually touched the price limit again. Artificial intelligence has been almost pouring out for ten days in a row. This short squeeze is too much.
The main force uses this to pour cold water and wash dishes. Next**, there is a high probability that it will continue first and then slowly**, and then advance and retreat. Therefore, Wednesday's ** is still essentially a wash, with major market participants taking advantage of sentiment to sell high and buy low.
When we look at a set of data, we will have a clear understanding. According to UBS, the national team rescue in early 2024 will involve an investment of about 410 billion.
From the perspective of investment direction: CSI 300, CSI 500, CSI 1000 and CSI 2000 ETFs, accounting for % and 45% respectively. UBS further expects further overweights in extreme cases.
What we are doing now is sentiment, and foreign capital is one of the weather vanes of sentiment and the market. A-shares have been sold off and soared, foreign investors are rushing to enter the market, and domestic investors have also increased their positions recently.
At least we should explain why it's drastically**. Everyone knows that no matter how strong the market is, it adjusts. It's normal for an adjustment to occur here, but it's not normal for such a big adjustment to occur in one day. The so-called abnormality is the opposite of everyone's expectations.
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