Welcome to the best start! The four major news in the early hours of this morning officially hit (219）！
1. Hong Kong stocks ushered in the Year of the Dragon! Last week's Hang Seng Index **377%, and the technology index **689%, consumer stocks**, Hong Kong film and television concept stocks continued**, and real estate stocks were also across the board**. The previously sluggish medical industry is also strong in the Year of the Dragon**; A50 increased by nearly 2%;
Hong Kong stocks have been positive for three consecutive times without domestic capital, which is also the result of the resonance of valuation repair technology; In terms of sub-sectors, consumption is the strongest, and real estate and medical care have also stabilized and rebounded after a large margin. Decline; The impact on the consumer sector, big finance, medicine and other aspects is positive.
Second, the gap is high, is there a fierce competition between the long and short at 2900 this week?
During the Spring Festival, although the outbreak of U.S. CPI and PPI data seriously affected the Fed's interest rate cut expectations (not only the door was closed in March and May, but the probability of interest rate cuts in June was also worrying the market), and it is now expected that interest rates will be cut after July, and the rate cut in 2024 will fall from the initial 120-150 basis points to 50-75 basis points), the dollar index ran slightly. Breaking through 104 points, the U.S. stock market sharply **. However, Chinese concept stocks and Hong Kong stocks continued to strengthen, and the A50** index rose 18% to 206 points during the Spring Festival.
3. The local administration has taken severe punishment measures against the violators.
The market expects a significant slowdown in IPOs and IPO refinancings in 2024, which boosted market sentiment. Moreover, the data on social financing and lending in January exceeded expectations, and market expectations for the economic recovery have strengthened. Based on the above analysis and judgment, this week's ** is significantly higher. It is suitable to open around 2900 points. However, due to the downward trend of the 10-week line, the dark cloud cover of the May line was postponed. At 2935 points, the 62-day death line fell to 2929 points, and gradually ** at a rate of 3 points a day. Therefore, this week ** is bound to meet resistance around 2925 points and accordingly** and fight hard around 2900 points.
Fourth, I think the "bailout" action is not over, on the contrary, we can have more efforts to maintain the stability of the market after the holiday, because everyone is happy about it.
After all** pressure. Last year's A-share market was a bit heavy, and as the holiday approached, the first two trading days suddenly announced a regulatory "change". I would like to choose such an opportunity to act urgently, the purpose of which is clearly understandable. It is hoped that A-shares will remain stable under the new regulatory order. At least not as chaotic as usual. Already fell as before. In addition, the new regulation must have the function of stabilizing the market, otherwise what is the point of this question?
The above is my personal subjective understanding. In addition, the three-day trend of Hong Kong stocks in the past three days has also laid a solid foundation for the good start of A-shares. Therefore, I think the opening of A-shares on Monday should be dominated by the red market. The focus I want to observe is to see whether there will be continuity in the "bailout" operation, which is crucial for the operation of the market after the holiday. After all, judging from the pre-holiday trend, A-shares have not yet reached a sufficient threshold of emotional stability. , so hedging ** can continue to guard the market at this time, which is of great significance for the stability of the market in the future.