On Monday, A-shares slapped everyone again, the Shanghai Stock Exchange 50 and the CSI 300 performed more resistantly, but the Science and Technology Innovation Board and the Growth Enterprise Market hit new lows again, and the CSI 500 and CSI 1000 also fell first, and only the dividend index stood out. Specifically, let's review it from today's data:
Today, the turnover of the two markets was 805.2 billion yuan, a decrease of 28%。The net outflow of the main forces of the two cities was 40.8 billion yuan, and the net sale of northbound funds was 59.2 billion yuan. The main force of domestic capital hit A-shares with a large number of selling orders today, and the northbound funds also sold more than 6 billion yuan in the morning, and it is not excluded that the northbound borrowed funds were pulled back in the afternoon, but under the impact of a large number of domestic selling orders, in addition to the Shanghai Stock Exchange 50 and the CSI 300, the major indices are basically unable to resist.
Today's ratio of the two markets is: 1:992, 34 up limits, 83 down limits. **The general decline is the mainstay, the number of falling limits has skyrocketed, and the market has a very poor money-making effect. The weights of the prefix, liquor, and insurance on the plate changes have been performed, but the ** that frequently protected the disk last week did not even make a splash today. CRO continues to be dragged down by WuXi AppTec, and themes such as automotive chips, semiconductors, CPO, and photovoltaics have weakened significantly.
Banks, small and medium-sized banks, continuous growth, Chinese prefixes, and household appliances are among the top gainers today, and China Special Valuation, banks, sustained growth, low price-to-book ratio, and high dividend stocks are among the top today. The increase is basically consistent with the list of net funds, mainly biased towards central enterprises, banks, and special stocks. The themes and tracks that ordinary investors and institutional investors previously favored, such as non-cyclical stocks, artificial stocks, Shanghai plates, photovoltaics, and chips, were sold sharply today.
Judging from the data, although it can still be seen that the national team still has actions, the market does not buy it at all, and the special stocks alone cannot fundamentally change the weakness of the market.
Outlook on the market:
The inconsistency between the indices has once again disrupted the rhythm of the national team's protection, once the double creation continues to fall, it will further affect the overall sentiment of the market, how to restore the market's popularity is already a difficult problem to solve, at least from the previous light protection of the Shanghai Stock Exchange 50 and CSI 300 index to stabilize the A-share model has been unable to cope with the current market. Now except for the national team, there is no way to reverse the market trend, but we can't say exactly how to do it.
Judging from last week's attitude, the senior management will not easily give up A-shares, and even started a new round of disk protection plan. It's just that it is recommended to give everyone less hope, otherwise it will be very painful to constantly pull between hope and despair. All I can do is watch the market less, be more patient, control **, and invest slowly.
The above are today's market notes, which are only used as personal daily reflections on the market and are not intended as trading advice. Investment is risky and should be traded with caution.
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