The year of the start of the bull market! The four major news in the early hours of this morning fully assisted (219）！
1. Brokers: 2024 will be the starting year of a new round of bull market!
The A-share market has not yet opened, but the brokerage institutions are excited. Of course, whether 2024 is the starting point of a bull market or not, we should be able to know the outcome today.
Second, China's assets are rising, and Hong Kong stocks are strong for three consecutive days!
The Hang Seng Index combined for the three trading days last week**377%, the Hang Seng Tech Index performed stronger, with a total of **6 in three days89%。At the same time, Chinese concept stocks are also the best, which is good for the opening of the A-share market this week.
3. Globalization and de-globalization. In 2023, Russia, Ukraine, Israel, Pakistan, the Red Sea, etc., as well as the Sino-US ** friction that is still unclear. The world is currently in a stage of change, and the anti-globalization factor is still very serious. As the biggest beneficiary of globalization, China is likely to face increasing external economic uncertainties, and unexpected de-globalization events may lead to the emergence of black swans.
Fourth, low growth may be due to aging, de-globalization, or because the post-epidemic economic recovery is less than expected.
The global economy has entered a phase of low growth, which makes it possible that even if the dollar is extremely loose, the flood of global liquidity will not occur. In particular, economies such as Europe and China are shifting from increment to stock, from young to middle-aged, and the state of low growth may be the best choice for most countries. It is important to emphasize here that low growth is not a risk, but a normal state, meaning that there may not be many risks, but the opportunity to get rich overnight is also rare.
The holiday news is warm, and the central bank released economic data that exceeded expectations during the holiday, and the social finance in January was 65 trillion (expected 5.)7 trillion), loan data 493 trillion, both hit a record high, and at the same time, the growth rate of M2 decreased, indicating that everyone dares to invest and consume. Tomorrow the market will open high is a certainty, but it is not a good thing to open too high, but it will trigger the profit of the bag, if the Shanghai Index opens at more than 1%, it can be done appropriately, and then do low when it falls.
According to the law of history, there is an obvious "spring restlessness" in A-shares every year** On the one hand, at the beginning of the new year, the capital is relatively more abundant; On the other hand, institutions have carried out sufficient position adjustment and share swap before the holiday, and can produce better joint promotion after the holiday. Therefore, after the year, we can let go of the layout and make good use of this wave of post-holiday opportunities, focusing on artificial intelligence and big consumption in the direction.