The market is about to start! The three major news this morning officially hit (21）！
1. It is precisely because of market fluctuations that in view of the shortcomings of the restricted sale and securities lending, the China Securities Regulatory Commission immediately strengthened the supervision of the restricted sale and securities lending.
In order to maintain market fairness and crack down on all kinds of improper arbitrage practices, the China Securities Regulatory Commission (CSRC) issued a notice in October 2023 to cancel the securities lending business of senior executives and ordinary employees of listed companies by participating in special asset management plans established by strategic placements, and slightly restrict the lending methods and proportions of other strategic investors in the early stage of listing. Subsequently, the China Securities Regulatory Commission further optimized the securities lending mechanism, completely suspended restrictive lending, and revised the application for refinancing market from immediate collection to next-day collection, thereby limiting the efficiency of **. Borrowing.
2. In the face of the differentiation of the index and the game of stock, what are investors most worried about and how to deal with it?
First of all, the recent continuous policy force and the rise of China's subdivided industries have basically ended the adjustment of the market in the previous stage, driving the index to rebound, which should support the continuation of the Spring Festival**; Secondly, with the retracement of the index in the early stage, it has rebounded recently, and the trading volume is concentrated. With the support of large funds, some ** have shown obvious signs of discount, which also contributes to the continuation of the recovery. From the perspective of the overall stock of capital game and the concentration of funds into the first shares, the market is repeated or the main tone; In addition, during this period, ** stocks are expected to trigger a reversal and reversal to the upside, while small-cap stocks may still have a repeated, volatile bottom. Therefore, for aggressive investors, it is possible to focus on the recovery of undervalued ** stocks and appropriately participate in the favorable opportunities of small-cap stocks. Cautious investors can wait patiently for thematic stocks to stabilize before making a new decision.
3. The State-owned Assets Supervision and Administration Commission (SASAC) has launched a comprehensive evaluation of the market value management of listed companies, and the importance of market value management is mentioned twice a week.
Market value management helps managers of central enterprises pay more attention to the market value of relevant listed companies, thereby increasing the expectation of central enterprises to increase their holdings, buybacks and dividends, and increase the tendency of value investment of listed companies of central enterprises. Based on this, the current round of China's dominant industries** can continue, and investors can continue to monitor and pay attention to the investment value of central enterprises. If you are unsure of the underlying choice, you can also consider the underlying index when choosing an investment.
Fourth, important news that affects the market.
1. State-owned Assets Supervision and Administration Commission: Optimize the asset evaluation and management of central enterprises! Once again, the measures and implementation of the main asset rating management are clarified! Equivalent to a stabilizer of A-shares!
2. After the market closes, the annual report performance forecast that should be disclosed is basically cleared. The performance impact has started or ended. Don't worry about the so-called performance mines yet!
3. Northbound funds have been trading for two consecutive days**. If something goes wrong, there must be a monster or something. A retaliatory counterattack will happen again at any time!