As of **, the Shanghai Composite Index fell 148%, the Shenzhen Component Index fell 195%, the GEM index fell 066%。
Of course, the tragic January is finally over! Take a look at this dismal record: the Shanghai Composite Index fell more than 6% this month, the Shenzhen Component Index fell more than 13% this month, the ChiNext Index fell more than 16% this month, the Science and Technology Innovation 50 Index fell nearly 20% this month, and the Beijing Stock Exchange 50 Index fell 22% this month.
The turnover of the Shanghai, Shanghai and Shenzhen markets today was 758.3 billion, an increase of 94.6 billion from the previous trading day.
Northbound funds were net **37 throughout the day0.1 billion, of which the Shanghai Stock Connect net **75.8 billion yuan, Shenzhen Stock Connect net **294.3 billion yuan.
The number of families is 489, the number of families is 4815, and the ratio of rise and fall is close to 1:10, and the situation is still very miserable today!
From the perspective of sector index performance, all sector indices closed down today, with hotel and tourism, real estate, military industry, medicine and medical care and other sectors leading the decline.
According to the capital monitoring data of the main sector, only the publishing and environmental protection sectors are net inflows today. The net outflow of the main funds in the computer and pharmaceutical sectors exceeded 3 billion, and the electronics, machinery and equipment, and construction projects also had a large net outflow.
The three major stock indexes diverged in the morning, and the company that disclosed the annual report loss and reduction last night fell in a large area in early trading, putting pressure on the main boards of Shanghai and Shenzhen, while the lithium battery leader CATL disclosed the annual report forecast, which opened high and rose more than 8% in the intraday, driving the GEM index to turn red. The Chinese head plate continues to be strong, and the media and large financial sectors are partially active, driving the Shanghai Index to rebound and close to turning red. However, in the afternoon, large consumer sectors such as games, AIGC and tourism dived, and the decline of the stock index accelerated at the end of the session, with the Shanghai Composite Index falling below 2,800 points, and the three major indexes closing out of the sixth consecutive negative month.
Although the index has not fallen very much today, about 3,387 companies have fallen by more than 4%, which can be said to be **, and the market value is even more miserable than yesterday!
Of course, today's ** has a lot to do with the performance forecast of small-cap stocks, after all, everyone's life in 2023 is actually not very good, and the phenomenon of bad performance is too common, but some companies are predicting losses that are too miserable, and they are hundreds of millions, billions or even billions of losses at every turn! It can only be said that the ** amplitude of small stocks is really quite devastating!
One of the things worth mentioning today is the stock of the Chinese head plate, the head is really hard, and there are several daily limits, but it doesn't make much sense to take this position to be honest! And the recent increase in the Chinese word is not small, and it is really not cost-effective compared to those who fell in January.
The other is the media, I have to say that the media industry is really a money-making industry, when the environment is not good, although people will also lose a little, but after all, the loss of light assets is less, but it is good, people can make a lot of money, and the performance is also quite good. Therefore, the media has always been very popular, and this wave has also caught up with the wave of artificial intelligence, and the future is quite promising!
It's just that today's market environment is really no trick, everything is falling, although the national team still buys more than 10 billion today, but what's the use, it still can't bear the market's selling, and today's trading volume is also quite large, I just don't know if there are so many sell-offs from **, is it a private equity crash!
To be honest, I don't understand who is selling in the current market, it will not be the *** of cutting meat, of course, this possibility is not ruled out, the redemption of the people is a lot of pressure on the market to a certain extent, which actually comes down to confidence! But we don't have a ministry of faith, some people never take the wealth of the people seriously, and it is indeed everyone who bears the price!
However, the good news is that although the market has been continuous recently, the foreign capital of Shanghai-Hong Kong Stock Connect has indeed continued to increase its position as a whole, and it has been buying nearly 4 billion all the way before today. Since January 22, Shanghai-Hong Kong Stock Connect has continued to increase its position by 17.3 billion, which shows that it is still actively bullish on A-shares!
And after a month's **, the power of the bears has been released enough, and after today's accelerated volume**, the panic disk has also been released! There are very few negatives that can really affect ** in the back! Whether it is real estate or the 2023 annual report performance, the thunder is over, and there is a small positive today that China's manufacturing purchasing managers' index in January was 492%, up 02 percentage points, ending a three-month downward trend. China's non-manufacturing business activity index was 50 in January7%, up 03 percentage points, a slight increase for two consecutive months, indicating that the non-manufacturing industry continued its stable recovery trend since the fourth quarter of last year.
This means that the trend of economic stabilization and rebound has been further clearly confirmed, and tomorrow if the economic data of Caixin can be mutually confirmed, it basically means that the trend of economic improvement has basically begun, and it is expected to drive a round of strong ** in A-shares!
Think about whether January 2019 is very similar to January this year, so although today is still very bleak, but from tomorrow onwards, we will firmly go long and actively increase our positions!
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