The central bank is once again "icing on the cake"! The five major benefits in the early hours of this morning are fully blessed (29）！
1. The central bank once again "icing on the cake"! The central bank announced that it will actively and prudently prevent and resolve financial risks, and promote the introduction of a financial stability law as soon as possible. Although A-shares have performed well in the past three days, the overall volatility is still large. I'd rather A-shares go slower and last longer, rather than have A-shares rise very high in the short term and then end quickly. It's better to be as slow as the United States**, and it will rise for a few more years! Does everyone agree?
2. The market style changed, small-cap stocks reversed, and the CSI 2000 rose 875%.
Finance After the suspension of refinancing and securities lending T0 and the restriction of selling DMA** orders, the quantitative hedging strategy failed, and the hedging cost rose sharply, resulting in small and micro stocks**.
However, the day before yesterday, almost all private quants** were liquidated, and DMA** was sold off on Thursday but was also pulled up. Therefore, the main force turned back to make up for the gains of small and micro disks. The CSI 2000 index rose 875% because of it. It is expected that there will still be some time after the year. Small-cap repair market.
3. National Bureau of Statistics: CPI in January was **03% month-on-month, and PPI was down 25% year-on-year.
Here's Thursday's intraday news. Domestic inflation and economic data remain under pressure, but the market has anticipated and advanced**, and the bias will not be far from the post-holiday period**.
4. The net subscription amount of northbound funds on Thursday was 58.3 billion yuan.
The top three net ** amounts are Zhongji Innolight, Ping An of China, and Midea Group, with net ** amounts of 15.3 billion yuan, 11.5 billion yuan, and 29 million yuan respectively. The top three in net sales were WuXi AppTec, CATL and Wanhua Chemical, with net sales of 53.1 billion yuan, 47.4 billion yuan and 37.3 billion yuan respectively. The main inflows of foreign capital include crude palm oil, insurance, household appliances, etc.; The main outflows are CROs, lithium batteries, and chemicals.
5. With the rapid development of artificial intelligence, big data and other technologies, the demand for computing power will continue to grow, and the scale of the computing power industry will continue to expand. At the same time, with the popularization of cloud computing, edge computing and other technologies, computing power will be more dispersed, and more devices need computing power support, which will further promote the growth of the computing power industry.
It has always been emphasized that technology stocks have always been the pioneers of the market and are favored by the main funds in the market. In addition, there are many subdivisions that can affect the whole body. And the funds will take turns looking for opportunities between various sectors, which in itself is a direction of policy focus support, well, that's all I have to say! The New Year is coming. I wish you all an auspicious Year of the Dragon, a happy family, and a prosperous financial resource! Let's have a good rest, everyone. Work together after the Spring Festival and make money together in the Year of the Dragon!