The first document of the central government was released, and the five major news came in the early hours of this morning!
1. Crack down hard and focus on rectification, this year's No. 1 document draws "red lines" in these areas! On February 3, the first document of 2024 was officially released. The reporter noted that the document is divided into six parts, in the layout of the "three rural" field of all aspects of work, planning livable and business-friendly and beautiful countryside at the same time, the document also in cultivated land protection, rural planning, safe rural construction and other aspects of the "red line". It has been going on for a full decade in Document No. 1. It is worth noting that in many documents that are relatively early, the document is expressed as "resolutely investigating and dealing with unhealthy trends and corruption problems that occur around farmers", or "unhealthy trends and corruption problems that infringe on the interests of farmers", and this year's document expands the scope of special rectification to the entire field of rural revitalization for the first time.
Second, at the end of the month, this year's ** is the 28th of the index, we must embrace the SSE 50 and CSI 300 index as the subject of the weight of the blue chips, especially brokers, diversified finance, Internet finance, low-level prefixes, construction, insurance, small and medium-sized market capitalization banks and other sectors, away from small-cap theme garbage, after the festival will be partly ** below 1 yuan market value to face delisting. New energy, medicine and other sectors will have **, but there will be no big **, the middle line of semiconductors will have to wait until the second half of the year, away from large banks, oil, coal, telecom operators, high-end liquor and other high-dividend sectors.
3. Recently, a piece of news shocked the world** - a well-known American institution issued a report to be bearish on China**. Surprisingly, the report provoked a very different reaction in the Chinese market. Unlike other investors around the world who are worried and disappointed, Chinese investors have welcomed it.
For a long time, China** has been the focus of domestic and foreign institutions and investors. Many international institutions regularly publish analyses and ** on the Chinese market, and there are many bearish voices among them. However, Chinese investors are surprisingly optimistic about the bearish attitude towards US institutions.
The reason behind this is not simply contrarian thinking or anger. In fact, this attitude of Chinese investors stems from a deep understanding and confidence in the Chinese market. Many Chinese investors believe that the bearish voices of U.S. institutions provide an opportunity for China** to buy into the dip. In their view, these institutions have limited knowledge of the Chinese market and are often susceptible to short-term economic fluctuations, making overly pessimistic judgments.
Fourth, on Friday, there were market rumors that index ETFs took advantage of the refinancing to lend securities sources and help short the market, and the weekend **response: The market value of refinancing** lending only accounts for 0% of the total market value of A-shares11%。This has a very limited impact on the market.
According to the 2023 quarterly report, 264 ETFs are lending, with a total scale of 7302.2 billion yuan, accounting for 5 percent of the total scale of the above products in the same period5%, which adds up to 7$7.5 billion in interest income. ** And responded that similar operations are very common in overseas markets.
Help short only to collect interest, this is actually the best way to generate income, for whom to create? And does it calculate the negative income formed by shorting? Someone should do a good job of settling this account! Anyway, after reading this report, investors are confused!
Fifth, this week's trend is really unique, and every day is very miserable. Such a continuous ** is not a problem of negative or negative at all, how many negative can make the market fall so much. It's all an avalanche feeling, the result of panic and flat positions stacked on top of each other. The intraday directly fell below 2700 points, and the lowest hit was 2666Fast after 33 o'clock**. Although the four major stock indexes are still falling sharply, the four major stock indexes have left a K with a long shadow line, coupled with the magic number of the Shanghai Index, it is inevitable that people will think about it, is the historical bottom formed again?