1. Taking history as a mirror, the United States still has a "honeymoon period", and the technology market is still improving.
Since 1995, the central bank has raised interest rates by five paces. The period between the last four rate hike cycles and the last rate cut is the "honeymoon period" for US stocks, with very good gains, especially in the first three months. In 2000, when the global dot-com bubble burst, there was extraordinary growth for the first time.
The consensus expectation that the Fed may cut interest rates after March means that US stocks still have a few months to perform, and US technology stocks still enjoy relatively good market conditions.
2. Investment news: due to the weak market, it is necessary to postpone the bidding. The support of the Shanghai Composite Index will not restore confidence in A-shares. According to reports, three new shares will be issued this week, one more than last week. Two new shares were listed this week, and Hunan Xiangtou Jintian Titanium Technology Co., Ltd., which will be listed on February 1, plans to register in the Science and Technology Innovation Association and is raising funds. Up to 104.5 billion yuan.
Now there is an urgent need to suspend the IPO! Recently, various financial crisis people have called for the suspension of ** issuance, and Wu Xiaoqiu, Liu Jipeng and others have also called for many times. Previously, the CSRC said that IPOs would be tightened in stages, but would not stop. It would be disappointing if there were 3 more new listings this week. Phased implementation is not an austerity measure. At the very least, as long as the index does not return above 3,000 points, not a single new stock can be issued. Only in this way will our market be relatively safe. It's a shame. In December 2023 alone, the Shanghai Composite 50 Index showed signs of stabilizing from a halt to decline. It is clear that the national team has begun to protect high-quality weighted blue-chip white horse stocks like the SSE 50, which is helpful to the SSE. The composite index formed the 200-point level at 2724 points, and ** consolidated at 2924 points.
3. It is estimated that in 2024, the electricity consumption of the whole society will increase by about 6% year-on-year, the new installed power generation capacity will exceed 300 million kilowatts, and the cumulative installed capacity of new energy power generation will exceed the installed capacity of coal power for the first time.
After the Shanghai Composite Index failed to run above 2,900 points for three consecutive trading days and did not form a fixed position at the integer mark, it immediately began to adjust deeply. Especially this week, after two consecutive trading days, it has fallen directly below the key area of 2850 points. At present, the lower support level is only the 2800 mark. Therefore, there will be inertia in the index on Wednesday. ** to test the support in this area.
Fourth, it cannot be said that the above-mentioned measures have not played a role in saving the market recently. All also called for an investor-centric approach.
They called for a moratorium on restrictive**, lending and sales, which are currently suspended. Termination of the offering at a later date is not ruled out. Guo Jia's team presents Chinese texts every day. The head is also working hard, but the market is still **. Yesterday, there were more than 4,800 stocks in the two cities, after the market continued last year, the Growth Enterprise Market and the Science and Technology Innovation Association both fell by more than 14% in January, and the Beijing Stock Exchange fell by more than 21%, and the life of small and medium-sized investors was miserable!