During the Spring Festival holiday, most of the world's major stock indexes**. In the week ended February 16, the Nikkei 225 Index accumulated **431%, the Dow Jones index closed up slightly, and at the same time, the Hong Kong market achieved "three consecutive yangs" after the fifth day of the Lunar New Year, and the Hang Seng Index regained 16,000 points. Under the influence of the external market, can A-shares get off to a good start on the first trading day of the Year of the Dragon?
Analyzing the trend of overseas markets during the Spring Festival, Yang Delong, chief economist of Qianhai Open Source, said that under the promotion of AI, the total market value of the "Big Seven" of US stocks (that is, the seven largest technology companies in the United States: Microsoft, Apple, Nvidia, Alphabet, Amazon, Meta, and Tesla) reached 12$5 trillion is the combined market capitalization of Japan, France and the United Kingdom. The ** of U.S. technology stocks has driven the ** of the entire U.S. stocks, which also indicates that this round of AI technology revolution is intensifying, and it may once again stage the huge changes brought by the Internet to our work and life, so investors should still pay attention to investment in the technology sector in the Year of the Dragon.
Yang Delong said that Hong Kong stocks rose for three consecutive days before the opening of A-shares, and investors' confidence was greatly boosted, which played a good role in paving the way for the "good start" of the A** market after the holiday. Before the holiday, the China Securities Regulatory Commission introduced a series of measures to help the capital market recover, including stopping the behavior of short-selling securities lending through refinancing, which reduced the power of short-selling and boosted the confidence of bulls. At the same time, it has severely cracked down on some illegal acts, financial fraud, fraudulent issuance, etc. In order to create a market environment of "three publics", promote the long-term healthy development of the capital market, and fundamentally protect the interests of small and medium-sized investors.
The Year of the Dragon** is about to kick off, and it is almost a sure thing that A-shares will get off to a good start on the first day. Yang Delong believes that from the perspective of the Year of the Dragon, the money-making effect of A-shares and Hong Kong stocks will also be significantly better than that of the Year of the Rabbit. Historically, a lot of high-quality ** every depth ** is an excellent time to allocate, in the next round of bull market, good companies will not only hit new highs, but also further, in order to obtain excess returns, we must dare to reverse the layout, especially when the market confidence is extremely lacking, good companies are often very worthy of attention. The current market has a number of bottom area characteristics, and the history of several bottoms, many good companies discount strength, with the economic recovery is expected to enhance and the policy of stabilizing economic growth in the future continues to increase, the performance is expected to reverse.
Recently, Fed Chairman Jerome Powell said in an interview that the Fed will not wait until inflation falls to 2% before starting to cut interest rates. Yang Delong analyzed that this is undoubtedly conducive to the appreciation of non-US currencies, especially the certainty of RMB appreciation is very strong, and the appreciation of RMB will undoubtedly form a positive impetus for the trend of RMB assets. The process of RMB appreciation is generally a process of revaluation of RMB assets, which will also attract more inflows of domestic and foreign capital. Therefore, it is possible to get out of the structural bull market in the Year of the Dragon, whether it is A-shares or Hong Kong stocks, it is expected to exceed the expectations of many investors, and it is worth looking forward to a beautiful turnaround in the Year of the Dragon.
Reporter Dong Xiangyi Produced by Yu Kunhang Otaku Finance (For more reporting clues, please contact the author of this article: [email protected])
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