Brokerage changes "ride the savior alone"! The four major news in the early hours of this morning hit in full swing (222）！
1. According to TrendForce**, NEV sales will reach 16.87 million units in 2024, with an annual growth rate of 29.2%.5%。
This optimism** not only reflects the agency's positive outlook on global economic trends, but also highlights the huge positive impact of the new energy vehicle industry policy on the market. These changes have had a direct and far-reaching positive impact on China, an important market and manufacturing country for new energy vehicles.
The growth of the new energy vehicle industry indicates the widespread adoption and promotion of new energy technologies and environmental protection concepts around the world, which will have a positive impact on the entire industry chain, including A-share related concept sectors. With the development of technology and policy support, the future growth space of the new energy vehicle market is undoubtedly huge, and the long-term positive effects are worth waiting for.
To sum up, we are optimistic about the development of the new energy vehicle industry in the medium and long term, and take advantage of the opportunities provided by the industrial development to promote the sustainable development and prosperity of the global new energy vehicle industry.
2. Are you sure you want t0?
1. The daily trading volume of the market is only more than 700 billion, and there are a bunch of companies with daily daily limits.
2. Some experts have suggested that the T0 trading pilot of blue chip stocks will open the back door for quantitative trading? Today, the quantitative harvest of small-cap stocks is still elusive. We need to accelerate the harvest of big blue chips for private investors. Is it to protect small and medium-sized enterprises or to speed up the exit of small and medium-sized enterprises?
3. What will happen if the brokerage suddenly "savior alone"? Send t0 again.
Just when the three major indexes turned green and the Shanghai Composite Index fell by more than 04%, the brokerage sector suddenly rose sharply. The increase to date is more than 2%. The main reason for this is that the news about T0 has been mentioned repeatedly. There is no doubt that T0 can stimulate market volume and stimulate market activity. It can also provide some unexpected benefits. The main global market is T0 in nature. Let's mention T0 again, which is of course undoubtedly the biggest benefit for brokers. So the brokerage industry has changed.
But whether this position is up or down, I'm looking for a short-term correction. This position needs to be adjusted appropriately before moving upwards. This is a technical adjustment. Up to now, the daily trading volume of the two cities has decreased significantly by more than 160 billion. Still, one thing is clear: purchases are shrinking.
Fourth, the interest rate has been lowered! February LPR** announced: 5-year LPR** 25 basis points to 395%, 1-year LPR reported 345%, unchanged.
It goes without saying that the interest rate cut is a huge positive for A-shares, but yesterday A-shares did not **, but many popular trends were sharply**. What are the specific reasons?
In fact, everyone has also seen that this time it is "a 25 basis point cut in the 5-year LPR". The 5-year LPR is basically in line with the mortgage rate, which is good for the real estate sector. A-shares benefited from the "1-year LPR" without interest rate cuts, so the overall performance of A-shares was average. It can even be said that the 1-year LPR rate has not fallen. This was lower than market expectations.
At the end of the day, the market is still driven by the banking sector and high-dividend stocks, and the market is still the market with the index and the bottom not.