On February 5, Tian Huiyu, the former president of China Merchants Bank, was sentenced to a suspended death sentence in the first instance, involving more than 500 million yuan, using undisclosed information trading, insider trading, and leaking insider information to illegally make profits2900 million, there are still several "tigers" in the financial field that have not yet been sentenced. This is called knocking on the mountain and shaking the tiger, killing the chicken and setting an example for the monkey, and forming a deterrent to those who seek improper profits through illegal transactions in the market.
On February 7, the Communist Party of China decided to appoint Comrade Wu Qing as Secretary of the Party Committee of the China ** Supervision and Management Committee and remove Comrade Yi Huiman from the post of Secretary of the Party Committee of the China ** Supervision and Management Committee. ——When he was entrusted with the defeat of the army, he was ordered to be in danger.
On February 9, the China Securities Regulatory Commission (CSRC) imposed an administrative penalty on Shanghai Silchip Technology's illegal act of fraudulent issuance. - I was fined before I went public!
The above measures have released a very strong signal, and the country's determination and confidence to get it up are very resolute.
During the Spring Festival, the internal benefits continued, such as the travel consumption data is very hot, but the most worth saying here is that the financial data released by the central bank in January exceeded market expectations, which will encourage the A-share ** after the holiday. Social finance increased by 6 in January this year5 trillion, an increase of 506.1 billion year-on-year, a record high, far exceeding market expectations of 58 trillion, which means that enterprises' demand for credit has increased significantly, and enterprises are optimistic about the economic rebound this year, and investment confidence has increased significantly.
What is particularly exciting for the market is the data change in M1 and M2, which increased by 5% year-on-year in January9%, an increase of 46 percentage points, M2 increased by 87%, down 1. month-on-month0 percentage points, M2-M1 scissors difference narrowed by 56 percentage points, this is a relatively rare phenomenon, which is not only during the Spring Festival, the market demand for cash flow increased sharply, but also the business conditions have improved, at the beginning of the year enterprises began to take the initiative to invest in inventory related to the factors, but also with the monetary policy to promote the relationship, even during the past Spring Festival, the growth rate of M1 in January increased so sharply is rare.
In January, the financial data achieved a "good start", the domestic market has abundant liquidity, and since October last year, the national team has a net inflow of more than 400 billion by increasing its holdings of ETFs.
So what's next for the market?
We believe that the market bottom has arrived, and the bull market may set sail!
In terms of operation strategy, the pre-holiday volume can exceed one trillion yuan, the post-holiday volume can continue to be released, and the technical conditions for the reversal of A-shares are basically available, so in terms of operation, we recommend light index, heavy **, and structural adjustment, but we must avoid strong stocks and junk stocks in the early stage.
Vertex Financial Investment Consultant: Li ZhiLicense number: A0380623120005
The above content is for reference only and does not constitute investment advice. Investment is risky, and you need to be cautious when entering the market.