On January 30, **all day** adjustment, the GEM and Shenzhen Component Index fell by more than 2%, and the GEM index fell below 1,600 points to hit a new low in the year. As of **, the Shanghai Composite Index fell 183%, the Shenzhen Component Index fell 240%, the GEM index fell 247%。
In terms of sectors, only the genetically modified sector bucked the trend, and CPO, PEEK materials, pharmaceuticals, advanced packaging chiplets and other sectors were among the top decliners.
Overall, there are more than 5,000 stocks in the whole market, and the turnover of the Shanghai and Shenzhen markets today is 663.7 billion, a decrease of 141.5 billion from the previous trading day.
Northbound funds were net **17 throughout the day4.2 billion, of which 250.2 billion yuan, Shenzhen Stock Connect net selling 7600 million yuan.
This week, it has fallen for two days in a row, which is quite surprising. The market is vaguely out of the pattern it had at the beginning of the month.
As of today**, the Shanghai Composite Index closed down 45%，Since the end of August last year, six consecutive shades have been recorded(including the false black candlestick for November). The cumulative decline is not particularly large, temporarily weakened from July to November 2022, the wave of 4 consecutive yin.
Looking back on history, the Shanghai Composite Index will usher in ** after closing up to 5 monthly negative candles in a row.
Tomorrow is the last trading day of January, if the market does not appear very exaggerated "ancient giant sun".A new record of 6 consecutive cloudsThe dust will settle, and there will be more investors who will pay attention to this at that time, so let's make a preview first.
Back to today's market, there are still onesNot lessThe details are worth paying attention to
First of all, half an hour before the morning session, there was a different signal on the disk - the ChiNext index replaced the Shanghai index to lead the riseThe main force that pulled up the index also briefly changed back to track stocks
However, the good times did not last long, and as CATL hit a new low in recent years, the index also fell significantly.
After that, he "recuperated" for two daysMysterious funds are starting to borrow againCSI 300 ETF Protection, several popular products have been increased many times today.
But there is also a concern that has been relying on mysterious funds to support the bottom - for those investors who have not laid out the CSI 300 constituent stocks, even if the index is supported or even **, their account funds may not be able to return to the original.
Sentiment remains at freezing point.
The limit is a multi-month low,The number of falling limits increased sharply at the end of the session, the total is the second highest point of the month.
More importantly,The "sky floor" and the "earth and sky board" appeared on the same day.
Earth and heaven areHuajian Group
There are two in heaven and earth, one isChanglian shares, two areShanghai Phoenix
Plate aspect, todayChinese prefix**ushered in differentiation, both the limit of China Television Media (6 boards), China Haicheng, as well as the limit of Chinalco International, Zhongnan shares.
After being strong for so many days, it is not surprising that there should always be disagreements and fall behind.
On the news side, yesterday, the State-owned Assets Supervision and Administration Commission held a meeting on the assessment and distribution of enterprises and local SASAC. The State-owned Assets Supervision and Administration Commission pointed out that on the basis of the early pilot exploration and accumulation of experience, we will comprehensively promote the market value management assessment of listed companies, adhere to the equal emphasis on process and results, equal incentives and constraints, quantitatively evaluate the market performance of listed companies controlled by ** enterprises, and objectively evaluate the measures and effectiveness of enterprise market value management.
The one that has sprung up isPlantation, genetically modifiedand other agricultural sectors.
On the one hand, on January 23, the State Council Information Office held a press conference on the 2023 agricultural and rural economic movements. Deng Xiaogang, Vice Minister of the Ministry of Agriculture and Rural Affairs, introduced the focus of the "three rural" work in 2024. Deng Xiaogang said that in terms of work layout, we will focus on the main line of promoting the comprehensive revitalization of the countryside and accelerating the construction of an agricultural power, and highlight the two major work sectors. The first is agricultural production with food security as the focus, focusing on ensuring the stable and safe supply of grain and important agricultural products; The second is rural revitalization, focusing on rural development and construction, focusing on consolidating and expanding the achievements of poverty alleviation and building livable, workable and beautiful villages.
On the other hand, probably also with this year**Document No. 1 is nearing publication, part of the funds in advance layout related.
Stimulated by overseas news,Brain-computer interfacesPlates also have local**, butDrive high and go lowIt's more obvious.
A few days ago, Musk announced on social platforms that neuralink, a brain-computer interface company, has completed the implantation of the first human brain-computer interface device, and volunteers are recovering well. According to him, preliminary results show that neuronal spike detection shows good prospects.
It can only be said that AI and so onThe technology line has performed poorly since the beginning of the year, the brain-computer interface sector will inevitably be affected.
In addition, the sector with the best performance this year has shifted from tourism consumption to banks.
For the market outlook, CICC believes that positive changes are taking place at the policy level recently, short-term liquidity risks have been gradually resolved, the index has a certain recovery momentum, and the overall performance of the current growth industries and small and medium-cap styles with heavy institutional positions is weak, reflecting that investors' risk appetite still needs to be repaired. Combined with the cautious expectations implied by the current low valuation, as well as the positive change in policy factors, there is no need to be too pessimistic about the subsequent market performance. In terms of allocation, in the short term, we should pay attention to the beneficiary areas in combination with policy changes, and pay attention to the combination of economic recovery and the offensive and defensive combination of dividend assets.
Investments are risky, and independent judgment is importantThis article is for reference only and does not constitute a basis for trading, and you enter the market at your own risk. Cover *** Software screenshot every reporter Zhao Yun every editor Xiao Ruidong.
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