Friends, there has been a flurry of important news since Saturday. After Friday**, the SFC responded to questions about IPO reviews over the past 10 years. In the evening, the National Standing Committee also released important news, in addition, the Shanghai and Shenzhen stock exchanges also issued a statement, and Chief Omura also spoke, the news covers a wide range of fields, let's analyze what signals these news released one by one:
First of all, the Shanghai and Shenzhen stock exchanges spoke out at the same time, emphasizing the strengthening of the monitoring and analysis of quantitative trading, especially high-frequency trading. In the past week, the Shanghai Stock Exchange has taken written warnings and other regulatory measures against 64 cases of market manipulation, false declarations and other abnormal trading behaviors, and launched special inspections on 26 major matters of listed companies; In the past week, the Shenzhen Stock Exchange has taken self-regulatory measures against 82 cases of abnormal trading behaviors.
Judging from the continuous trend, the protection of the market by the China Securities Regulatory Commission and the Shanghai and Shenzhen Stock Exchanges can be seen, indicating that the regulator is earnestly fulfilling its duties. In the past week, the Shanghai and Shenzhen stock exchanges have focused on monitoring more than 100 abnormal trading behaviors, which is one of the important measures to maintain stability.
Quantitative trading was originally established to provide investors with more choices, but as it has expanded, quantitative trading has become an important factor disrupting the market order. With the increase in the scale of quantitative trading, the market volatility is also increasing, and investors' transactions have become irregular, and even suffer from the impact of quantitative trading at critical moments, making investors feel tired.
Since the beginning of this year, quantitative yields have fallen sharply, and regulations have become more and more stringent, and many quantitative trading strategies have been affected or even had to withdraw from the market, which is actually a signal, perhaps quantitative trading will face greater challenges in the future, investors may have less trust in it, and trading may become more restricted.
As for the suspension or cancellation of quantitative trading, which investors have been expecting, it seems unlikely at present. In addition, the national level is studying policy measures to attract and utilize foreign investment more vigorously, and this news is mainly to stabilize foreign investment and enhance the confidence of foreign investment in China. Since we want to attract foreign investment into the market, there may be more good news in the future, right?
After all, if foreign capital wants to enter the market, it is necessary to see the quantitative and qualitative changes in the market to be reassured. In the past week, northbound funds have increased their positions in A-shares for four consecutive weeks, with a cumulative increase of more than 10 billion yuan. The movement of northbound funds is sensitive to market expectations and needs to be closely monitored.
Finally, on issues such as large-scale equipment renewal, trade-in, and reduction of logistics costs, the hot topics of discussion are mainly focused on the consumer sector.
This is actually a good signal, indicating that the stability of the economic environment has begun to focus on promoting consumption. In terms of consumption, we used to talk more about the stimulation of new energy vehicles and electronic fast-moving consumer goods, but now we have begun to see that the focus of consumption has gradually shifted to traditional consumer goods and durable consumer goods.
In addition to continuing to promote the sales of new energy vehicles and electronic products, the policy also encourages people to replace traditional consumer goods such as automobiles and home appliances, and promotes the upgrading of durable consumer goods.
The policy of sending automobiles and household appliances to the countryside at that time had stimulated a wave of consumption growth, and this replacement activity is expected to have a positive stimulus for domestic consumption. Last week, the auto sector, home appliances and consumer electronics industries as a whole began to appear**, although ** strength is not as strong as the artificial intelligence industry, but it can be seen that some funds may have begun to intervene in the lurking.
For next week, consumer goods such as new energy vehicles, home appliances, and consumer electronics may still be active, and at the same time, you can also pay more attention to the concept of plates related to the disposal of old things.
In addition, there is another direction to pay attention to next week, that is, the "unified market". This means that it is necessary to effectively reduce the logistics cost of the whole society, which is actually the construction of a unified national market that has been mentioned before. This time the policy also mentions new logistics models such as low-altitude economy and unmanned driving, will this become a hot topic of hype next week? This is also worth our attention.
On the whole, when the ** mood gradually warms up and rises with confidence, all kinds of positive news can really play a positive role. The market has gotten rid of the trend of eight consecutive days, will it be able to continue this momentum next week and cultivate the "Jiuyang Miracle"? I think investors should maintain a certain degree of confidence at this time.
At present, the suppression of short-selling forces is gradually weakening, and the sentiment trend of breaking through 3000 points is improving. It is just one step away from the gap between 3017-3022 and is expected to continue to hit upwards next week to fill the gap above. However, there may be some selling pressure to fill the gap. Although it is unlikely that the market will rise all the way, in the momentum of longing, any adjustment and retracement will attract more funds to participate, which is actually the main driving force for the follow-up to be able to gather momentum.
That's all for now, there is new news to share with you. If new friends agree, please pay attention, old friends like and share, stay tuned, time will reveal the most real answer for you.