Yang Ma released water! The five major news in the early hours of this morning helped get off to a good start (219）！
1. Although, during the Spring Festival holiday, the economic data released by the other side of the strait showed that inflation did not cool down quickly, resulting in a weakening of the Fed's interest rate cut expectations, and the market generally expects the rate cut to be postponed to June. However, in order to ensure that the market liquidity is reasonable and abundant after the Spring Festival, the central mother on Sunday carried out a 7-day reverse repurchase operation of 105 billion yuan and an MLF operation of 500 billion yuan. Since the expiration of MLF in February was 499 billion yuan, and the central mother implemented the operation of 500 billion yuan, which means that this month is a small increment to continue, and it has been 15 consecutive months of excess MLF, so with the good news of the holiday, with the big release of central mother, the "good start" of A-shares is stable!
Second, OpenAI CEO Altman (a Microsoft-backed company) shouted a crazy number during the festival, saying that he would spend $7 trillion to reshape the semiconductor chip industry. 7 trillion dollars?! You must know that the total sales of the global semiconductor industry in 2023 will only be 520 billion US dollars.
3. During the holiday season, the hottest sector of the U.S. stock market is the artificial intelligence sector, and OpenAI's launch of the **AI model is another disruptive technology. U.S. stocks soared, led by large U.S. technology stocks. Wall Street bigwigs are in 7 tech giants such as Microsoft, Apple, and Nvidia.
Fourth, the U.S.-China concept stock index rose by 10%, and the FTSE A50 index rose by 276%, corresponding to at least **2% of the Shanghai Composite Index, reaching 2,922 points. If the volume is effectively increased, it will break through the upper band of the 7-month descending channel, and there will be a "reversal" at the dawn.
Fifth, Hong Kong stocks welcomed the Year of the Dragon with three consecutive yangs, and the Hang Seng Index rose 3 this week77%, and the technology index rose 689%！
This should be the news that stimulates A-shares the most. I used to laugh at A-shares and Hong Kong stocks as difficult brothers, but now that the younger brothers have stood up, they have to perform well as the eldest brothers. Looking forward to A-shares being able to win the Year of the Dragon today!
Summary of the news: On the whole, this Spring Festival holiday is good and negative, but it is still a little more positive for A shares. There should be no problem for A-shares to open high today, it depends on whether they open high or go high. Before the Spring Festival, I chose to hold the base for the holiday, so I accepted it calmly on the first day after the holiday. After two or three years, it's time to make a good rise!