A few core points:
1. Yesterday, the afternoon of A-shares was affected by good rumors, and there was a large-scale upward attack, which is a good thing, but we have to be polite, that is, the amplification of energy is not caused by panic in the field or outside the market, but caused by some uncertain good rumors.
This kind of good, if not verified, will lead to bad consequences, from the end of yesterday there was some fall, from the Hong Kong stocks finally fell significantly, today's A shares of the general rise is not sustainable, there are a lot of variables.
2. In terms of U.S. stocks, because the CPI data released last night was less than expected, the time and number of interest rate cuts may be discounted, so the U.S. stocks have experienced large fluctuations, which is in line with expectations, and it can also be seen that the U.S. stocks in the first half of this year may not be smooth sailing, and there may be a lot of twists and turns.
3. Let's talk more, it is rumored that the IPO will be suspended, and in the short term, this is a one-day approach! As we all know, A-shares were originally designed for financing, and it is impossible for IPOs to stop, but they are suspended now, and they want to fatten up sheep and kill them again!
In fact, if you want to boost the world, there are thousands of ways, why some obviously effective plans have been reluctant to be introduced, for example, the mechanism of opening up the first short, opening the T+0 to the first, adjusting the limit on the rise and fall, etc. These practices are not technically difficult, but the results are immediate!
It's scary to think about! 4. In terms of Hong Kong stocks, it is more affected to survive in the gap between the two major markets of U.S. stocks and A-shares.
There is an important uncertainty in this, so Angkor believes that it will be relatively safe to reduce the direction of Hong Kong stocks next, either to the United States or to A.
Recently, Angkor has made such a move, and at present, it is mainly to transfer the ** related to Hang Seng Pharmaceutical to the ** in the direction of biotechnology in the US stocks.
Of course, if Hang Seng Technology** is around 3500 points, it still has game value.
5. The Shanghai Composite Index reached a high of 2903 on Wednesday, which is indicative. Yesterday, the Shanghai Composite Index rose sharply in the afternoon, but it didn't even touch 2900 points.
Today, if the Shanghai Composite Index wants to strengthen, 2903 must be broken. We can pay attention to this. If you fail to get out of the strong and are still defined as weak**, the possibility of trying 2863 again is still not ruled out!
If we get out of such a bad situation, then we can still use a certain ** to play a better over-fall**!
6. From the perspective of certainty, U.S. stocks follow a long-term upward trend, even if the expectation of interest rate reduction weakens, but from the process of interest rate hikes to the process of interest rate cuts, which is itself a certainty. Therefore, in terms of U.S. stocks, it can continue to be long-based.
In terms of A-shares, expect more substantial positive introduction, if not, you need to continue to probe the bottom, but around 2855, it should not be broken, some people are looking forward to 2800, or even 2700**, let them dream of it! Angkor is guarding 2855!
Of course, the above is for reference! Analysis