The rescue funds allocated by the national team! The five major news in the early hours of this morning are in full swing
1. The "bailout" fund was allocated again. This time the signal was extraordinary. What I want to convey is the awkward situation we face. After entering this week, when the Shanghai Composite Index stood above 3,000 points, the wait-and-see atmosphere of market funds was rekindled, in fact, everyone expected a correction at this time, and it was certain. The national team will not continue to rise. Many people who were short of funds before seemed to be waiting for a double dip, but the funds did not enter the market.
For those who are in control of the overall situation, the reason why some funds cannot be given the opportunity to "suck low" here is because the market sentiment has not fully recovered, and if it relaxes at this time, all the results of the previous bailout may be in vain. Flooded. In this case, no matter what happens, we have to make sure that the market is strong and that the center of gravity does not shift significantly at 3000 points. Therefore, when the market enters the wait-and-see pattern, the market can only recover if the bailout ends on its own, or if the short squeeze is implemented after 2600 points.
2. A number of issuers revealed their repurchase plans later!
So far, 14 A-share issuers have announced their buyback plans. Please note that the repurchased shares will be used for cancellation (reduction of the company's registered capital). In other words, it doesn't translate into selling pressure, which leads to a market crash, and that's good!
3. The Shenzhen and Shanghai Stock Exchanges jointly held a trading compliance training for quantitative private equity institutions: they will accelerate the establishment and improvement of quantitative trading regulatory settings.
Leaders and business backbones of 28 leading quantitative private equity firms attended the meeting. The main content of the training is to require quantitative private equity institutions to strengthen internal risk control management, prevent situations that affect the security of the exchange system or normal trading order in the transaction process, effectively regulate quantitative trading behavior, implement transaction compliance requirements, and ensure the smooth operation of the market.
In the early stage, the market is large, and newcomers take office, and they are standardized and quantified. But in fact, quantification doesn't stop. They just need to be more restrained. They shouldn't let the market crash 30 minutes after the opening and 30 minutes before the market opens. Other times there are few rules, especially quantifying proportions. a. The equity weight is large. When the market is unpopular, volume is needed to activate the market. However, in the a** field, humans can never defeat machines! So, in this pre-conference training, at least one thing is certain, everyone must be more honest during the meeting! Do you feel like this job is like a security guard for a large event?
4. The trading volume has exceeded one trillion for 4 consecutive days! Top 10 ** Interpretation: The gradual recovery of market sentiment may support the continuation of the ** trend of A-shares.
Luckily, the trading volume exceeded one trillion. Only when there is a steady flow of funds into A-shares can the market continue**. That's the key. In addition, we should also pay more attention to trends. Recently, foreign A-shares, which have only entered within half a month, have indeed returned to the first trend, although in the short term, it is also the first trend.
As the core index of A-shares, the Shanghai Composite Index appeared on Tuesday**, nearly 03%. Other indices, however, have been less fortunate. The Shanghai Composite Index 50 fell by more than 3%, the Shenzhen Component Index fell by 023%, and the ChiNext and the Science and Technology Innovation Association also **. So indicator differentiation can describe a problem. **Views on A-shares are gradually changing. This is the first concern.
Although A-shares are **, the sector differentiation is very serious. Banks, Chinese subtitles, liquor and other heavyweight stocks are struggling to protect the market, but medicine, semiconductors, and new energy are collective**. This also proves that this round may be over.
Eventually, the initial hype about AI subsided en masse at the end of the deal, and there were no more hot spots in either city. So what will the big money do now? The only thing is to cash in the items and eat and drink when needed. If we understand this, we don't have to worry, we will rest when others are resting, and we will fight again when the right opportunity arises. That's it.
5. China and the United States are chaotic again! The U.S. plans to launch a risk review of connected cars made in China.
New energy vehicles on Tuesday as the U.S. plans to launch a risk review of connected cars made in China. It is said that today's cars are like iPhones on wheels that can collect a lot of information. If there are 3 million Chinese cars on American roads, can Beijing turn off the fire at the same time? Isn't this deliberately looking for trouble? He wanted to say that. I can also say that we are worried about so many iPhones and Tesla cars being turned off in China, but others are looking for ways to find reasons to punish us. There is nothing we can do about it, which is bad news for new energy vehicles in the short term.