1.**After completing the weekly line of 3 consecutive yang, next week will usher in the conference - it is said that "every meeting will fall", so next week's market ** is risky, or will it continue to rise? Special time window, pay special attention!
The mainstream play of the market continues to turn in the direction of the trend of the technology line and the big ticket, two core data can be corroborated: one is the top 10 turnover of the market today, all of which are concentrated in the technology line of AI, chips and new energy vehicles, and the second is in the daily limit**, the highest board was suppressed to the 6 boards of Dongfang Seiko, but it is the 4 days and 3 boards of the purple shares, the 4 days and 2 boards of 360 and the wave of early board information This trend is full of temperament, and it has also laid the mainstream style of the market.
2.The technology line continues to rotate, who can win the chip or AI? Yesterday, the market repaired strongly, and there was a collective climax in the short-term mood. In particular, in addition to the AI line, the new fermentation of strong branch lines is the semiconductors that exploded because of the small composition of the United States, and the hydrogen energy stimulated by good news. Today's market is still led by the technology line, AI server demand is super strong, overnight US stock AMD stock price rose more than 9%, today the big A turn to the computing power server, liquid cooling direction of hype, chips also maintain a certain degree of heat, hydrogen energy divergence, I think it is a transitional theme, and the direction of consumer electronics can be regarded as the technology line to make up for the rise.
3.Good news is released, and a maximum of 60 billion yuan of incremental funds is coming. The general meeting of shareholders of CITIC approved the establishment of a single asset management plan for investment, with a total capital of no more than 60 billion yuan, and the investment scope includes bonds
At present, the funds of ** institutional investors, northbound funds, Huijin Company increased their holdings in ETFs, and CITIC injected funds, which is expected to keep the turnover of A-shares of 100 billion yuan in order.
Previously, insurance funds have set up a private placement of 50 billion yuan of investment, and this time CITIC has invested tens of billions of funds in the future, marking the trend of brokerages and insurance funds to be bullish on the medium and long cycle. At present, the new funds near 3000 points are actively entering, and some funds that missed the opportunity are also following up quickly, which is likely to make ** no longer fall back to 2900 points.
4.Yesterday, a representative of the National People's Congress put forward a very good suggestion, and also said the voice of the public ** investors! He suggested the gradual resumption of the T0**JY system, and said that the current T1 system can no longer meet the needs of building a healthy investment ecosystem. Songyu believes that the current T1 system is extremely unfair to investors, and a reasonable plan should be learned from the next door, and the institution implements T3** to implement T0, do you approve of it? However, if investors implement T0, they must have their own JY system and set up a take profit, otherwise the risk will be greater.