Exchange long combo punch! The five major news in the early hours of this morning are fully fermented!
1. Northbound funds sold a net of 70 on Monday6.1 billion yuan!
Among them, Midea Group, North Huachuang, and Gree Electric Appliances ranked first in net purchases; LONGi Green Energy, FII and WuXi AppTec are among the top in net sales. Foreign investors increased their holdings in home appliances, chips and other industries on Monday**; They have reduced their positions in photovoltaics, consumer electronics, pharmaceuticals and other industries.
2. The Shanghai and Shenzhen Stock Exchanges jointly held a trading compliance training for quantitative private equity institutions!
This training will help quantitative institutions to understand the regulatory ideas and work requirements of quantitative trading in a timely and accurate manner, effectively improve the level of compliance trading, and prevent quantitative trading risks. Leaders and business backbones of 28 leading quantitative private equity firms participated in the training. This news is conducive to stabilizing market confidence.
3. "AI mobile phones in 2024*** It is estimated that the global shipment of a new generation of AI mobile phones will reach 1.7 billion units in 2024, accounting for about 15% of the overall shipments of smart phones.
The news was the reason why consumer electronics stocks moved higher on Friday and Monday. With the growth of mobile phones, performance has become excess for most people, and the image stack is approaching its limit. So, the next selling point might be to compare whose AI model is smarter and which model does a better job of interacting with all aspects of life.
4. The top ten brokerages look at the market outlook: the market recovery is expected to continue to be technical or continue to strengthen in March.
I don't care what the top 10 brokers say. I'll just say one thing: I will continue to be bullish on the technology sector (semiconductor chips, artificial intelligence, computing computers) and take heavy positions. I wouldn't hesitate to jump right in! Please reply! This year is the year of science and technology, and science and technology are the main theme.
5. Major foreign capital has been flowing out one after another! On Monday, I bought and sold A shares!
On Monday, there was a net outflow of 706.1 billion yuan of foreign capital (northbound funds), and a net outflow of 2,695 billion yuan of main funds. The continuous outflow of major foreign capital will also have a negative impact on the A** market in the short term. Only with the inflow of funds, the ** of A-shares can be sustained. Foreign-funded ** LONGi Green Energy, Fortune Federation of Industry and WuXi AppTec achieved net sales of 40.9 billion yuan, 22.6 billion yuan and 18.1 billion yuan respectively. Midea Group ranked first in net ** amount, with an amount of 34.5 billion yuan, which means that the foreign ** home appliance sector sold photovoltaic electronics and pharmaceutical sectors.
Another short article related to real estate circulated over the weekend. As a leader in the industry, there may be a certain liquidity crisis, so the performance of the local real estate-related industries on Monday was very weak. Regardless of what the article says, the real estate industry is clearly going through a period of pain, so don't fight this cycle. In the future, real estate differentiation will be more obvious. Only cities with an influx of people have potential. The market volume increased slightly, the differentiation began, and today enters the time window of market changes!
Since February 5, when the Shanghai Composite Index hit a 263509 point low in the year, the Shanghai Composite Index has continued to hit new highs in this wave**, indicating that the center of gravity continues to climb upward, thereby driving a qualitative improvement in the overall pattern. Although in the course of the past three trading days, the intraday high has never reached 3050 points and a half, giving people a feeling of powerlessness to attack upward. However, Xiaomi believes that only such a step-by-step ** can make this ** last longer. Once the pace is too large, short-term profit-taking and early hedging orders will disappear in a hurry, which can easily trigger a "crash pattern" sell-off, which will quickly cool down market sentiment.
On Monday, the trading volume of A-shares exceeded one trillion yuan for the fourth consecutive day, and the Shanghai Composite Index also rose for three consecutive days. On the surface, the market looks healthy, but in reality there are some changes hidden. The next key is how to address the above two shortcomings. A better way is that when there is no problem with the liquidity of the end market, whether it is the main board or the GEM, only the weight is pulled, which is related to the artificial intelligence industry chain. This not only gains market recognition for the hype trend, but also maximizes market share. A big one can stabilize the index, so why not.
As for whether this can be so, it depends on the final changes in the market. For bulls, there should be no problem this week in the face of headwinds from market changes. On any level, will it happen again next week? It's hard to say whether it will be able to hold on. I still think that the market will move in the direction of the bulls, and it will inevitably end up. On Monday, **low opened** higher, but *** less than 2,100. The divergence of thematic stocks began to emerge after the rally. Today ** is likely to turn positive again, or even reach or break through 3080 or even 3100 points. Because 3089 is a big pressure point, let's look at 3080.
All in all, the FTSE A50 index was **024% overnight. Therefore, it is expected that Tuesday ** will open slightly lower, and then inertia will rise, continue to hit the upper 3050 points and a half, and close the sun**. ##