Friends, the second day of the weekend has just begun, and there is relatively a lot of news, such as the central bank's announcement in the field of payments, the adoption of large-scale equipment renewals, and the trade-in plan and work of consumer goods. Meetings of the Ministry of Housing and Urban-Rural Development; In addition to these are not enough, there are the following four major news that have attracted much attention, each of which is more important for **: The Standing Committee of the State suddenly made a statement! The four major news in the early hours of this morning officially fermented
1. First of all, the most directly related to the ** transaction is the news that the "T0" trading system is expected to be liberalized; As soon as this news came out, it immediately caused heated discussions among shareholders. It is expected that the system will be implemented at the important moment next week: can the T0 trading system be liberalized? Do you support it? Everyone has a different opinion;
However, in terms of feasibility, even if the T0 trading system is restored, it will only be a pilot project. In the main board sector, ** shares will start with good liquidity. At the same time, it will be implemented first for ** investors. It is also important that the institution will not be open for the time being (the institution itself has T0 trading tools), and at the same time, it must be supervised and protected, and the rule of law is very important.
If it is really liberalized, it will be good for the brokerage sector, but now it is more like a warm-up before the discussion. There are also many investors who do not agree to liberalize, mainly because they are worried that institutions will use large funds to cut them. There's a reason for that.
2. Secondly, the Nasdaq index of the United States hit a record high again.
The latest news on March 2 was positive on Friday evening. CSI Overseas China Internet rose 248%, New Oriental rose sharply, Tencent, Alibaba**, good for Hong Kong stocks. Sanshort A50 Index **6%, because there will be 17 billion yuan of incremental funds to long A50 next week, so there is a high probability that A-shares can stabilize 3,000 points, or even hit 3,100 points.
Moreover, at present, there are trillions of yuan of capital trading volume in A-shares every day, indicating that the market is not short of money and there are opportunities to make money. However, the money-making effect is expected to be weaker than in the previous two weeks. The overall pattern of stability maintenance is over, and investors and fundamentalists need to grasp the main line of artificial intelligence to have the opportunity to make money. In addition, the Nasdaq index also hit a large **114% on Friday night. This year, we will continue to value invest in US and Japanese ETFs**, and the bottom can remain unchanged. Every big deal is an opportunity for a low price. Buy low and sell high to reduce the cost of ownership. If it continues, the profits will increase. Don't have linear thinking. Unilateral ** is impossible. will fluctuate upwards. 2024 will fluctuate on a large scale, wait and see!
3. Over the weekend, the NASDAQ hit a new high! NVIDIA and AMD soared again to record highs! Meta and TSMC also followed by a significant margin and hit new highs. The performance of Chinese concept stocks was weak, and the three short concept stock ETFs were substantially **. The ISM manufacturing industry in the United States unexpectedly accelerated its contraction in February, releasing easing expectations. In March, Europe, the United States and Japan** all got off to a good start.
4. The Standing Committee of the People's Republic of China passed the Action Plan for Promoting Large-scale Equipment Renewal and Consumer Goods! There is no doubt that this is a good thing for industries such as home appliances, automobiles, machine tools, etc., and it is exciting because they have been ** before! Now the implementation of special policies will more directly and effectively stimulate related industries. Come on, next week, A-shares will strive to rise for five consecutive days, let's play for a while!
In the case of AIPC, it has been discussed in this Wednesday's article.
Yidao Information, Everbright Tongchuang, Green Seiko, Zhiwei Intelligence, Spring and Autumn Electronics, China Software, etc., have gradually improved in the past two days, and the market outlook is still worth paying attention to.
In terms of dark lines, chip semiconductors are still dominated by memory chips, optical chips, chiplets, etc., and new energy should be dominated by hydrogen energy + fuel cells and solid-state batteries.
Next week, the big aces will go into the two-game time. It is not only normal for the index to fluctuate around 3,000 points this week, but also with the intention of maintaining stability.