Cancel quantization, ban short selling! The six major news in the early hours of this morning officially fermented
1. About restarting quantitative trading! It is rare for the Shanghai and Shenzhen markets to speak out again! OVERVIEW Hosts 28 Leading Quantitative Private Equity Trainings!
According to the Shanghai and Shenzhen Stock Exchanges, the Shanghai and Shenzhen Stock Exchanges recently jointly held a trading compliance training for quantitative private equity institutions to help quantitative private equity institutions understand the regulatory ideas and work requirements of quantitative trading in a timely and accurate manner, and effectively improve the trading compliance of quantitative private equity institutions. Transaction compliance rate to prevent quantitative trading risks.
The intention is clear, or because of the resumption of quantitative trading, the business leaders and backbones of 28 leading quantitative private equity institutions are involved. Quantization should be canceled immediately, so why train? If the existence of quantification is meaningless, ban it, ban quantification, cancel quantization! No short selling! Quantitative trading should be closed forever! Otherwise, he will never rise!
2. As the world attaches more and more importance to environmental protection and sustainable development, new energy vehicles, lithium batteries, and photovoltaic modules are gradually emerging and showing a rapid growth momentum as "three new things". The growth rate of their exports is very encouraging, which not only reflects the continuous improvement of China's scientific and technological innovation capabilities, but also reflects China's important position in the global green economy wave.
As the core component of new energy vehicles, the advancement of lithium battery technology is crucial to the performance and range of new energy vehicles. With the continuous breakthrough of material science and the continuous innovation of battery manufacturing technology, the energy density of lithium batteries has been continuously improved, and the cost has gradually decreased, making new energy vehicles have longer driving range, more stable performance and more affordable**. The growth of lithium battery exports not only reflects China's important position in the global lithium battery industry chain, but also highlights the important role of China's technological innovation in the development of the lithium battery industry.
As the core component of solar power generation, the technical level and market application of photovoltaic modules directly affect the efficiency and cost of solar power generation. With the continuous innovation of photovoltaic technology and the continuous growth of the photovoltaic industry, China's photovoltaic module production level ranks among the top in the world, and the export of photovoltaic modules has also become an important support for China's photovoltaic industry. My country. China has also continuously increased its support for the photovoltaic industry, promoted the development of the photovoltaic industry from the policy level, and created favorable conditions for the export of photovoltaic modules.
3. Guangda Commission: The development of new energy vehicles of state-owned car enterprises is not fast enough, and the policy will be adjusted, and the new energy vehicle business of the three major central enterprises will be assessed separately.
4. Goldman Sachs: Maintain the A-share overweight rating, and the CSI 300 Index is expected to rise by 10% this year; Morgan Stanley: Foreign investment**Japan, India** are expected to return to China**.
5. Formulate policies to support the high-quality development of the digital economy and carry out "artificial intelligence" actions.
This year's A** session is determined to focus on technology. Again, I will continue to invest heavily in the field of science and technology (semiconductor chips, artificial intelligence, computing power, computer software, robots, etc.), come on!
6. Foreign capital flows into A-shares against the trend! I bought this A-share sector on Tuesday!
On Tuesday, the net inflow of foreign capital (northbound funds) was 155.4 billion, and the net outflow of native funds was 44.4 billion. It mainly affects long-term market conditions, long-term foreign capital outflows, A-shares**, long-term foreign capital inflows, and A-shares are not necessarily **. The main influence on A-shares is 100%, which specifically affects the daily market. If there is more outflow, A-shares will fall more, and if there is less outflow, A-shares will fall more. A-shares fell less.
The style of the market has changed and it has returned to high dividends. In the past two days, the hype around the theme and concept has shown signs of stopping, however, the general high dividend ** has provided greater support to the index and slowed down the adjustment of A-shares. For two days in a row, more than that, this is clearly a market that is cooling down due to the hype of the theme and concept.
However, the Shanghai Composite 50 index still hit a new intraday high on Tuesday, indicating that the market and ChiNext are struggling to weather the major setback caused by the sector rotation. At the same time, it also implies that the direction of high dividends has gone beyond the concept of the theme, thus heralding a strong upgrade process.
In addition, ** has fluctuated at 3000 points for six consecutive days, and has been running above 3000 points for three consecutive days, if the market chooses to continue to strengthen, and is not affected by the theme and concept generally**, the current round of the market should stabilize. Department rotation. It is necessary to continue to carve out space above it.