After the opening of the market on Monday, ** showed a trend of divergence between long and short. The three major stock indexes continued to fluctuate sideways in a short period, and although the number of *** increased sharply, it is gratifying that the Shanghai Index and the Growth Enterprise Market did not fall sharply. In addition, northbound funds have also shifted from the previous large-scale selling to increasing their holdings of A-shares, indicating that the overall market is still maintaining upward volatility. Peony pointed out that there is a difference in the trend of the sector and the stock index, the stock index is strong, while the sector is generally lower, which may be a sign of institutional investors changing positions.
Expansion: Recently, the market has intensified, investor sentiment has fluctuated greatly, and the market has shown a clear trend of differentiation. Investors need to subdivide the sector, pay attention to the trend, and grasp the pulse of the market. Although the trend of the stock index is optimistic, the performance of the sector is not satisfactory, and the investment strategy needs to be adjusted in time.
News 1: ** hit an all-time high. Comex ** sharply ** yesterday **, touching 2128$4, which is 2152 from the all-time high$3 is less than 2% short. *Mainly driven by increased expectations of Fed rate cuts. The recent continued weakness in the U.S. dollar index has prompted ** to move strongly higher on the back of buying and increased expectations of interest rate cuts. Peony believes that although the Federal Reserve is hesitant to cut interest rates, the market generally expects that interest rates will be cut in the first half of the year, which is positive for the best and the world's best news. Therefore, the current market differentiation trend is not affected by negative news, but more like a build-up for the future.
Expanding: **As a safe-haven asset, it has attracted much attention, and its **trend has important guiding significance for investors. The direction of the Fed's policy will have a direct impact*** It is worth paying close attention to, and investors need to take risk prevention measures.
News 2: On the same day, the three major stock indexes diverged, and the financial sector rose against the trend, especially the banking and insurance sectors, which led to the Shanghai Index and the Growth Enterprise Market (GEM) opening gradually. Peony**, the high-dividend sector once again attracted funds into the market, and institutional investors have grouped together in the high-dividend sector, pushing the financial sector to bottom**. At present, the dividend yield of the high-dividend sector has exceeded 5%, attracting more attention from value investors, which also plays a certain role in supporting the Shanghai Composite Index to stabilize at 3,000 points. In response to the divergence of the market at the 3000 point, more funds are expected to gather in the high-dividend sector, forming a healthy sector rotation trend.
Expansion: As one of the market vanes, the trend of the financial sector has an important impact on the overall situation. Investors need to be cautious about grasping investment opportunities in the financial sector to improve the success rate of investment.
Based on the analysis of the above news, investors generally expect the Federal Reserve to cut interest rates in the first half of the year, so it hit a record high, and the world still has a tendency to do so before the good news is implemented. In addition, sectors such as the financial sector performed positively, and the market as a whole was bullish. Peony judged that A-shares will continue to be the first, not the first pattern. In February this year, the reversal was launched, and it is expected that the second wave of investment may be presented in the next March.
Conclusion: The investment market is volatile, investors need to remain calm and rational, grasp market opportunities, rationally allocate investment portfolios, and achieve better investment returns. Thank you for your reading support, and I hope every investor can get a satisfactory harvest in **.