**10,000 Powder Incentive Plan In the morning, Shanghai and Shenzhen** opened flat**, and the GEM was relatively strong.
At noon**, the Shanghai Composite Index edged up 022%, the Shenzhen Component Index fell slightly by 003%, the GEM index rose 064%, the turnover of the two cities was 720.6 billion, an increase of 53 billion compared with the same period of the previous trading day.
In terms of industry sectors, ships, communication equipment, oil, coal and pharmaceuticals led the gainers, while real estate, insurance, public transportation, household goods and diversified finance accounted for the decliners.
*aspect,**1540 shares,**3689 shares,53 shares up,16 shares down,half-day median**0.92%, the money-making effect has ebbed.
Northbound funds sold a net of 362.4 billion, with a net outflow of 231 main funds0.8 billion.
Traceability perspectiveIt is expected that in the next week, the main tone of A-shares may still be **, but the center of gravity will slowly move upward.
Morning Disk Observation:
1. There are only 30 points between the highs and lows of the Shanghai Composite Index, which is the result of maintaining stability at a special time point, which happens to be "seamless" with the demand of the market itself to clean up the floating chips.
In other words, the market is moving in a healthy way at the moment.
2. The trading volume in the morning increased by 53 billion month-on-month, and it is estimated that the whole day will fall at 11 trillion or so, which has formed a turnover of more than 1 trillion for 4 consecutive trading days, the liquidity center continues to rise, and the market has a strong short-term trading sentiment.
3. At the same time, financing customers continued to return, and the financing balance increased for 9 consecutive years.
According to the latest data from Dongcai Choice, as of March 1, the financing balance of the Shanghai Stock Exchange was 76399.9 billion yuan, an increase of 4$1.1 billion; The financing balance of the Shenzhen Stock Exchange is 67791.4 billion yuan, an increase of 17$6.6 billion; The total of the two cities is 144191.3 billion yuan, an increase of 21 from the previous trading day7.7 billion yuan.
4. Coal, oil and electricity led the rise, and the target of high dividends and dividends has not yet been deduced, and there should be a high point in the future.
Because: (1) although this direction has gone through a wave of **, the current valuation is still at a low level; (2) "Long money" enters the market, they can't choose the theme concept, remember the two major insurance companies to set up private equity **investment**? (3) The transformation of central state-owned enterprises and the possible change of KPI assessment will bring about phased event-driven.
5. The performance of liquid-cooled server, CPO concept and CXO concept is eye-catching. Liquid-cooled servers and CPOs were mainly spurred by the reflection of Dell's stock price rally over the weekend, as well as Lao Huang's talk about the possible realization of general artificial intelligence in five years. The CXO concept (innovative drug) focuses on a "supplemental increase".
6. The net sale of northbound funds was 362.4 billion, of which 26.4 billion, Shenzhen Stock Connect net selling 330.6 billion, considering last week's net ** of about 24.5 billion, here is characterized as a short-term tactical break.
However, the main funds "pulled across" again, with a net outflow of 231 in the morning0.8 billion, the institutional divide is too great.
7. On the news side, the capital may be slightly tight this week, with 329 billion yuan, 384 billion yuan, 324 billion yuan, 117 billion yuan, and 10 billion yuan due from Monday to Friday respectively.
In the day, YH carried out a 7-day reverse repurchase operation of 10 billion yuan today, and 329 billion yuan of 7-day reverse repurchase expired today, achieving a net withdrawal of 319 billion yuan.
8. In the afternoon, how to go for A-shares? Technically, the Shanghai Composite Index has been positive for three consecutive years, and it has been 2Standing on 120 days** in 5 trading days, it can theoretically be confirmed that 120 days** has been effectively conquered.
At the same time, the 5-day, 10-day, and 20-day ** long hair divergence upward, 20 days** is about to be a golden cross for 60 days**, and the trend and structure have not changed. Morphologically, the last 7 trading days have revolved around 3000 points**, the center of gravity has moved significantly upward, and the upward breakthrough is a bit jumpy.
Comprehensive analysisMaintaining the recent view, the medium-term trend of A-shares has changed qualitatively, and the short-term adjustment is coming to an end, and it is expected to regain the upward trend. As for the afternoon, the traceability guess continues horizontally**.
The article is a collation and reflection of traceable investment ideas, and does not constitute investment advice, for reference only).