The three major stock indexes rose and fell back today, starting a sideways trend. It is gratifying that the GEM still maintains strong volatility, so that many short-term cycles have not affected the structural opportunities.
Peony believes that the important meeting is coming, and the small ** after the good start of A-shares is likely to be the uncertainty of some institutional investors about the news, so that there are funds to choose to sell in the current position, which has deepened the divergence of **, and the energy of the bulls has not continued to vent and amplify the upward trend.
Fortunately, although today's ** is fierce in the long and short competition, there is still no sharp fall, it can be understood that the bullish funds are slightly better than the bearish funds. Will the trend continue? Or are you ready?
2 messages are coming
News 1: In early trading today, some brokerages analyzed that this time AI** may exceed last year.
The reason for this is that** at the bottom of history, February is the over-falling repair, followed by the advent of the main line. There are three phases of a structural bull market, the first wave is the general rise, the second wave is the main rise, and the third wave is the top up.
Peony also expects that this year's ** is a bull market, but Peony is more inclined to this year's ** structural bull market at the beginning, followed by a bull market with a general rise, which is different from the view of brokers.
Although the main line has not yet been determined, many sectors have climbed. If the main line is the main rise in computing power, the short-term ** of the three major stock indexes will not amplify the sentiment of killing and falling.
In other words, the main line in 2023 is not clear, and the start is the climbing of large-capitalization sectors, and small-capitalization sectors are generally **.
In 2024, when the 2023 annual report and the first quarterly report are successively disclosed, and listed companies are actively repurchased, quantitative trading, financing and other norms, the overall environment of the three major stock indexes will change.
Regardless of whether AI's ** will exceed last year, the sentiment of ** and the enthusiasm of the sector have been activated, and the trend behind is still a situation of small falls and big rises.
News 2: After the Shanghai Composite Index rose back to 3,000 points, the decline of the partial stock hybrid ** narrowed to 4 this year12%, the "blood return" of active rights and interests is accelerating.
There have been more than 2,900 active interests**, and the recent **amplitude has exceeded 10%, indicating that the current **, if it continues to climb, **income will turn from falling to rising.
Peony believes that maintaining plate rotation is a manifestation of a healthy trend. It was a strong high-dividend sector**, and then a growth theme**.
Today, the three major stock indexes started sideways after the rise and fall, and the high-dividend sector and the growth sector are still rotating.
Without depth, it can be understood that with the increase in equity, many investors are likely to accelerate the investment of funds, which will amplify the opportunity of 3,000 points and reduce the pressure of 3,000 points.
Will A-shares usher in a new round of **?
From the perspective of news 1, if computing power is the main line, the hype of ** is activated, and the three major stock indexes will not continue to fall.
News 2 shows that the number of active equity returns is surging, and it is hoped that more investors will start to enjoy the trend behind the more, and it will also attract funds to actively participate in the upward trend.
Peony expects that A-shares will not usher in a new round of **.
To be honest, there is no longer the bearish energy to continue to kill. When the good news is maintained every week, the Shanghai Composite Index has stabilized at 3,000 points, and the energy behind it is very strong.
It's not easy to be original, peony investment ideas, for reference only, thank you for the little thumb below!