It is equivalent to suspending the IPO! Today's four major news shocks are coming (32）！
1. It is equivalent to suspending the IPO! Up to 54 cancelled orders! New share issuance hit a new low in February: no new acceptances were accepted in Shanghai and Shenzhen.
The significance of the index rise, is not to let ** blood, but the return to normalcy of the IPO, 3 April annual report, a quarterly report performance disclosure period will have a short-term peak risk, short-term profit and loss ratio logic has changed, not 2600 points, it can be expected that **600 points only need to bear 200 points**, now it is 200 points**, but there is a probability of a short-term sharp drop of 400 points. Sometimes I'm speechless, and at 2600 points, I still can't wait to close my account tomorrow, and now I feel that I want to unilaterally ** to 4000 points.
Is there a profit to be made in this way? 2600 points to cut the meat and leave, 3000 points to start chasing high? What rises out is short-term risk, trading strategies are divided into short-term, medium-term, and long-term, and a point of view is meaningless without its context. When you talk about the short-term trend, he starts to discuss the long-term trend, and when you talk about the long-term trend, he changes the topic and talks about the short-term trend......
Second, I really dare to fry.
1. Domestic big funds, including free capital, really dare to speculate, Nvidia mastered the core technology performance increased by 586%, the price-earnings ratio was only 69 times, and Zhongji Innolight increased by 70% and the price-earnings ratio was 70 times.
2. On the other hand, the technology stocks of our A-shares, the P/E ratio of TCL Technology is 57 times, Sugon is 48 times, Inspur Information is 46 times, SMIC is 60 times, China Great Wall is loss-making, Qualcomm is only 22 times P/E, and TSMC is 25 times P/E.
3. The main reason for the long-term bear market is that large funds arbitrarily speculate on the high bubble a** field.
3. Last night, the S&P 500 index and the Nasdaq both hit record highs, and the S&P 500 index closed above 5,100 points for the first time in history.
The market continues to be driven by the US earnings season and some economic data. Data showed a further decline in U.S. manufacturing in February and a weak University of Michigan consumer sentiment index, reinforcing market expectations for a rate cut in June.
Paying attention to the rise and fall of popular varieties in U.S. stocks has a good pointing significance for our A shares: Broadcom rose by more than 7%, AMD rose by more than 5%, Nvidia rose by 4%**The market value stood at $2 trillion for the first time, Qualcomm rose by more than 3%, and Meta rose by more than 2%. The computer hardware and semiconductor sectors were among the top gainers, Dell Technologies rose more than 31% to a record high since the IPO in the United States in 2019, Micron Technology rose nearly 5%, and ASML rose more than 4%. Recently, our A-share technology sector ** is in full swing, and it is also closely following the SORA and Nvidia lines of US stocks.
Fourth, the National Data Bureau and other three departments jointly study and improve the network transmission efficiency of "Eastern Data and Western Computing".
It is reported that the National Data Bureau, together with the National Development and Reform Commission and the Ministry of Industry and Information Technology, will guide China Telecom, China Unicom, China Mobile and other enterprises to strengthen innovation and exploration.
It is now the spring of March, the plan of the year lies in the spring, all parties are quickly entering the state of work, the recent policy is continuous, the release of good signals to boost confidence, during the two sessions there will be more detailed industry policies are good, the corresponding industry will have a positive impact.
The National Data Bureau made a heavy statement, which is good for computing power, optical modules, telecom operations and other industry sectors, including Nvidia rose more than 4% over the weekend to break through the market value of 2 trillion US dollars, so next week's computing power and optical modules of A-shares will be further treated as a telecommunications operation, and the overall good news will continue to be conducive to the continuation of A-shares next week.
Next week, the Shanghai Composite Index will break through 3,100 points, and the market will be thriving when the new village chief takes office, with 2,635 points ** to 3,027 points, ** 392 points. Yesterday evening, the FTSE China A50 closed slightly in the green, and the offshore exchange rate remained at 72 nearby, now these data do not have any effect on the market, and now it is a policy market.
With the recent release of Huawei P70, Huawei concept and Huawei mobile phone industry chain will have a wave of **, and everyone can subdivide ** to prepare for next week on the weekend. Now we are walking on the policy side, we have to get out of the bear market mentality, although this wave is not a bull market, but the policy side of the trend, we cherish the opportunity, don't be scared by the previous **, confused by the real market.
Personal opinion: Now everyone is ready to continue to suck low, two words to increase positions, three words to increase positions.