After the opening of the market on Monday, there were signs of deepening long-short divergence. The three major stock indexes showed a short-term sideways movement, while the number of *** increased sharply. However, it is gratifying that the Shanghai Composite Index and the Growth Enterprise Market have not seen a significant increase, and northbound funds have also turned from large-scale sales to increase their holdings of A-shares, showing that the overall trend is still developing towards a rising trend. It is observed that the trend of different sectors, ** and stock indexes is not the same, and the phenomenon of strong stock indexes and generally lower sectors is observed in **, which may be the phenomenon of institutional investors changing positions. Whether it will continue to rise sharply in the future has become the focus of investors' attention.
*Volatility as the U.S. dollar index moved lower, leading to a sharp move to a new all-time high. The expectation that the Fed may cut interest rates in the first half of the year has driven the strength of the Fed. Although the Fed has been hesitant to cut interest rates, the market widely expects the outlook to be skewed upward, and this optimism has contributed to the positive and global positives. It can be seen that the recent divergence trend is not affected by negative news, but more like accumulating energy for the future.
In the case of today's divergence of the three major stock indexes, the financial sector rose against the market, especially the banking and insurance sectors, which made the Shanghai Index and the ChiNext market fall first and then rise after the opening. The high-dividend sector has once again attracted capital participation, and institutional investors have focused on the high-dividend sector, prompting the financial sector to bottom**. The dividend yield of the high-dividend sector has exceeded 5%, attracting more value investors. The ** of this sector helps to support the Shanghai Composite Index to stand firm at 3,000 points. Compared with the previous situation where the small-capitalization sector rose and the large-capitalization high-dividend sector was organized, today's small-capitalization ** generally fell, and the high-dividend sector played a protective role. In addition, the market divergence at the 3,000-point level will also lead to more capital flowing into the high-dividend sector, forming a healthy sector rotation trend.
As soon as the news mentioned that the market expected the Federal Reserve to cut interest rates in the first half of the year, which was good for the world and maintained the expectation of an upward movement. News 2 highlighted the contrarian performance of the financial sector, with the high-dividend sector attracting more capital, keeping the overall market bullish at bay. Based on the two news, A-shares are expected to continue to rise sharply, rather than transfer to **.
In February this year, the reversal trend was launched, and then the second wave of *** in March may be ushered in in the investment process, we must pay attention to market changes at any time, rationally judge the impact of news, and flexibly adjust the investment strategy according to market trends. **Investing is challenging, but it also contains unlimited opportunities, and I hope that investors can strengthen their confidence and achieve wealth appreciation.