Recently, the style of ** has changed, and the European stocks and U.S. stocks have started a sideways trend, making the current A-share style change from the theme of small market capitalization to the blue-chip fluctuation of large market capitalization.
In addition, the artificial intelligence that has risen strongly before, due to the general decline of the technology sector of the US stocks, has also amplified the short-term risk of the semiconductor and software sectors, making the hype of some of the technology sectors decline regardless of whether it is the Growth Enterprise Market or the Science and Technology Innovation Board, making the first fluctuation in March not as strong as in February.
The reason for this is that the turnover of ** has exceeded 1At the time of 3 trillion, the turnover at that time made the funds that went short began to buy, which affected the investment plan of institutional investors at the 3,000-point position.
This time 1The volume of 3 trillion yuan in turnover has also made some funds in the technology sector, which has risen to a high point, sell, and the overall trend has not yet seen a reappearance of the big rise in February.
Everyone should be mentally prepared that ** is likely to repeat history?
The tailwinds are coming, and the Fed has indicated that it may cut interest rates appropriately at some point this year.
Previously, the Fed said that it was too early to cut interest rates and that it was likely to delay it, but now it has begun to change its tune. Peony believes that the earliest is likely to start a rate cut on March 19-20, or April 30-May 1.
The Federal Reserve's interest rate cut is a particularly big positive for the world, and the coming of the interest rate cut will make the dollar index **, after the dollar index**, the RMB will appreciate, and the main rising wave of A-shares is hopeful.
The previous *** has risen sharply, and the funds behind will also tend to invest in U.S. stocks and A-shares in risk assets.
More importantly, if the US dollar is **, the northbound funds' investment in A-shares will begin to increase the amount of funds, and it can be understood why the northbound increase in A-shares in February exceeded 50 billion yuan, which is likely to have predicted the timing of the Fed's interest rate cut this year.
Peony believes that if this expected good news does not land, whether it is U.S. stocks or A-shares, the following trend can still be expected.
Especially for A-shares last year, this year's **In the initial stage, the Fed's interest rate cut is a big good news, which may increase the magnitude of **.
In addition, ** to rise, the financial sector also needs to be good, this year's brokerages have set off a wave of repurchases, from January to March, more than 10 brokerages disclosed the repurchase plan and the latest progress.
The repurchase side of brokerages also reflects that many brokerage companies believe that the company's valuation is low, which is essentially bullish on the trend behind the brokerage sector.
Some brokerage companies are still canceling shares after repurchases, indicating that the good news of the brokerage sector will make the trend of financial leadership likely to come in mid-March and April.
With the news of "T+0" is also hype, after the phased sentiment of the brokerage sector recovers, the three major stock indexes are not expected to start the trend of continuous decline.
Everyone should be mentally prepared, this time, it is likely to repeat history, and the trend led by the brokerage sector will repeat itself.
Every bull market in history is not possible without a brokerage. From 2019 to 2020, the brokerage sector also generally climbed.
If the brokerage sector starts to rise sharply in March and the following months, the high point of the Shanghai Composite Index will not be limited to 3200 points, 3300 points, investors can use their imagination.
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