2024-01-27 00:06:38
Three major news of the evening will be released over the weekend.
The market was still in the ICU last week, but entered KTV this week. Unknowingly, the market has reached 2900 points, and closed the Zhongyang line with heavy volume on the weekly chart. This positive line is a bit like the Zhongyang line on July 28 last year, which was active at the time. Statements about the capital market and boosting investor confidence attracted a large number of off-market funds to enter the market, but then the market began a slow decline. The market did not have the lowest, only lower, and has continued to fall to the current 2724 points. This Will history repeat itself? Although the market has reached 2900 points, I would like to ask, has your money come back?
I bought PetroChina, the index was 2900, my money returned to 3500 points, and I was in KTV;
I bought real estate, the index was 2900, the money returned to 3100 points, and people were traveling in the stock market;
I bought technology stocks, the index was 2900, the money was at 2800 points, and I was seeing a doctor;
I bought new energy, the index is 2900, the money is at 2700 points, and the person is in the emergency room;
I bought pharmaceutical stocks, the index is 2900, the money is at 2500 points, and the person is in the ICU;
I bought the WuXi series, the index is 2900, the money is back 1900 points, and I am in the morgue!
This is A-shares, this is life. Excuse me, where are you?
1. The China Securities Regulatory Commission releases multiple benefits
The China Securities Regulatory Commission held a meeting last night and released multiple benefits, mainly focusing on the following points:
1. It is necessary to highlight the investor-oriented concept and focus on improving regulatory rules such as issuance pricing, quantitative trading, and securities lending. The investor-oriented approach is here. Do you feel that your status has suddenly improved a lot? This is the positioning a health market should have! Restrictions on quantitative trading and short selling led to the current sharp rise in blue chips and the daily limit of PetroChina, which was unimaginable before.
2. Efforts should be made to enhance the inherent stability of the capital market and accelerate the implementation of the pilot reform of long-term stock investment of insurance funds. This has been mentioned many times. If we remember correctly, it was already promoted in 2015 when Stock Z was launched, and it is still on the road. If it is not launched, the day lily will be cold!
3. Promote the inclusion of market value in the assessment and evaluation system of central and state-owned enterprises, and increase the constraints on low-valuation listed companies from the perspective of information disclosure and other aspects. This is the main reason for the recent surge in SASAC stocks, which is a bit beyond expectations. That is, central enterprises are also included in the assessment. Central enterprises account for a larger weight in the market index, which is good for the market. However, if only blue chip stocks are boosted, small-cap stocks will be Disaster is coming!
However, the market has already shown early performance of these benefits last week, and now it is time to see how they are implemented. If they are all implemented, we believe that the long-term slow growth of A-shares is worth looking forward to!
two,The State Administration of Financial Supervision held a meeting to deploy and implement work related to the urban real estate financing coordination mechanism
After the real estate market rescue last year, the final situation is not very good, but real estate is still the lifeblood of our economy, involving dozens of industries. If real estate is stable, there will be no problems with the market economy, and there will be no problems with the stock market. Now the national financial supervision and management The General Administration held a meeting to deploy and implement work related to the urban real estate financing coordination mechanism, which is a great benefit to the real estate sector.
In addition, in this round of rebound, the real estate sector should be the strongest performing sector after the Zhongzi first-class sector. The real estate sector index has rebounded by nearly 10% from the low level. Therefore, the market hot spots are still low-level blue chip stocks.
three,WuXi AppTec: The company’s business development will not pose a risk to the security of any country
On Friday, WuXi AppTec single-handedly took down the entire pharmaceutical sector. The reason is that there are sanctions on the other end. This is just a proposal. It is extremely unlikely that it will become a law, and it will take several years. Now that the A-share market has just gone better, the United States has started to cause trouble and make some small moves. However, this only shows that the trend of A-shares is too weak and has no backbone. Others can overthrow A-shares with just one word.
However, WuXi AppTec also had its own reasons. First, it suddenly made a negative move on December 4, 2023, lowered the number of projects, and revised down its annual performance guidance for 2024, which resulted in a 7% drop on the day and the collapse of the entire A-share pharmaceutical sector. .
Subsequently, the management increased its holdings at a low level, and issued a briefing on January 10 this year, saying that the number of new projects reached 123, an increase of 41 from November 2023, which greatly exceeded market expectations, and the stock price subsequently rebounded.
Now the United States is making small moves again, and the stock price has dropped to the limit again, bringing down the entire pharmaceutical sector. It is recommended that everyone stay away from stocks like this. One moment, one’s own performance changes, another moment there are external sanctions, one moment the major shareholders increase their holdings, and the next moment the major shareholders reduce their holdings. Is this a monkey trick?
I’ll explain other news tomorrow. It’s the weekend. Everyone spends the weekend with peace of mind. I wish everyone a happy weekend. Please pay attention to the trend cruise and not get lost.
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