Core assets are bought in large sums by money
After yesterday's Jedi counterattack, today's market continues to exert force, the market in the morning high open shock higher, although the afternoon shock fell back, but in the end the three major indexes rose more than 1%, has been good!
From the perspective of capital flow, today foreign capital began to buy, net purchase of more than 5 billion, from the perspective of plate funds, brewing, batteries, medical services, traditional Chinese medicine, real estate development, electronic components, consumer electronics, games, chemical pharmaceuticals, semiconductors, decoration and building materials, general equipment, insurance and other capital inflows in the forefront. And these plates, in addition to real estate, the others are almost all the plates that Dongge has emphasized before!
From the perspective of individual stock funds, the main funds flowed into Oriental Wealth, Wuliangye, Hongri Pharmaceutical, Guizhou Moutai, Enjie Shares, Vanke A, Goertek Shares, Mindray Medical, Fosun Pharmaceutical, WuXi AppTec, Aier Ophthalmology, Golden Seed Wine, China Merchants Bank, BYD, Azure Lithium Core, Ping An of China, Shanxi Fenjiu, Yiwei Lithium Energy, Watson Biology, etc. This kind of stock is the core asset that Dongge repeatedly said before.
And these core assets, under the large inflow of funds, have also risen sharply, Oupai Home, Zhuoshengwei, Aier Ophthalmology, Pilot Intelligence, Zhifei Biological, Oriental Yuhong, Mindray Medical, Makihara shares, Enjie shares, WuXi AppTec, Luzhou Laojiao, Haitian Flavor Industry, Fuyao Glass, Baosteel shares, Jinshan Office, Bull Group, Hikvision, China Merchants Bank, Weier shares, etc. rose more than 4%!
Dongge said a few days ago that he could pay attention to high-quality dragons at a low price, and now look at it, when it rises, the market and funds are still keen on these high-quality assets!
The real estate sector has ushered in a big explosion
Of course, we also see that the real estate sector has ushered in a big outbreak, Sunshine City, Vanke, Greenland, Beijing Investment Development, Suning Global, Shirong Zhaoye, New Town Holdings and other stocks have risen sharply across the board, and many shares in the sector have risen and stopped!
So, what is the logic of the real estate boom? It is the latest tone set by the upper echelons of the real estate tax, saying that this year does not have the conditions to expand the pilot cities of the real estate tax reform, the real estate tax was publicly released in April last year, and a notice was issued in October to carry out the pilot. Now it is not expanded for the time being, why? Because it is too difficult, give the real estate a little transition stage, after all, the real estate industry chain is too large, and it involves the whole body.
Seeing the real estate surge, some people wonder if there is a chance, Dongge wants to say, don't think about speculating in real estate stocks, just oversold rebound! At present, it is only an extension, and it will have to be implemented later!
Securities industry "RRR reduction"
In addition, there is another positive in the market today, the securities industry "reduced the RRR", today according to the settlement website news, in order to reduce the cost of market funds, to serve the healthy development of the real economy, from April 2022, the minimum settlement reserve payment ratio of stock business will be reduced from 18% to 16%. At the same time, some other costs have been reduced.
That's a big plus! This is another cut in the settlement reserve since November 2019. The last time such an operation, the market came out of a very considerable structural market, this time, for the current market, it is undoubtedly a big positive, so, the brokerage stocks rose sharply, Guosheng Financial control up and down!
In the long run, this is conducive to the rebound of A shares, of course, what investors are most looking forward to is to reduce stamp duty, the market after a sharp decline, in the eyes of shareholders, what is good can not catch up with the reduction of stamp duty, it seems, the people's hearts are going to ah! But the probability of implementation is not large, we still pay attention to the market!
What do you think of A shares next?
In addition, many people are concerned about the process of the Fed's interest rate hikes, will it have an impact on A shares this year?
The Fed raised interest rates by 25 basis points as scheduled, and hinted that there may be 6 more interest rate hikes this year, and we saw the Fed raise interest rates, U.S. stocks, Chinese stocks, A shares did not panic to kill, because the "boots" finally landed, and in line with expectations, interest rate hikes of 25 basis points, bearish cash is bearish, before because of the impact of the Fed's interest rate hikes, the global capital market is unusually cautious, U.S. stocks, A shares continue to be weak, and after the expectations are fully digested by the market, it is time to rise!
So, what impact will the Fed's interest rate hikes and the pace of interest rate hikes have on A-shares this year? In nature, the Fed's monetary tightening will be the main macro risk point throughout 2022. However, first, we will not follow, our currency will still be loose at present, which means that there is no problem with the liquidity of our A shares, and the A shares will not be greatly affected.
In addition, throughout the past 30 years of A-shares, the Fed's interest rate hike will have a bearish effect on A-shares in the short term, but it will definitely not change the medium- and long-term trend! Moreover, the current A-share is in the undervalued stage, after the killing of the fall of the policy care stage, so, there will be no bearish, as for the later interest rate hike, it is only a short-term bearish, so, do not worry, this year's A-share overshoot, it is worth looking forward to!
At this stage, it is still the time to choose the opportunity layout, the market has rebounded strongly for two consecutive days, the Shanghai index has stood on the 5-day line, the bottom range has been proved, the risk has been released, and the core assets can continue to be sucked low!
I'm Dong Ge, like attention, learn more!