There is no big problem for the Shanghai Composite Index to stabilize at 3,000 points, and with the recent days, the stock market is likely to have good news, so that the risk of the Shanghai Composite Index falling below 3,000 points is decreasing. If the turnover can rise back to 900 billion yuan, the short-term risk of the three major stock indexes will be cathartic.
The reason is that the GEM has broken through 1,800 points, the Shanghai Composite Index is still sideways at 3,000 points, and the A-share market shows that the GEM is leading the two cities, so that the Shanghai Composite Index will rise if it does not fall for a long time. Superimposed 3000 points is an important point for bulls to rise, falling below 3000 points indicates the overall upward trend, it is likely to have greater changes, if you are bullish on the stock market, you should not be bearish at 3000 points.
On the other hand, the current rotation between sectors and sectors is very healthy, and there are opportunities for rotation in both blue-chip weights and thematic hotspots. Excluding the ST sector, which is still falling, many sectors have also been building a phased bottom trend in recent times, which may be a sign that the rise of A-shares is getting better.
Is it likely that the big change will occur in the next two days?
Peony believes that there is a big trend in A-shares in the next two days. The reason for this is the release of 2 messages. News 1 is that 2 more listed companies have been delisted, ST Futong and ST Yilian have triggered the conditions for delisting at face value, and they will be delisted from A-shares to the old third board.
Previously, ST Sunshine and ST Meiji have also been delisted at par value, indicating that under the influence of the new delisting rules, many stocks have been accelerated out of the market.
But they all have a similarity, ST Fortis continues to have 30 down limits, ST Yilian has 15 down limits, and ST Sunshine and ST Meiji have 28 down limits. It can be understood that the ratio of delisted stocks this year and the previous delisted stocks is often a continuous downward limit, and there will rarely be an opening board in the intraday.
Peony believes that this may be a reflection of the serious differentiation of the stock market trend, many investors are likely to worry about the impact of the new rules on delisting, from speculation to the change of investment, so that many problem stocks have no liquidity, but also let the phenomenon of speculation short, speculation is decreasing.
In other words, if investors in the stock market have begun to accept value investment, institutional investors are actively holding core assets, and the daily turnover of A-shares is 800 billion yuan, there may not be a long-term general rise, but the stock market is more often a structural opportunity, a structural bull market fluctuations.
In the subsequent stock market, there is still hope that the core assets will rise, and the problem stocks are likely to accelerate the delisting.
News 2 is that brokerage institutions are unanimously bullish. Recently, a number of leading brokerages have analyzed that the A-share market in the second half of the year is expected to open the starting point of the annual rise. Some brokerages also expect that the market center can reach a new level, indicating that they are positive bullish on the stock market of brokers, and they are also optimistic that there will be a new high behind the stock market.
In addition, some brokerages expect that the market in the third quarter may usher in an inflection point, so it seems that brokerage companies are in a strong bullish attitude towards the overall market of the stock market in the second half of the year.
Peony believes that although the brokerage is bullish, it also has reference significance. After the rally in February, the valuation of A-shares is still at a historical low, which is very attractive, and it has the value of investment.
Whether it is in the short term or in the second half of the year, as long as you do a good job in core asset investment, do a good job in medium and long-term value investment, and stay away from speculation, brokerages are unanimously bullish or have a low accuracy rate, but the structural bull market of A-shares will not change.
From the news 1, with the increase in delisted stocks, many ST shares continue to fall after the liquidity is exhausted, and the daily turnover of 800 billion yuan in A shares is likely to make funds begin to concentrate on core assets and high-dividend industry investment, which will accelerate the short-term start of the three major stock indexes and end the current trend faster.
News 2 shows that although the bullish bullishness of brokerages cannot make the stock market rise, brokerages are actually bullish on the market of dividend assets, and believe that the trend of medium and large cap companies in the back of Hong Kong stocks and A shares is dominant, and companies with excellent performance and medium and large cap positive dividends are more valuable for investment. This is also in line with the expectations of the peony.
Peony expects that the big change is likely to appear in the next two days, the surge of delisted stocks, will make investors begin to embrace the core assets, the Shanghai Index has recently also opened at 3000 points to start the rise of the signs, is expected to have the opportunity to change the market in the next two days, but Peony tends to change the market.
The content does not constitute investment advice, peony investment ideas for reference, thank you for lighting up your little thumb!