This weekend has a lot of blockbuster benefits, especially the continuous sharp comments of the official media, pointing directly to the pain points of the market, which can be said to not only point out the direction for the second half of the year, but also speak the voice of retail investors. So after the official media blows, tomorrow is the opening debut in July, will A-shares rise or fall? After reading this article, the answer will be given to you!
Yesterday, I have briefly sorted out some macro news with you, and I will continue to make a supplement today. First of all, the village made it clear that it will further enhance the adaptability and pertinence of securities lending and quantitative supervision, and will improve the investor compensation and rescue mechanism. Reminiscent of the 19th official media's advance briefing on refinancing and quantification, it is not ruled out that there is a possibility of a suspension in the future.
In fact, this week's market performance, everyone should be able to clearly see the harm of quantification and refinancing, after the net inflow of domestic institutions began on Wednesday and Friday, A-shares have pulled out of the mid-yang line in these two days. The above has been emphasizing the expansion of patient capital, but refinancing and quantification are real short-term thieves, and there is a high probability that there will be intervention after the official media briefing, so you might as well wait and see.
The latest data showed that the manufacturing PMI was 49.5% in June, basically unchanged from the previous month. In the first half of the year, whether it was infrastructure investment, special treasury bonds, or equipment trade-in and a series of other policies, the mainland's manufacturing industry was still below the withering line, which showed that the landing was less than expected. Releasing water in the second half of the year is the last word, and small rivers will be dry without water!
The next is mainly based on the news of industry and economics, Shenzhen has a big blockbuster, the Shenzhen-Zhongshan Corridor opened to traffic today, this super project across the Lingding Ocean, or will promote the Guangdong-Hong Kong-Macao Greater Bay Area (east and west coast) involving 9 trillion industrial integration directly to a new level. A 30-minute drive, the moat becomes a thoroughfare, which is good for Zhongshan and Zhuhai and other related beneficiary industrial chains.
As for the direction of low-altitude economy, Zhejiang and Zhuhai have set up low-altitude industrial entity companies, and Shenzhen can also fly, which is directly led by the government or even operated in person, which is enough to show how broad the prospects of this track are. In the next three years, policy support should be the direct driving force, and other directions are basically more mature, and flying cars are the most beneficial track.
After all, Zhejiang, Zhuhai and Shenzhen, which are the first to pilot the project, are all relatively complete in the surrounding facilities, and it can be said that the current market of consumer, industrial and traditional general aviation has been relatively mature and has reached a relatively saturated state. The remaining eVTOL is still in a state of global competition, and the airworthiness certificate is a prerequisite for the commercial operation of eVTOL, which is worth paying attention to.
In addition, as soon as we issued the regulations on the management of rare earths, we began to get anxious and expanded the continental shelf of the Ogasawara Sea Terrace by 120,000 square kilometers. It is reported that the seabed storage of rare earths in the above-mentioned sea areas can be used for hundreds of years, which is obviously to get rid of the dependence on China's rare earths, sanctions to encircle us for so long, and now the knife falls on yourself, you know that it hurts, should!
To sum up, the overall news is still positive, but for tomorrow's market, after the end of the "money shortage" season in June, if domestic institutions do not take the initiative to smash the market, with the bottom of the "multi-artillery" bottoming signal, tomorrow July should be off to a stable start. It's just that in terms of direction, there are more good directions on the weekend, and the probability of continuous general rise is not large, and waiting for the birth of the main line around the layout of the main line is the last word.
is still the same sentence, the second wave A has been adjusted for 25 trading days, and whether it is a rebound or a box shock grinding bottom, it is basically not the time to cut the meat, and it is the right way to take cheap chips with blood. Follow me, I'm @TrendRadar168!