The good start of July is coming, and today under the strong climb of the Shanghai Index, many stocks and sectors are rising, and the Shanghai Composite Index is only 6 points away from breaking through 3000 points. If it can open higher and move higher tomorrow, the Shanghai Composite Index will stabilize at 3,000 points.
In addition, the GEM closed a long shadow line today, indicating that the bears' energy has no advantage under the bulls' counteroffensive, and it is likely to be a trend change point after the GEM falls to 1652 points.
In particular, there are no signs of a rise and fall in the stock market at noon today, unlike the market last week, the financial sector has risen and fallen, so that the sentiment of A shares has been warmed up, so that the stock market will continue to rise or continue to fall?
On the evening of July 1, another news came out
Message 1,
In the first half of the year, the Hang Seng Index of Hong Kong stocks rose nearly 4%, the Hang Seng Technology Index fell 5.57%, the Shanghai Composite Index fell 0.19%, and the ChiNext fell more than 10%. It can be understood that the stock market in the first half of the year, whether it is Hong Kong stocks or A-shares, fell in the sector of the technology growth industry chain, and rose in the sector with large market capitalization.
In the first half of the year, 180 companies in Hong Kong stocks implemented repurchases, the amount hit a new high in the same period last year, and the repurchase amount exceeded 1,100 Hong Kong dollars, which doubled the repurchase of some companies in Hong Kong stocks, and the trend of stock prices and the Hang Seng Index was boosted.
At the end of June, a number of listed companies announced repurchase and increase plans, and 222 companies issued plans to increase their holdings in the second quarter, and the amount of repurchase also hit a new high in nearly 10 years, an increase of more than 2 times over the same period last year.
Peony believes that the reason is that this year's stock market ecology has changed, A-shares show a structural market, in order to make the stock price have performance, many companies will also release good, active repurchase is a way to enhance investor confidence and stock prices.
Perhaps this also makes the structural market of A-shares in the second half of the year still the main theme, with stable performance, active buybacks and large market capitalization companies, which will attract more institutional investors to participate in the future.
Message 2,
In this year's A-shares, large funds have frequently increased their positions, which has opened a structural bull market for the core assets of the stock market. In February, when A-shares rose sharply, the amount of large funds bought exceeded 290 billion yuan, allowing the Shanghai Composite Index to break through 3,000 points and rise back to 3,100 points.
Unfortunately, with the stock market rising and falling back in May, the Shanghai Composite Index fell below 3,000 points in June. But this time, the second round of big money is coming again. In the past 10 days, large funds have continued to buy A-shares, with a purchase amount of more than 50 billion yuan.
More importantly, large funds are buying stock ETFs, concentrated in broad-based ETFs such as Shuangchuang and CSI 3000 ETFs, so that many core assets and high-quality leading companies have new funds to start the bottoming out market, and also reduce the risk of the Shanghai Index below 3,000 points.
Peony believes that the second purchase of large funds in the year may be a sign that the stock market has begun to change, and the reason is that large funds are actively optimistic about the stock market, so that A-shares are in a structural bull market, not only to protect the support of 2900 points, but also to buy high-quality companies and prepare for medium and long-term investment.
Tomorrow there may be a large level of change?
2 good coming, from the news 2 can be shown, big money is still increasing investment in A-shares, tomorrow's A-shares may continue to rise to break through 3000 points, the end of the previous downward trend, A-shares for the second time large-scale change is coming.
In addition, if it does not fall again after breaking through 3,000 points this time, the overall trend behind the stock market is expected to rise back to 3,100 points again.
The article is a peony investment idea, the content is for reference only, does not constitute investment advice, thank you for lighting up the little thumb below!