Why did A-shares only rise for 2 days, and then began to rise again on Monday, and the trend of the ChiNext board languishing made many stocks and sectors have no sustained rise?
The reason is that the current A-share market lacks a continuous increase in new funds, so that only the large-capitalization sector of the stock market rises, so that when the liquidity of other sectors declines, the downturn environment is maintained, showing a structural bull market fluctuations.
In other words, although the Shanghai Composite Index is very strong, it is helpless that thousands of stocks are falling every day, and the benefits of refinancing securities have not deepened the investment confidence in the stock market, and the reduction in turnover has not changed. It is understandable that the stock market still needs more positive news to attract retail investors. How will the market fluctuate in the future?
The market is about to open on Tuesday, everyone should be mentally prepared, A shares are likely to repeat history?
Peony believes that there are two news in the stock market that will open on Tuesday, which may make the stock market change.
News 1 is that broad-based ETFs are now being bought more and more as funds fall. At present, the number of broad-based ETFs exceeds 230, and the scale has increased by nearly 45% compared with the end of last year, and more than 250 billion yuan has begun to be invested in the stock market.
Unfortunately, this year's broad-based ETF funds are increasing, but the ChiNext board is still continuing to fall, and the reason is that broad-based ETFs invest in SSE 50 and CSI 300 ETFs, not all ETFs.
Institutional investors only buy CSI 300 and SSE 50 ETFs, which will make the stock market when liquidity declines, the stock prices of companies with great power and good liquidity will continue to rise, and the ChiNext market will continue to fall, deepening the divergence of A-shares.
The four major banks, coal and other leading companies that have risen recently are all index stocks of broad-based ETFs, and they have a steady stream of investment, and their stock prices have reached new highs after new highs.
However, only retail investors invest in the hot spots, and institutions do not concentrate on the concept of theme trading, and the market of A-shares will only rise in the Shanghai Index and fall in the GEM.
This situation has not changed, and in mid-to-late July, the stock market is expected to continue to be a trend in high-dividend sectors, opportunities for core assets.
News 2 is that private equity institutions are increasing their positions again, and the current positions of tens of billions of private equity institutions have exceeded 74%, almost all of which are investing in A-shares. The position index of all private equity institutions has reached nearly 79%, which can be understood that private equity is still very confident in the stock market.
The increase in positions of tens of billions of private placements has also hit a new high of more than 40 weeks, and nearly 6% of the full positions are full. In this way, private equity institutions believe that 2900 points may be an important point for the stock market to rise later.
Especially now that the U.S. stock market is rising, the U.S. dollar index is going to fall, and the United States is going to cut interest rates, all of which are good news for A-shares.
Peony believes that from the medium and long-term analysis, the current stock market has many opportunities to do the medium and long-term, and the rise of core assets has no sign of ending.
According to the analysis of news 1, the more funds invested in broad-based ETFs, the more the core assets will rise, and the more the market behind the Shanghai Index will stabilize at 2,900 points and break through 3,000 points, making the opportunities in the stock market concentrated in the Shanghai Index.
News 2 shows that the increase in positions of tens of billions of private placements is optimistic that the stock market will rise sharply. In particular, the interest rate cut in the United States and the decline in the dollar are news that can come in the second half of the year.
Peony expects that everyone should be mentally prepared that A-shares are likely to repeat history. Once again, the stock market continued to lead the two markets with a high-dividend sector. The market of high-performance stocks and core assets led the Shanghai Composite Index to break through 3,000 points.
Peony's original content, investment ideas do not constitute suggestions, for reference only, thank you for lighting up your little thumb!