On January 27, several A-share sectors fell, led by computer and media sectors. The Shanghai stock index fell below 3400 points and the gem index approached 2900 points.
As of the close, the Shanghai index fell 1.78%, the Shenzhen Component Index fell 2.77% and the gem index fell 3.25%.
more than 4300 shares fell
Today, there were only 265 rising stocks, 18 rising stocks and 4328 falling stocks in the two cities.
Today, the Asia Pacific market also generally fell sharply, with the Nikkei 225 index down 3.11% and the Korea composite index down 3.50%.
Zhao Yuanyuan, investment director of Jianhong times, said that this morning, Powell of the Federal Reserve “does not rule out the possibility of raising interest rates at every meeting and needs to shrink the table on a large scale”, which is more “Eagle” than expected by the market, leading to global market turmoil.
Hu Po, manager of private placement fund paipai.com, said that the Fed’s interest rate increase and contraction led to a correction in US stocks, which had a great impact on the confidence of a shares. In the long run, the overall market liquidity this year can still be guaranteed, and the probability of systemic risk is very low.
Andon Health Co.Ltd(002432) one time limit
Andon Health Co.Ltd(002432) today, the trading limit was once raised, up 7.39% throughout the day, with a turnover of 6.228 billion yuan and a turnover rate of 23.96%.
Andon Health Co.Ltd(002432) it was announced this morning that the US subsidiary signed a change contract with the US ACC on the original purchase contract. On the basis of the purchase of 250 million ihealth kit products in the original contract, 104 million ihealth kit products were purchased, and the total contract amount increased from US $1.275 billion to us $1.775 billion, about RMB 11.226 billion.
organization: “market bottom” is gradually approaching
The agency believes that emotional catharsis is coming to an end, and we should dare to make a positive layout.
Today, a number of public offerings announced their self purchase, including huitianfu fund’s self purchase amount of 200 million yuan, e fund’s self purchase amount of 100 million yuan, GF fund’s self purchase amount of 80 million yuan, Fuguo fund’s self purchase amount of 60 million yuan, and southern fund and Harvest Fund’s self purchase amount of 50 million yuan.
Hu po said that after full adjustment, the A-share market will still show a relatively good investment value. Therefore, it is suggested that in the process of adjustment, we should dare to actively layout, and the pre festival may be the best layout time point.
Huatai Securities Co.Ltd(601688) believes that the short-term disturbance does not change the medium and long-term good trend of a shares.
From the perspective of data analysis, whether it is the horizontal comparison of stock bond yield, the vertical calculation of the quantile of equity risk premium, or the calculation of the statistical law of historical calendar effect before and after the Spring Festival, it shows that A-Shares are currently cost-effective and have a high probability of repair after the Festival.
From the perspective of logical deduction, under the overweight of stable growth policy, A-Shares are expected to gradually usher in the bottom of valuation, sentiment and profit. The profit growth of A-Shares in the second half of the year is expected to pick up quarter by quarter and further support the trend repair of a shares.
From the perspective of structural foundation, the transformation at the macro, meso and micro levels supports the medium and long-term slow bull trend of a shares.
Citic Securities Company Limited(600030) said that the “policy bottom” has been made clear. With the continuous improvement of the consensus on the main line of steady growth and the end of emotional catharsis, it is expected that market funds will resume inflow, and the “market bottom” is gradually approaching.
