燃烧A股！ 每天飓风1.5万亿件，以激活市场！ 预期的两个主要刺激？ _东方财富网

原标题：燃烧A股！ 一日棋盘冲进1.5万亿，就激活了市场！ 预期的两个主要刺激？ 随着1,700亿增量资金进入市场，反弹能否继续？

概括

[BurstAshares!Hurricane15trillionpiecesadaytoactivatethemarket!Twobigblockbusterexpectedstimulus?】AsoftheclosetheShanghaiCompositeIndexclosedup15%;theChiNextIndexrosemorethan4%thelargestsingle-dayincreaseinmorethan14monthsandthetotalmarketvalueofAsharessurgedby15trillionThenewenergyvehicleindustrychainbrokeoutacrosstheboardwithvaccinesconsumerelectronicsandsecuritiescompaniesrisingatthetopTheturnoverofthetwocitiesexceeded860billionyuanasurgeof170billionyuanfromtheprevioustradingdaysettinganewhighinmorethanonemonthwhichmeansthatthemarkethasincrementalfundsenteringthemarket(BrokerChina)

In my impression, I haven’t seen A shares so fierce for a long time!

Before the Spring Festival, the A-share market had also been fierce, but that fierce is a group of stocks fierce, and with a fierce index, individual stocks are actually weak. Today’s A-shares are also very strong, but not just group stocks, many stocks are very strong. As of the close,The Shanghai Composite IndexClosed up 1.5%;Growth Enterprise Market IndexIt rose more than 4%, the largest one-day increase in more than 14 months, and the total market value of A shares soared by 1.5 trillion yuan. The new energy vehicle industry chain broke out across the board, vaccines, consumer electronics,BrokerageThe increase is high. The turnover of the two cities exceeded 860 billion yuan, a surge of 170 billion yuan from the previous trading day, setting a new high in more than one month, which means that the market has incremental funds entering the market.

Foreign investment is particularly fierce.According to the data, the northbound funds bought 16.316 billion yuan in net purchases throughout the day, the second highest in the year.Net inflowRank eighth; among themShanghai Stock ConnectNet purchase of 6.559 billion yuan,Shenzhen Stock ConnectNet purchases were 9.756 billion yuan. In the past two trading days, the inflow of foreign capital has accelerated, and the net purchase of A shares in the two days reached 23.4 billion yuan.

So, what happened? Analysts believe that there may be two expected reversals in the market.

One is that the end of April will usher in the annual high-level meeting. The meeting will set the tone for the economic work of the beginning of the year and make arrangements for the next economic work. The market expects that the meeting will not change the previous established policy;

Second, there was a meeting between China and the United States in Hawaii in June last year. Prior to that, the relationship between the two parties was relatively stale. After that, the market ushered in a strong rebound. This is the visit of Kerry just past. Prior to this, the relationship between the two parties was not going well. The market may expect that there is an opportunity for improvement.

　　A-shares surged 1.5 trillion a day

The Shanghai Composite Index closed up 1.49% to 3,477.55 points;Shenzhen Component IndexIt rose 2.89% to 1,4117.8 points; the ChiNext index rose 4.14% to 2,898.73 points, the largest single-day increase in more than 14 months. The total market value of A shares surged by 1.5 trillion in a single day.

It is worth noting that the market volume has undergone very big changes. Today’s turnover exceeds 860 billion yuan, a leap of 170 billion yuan from the 690 billion yuan in the previous trading day. This means that the market has a large amount of incremental funds entering the market. at the same time,Northward capitalA-shares were bought wildly. On Monday, the net purchases of A-shares in a single day amounted to more than 16.3 billion yuan, and in the past two trading days, they bought A-shares to 23.4 billion yuan.

From a disk perspective, the index’s rise is not just due to the performance of heavyweight stocks. The general rise pattern of individual stocks is more obvious, with 3045 stocks rising throughout the day, and only a thousand stocks falling. Among them, 95 stocks have a daily limit, and the effect of making money is more prominent.

What’s more interesting is that today there is no seesaw phenomenon of stocks and bonds. While stocks are rising, the government bond market is not weak.Treasury bond futures closed up slightly, with a 10-year termMain forceThe contract rose 0.10%, the 5-year main contract fell 0.06%, and the 2-year main contract rose 0.04%.

However, there is one phenomenon worthy of vigilance, and that is Hong Kong stocks. The performance of Hong Kong stocks today is much weaker than that of A shares. As of the close, the Hang Seng Index and the State-owned Enterprise Index have both risen by about 0.5%. In the early trading, the two major indexes have risen along with the A shares, with gains of more than 1%. This means that the gains of A shares come to some extent from the positive feedback of the bullish atmosphere.

　　A pawn activates the market

From the perspective of market structure, the rise of A-shares is due to unmanned driving. On April 15, the HI version of the BAIC New Energy Polar Fox Alpha S model equipped with Huawei’s autonomous driving technology conducted a public test ride in Shanghai. This is also the first public test ride of Huawei’s autonomous driving technology in the world. It is understood that the driving conditions of the on-site test vehicles are relatively stable, and they can realize automatic driving without intervention in urban commuting under conditions such as traffic lights starting and stopping, unprotected left turn, avoiding vehicles at intersections, giving way to pedestrians, and changing lanes.

On April 16, unmanned driving ushered in the daily limit tide, and today this sector continues to be high.Hanchuan Intelligent、Luchang Technology、Huayang Group、Asia Pacific shares、Wanan Technology、UniStrong、Lianchuang Electronics、Molding Technology、GosuncnDaily limit.

unmannedthemeThe popularity of new energy vehicles has also detonated.BAIC Blue Valley、Ankai Bus、GAC Group、Changan Automobile、Dongfeng Motor、Dongfeng Technology、Long eagle credibility、Well-off shares、Bohai AutomobileWait for the daily limit of more than 20 shares.

The rise of new energy vehicles has led to the strengthening of lithium batteries, even if energy storage explosions occur over the weekend.Ganfeng Lithium、Tianqi Lithium、Yongxing Materials、Skyline shares、Polyfluoride、Godsend materials、Topband、Jiangte Motor、Rongjie shares、Hausen sharesDaily limit.

The strengthening of lithium batteries has led to fuel cells, and Yihuatong soared by 13%.Snowman sharesDaily limit,Weichai PowerSoaring over 6%.

With the increase of daily limit and rising stocks, the market’s profitability effect has increased significantly, which in turn drove the performance of brokerage stocks. Therefore, it can be said that the driverless pawn activated the entire market.

　　The market may save two heavy expectations

Some analysts believe that today’s market rise is related to two major expectations.

One is the annual high-level work meeting to be held at the end of April. The meeting will set the tone for the economic work of the beginning of the year and make arrangements for the next economic work. Some analysts pointed out that although the economic growth in the first quarter of this year reached 18.3%, it did not exceed expectations compared with the situation in the first quarter of 2019. Therefore, the market speculates that the next blockbuster meeting may not change the previous established policy, which is in line with the spirit of “no rush” that the central government has always mentioned. Of course, judging from major events at the beginning of this year, carbon neutrality, manufacturing and commodity prices may still be mentioned, and how to interpret the market can only be seen after the meeting.

Second, the Ministry of Ecology and Environment revealed on April 18 that China’s special envoy for climate change Xie Zhenhua and the US President’s special envoy for climate issues, John Kerry, will hold talks in Shanghai on April 15-16, 2021, to discuss issues related to the climate crisis. After the meeting, the two sides issued a Sino-US joint statement on addressing the climate crisis. Although it is a climate crisis statement, the market may think more.

At present, Sino-US cooperation is not smooth. However, it is worth noting that China and the United States had a meeting in Hawaii in June 2020. Prior to that, the relationship between the two countries was the same. But after that, the market ushered in a very strong rise. Similar expectations may exist in the current market.

According to the World Wide Web report, experts from the Wilson Center in Washington think tank analyzed that Kerry’s visit to China marked the “restart” of Sino-US cooperation on climate change issues in the past four years. However, it may be more difficult to return to the deep relationship of the Obama administration. U.S. media commented that Sino-U.S. relations may tend to “polarize” development. At present, both Beijing and Washington very much hope that Sino-US relations will return to a normal state.

Recently, the US dollar has returned to the depreciation channel. It is worth noting that since the end of June last year, the U.S. dollar has also experienced a sharp decline and created a wave of A-share market. This phenomenon may explain why foreign investors have continued to buy A-shares recently, because the US dollar has continued to depreciate and the RMB has risen again.

　　Related reports:

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Institutional market: three factors boost the rise of A shares, focusing on two investment themes

(Source: Brokerage China)

(Editor in charge: DF532)