Zheng's eyes look at the stock index adjustment to prevent style switching

This week's A -share decline, the Shanghai Composite Index fell 0.67%to 3236.22 points throughout the week. Fall 5.63%.

At the beginning of the week, LPR interest rates have been significantly reduced, and there are more frequent growth measures in other aspects, but from the perspective of the stock market's response, the effect is not obvious for the time being. There are countless interpretations of various agencies, and the intention is that the epidemic and other factors have caused the investment and consumption demand to be weak. Late this week, my country announced the relaxation of some entry policies for those who came to China. This may be a signal that investors can continue to pay close attention to this information.

Personally, the policy -related policies will be further optimized in the future. It is recommended that investors who hold related varieties may be more active and make some adjustments in the operating strategy. For example Industry or individual stocks. Although the operating environment of such enterprises is not good, it is unlikely to be uncomfortable. There may be some marginal improvements in the opposite side. From the perspective of the game, it may be optimistic.

On Friday, the US stocks fell sharply, the Dow fell thousands of points, a 3%decline; the Nasdaq fell more. The inducement of killing is the speech of the US Federal Reserve President Powell at the annual meeting of the central bank during the early trading of the US stock market. Because of its speech showing a tough attitude towards inflation, the market raised the third rate of 75 base points to the Federal Reserve in late September (the first two times were six times, six were six times. The interest rate conference in July, the Federal Reserve ’s interest rate hike 75 base points) rose. In addition, the market that the market was originally suspected in 2023 The Federal Reserve's expected expectations of the turn of interest rate cuts greatly dissipated.

The interest rate hike itself does not necessarily constitute the stock market's emptiness, and the stock market rises in the history of interest rate hikes in history. It should be noted that U.S. stocks do not necessarily drive A shares to kill. In short, this wave of US stocks will put some pressure on A shares, but after all, A shares are somewhat independent, so the overall pressure may still be smaller than U.S. stocks.

When U.S. stocks plummeted, the decline in Sino -Chinese stocks fell slightly on Friday, and even individual stocks rose. The stability of Chinese stocks is generally favorable for A shares, although the strength is relatively limited.

The interim report enters the most dense period, and some high -quality report stocks are different from the performance of the relatively bland performance of some performance. The new track stocks that have announced the high -quality statements are often "seeing the light", but the traditional blue chip performance of the mediocre performance is good. In the end, almost all new track stocks were weak, and most traditional blue chips have strengthened.

Because the new track stocks are too crowded and the relative position of the old track stocks is relatively low, it does not rule out the possibility of style switching in the future A -share market. Even if there is such a switch, it is unlikely to be smooth sailing, and it is almost full of repeated. No matter what, since there are some signs, investors should be put on some. In specific operations, investors do not have to reduce their holdings of new track stocks, but if the position is heavier, at least it should not be further increased.

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