onlinebingonodepositbonus| If A shares rebound this week, we need to focus on this node.

In the past trading week (May 20-May 24), the upper offensive energy of A shares weakened and the volatility was significantly magnified. The first half of the week or high concussion, the second half of the week two days suddenly fell, Prev temporarily lost 3100 points.

I believe many people would like to know, why A shares fell this week?

Compared with the disk in the past few weeks, we can find that there are three major problems:

1) capacity atrophy

2) the north direction does not buy enough.

Although northward capital is no longer an intraday real-time indicator, but from the data released after trading, there is still a clear corresponding relationship, or law, between its trend and the rise and fall of the market.

For example, this week, the trading day of the northward net inflow (Monday and Wednesday) is also the day when A-shares close.

And from the weekly performance, the northward capital inflow in the past five weeks, the corresponding Prev week K line also closed one after another when the previous four weeks of strong buying efforts.

Recently, there is also a view in the market that northbound capital is one of the main forces in this rebound. There is an investment big V said that the northward inflow intensity to guide the future direction, (at present) priority is greater than the technical form.

3) Capital risk aversion

On the one hand, there is relatively bad news in the periphery.

Mainly after the strong "release of the eagle" of the minutes of the Fed meeting, the statements of a number of Fed officials continued to carry out the "eagle song" to the end. Us stocks and Asia-Pacific markets have been hit one after another.

On the other hand, geo-tensions can also affect market sentiment.

Other relatively micro reasons, there is no more analysis here.

Based on the above three points, if the market rebounds next week (whether it is a short rebound or a continued strong rally), it is clear that there should be an improvement in at least one of the following three:

1) the amount of energy will pick up

2) northward increasing inflow

3) the news and emotional aspects are getting warmer.

In additionOnlinebingonodepositbonusWe might as well talk about "technological form" again.

Some optimists believe that the current Prev annual line is around 3076 points, which is very close to the closing point on Friday, so you can look for an opportunity to copy the bottom.

3076 points, also the starting position before the Prev successfully broke through 3100 points on April 26. No matter whether it rebounds next week or not and how the quality is, when the Prev falls to the annual line, it is always a node of the game.

This Friday morning market rushes higher, in late trading volume, in fact, is the capital in the game.

Of course, there are less optimistic views. According to the analysis of our little friend "Doda":

Among the indexes that reached a new high after March, the Shanghai Composite Index, the Shenzhen Composite Index, the CSI 300 Index, the CSI 500 Index and the Shanghai 50 Index all showed top deviations. at the same time of the top deviation, the MACD appeared dead forks and green pillars.

2. Among the indexes that did not reach a new high after March, the MACD of gem Index, CSI 1000 Index and Guoke 2000 Index all appeared dead forks and green pillars. Kochuang 50 index MACD has been "underwater" these days and there is a dead fork.

3. From the above five indexes, Shanghai Composite Index, Shenzhen Composite Index, CSI 300 Index, CSI 500 Index and Shanghai 50 Index all have a peak deviation of 30 minutes and 60 minutes.

In other words, the top deviation occurs in all the five indices, and all of them are multi-periodic top deviation resonance. This kind of "multi-index multi-period top deviation resonance" situation, from the historical experience, the high probability will usher in the medium-term adjustment.

How to deal with the adjustment?

As long as you feel that your "short position is impossible", you are advised to read on and have a more systematic grasp of the possible information gap between this weekend and next week.

I. Prospect of major events next week

Monday May twenty _ seventh

The National Bureau of Statistics will issue a monthly report on industrial economic benefits

Previous data showed that from January to March this year, China's industrial enterprises above scale achieved operating income of 30.96 trillion yuan, an increase of 2.3% over the same period last year, and total profits of 1.50553 trillion yuan, an increase of 4.3% over the same period last year.

Tuesday may twenty _ eighth

(nothing big for the time being, rather insipid.)

Wednesday May twenty _ ninth

The Taiwan Affairs Office of the State Council held a press conference

The Taiwan Affairs Office of the State Council is scheduled to hold a regular press conference at 10:00 in the press room of the Taiwan Affairs Office of the State Council, and the spokesman answers questions on recent hot issues between the two sides of the strait.

The 9th China International New Energy Industry Expo CLNB 2024 will be held from 29th to 31st.

According to public information, the conference focused on the whole industry chain of new energy, focusing on industry development, technological innovation, energy storage applications, new energy vehicles, key minerals and other fields, focusing on lithium electricity, sodium power, energy storage applications, hydrogen energy, photovoltaic, new energy materials, high-end intelligent equipment, motor electric control and new energy vehicles. At that time, more than 1200 domestic and foreign enterprises will gather in Suzhou.

The settlement of US stocks changed from "Troup2" to "Troup1"

Starting from the 28th local time, US stock trading will be "settled" within one day (Tunable 1) (completing the conversion of US dollars into stocks) instead of two days (Tunable 2). At present, U. S. stocks implement the Tunable 0 trading system, but implement the Tunable 2 settlement and delivery system, in which investors buy a stock and sell it on the same day, but the settlement of the transaction is not immediately completed.

Thursday May thirtieth

The 13th Beijing International Robot (300024) Exhibition (CRS EXPO) will be held from May 30th to June 1st.

Friday may thirty _ first

National Bureau of Statistics to release China's May PMI data

Previous data showed that the manufacturing purchasing managers' index (PMI) was 50.4 per cent in April, down 0.4 percentage points from the previous month and in the expansion range for two consecutive months, and the manufacturing sector continued to recover.

Science and Technology Innovation Board, the first IPO enterprise to be held after the new "National Nine articles"

On the evening of May 24th, the Shanghai Stock Exchange issued a notice of the review meeting of the listing Committee, intending to consider the listing application of Science and Technology Innovation Board of Lianyun Technology on May 31st. This is also the first IPO listing committee review meeting of Shanghai Stock Exchange and Science and Technology Innovation Board after the release of the new "National Nine articles" and "16 measures for the Capital Market to serve the High-level Development of Science and Technology Enterprises."

According to the prospectus, Lianyun Technology, founded in 2014, is a platform chip designer that provides data storage master chips, AIoT signal processing and transmission chips. According to the prospectus, in the independent solid-state disk master chip market, Lianyun solid-state disk master chip shipments accounted for 22% in 2023, ranking second in the world.

Saturday June first

C919 will realize its first overseas commercial flight

The General Association of Shanghai and Hong Kong will organize 150 outstanding Hong Kong students to fly from Hong Kong to Shanghai for internship on C919, realizing the first overseas commercial flight of a large domestic aircraft.

On May 28 last year, C919 completed its first commercial flight in China.

A number of paper companies raised the price of cultural paper by 300 yuan per ton.

According to previous reports, Huatai shares (600308), Chenming Paper (000488), Jianghe Paper and so on have price adjustment actions.

In terms of the market, Wind statistics show that a total of 62 companies will lift the ban on restricted shares one after another next week, with a total of 4.325 billion shares lifted, with a total market value of 93.88 billion yuan based on the closing price on May 24.

According to the closing price on May 24, the top three in terms of market capitalization are Dongpeng Beverage (53.444 billion yuan), Zhejiang Xinneng (15.519 billion yuan) and Aimi shares (4.755 billion yuan).

From the perspective of the number of individual shares, the top three are Zhejiang Xinneng (1.872 billion shares), China heavy Industry (601989) (718 million shares) and admiration shares (346 million shares).

Next week, the people's Bank of China will have 10 billion yuan of reverse repurchase due in the open market, of which 2 billion yuan will be due every day from Monday to Friday.

In addition, A shares will have two new shares applied for next week, and no new shares will be listed. Among them, on May 28, Lian Technology applied for purchase; on May 31, Dameng data applied for purchase.

Second, we should take stock in the near future.

Major actions of the Securities Regulatory Commission and the Stock Exchange

The CSRC issued the interim measures for the Administration of the reduction of shares held by shareholders of listed companies and relevant supporting rules.

The measures for the Administration of shareholding reduction details the violations that should be punished, which will help shareholders to fully understand the types of violations, facilitate supervision and law enforcement, and punish those who refuse to correct them in time or if the circumstances are serious.

The new rules are also regarded by the market as the strictest and most comprehensive rules in the history of A-shares.

At the same time, the Shanghai Stock Exchange issued a notice saying that this week, the Shanghai Stock Exchange adopted written warnings and other regulatory measures to focus on the monitoring of Nanjing chemical fiber and other stocks.

On the evening of the same day, the Shenzhen Stock Exchange announced that it would focus on monitoring abnormal securities such as "Zhengdan shares (300641)" and "* ST" this week.

(note: from 3.16 yuan to 31.77 yuan, Zhengdan shares became the first 10 times shares in the A-share market in 2024 on Friday.)

Goldman Sachs is bullish on China's stock market, upgrading the ratings of these sectors.

Liu Jinjin, China equity strategist at Goldman Sachs, said at a media conference on May 24: "Chinese stocks have performed well since April this year, and many low-end Asian funds have begun to outperform the benchmark. Based on performance pressure, investors are likely to further increase their positions in China in the coming months."

In terms of allocation, Goldman Sachs continues to be bullish on the Internet sector, upgrading the ratings of consumer services and real estate cycle-related sectors, and downgrading the automotive and industrial consumer goods sectors.

Cease-fire talks in Gaza will resume next week

CCTV News learned on the 25th that cease-fire negotiations in the Gaza Strip will resume next week.

The head of the Israeli Intelligence and Secret Service agreed after a meeting with the Director of the United States Central Intelligence Agency and the Prime Minister of Qatar in Paris to resume negotiations with the Palestinian Islamic Resistance Movement (Hamas) next week on the exchange of detained persons and a ceasefire in Gaza.

It is reported that Egypt will also participate in the negotiations.

The three major indexes of US stocks closed higher on Friday, and most of the hot Chinese stocks were in the red.

By Friday's close, the Dow was up 0.01%, down 2.33% this week; the Nasdaq was up 1.1%, up 1.41% this week; and the S & P 500 was up 0.7%, up 0.03%.

Most hot technology stocks rose, with Tesla and AMD up more than 3%, and Nvidia, Intel and Meta up more than 2%. Solar energy (000591), semiconductors and automakers rose higher.

Most popular Chinese stocks rose, with the Nasdaq China Golden Dragon Index falling 0.35% and down 8.84% this week. The ideal car rose by more than 3%, pinduoduo and Tencent Music by more than 2%, bilibili, Xiaopeng Motor and Futu Holdings by more than 1%, and Weilai, Alibaba, Manbang, iqiyi and VIPSHOP rose slightly. NetEase fell by more than 4%, JD.com by nearly 3%, Baidu by more than 1%, and Weibo fell slightly.

III. Review of the market this week

Index performance: dividend index, Northern Stock Exchange 50 against the decline

Leading up and down the plate: aquaculture, photovoltaic, power slightly stronger

↓ by industry index

Divide ↓ by conceptual index

The number of ups and downs, the number of limits, and the capacity of the market

The cumulative increase in the number of households this weekOnlinebingonodepositbonusThe number of declines → 924 is 4390

Weekly rise and decline of individual stocks

Northbound funds: it is the new "number one".

Northbound Capital sold a net 4.039 billion yuan on Friday, according to Wind. This week, northbound capital showed a net inflow of 835 million yuan. At this point, northbound funds have flowed into A shares for five consecutive weeks.

Throughout the week, the net purchases of Changjiang Electric Power (600900) and Ningde era (300750) were 1.376 billion yuan and 1.161 billion yuan respectively. Ningbo Bank (002142), Zijin Mining, Luoyang Molybdenum Industry, Aluminum Corporation of China, Lixun Precision (002475), etc., received more than 500 million yuan.

Changjiang Power is not only the "hot cake" of northbound funds this week, in fact, it has been a net inflow for eight consecutive trading days since last Tuesday, with the latest shareholding with a market value of more than 50.7 billion yuan.

On the selling side, the net sales of Guodian Nanrui (600406), Hengrui Pharmaceutical (600276) and Weichai Power are 918 million yuan, 736 million yuan and 703 million yuan respectively.

Source: visual China (000681)-VCG111340069361