A-shares: the latest tone of the top management, foreign capital continues to increase! Can we have a big repair on Wednesday?Thanks to the huge favorable blessing, today's market is once again anticlimactic, which once again disappoints retail investors. It is not surprising to say that the accident is not once or twice. But objectively speaking, this positive is indeed a real positive, and it is a medium-and long-term positive. I think we still have to treat it rationally, and institutions need to understand and reflect well. Is it necessary to go its own way? Today's trend can be said to be very ugly, so will the market have a big repair tomorrow? Let's analyze it in detail below.On December 10th, the Great Hall of the People in Beijing met with the heads of major international economic organizations who came to China to attend the "1+10" Dialogue, expressing full confidence in achieving this year's economic growth target and continuing to play the role of the biggest engine of world economic growth.
After the exchange rate rushed to 7.314, it began to fluctuate and weaken. As we have told you many times before, the vicinity of 7.3 is heavily guarded, and the depreciation in this area is almost in place, and there is no room for further sharp depreciation. Some time ago, around 7.3, the market began to get nervous. Instead, we clearly told everyone that this was a good thing, because the direct depreciation was in place, and the subsequent appreciation expectation was formed. From the current situation, it is really difficult for the exchange rate to weaken further. At present, the daily level has entered a short-term adjustment trend, but we should focus on observing whether it can fall below 7.258 this week. Only when it falls below, the medium-term depreciation momentum can be ended, otherwise it will be repeated.It is not difficult to see from recent speeches and a series of policies that we are still very confident about the target of 5% this year. If it can be successfully completed, it will greatly enhance the confidence of the market. The biggest problem in the current market is not that retail investors don't believe that the market can go well. Even if retail investors do, there is nothing they can do. The key is that institutions don't believe that the market can go well and lack confidence in the future. Otherwise, the market will not go anticlimactic today. If domestic institutions don't continue to smash the market, the market will not go so ugly in the afternoon.The State Financial Supervision and Administration Bureau has officially approved the change of registered capital of National Pension and added Allianz Investment as the company's shareholder. Allianz Investment completed the subscription of about 228 million new shares issued by National Pension for about 284 million yuan (about 39 million US dollars), so the registered capital of National Pension increased to about 11.378 billion yuan. After the subscription, Allianz Investment will hold 2% equity of National Pension and become its first foreign shareholder. It is reported that Allianz Investment is an asset management institution under the Allianz Group of Germany, which is one of the largest insurance and asset management groups in the world.
It is not difficult to see from recent speeches and a series of policies that we are still very confident about the target of 5% this year. If it can be successfully completed, it will greatly enhance the confidence of the market. The biggest problem in the current market is not that retail investors don't believe that the market can go well. Even if retail investors do, there is nothing they can do. The key is that institutions don't believe that the market can go well and lack confidence in the future. Otherwise, the market will not go anticlimactic today. If domestic institutions don't continue to smash the market, the market will not go so ugly in the afternoon.The latest high-level tuningSpecifically, it includes the following points: 1. Landing a number of representative M&A cases in key industries; 2. Sort out the list of main enterprises in the listed chain of key industries; 3. Promote the transformation and upgrading of traditional industries; 4. Sort out the list of potential key M&A target enterprises; 5, the establishment of 10 billion yuan biomedical industry M&A fund; 6. Accelerate the merger of securities companies; 7. Explore innovative pilot projects for domestic technology-based enterprises to participate in M&A loans; 8. Improve M&A service efficiency and regulatory inclusiveness.
Strategy guide 12-13
Strategy guide
Strategy guide 12-13