Zheng's eyes look at the market | Dilemma stock counterattack, the market is slightly stronger

Last week, A -shares rose significantly, and the Shanghai index rose 2.37%a week to 3262.05 points. However, the rest of the stock indexes were much weaker. The weekly increase of the Shenzhen Composite Index and the GEM Composite Index was 1.36%and 0.47%, respectively. The science and technology 50 index rose 0.36%throughout the week. Financial, real estate, two barrels of oil, coal and other heavy stocks perform well. Such stocks have a large weight in the Shanghai Index, so the Shanghai Index has increased.

From Monday to Wednesday, the northbound funds still maintained the previous outflow, and they could not enter on Thursday. If you refer to the performance of the foreign exchange market, it is not difficult to find that the development of the north direction is closely related to the performance of the foreign exchange market.

In terms of economic indicators, August CPI rose 2.5%year -on -year, and PPI rose 2.3%. At present, most economies in the world have risen sharply, but our country's situation is obviously departing, which is more related to my country's industrial chain.

In addition, the new RMB loan in August was 1.25 trillion yuan, an increase of 39 billion yuan year -on -year. In August, the increase in the community was 243 trillion yuan, an increase of 557.1 billion yuan year -on -year. At the end of August, the balance of currency M2 was 25.951 trillion yuan, an increase of 12.2%year -on -year. This set of data reflects our "steady growth" efforts as a whole.

In the international exchange market, the European Central Bank raised its 75 base points on Thursday evening. Although the euro that has already risen ahead of time has fallen after the news is clear, it still retains a lot of increases. They all performed well, so the US dollar index fell, which provided further help on Friday's RMB recovery.

After the end of the Mid -Autumn Festival holiday on Tuesday, the A shares opened, and the foreign exchange market was quite variable that night. At that time, the United States announced the August CPI. Obviously, this was one of the most important data before the Federal Reserve raising interest rates in the end of the month. As soon as this data came out, the Federal Reserve raised interest rates almost.

The turnover of the A -share rebound was always mild last week, indicating that most investors were still watching. By Friday, it seemed that the popularity of popularity had increased more. A new feature appeared on the market on Friday. This is the most unpopular variety began to rise sharply. Typical boss electrical appliances with large macro surfaces, oriental Yuhong and so on.

Judging from such a disk, even if the market dares not to attack high -top varieties for the time being, it has dared to intervene in a variety of low positions. Although this state is still far from the trend, it is better than the weak trend of the previous "unattended".

A -share support mainly comes from super decline. However, because there are still too many uncertainty, the rebound of A shares is generally difficult to smooth, and a wave of twists and turns is a high probability event.

Considering that there are signs of reverse operation in the recent new and old Taoism, and then considering that the epidemic disturbance may have the opportunity to approach the end, investors can appropriately tilt into the "dilemma reversal" stock in the holding of the shareholding.

Daily Economic News

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