Afternoon Review: New Battlefield Repeated Shocks To Wait For Opportunity

The end of September.

Still maintain a stable situation.

In early trading, the stock index opened slightly and continued to maintain a narrow trend of oscillation. The coal sector was again in force, supporting index red, and other weight plates were still slightly fluctuating. In terms of subject matters, the water conservancy construction sector was far ahead, and the related stocks of domestic software and meta computation also had a good performance.

The market did not come because of the National Day holiday.

Still advancing at the established pace.

On the news side, China September HSBC

PMI final value 50.2, forecast 50.5, initial value 50.5, flat in August 50.2 final value, but still three months low.

Data show that China's manufacturing activities continue to expand slowly, downward pressure on the economy is still in the four quarter, whether the completion of the annual economic target has become the focus of market attention.

At present, the economic goal of 7.5% is quite difficult, but in order to make the market confidence not fail, the fourth quarter investment will increase or speed up, and nuclear power, urbanization, high-speed rail and other sectors will generate more investment opportunities.

At the same time, entering the October, the Fourth Plenary Session of the fourth plenary session and the Shanghai and Hong Kong links have become the focus of the market. Under the continuous fermentation of the two great benefits of the reform of dividends and trillions of incremental funds, the related sectors will be further promoted.

The market says "gold nine silver ten" has achieved half, and the other half is expected.

On the technical side, the market jumped out of the 2300-2350 shock interval and opened up new battlefields. But in the face of the long sell over of the 2350 points, the index can not be achieved overnight. Unless there is a big positive stimulus, the weight plate will be a collective force. Otherwise, the market will take more time to change the tactics of space, and it will rise again and again.

Overall, judging from the current expected news, the October market is worth looking forward to, but facing the National Day holiday, there will be an empty window, and the market uncertainty will increase. Therefore, for a healthy investor, it is the first choice for a healthy investor to lose weight.

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There are many ways to judge the market, but for A shares, policy orientation and incremental funding are the two most important factors.

At present, the policy favorable factors continue to overweight, it is self-evident, investors mainly focus on incremental funding.

As long as the incremental capital admission trend continues, the A share market trend will continue to look good.

The number of new accounts is one of the vane of incremental capital admission.

According to the data of Zhong Deng company, the number of newly opened A shares accounts for 216537 households in the two cities last week, and the number of new accounts opened in the past two and a half weeks has increased by 22.39%.

I believe that the revival of zombie accounts is more meaningful than new accounts, which means that the activity of the market is rising.

At present, the total number of A shares accounts for 176 million, while the number of actual pactions accounts for less than 10%.

There is no doubt that the awakening potential of old stock accounts has larger space in absolute or relative numbers.

From this perspective, the increase in the number of accounts actually involved in pactions is more meaningful.

Last week, the number of A share accounts for pactions reached 16 million 501 thousand and 300, an increase of 11.87% over the past three years.

At the same time, last week, the margin of securities was once again net inflow of 88 billion 900 million yuan.

By September 24th, the balance between the two cities had reached 613 billion 900 million yuan, while in August 21st it had just exceeded 500 billion yuan.

The money making effect is constantly emerging, and foreign capital Nintaus is pouring into the A share market to create a huge amount of money.