February Cow! A Shares Soared 7 Trillion, Shanghai Index Rose 14% In The Month, Or 25% In The History.

In February 28th, the Shanghai and Shenzhen three major stock indexes fell sharply, showing a weak consolidation.

The three big index split opened, the stock market at the beginning of the pharmaceutical sector strong, driven by the stock index once the shock of red, but because of the loss of the big financial sector weakened, and soon dived down.

In the afternoon, the stock market plunged and the Shanghai stock index went deeper. The growth enterprise market continued to be high and volatile in the morning market and narrowed in the afternoon.

Today, the size index is now split, and the volume of Shanghai and Shenzhen two cities has narrowed significantly compared with the previous trading day, especially the collective adjustment of the early hot plate, such as brokerages, diversified finance and venture capital.

It is worth mentioning that for today's last trading day in February, the Shanghai stock index rose 13.79% this month, and the Shanghai Composite Index has risen 17.93% since the beginning of this year. The Shenzhen stock index has risen 20.76% this month, and the growth enterprise market is up 25.06% this month.

Can be written into the history of A shares in February 2019, A stock market value soared 7 trillion, gem 25% in the history of the largest monthly increase, more Shanghai and Shenzhen two cities turnover two consecutive days straight to exceed 1 trillion to refresh the new high since November 2015.

At the close of the session, Shanghai closed 2940.95 points, down 0.44%, and traded 298 billion 800 million; Shenzhen harvest index reported 9031.93 points, up 0.29%, 363 billion 500 million turnover, and gem rose 1535.68 points, up 1%, with a turnover of 107 billion 400 million.

Judging from the disk, cellular immune therapy, paper-making, Chinese medicine, driverless, cement and other plates are among the top gainers, and trust, brokerage, insurance, futures and telecommunications services are among the top ones.

In addition, today's north capital continued to net inflow for three consecutive trading days, of which Shanghai shares entered a net inflow of 2 billion 81 million and Shenzhen Stock penetration reached a net inflow of 1 billion 825 million.

According to Bloomberg statistics, foreign investors have bought a net 60 billion 390 million yuan of Chinese stocks since February.

上交所理事表示，首批科創板沒有名單，但北京等地科創板儲備企業較多，生物醫藥等領域占比大，受此影響，今日醫療板塊表現活躍，千山藥機(300216-CN)、東富龍(300171-CN)等漲停，生物醫藥參股公司冠昊生物(300238-CN)、姚記撲克(002605-CN)跟隨漲停，九安醫療(002432-CN)、達安基因(002030-CN)、邁瑞醫療(300760-CN)等亦跟隨大漲，軍工板塊表現活躍，航新科技(300424-CN)、成飛集成(002190-CN)一字板，紅宇新材(300345-CN)、亞星錨鏈(601890-CN)、洪都航空(600316-CN)等集體跟漲;柔性屏板塊走強，領益智造(002600-CN)封板，萬順股份(300057-CN)、隆華科技(300263-CN)、智云股份(300097-CN)紛紛拉升;無人駕駛板塊異動，萬安科技(002590-CN)、路暢科技(002813-CN)直線封板，亞太股份(002284-CN)、索菱股份(002766-CN)紛紛跟漲但隨后有減弱趨勢；造紙板塊表現活躍尾盤異動，銀鴿投資(600069-CN)、廣東甘化(000576-CN)、冠豪

High and new (600433-CN) limit, 002511-CN also rose 9%.

The risk of the callback is increasing. Today, the trust plate is down, and the 600816-CN is down. Shanxi investment A (000563-CN) and Jingwei Textile Machinery (000666-CN) are falling down. The 600643-CN group has hit the limit. The Shaanxi gold leaf (000812-CN) and the Central Plains Expressway (600020-CN) have fallen sharply. The brokerage group has dropped sharply, and Tianfeng securities (601162-CN) and CITIC (000666-CN) have hit the limit. The Nanjing securities (601990-CN), Huaxin stock (600621-CN), and Waring securities (MARS) have fallen by more than 5%. The insurance sector has followed the downward trend, the Chinese insurance market has fallen by nearly 5%, and China Life Insurance (Xinhua) and Xinhua Insurance (or) have all fallen. It is worth noting that securities, diversified finance, venture capital and other early hot plate collective adjustment, the recent strong stocks.

In the early days of the 600604-CN, early afternoon trading broke out, but the afternoon exploding board turned green. The amplitude of the day was as high as 20%, and the floor was on the floor. 600783-CN, 600895-CN, 600635-CN, 000068-CN and 002243-CN fell and Guangyang shares (002708-CN) dived.

At the same time, influenced by the recent decline of 600776-CN, a hot market, the old stock market collectively slam down, and the index pullbacks.

Yesterday evening, the chairman of the SFC was likely to appear in public for the first time. "First show" was relatively official, but it mentioned the contents of "four necessary" strengthening supervision and so on. Among them, "Chuang Chuang board" appeared as the key word, and the science and technology board was the top priority of the capital market in 2019. It was the focus of attention of all parties. And it once again mentioned "attracting more medium and long-term capital into the market". It indicated that we should get through the bottleneck of the long term funds such as social security, insurance and enterprise annuity, which would inject fresh blood into the market, which is obviously conducive to the long term of A shares.

In addition, MSCI will announce whether it will expand the results of the A share market tomorrow morning. If successful, the A share market will be further expanded.

In addition, from the perspective of capital, Shanghai and Shenzhen port once again showed substantial capital inflow, which is still positive for the expected market outlook.

At present, the market is a manifestation of the beginning of the market, "the bull rally is going to rise again". The 3000 point is a very critical psychological point. Once a breakthrough is achieved, the consensus of the bull market will come into being.

In the current market, CSC's strategic team, which took the lead in starting the bull market, even shouted the bull market. It is expected to break through 3000 points in 4 and May and rise to 3500 in the second half of this year.

For the post market situation, if the stock index continues to go up, the capital rate will still take the big financial sector stock as the object of attack, and sustainable attention.

Today, the Shanghai stock index is low after the concussion adjustment, and the Shanghai stock index has failed to attack the 3000 major points. The upward momentum is obviously insufficient. It is expected to enter the short-term rest stage in the short term and step down to the 5 day average line. Only when this point gets strong support, then the rally can continue upward.

Immediately entering March will be a very important time window. The market will face multiple uncertainties in March. One is that the proportion of MSCI expansion of A shares will be announced in March 1st. Two, the two sessions will be held in early March; three, the Sino US consultation has also arrived at a sensitive time node; finally, the annual reports of the listed companies will be released in March and the landing of a quarterly report in 2019, and the Shanghai stock index has shown a downward trend.

In addition, today's Statistics Bureau shows that in February, China's official manufacturing PMI49.2 hit a new low since March 2016, down 0.3% from last month, less than expected.

China's non manufacturing PMI54.3 in February is expected to be 54.5, with a previous value of 54.7. Therefore, after the early rebound in the market, the current node also exacerbated the market's short-term shocks, and suggested that investors should moderate their positions.

In terms of hot topics, the recent round of theme rotation has been accelerated and persistent bias has been made. It is suggested that prudent investors should pay more attention to low and low price varieties, especially those with strong trend in the near future.

In addition, the current uncertainty is relatively high, but the annual report issued by listed companies is bound to bring a number of high pfer stocks, the main probability will take advantage of the rare opportunity to do more high to send shares, can maintain concern.