GuShiio.com Editor:Drum Lion
Hello everyone! Today we are going to talk about the trend of A shares next week and see how the market will be.
1. Policy expectations
Next week is a week full of policy expectations. The two sessions will be held in early March, and the market’s expectations for stable growth policies are quite high. Policies such as consumer coupons and equipment renewal subsidies may be introduced beyond expectations, and then the main line of “domestic demand recovery” will shine. Think about it, if these policies are really implemented, wouldn’t the consumer sector be very excited? Liquor, home appliances, and automobiles are all beneficiaries, and they may usher in a wave of big increases.
In addition, industrial policies are also being implemented. The policy details of computing power infrastructure and semiconductor localization are a booster for the technology sector. With the support of these policies, the technology sector may continue to advance and lead the market upward.
Second, the funding side
The funding side is also quite interesting. Northbound funds have been active recently, with a net inflow of more than 20 billion yuan in February, preferring sectors such as consumption and finance. If the RMB exchange rate continues to stabilize and the valuation advantage of A shares remains, foreign capital may continue to increase its investment. By then, market funds will be more abundant, which will also be a significant support for the market.
For domestic funds, the ranking battle of public funds will end after the Spring Festival, and the main force may turn to the “low-level stagflation” tracks such as medicine and energy storage. In this way, market funds will be more dispersed and will not be concentrated in a few sectors, which is also good for market stability.
Third, the main line of technology
The technology sector has been in the limelight recently. AI applications are accelerating, Baidu Wenxin Yiyan is open for free, and Huawei’s new intelligent driving products are released, which promotes the continuous strengthening of computing power, data elements and other sub-sectors. Moreover, the annual report disclosure period is coming soon, and AI medical, information technology and other sectors with high performance growth targets may be sought after by funds. In this way, the technology sector may continue to lead the market and lead the market to surge upward.
Fourth, risk warning
However, there are risks. From a technical perspective, there are a lot of locked-in positions in the 3350-3400 point area of the Shanghai Composite Index. If the volume cannot break through 1.8 trillion yuan, it may trigger a correction. Moreover, the linkage risk of Hong Kong stocks cannot be ignored. The correction of the Hang Seng Index after overbought may drag down the sentiment of A shares.
Five, conclusion
On the whole, A shares are likely to maintain a volatile upward trend next week, and the core fluctuation range of the Shanghai Composite Index is 3280-3380 points. Technology and policy-driven sectors are still the main line, but we need to be vigilant against technical corrections caused by insufficient volume. You should be more cautious when operating, do not blindly chase high prices, and do a good job of risk management.
The above is my analysis of the trend of A shares next week, I hope it can help you. Investment is risky, you need to be cautious when entering the market, don’t lose your composure because of a momentary impulse.