The market continued to bottom out in the early morning of the market. The small -cap stocks became the severe disaster -stricken area. The Wan De Micro -CMB Index once fell 14.68%today, and the closing of the market fell 13.7%. Since this year, it has fallen by 37.8%.

There is a big V that the opening mood is heavier today than the operating. The shareholder group is now the volcano that erupts at any time. Any information that has a negative impact on the market will stimulate their anger.

Things must be reversed, whether it is extremely coming.In the afternoon, a mysterious force led the market to staged a "deep V" rebound.

ETF sucking gold 160 billion, the latest voice of private equity witch

In this wave of decline, ETF funds became retrograde.Since 2024, funds have continued to flow into the layout.

According to Wind data, as of February 4, the stock market ETF share of the entire market increased by more than 90 billion copies, and the cross -border ETF share increased by nearly 13 billion copies.In January, the total capital inflow of stock ETFs and cross -border ETFs exceeded 160 billion yuan, a new high since August last year.

From the perspective of product categories, the stock -type index ETF "gold absorption" tracking the stock -type index of Shanghai and Shenzhen 300ETF, Shanghai Stock Exchange 50ETF, Science and Technology 50ETF, etc.

In addition, ETF innovative products continue to emerge.On the evening of February 2nd, the Ten Fund Fund, Huatai Berry Fund, Wells Fund Fund, Morgan Fund, Castrol Fund, Ping An Fund, Dacheng Fund, ICBC Credit Fund, Yinhua Fund, Huabao Fund, etc.A50ETF is now officially approved.

The China Securities A50 Index selected 50 representative large market value industry leading companies in various industries. The top ten heavy stocks include Guizhou Maotai, Ping An of India, Ningde Times, China Merchants Bank, Midea Group, Changjiang Electric Power, CITIC Securities, etc.Indore Investment

On February 1st, Huatai Berry Fund and Yinhua Fund reported the CSI Global Gold Mine theme ETF (QDII). The Castle Fund reported the Sino -C Securities Selected Market Gold Mine theme ETF (QDII). At present, the materials have been received.

Regarding the current A -share, CITIC Securities believes that the current market is once again in the process of liquidity cycle chain negative feedback, which has little to do with the domestic economic fundamentals and external factors.The important observation period of feedback or risk continues to be released must have strong external intervention or actual policy measures to reverse the expected expectations in order to repair market confidence.

According to CITIC's investment strategy, the main factors of market adjustments in the near future come from the level of funds and micro -liquidity. Passive selling funds in history have also appeared many times, and subsequent restorations have often been fast and fierce.

Shen Wanhongyuan's strategy team pointed out that the short -term market is undoubtedly at a high -cost -effective area at a high -quality ratio, but unlike the general bottom, the current chip structure has not been clearly clear, especially the bargaining chips of the pricing prosperity track and technology theme have not been cleared.Essence

The private equity witch vocalized, in the latest monthly report, said:

1. First do a good job of defense, preserve strength, and prepare for a long -term war.At the end of last year, the combination was composed of three parts: the offensive real estate stocks and real estate chains, the main broad -based broad -based index, and the defensive high dividend.

2. Real estate stocks and real estate chains: Before the real estate sales rebounded, before the housing price stabilized, there was no upward momentum, and it did not rule out continuing to continue to fall.Most of these positions have been closed in the middle of January.When real estate sales have rebounded, the housing prices are stabilized and then bought again.The 300 -based broad -based broad -based index, the current valuation is near the lowest level in history. In the context of continuously purchasing 300ETF in large amounts of funds, the downward risk is limited and can continue to be held.High -dividend categories, continue to hold.

3. Before the nominal GDP turning head, before the real estate stabilizes, we are preparing for the lasting war.In terms of equity, the structure of the broad -foundation index of the broader market+high dividend is used as the foundation position.Still continuously track and actively find some opportunities for commodity categories.

Corporate repurchase note to help the head of the US shareholder Niu

Meta ushered in the first highlight in 2024, the stock price rose 20.32%, and the market value increased by more than US $ 200 billion a day, directly creating a record of US stocks.

Earlier, Apple's market value increased by 190.9 billion US dollars on November 10, 2022, Amazon increased by 190.8 billion US dollars on February 4, 2022, and Nvidia reached US $ 184.1 billion on May 25, 2023.

This wave of Meta rose strongly thanks to the burst financial report.Meta's fourth quarter revenue was 40.11 billion US dollars, an increase of 25%year -on -year, higher than the analyst's expected US $ 39.01 billion; net profit was 14 billion US dollars, a three -fold year year -on -year.

In addition, META announced an increase of $ 50 billion in stock repurchase and the first dividend in history. Meta decided to pay 50 cents in the quarter quarterly.

In the past 10 years, the US stock technology giant repurchase note has helped this wave of US stocks.

(The content of this article is listed on objective data information, which does not constitute any investment advice)Lucknow Stock

Pavilion Global Markets, a well-known US stock agent and consulting company, had split the total return of the S & P 500 index in the past 10 years of 2011-2021. Surprisingly, 38%of the index increased from the company's stock repurchase.

The most representative company is AppleSurat Wealth Management. As the volume continues to increase, Apple has a general growth rate in recent years.Part is used for stock repurchase and dividends.

From the perspective of stock price performance, from 2013 to 2022, Apple's stock price rose 6.4 times.Among them, Apple's net profit increased from US $ 37 billion in 2013 to $ 99.8 billion in 2022, an increase of 2.7 times; Apple PE increased from 13.5 times at the end of 2013 to 20.7 times at the end of 2022, an increase of 53%.

Apple continued to repurchase, and the income per share rose from 1.42 US dollars in 2013 (previously re -right prices, including two stocks) to $ 6.15 in 2022, an increase of 4.33 times, a 1.6 times more than net profit.

Japanese retail investors pour into the Indian stock market

Since 2024, the Japanese stock market has continued to soar, less than 10%from the historical high in 1989.Despite the popularity, Japanese retail investors rarely retreat.

Japan's small and medium -sized investors sold their stocks sharply. In the second week of 2024, Japanese retail investors sold 1.07 trillion yen, which was the largest reduction in the weekly main week since November 2013.

The latest data show that Japanese retail investors are pouring into the Indian stock market.On February 2nd, according to the media compiled data, in January of this year, the total assets of investment trust funds focusing on Indian stocks in Japan increased by 11%to 237 billion yen (about 11.5 billion yuan).

Considering that India's stock was appreciated at the price of the yen last month, the actual inflow of these Indian stock funds was about 140 billion yen. In contrast, the funds focusing on Japanese stocks had almost no net inflow within the same period.

UBS SUMI Trust Wealth Management Company's chief investment officer in Tokyo said that as one of the most economic growth potentials, the Indian stock market is attracting more and more people's interest, and these people pay more attention to the entire India, instead of the entire India, notIndividual companies.

Economists predict that before the second quarter of 2025, India's average annual economic growth rate will exceed 6%, and the population structure will also be conducive to Indian development. According to the UN estimate, by 2050, India's population is expected to increase by 17%.Ahmedabad Stock

In 2023, overseas funds invested more than $ 21 billion to the Indian stock market, helping the country's benchmark S & P BSE Sensex Index for the eighth consecutive year.In addition, Indian retail investors ran into the marketJaipur Stock. The total value of previously listed stocks on the Indian exchange reached US $ 4.33 trillion, becoming the fourth largest stock market in the world.

Wall Street institutions such as UBS and Bernestan believe that the Indian stock market is already high.

UBS analysts predict that the Indian stock market (A shares and Hong Kong stocks) in 2024 will be better than the Indian stock market because according to a report in November last year, the Indian stock market valuation has been quite low.This shows that once the market emotional changes have changed, the Indian stock market has huge increased potential, and the valuation of the Indian stock market is already at a "extremely extreme level."

The report released by Bernstein earlier this month also shows that the company is expected to recover from the Indian stock market and recommend a profitability for the Indian stock market.The company also believes that the Indian stock market is currently too expensive.