Last weekend, "Yang Ma" made a big move!

After 12 years, the central bank lowered the interest rate on excess deposit reserves from 0.72% to 0.35%.

The last time it was lowered from 0.99% to 0.72% during the global financial crisis in 2008, there has been no adjustment, which is obviously rare in history.

In addition, the reserve requirement ratio was lowered for the third time during the year, releasing 400 billion in long-term funds, and a total of 1.75 trillion in funds were invested during the year.

In the past month or so, despite the dangers in the external market, the U.S. stock market experienced an unprecedented four circuit breakers in 10 days in March. Buffett bought the dip "halfway up the mountain" and lost Delta Air Lines... However, the Shanghai A-share Index

March was the strongest performance among major global stock indexes.

From the perspective of northbound funds, known as "smart money", in the past nine trading days, there has been a cumulative net inflow of 16.7 billion yuan, reversing the previous situation of multiple consecutive days of net outflows.

Under the influence of the central bank’s two major announcements on April 3, will A-shares turn around in April?

The key points are summarized: 1. Northbound funds: They have accurately copied the bottom and escaped from the top many times, and they are foresighted. They are known as "smart money". Special attention should be paid to individual stocks that go against the trend.

In March, there was a large net outflow of 67.87 billion yuan in northbound funds, but nearly 30 stocks were significantly increased.

2. Increase or decrease in holdings of important shareholders: Directors, supervisors, senior executives and industrial capital of listed companies undoubtedly know the listed companies best.

Financial services were the key areas to be overweighted in March.

A well-known private equity firm said that the deterministic chance of banking stocks is 100%.

3. Block transactions: Institutional exclusive seats are undoubtedly the focus of research, because most of them advocate value investment.

Small and medium-sized startups are the main players with high discount rates, and institutions are buying multiple gaming stocks.

4. Margin financing and securities lending: In March, six major industries achieved net financing purchases, with net financing purchases of 74 stocks exceeding 100 million yuan, and the financing balance of 9 stocks increased by more than 100%.

5. Main capital flow: Main funds have bucked the trend and deployed three types of stocks. In the 20 trading days since March 4, more than 40 stocks have net inflows of more than 100 million.

6. Institutional research: In addition to quarterly reports, semi-annual reports, and annual reports, surveys are an important window for understanding institutional trends in advance.

It is worth noting that top private equity firms such as Wang Yawei, Gaoyi Assets, and Danshuiquan are different and frequently appear in listed companies for research.

In March, northbound funds dumped 67.8 billion yuan, and positions in 29 stocks were significantly increased!

As the epidemic spread around the world in March, major overseas stock indexes experienced a sharp decline, and the US stock market experienced an unprecedented four circuit breakers in 10 days in March.

Northbound funds, which have always been greatly affected by the external market, also chose to temporarily avoid the limelight in March.

According to Choice data, in March this year, there was a substantial net outflow of 67.87 billion yuan in northbound funds, setting the highest net outflow in a single month since the launch of Shanghai-Hong Kong Stock Connect in 2014.

At the same time, southbound funds saw a substantial net inflow of 126.3 billion yuan in March.

This decrease and increase caused a certain degree of "blood loss" in A shares.

Since the opening of the Shanghai-Hong Kong Stock Connect in November 2014, there have been single-month net outflows of northbound funds in 11 of the following five years.

However, the net outflow of northbound funds in a single month has only exceeded 10 billion yuan. The last time the net outflow of northbound funds in A-shares exceeded 50 billion yuan in a single month occurred in May 2019, with a net outflow of 53.67 billion yuan that month.

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