Small bills have fallen on a large scale, and 60% of stocks are in a bear market. The fund established at the end of last year has quickly built positions. Since November, a total of more than 300 billion yuan has been raised. Ministry of Commerce: Improve traditional consumption levels and accelerate the cultivation of new consumption. CICC’s 2021 overseas allocation strategy

: Optimistic about the "Pan-China Concept" stock China's disease control regular meeting will study and judge multiple clusters of epidemics, Gao Fu: It is necessary to have a deep understanding of the severe situation. Market hot spots will focus on the market. Comments: The "28th" differentiation phenomenon will appear. Continue to embrace big and beautiful, and focus on stock selection.

Macroscopic view of high-quality leaders in various sectors: Shanghai released the "Implementation Plan" for the reform of state-owned enterprises and implemented the "Second Mixed Reform" Machinery Industry: The recovery momentum of the manufacturing industry continues to consolidate, and the China-EU Agreement promotes the process of globalization. New stock subscription tips Yingjianke, subscription code 300935,

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-Information products-Information-Early trading perspective; Single article customization path: Discovery-Gold Medal Stock Appraisal-Early trading perspective) 1. Financial news selected A-share index hits a new high!

Small stocks fell on a large scale, 60% of stocks were in a bear market, and the market index rose sharply, but individual stocks were completely green.

More than 10 individual stocks fell by more than 10%, and nearly a thousand stocks fell by more than 5%.

The latest data shows that the number of A-share stocks with a market capitalization of over 100 billion has reached 133, setting a new record high.

However, behind the frequent new highs of stocks with a market capitalization of 100 billion, stocks with a small market capitalization have plummeted.

Data shows that since December 2020, more than 100 stocks have fallen by more than 30%, and nearly 2,000 stocks have fallen by nearly 10%.

Currently, against the backdrop of major indexes reaching new highs, many stocks are still in a bear market.

Data shows that the latest stock prices of more than 2,600 stocks are below the 250-day moving average, accounting for more than 60% of the total number of stocks in the market.

This data means to a large extent that more than 60% of stocks are in a bear market.

The fund established at the end of last year has quickly built positions, and has raised more than 300 billion yuan in total since November. Since the beginning of the new year, the rising stock market has not only stimulated the boom of hot-selling funds, but also urged the sub-new funds established at the end of last year to enter the market quickly.

Data shows that although each new fund builds positions at different speeds, the new fund established at the end of December last year "led the way". In just a few trading days, its increase has exceeded that of the Shanghai Composite Index, which has continued to rise, and the speed of building positions is faster.

According to statistics, since November last year, stock and hybrid funds have raised more than 300 billion yuan in total. The gradual entry of these funds into the market may add fuel to the hot market.

Yang Delong, chief economist of Qianhai Kaiyuan Fund, believes that the current A-share market has started a New Year's Eve market and has gradually evolved into a spring offensive.

Looking at it now, the spring market has just begun. The Central Economic Work Conference held at the end of last year set the tone for economic work in 2021.

In the first quarter, due to the low base, the economy will recover significantly, and the profits of listed companies will also increase significantly, which will bring strong support to the spring market in the first quarter.

Ministry of Commerce: Improve the level of traditional consumption and accelerate the cultivation of new consumption. Wang Wentao, Minister of Commerce, talks about the focus of business work in 2021: Improve the level of traditional consumption, promote commodity consumption, smooth the consumption chain of large-ticket commodities such as automobiles, home appliances, and furniture, and support

Local governments carry out activities such as trading in old ones for new ones and bringing cars to the countryside; they expand service consumption, boost catering consumption, and promote the improvement and expansion of domestic services.

Accelerate the cultivation of new consumption, encourage enterprises to use information technologies such as 5G and the Internet of Things, accelerate the digitalization and intelligent transformation of physical businesses, and meet the needs of personalized and customized consumption.

We will unswervingly expand opening up, continue to relax market access, implement the new version of the negative list for foreign investment access and the catalog of industries that encourage foreign investment, promote the establishment of comprehensive pilot projects for expanding opening up in the service industry, and innovate and upgrade national-level economic development zones.

CICC's 2021 overseas allocation strategy: Optimistic about "pan-China concept" stocks CICC pointed out that looking forward to 2021, compared with European and American countries where the epidemic is difficult to control and policies are overdrafted, China, which has relatively stable policies and considerable room for proactive adjustments in the future, will resist

The capacity for various risks is relatively high, and the certainty of recovery remains the highest in the world.

At the same time, due to various unfavorable factors that have suppressed valuations in recent years (such as the Sino-US trade dispute, instability in Hong Kong, and domestic and foreign policy uncertainty surrounding Chinese technology companies), the acceptance of Chinese assets by overseas investors has

Still relatively insufficient.

The current valuation of "pan-China concept" stocks is lower than that of developed markets and significantly lower than A-shares.

Driven by the fundamentals of recovery, the valuation of "pan-China concept" stocks does not rule out further rises.