Hexun Information Gao Luming: The Central Bank makes a major statement! Will it rise again today?

Late-night central bank releases major positive news, combined with new developments in the external situation, rising European and American stock markets, and a significant increase in international crude oil prices. Will A-shares continue their upward trend today? Let’s analyze the news and market logic one by one. First, look at policy news: First, the central bank explicitly states it will continue a moderately loose monetary policy, with expectations of reserve ratio cuts and interest rate reductions this year, providing direct positive support to the capital market. Second, the central bank proposes to accelerate financial market institutional reform and high-level opening-up, further strengthening the fundamental policy support for the stock market. On the external front, geopolitical tensions have resurfaced, relevant peace plans have been rejected, and the ceasefire agreement is unstable. Due to the situation, international oil prices surged over 3%, and external uncertainties remain. However, negotiations are still ongoing, and there has been no complete breakdown of the ceasefire. There is no need for excessive panic in the short term; continued monitoring is sufficient. Overall, the probability of the market continuing to rise today remains high, but there are key points to pay attention to: The current market has entered an accelerated upward phase, which is the strongest short-term rally cycle. This also means the market is getting closer to a phased high point, with a higher likelihood of peaking this week. During an accelerated rally, blindly chasing high is not advisable; instead, it is important to proactively guard against the risk of a turning point at high levels. The trend has not fully played out yet, but avoid following the trend to chase high-value themes. Last night, the hard technology sector strengthened again, with chips, communications, and other segments continuing to rise. The overall gains in this sector are already large, and the high point is not far away; real estate and related sectors have also seen sufficient valuation repair, likely reaching a high point this week. Most high-level stocks may face short-term selling points after the index peaks, with potential for phase correction, which should be proactively avoided. Meanwhile, many low-priced sectors remain sluggish, with low-position financials and some tech subdivisions still having room for rebound and repair. During the index surge, there are short-term opportunities for low-priced stocks to catch up, and the market will show clear structural differentiation moving forward. Current trading strategy: holders can continue to hold, patiently waiting for high-level selling points to realize gains; it is not suitable to add new positions at this stage, nor to heavily chase high-priced stocks. Trading strategies need timely adjustment. If there are significant changes in the market or the strategy requires dynamic revision, real-time analysis and detailed interpretation will be provided during today’s morning live broadcast.

(Editor: Zhang Yang HN080)

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