1. External aspects: there was no significant progress in the foreign ministers' talks between Russia and Ukraine. The three major stock indexes of US stocks opened lower, and the Dow index fell by about 450 points at the beginning of the session. Affected by the news, China concept stocks generally fell sharply, and the NASDAQ index fell more than 2% during the session. After the middle of the three major stock indexes gradually rebounded, the Dow closed down 112 points and the NASDAQ closed down 0.95%.
2. Internal aspect: today's trading volume of the market has exceeded trillion yuan for 6 consecutive days. The overall rise and fall of the market is relatively good. There was a significant net outflow of funds from the north, with a net outflow of more than 3 billion yuan. In terms of industry, almost all sectors rebounded, and new energy semiconductors performed strongly when they rebounded. M1 and m2-m1 reached historical extremes, the newly established partial equity funds fell sharply, and the market sentiment fell to a low level.
3. Conclusion: the rotation among industries is accelerated, the structural market continues to be maintained, and there is little room for the market to continue to decline.