article Wangjing Boge (please indicate the source when reprinting)
picture: Today I found a green beauty. Those who invested in the industry don’t like to watch green. Recently, I found that I have seen too much and got used to it.
1. Market review this week
(1) Coal rose 3.43%, while nonferrous metals rose 1.56%, indicating that resource cycle assets are still strong. On September 23, crude oil prices fell by 5%. I don’t know what impact will it have on the future trend of resource cycles. The price of coal has been controlled by Fa Ge, and the nonferrous metals are no longer copper, aluminum, and tin. Now it is mainly energy finance related to lithium resources. In this regard, Wangjing Bog has allocated active funds: E Fund Resources and GF Resources, and recently added a little Chinese cycle;
(2) The national defense and military industry fell by -0.94%, and compared with traditional tracks such as medicine, chips, and new energy vehicles, the military industry fell by relatively little. Everyone knows that Wangjing Bog has a heavy holding in military industry (15% position around ). Now there are more and more fund managers who are optimistic about military industry. Some researchers have also claimed that the key performance in 2023 depends on military industry. In this situation, I plan to continue to hold military industry (no increase or decrease) in .
(3) Pork stocks also continued to fall. At the beginning, Borg sold pork to exchange it for CSI 1000. Now it seems that the two fell almost the same. In addition, this week, Pharmaceutical fell by almost 5%, and chips fell by more than 5%. I really don’t know where the bottom of the market is, it’s irritating!
2. Despair of funds
Recently, I read a news that according to the semi-annual reports of 16 banks in 2022, 16 banks added 12.75 trillion yuan in deposits in the first half of the year, and keyword 12.75 trillion yuan in deposits.
It is estimated that people’s traditional thinking is that only when there is deposit can they have loans, but now everything has changed. According to the new economics, the central bank has expanded the derivative currency through credit expansion. The currency is issued in a loan model. If the person who obtains the loan cannot spend the money and put it in the bank, it instantly becomes a deposit again. After saying so much nonsense, it is to sum up that money has not entered the real economy. The data was negative 5 trillion in early 2018, and at that time everyone was still keen on taking out loans to buy a house. This data in July 2022 was positive 10 trillion, which means that people really like deposits and not spending. The fund market has no money-making effect, and it is estimated that it is difficult for a large-scale entry to enter the market, but don’t wait to see others make money before buying funds, as it will be easier to lose money. I feel that it is even worse now than in 2018. At least you can make money (working bricks) and increase your position in 2018. In 2022 (working bricks) it is difficult to make money and increase your position. 3. This week, operating Borg bought about 50 burgers in July 2020. At that time, he felt that the real estate industry was undervalued and could make 20-30% even if the value returned. However, after more than two years, the real estate industry still did not make money, and the loss was more than 10%. The original 50 burgers turned into more than 40 burgers. sold 6 hamburgers in the weekly 162 issue and increased its holdings in new energy! Another 12 burgers were sold this week (well, the real estate with a total of 40 burgers has been sold halfway), and the new energy and cyclical funds were increased respectively. The reason is that new energy has recently been pulled back. From now on, looking at the next three years, I think new energy has more potential than real estate. In addition, Wangjing Borg sold new energy at a high level at the end of 2021, which was also the highest point, but he was not calm in his heart, for fear that he would miss the new energy in the future. Now he has finally waited for the new energy to pull back and add this position. Borg will still be optimistic about high-tech and high-end manufacturing in the future. The game between big countries cannot rely on "drug-taking real estate". In addition to selling real estate for new energy and cycles, the fixed investment of Hang Seng Technology and Hang Seng Medical is still continuing. will end here today. Follow Wangjing Bog and invest together!
deposits include institutional deposits and resident deposits. Wangjing Bog found a more direct data for everyone, the difference between resident deposits and resident loans.
investment houses and investment funds have no money-making effect, and everyone's money is put in bank deposits. There are still many people who buy money funds and ultra-short-term bond funds. It is said that more than 40 new ultra-short-term bonds have been purchased in September.
In April this year, Wangjing Borg lost 100 hamburgers in one account (all accounts are estimated to lose 200 hamburgers). Recently, it was found that the previous account lost nearly 80 hamburgers (all accounts are losing 160 hamburgers).
Risk warning: The above-mentioned targets are not recommended and do not constitute investment advice to anyone. The stock market is risky and you must be cautious when entering the market.
