A shares This large-scale volatile market is really obvious. It has been many years, and it still fluctuates around 3,000 points. After reading , the US stock and the Indian stock market, of course I feel inferior. However, after a round of decline, it is time for A-shares to test 3,000 points again.
It may be a pessimistic person who sees it falling below 3,000 points and feels tired, but from a long-term perspective, falling below 3,000 points is a rare opportunity. After all, buying at this point has a high safety factor, but if you are not sure about stock selection, it may be better to buy index ETFs.
Then there is a mysterious legend in China that has been a bull market for 8 years. Is it worth looking forward to such a big bull market in 2007, big bull market in 2015, and arithmetic sequences like 2023? Whether there is or not, please be happy first.
1, China Shenhua announced that the annual net profit distribution from 2022 to 2024 is no less than 60% of the parent profit attributable to that year . The coal-based cyclical industry is really profitable in good cycles. As a benchmark among listed companies, Moutai can distribute about 50% of dividends. Shenhua announced that dividends of 60% for three consecutive years indicate that the company's cash flow is in an excellent state.
2, China Mobile gradually reduces capital expenditures from 2023. From 2020 to 2022, the capital expenditure of Mobile will be 180 billion, 183.6 billion and 185.2 billion respectively, of which 5G-related accounts for the majority. Now the base stations that should be built are almost complete, so it is inevitable to reduce expenses. As the largest "party" in the communications industry, the news that mobile reduces capital expenditure has a relatively large impact on downstream equipment-related industries.
3, US oil fell below $80 per barrel. Recently, the overall commodity has been falling, and the rate hike in the United States has cooled down. Previously, Bank of America predicted that oil prices would exceed $100 per barrel next year, citing rising demand for Asian oil, OPEC may reduce production significantly, and oil may be used as a replacement fuel. But as long as the situation in Russia and Ukraine does not ease, the price will still support it.
