The stock market is very dull today, and the hottest one is Boss Xu, which is full of rumor. First, I said I jumped, and insiders of Evergrande came out to deny it! Then Xu Jiayin sent a voice to resume work, Finally, Xu Jiayin attended the group's guarantee and delivered a speech, and the pictures on the scene were leaked, and was a farce.
In fact, Evergrande has 2 trillion yuan in debt, which is the money owed by Evergrande, not the money owed by him, Xu Jiayin. Boss Xu has cashed out a lot of money in recent years, and he is also a billionaire after going bankrupt! There is no need to go to extremes. Besides, the banks and creditors are still waiting for him to turn over, and they don’t expect something to happen to him.
short composition is fake, but today the real estate stocks have dived into . Who can I ask for? It was the stockholder who took on it all. However, in terms of the general trend, the high prosperity cycle of real estate has ended. Don’t regard the rebound as to reverse !
Back to A-shares, the most tricky thing today is the real estate sector. With the accumulation of good news last night, I was playing the role of cutting leeks again! China Wuyi, which has been on the 6th consecutive board, both of China Communications Construction Real Estate blocked and hit the limit ! Especially the leader Wuyitai, yesterday, the number of changed hands 30.21%, with a transaction of 2.41 billion yuan, and today only 240 million yuan was sold throughout the day. Even if you want to run away, you can't escape.
includes Chinese Enterprises , Xinda Real Estate , Nanguo Real Estate hit the limit, with a drop of seven or eight points. Yesterday, many people lined up to hit the daily limit and couldn’t buy it. Today, they lined up to cut their losses at the daily limit and couldn’t sell it! But there is no need to be surprised. This market is internal volume . Sometimes you have to think in reverse, otherwise it is easy to eat big noodles.
After-market real estate trends have also been favorable, and regulatory agencies require the four major banks to provide offshore loans with guaranteed . To put it bluntly, it is to lend money to real estate companies to help repay US dollar debts. This time, the four major actions have really invested in helping real estate companies. Even foreign debts are under control.
Data shows that the stock of domestic real estate companies' US dollar bonds is 198.5 billion US dollars, which is almost 1.5 trillion yuan. This is not a small amount of money! Among them, Evergrande, Kaisa, Country Garden , Sunac , etc. all owed more than 10 billion US dollars. Some people say that this is the fourth arrow to save real estate after 16 financial articles, allowing real estate companies to reorganize and go public for financing, and the policy intensity of is too intensive.
Blade really wants to complain, what value does these real estate companies still have? I want the bank to save it, save it with the hard-earned foreign exchange , and open the gate to the stock market to "grab money". It's really a prodigal son. But can you be soft after saving it? It is really hard to say. The biggest problem with real estate at present is that no matter how strong the supply is, it cannot change demand...!
Of course, the historical mission of real estate stocks has not been completed, and the stock price of does not rise. How can raise ? It must rise. There should be a recurrence in the later sector, so it is mainly for low purchases.
Today, the pharmaceutical sector exploded again, with antigen testing and cough and fever drugs. The antigen detection direction is far ahead. Yirui Bio 20cm hit the daily limit , Wanfu Bio once rose nearly 10%, and Yichang Technology has been promoted to for 5 consecutive boards! The medical chain Jiashitang 2 has been listed, and Yaoyigou, Yifeng Pharmacy and other companies have risen sharply.
Blade has been emphasizing in the past few days. I personally believe that the logic of medicine is still there, and it is still the time to buy when there are differences. This is a big theme for the past year. After "release", there will be a lot of demand. The so-called "died in the light" logic is completely unrealistic! Continue to pay attention to the necessary antipyretics at home when they are low, antigen , pharmacy concept stock .
From the perspective of the high standards of continuous boards, it basically comes from pharmaceutical stocks, Anel 7 html, Yichang Technology 5 consecutive boards, Fengyuan Pharmaceutical , Guizhou Sanli and other daily limit hits. Someone joked, Annel = Chanel? Last year's Jiuan Medical became the most popular figure in New Year's Eve. Will Anel come from behind this year?
In short, as the most important main line, you can really stir-fry repeatedly. Yiling Pharmaceutical and Zhongsheng Pharmaceutical will be high and take a break first, and then stir-fry other low-level ones. After all, it is the rotation of the sectors. Don’t miss the opportunity for the main line.
After the epidemic prevention and control was in Guangzhou, other provinces and cities also quickly followed. Tianjin announced that the 72-hour nucleic acid certificate inspection will be cancelled from now on, and the 48-hour nucleic acid inspection will not be checked by Beijing bus subway. This is all good news!
Beijing Municipal Health Commission also advocates that everyone is the first responsible person for their own health. means that there should be no more twists and turns, and the overall situation of "letting go" is decided! We are optimistic about the New Year's Eve market in December.
After three years of prevention and control, we finally survived this day. Although economic growth has slowed down in recent years, it has also protected the safety of the public's lives to the greatest extent! Now it's time to change. Once the senior management makes a resolution, the whole country will be in a game of chess and gradually relax.
Let’s make up for the follow-up: increase the effort and finally use a Spring Festival that makes the people happy, and finally completely dilute the accumulated problems in three years. After the two sessions, you can fight for the economy with all your strength.
After-hours After-hours Shanghai Stock Exchange clearly stated: Promote the valuation of central enterprises to return to a reasonable level and promote the creation of a number of flagship central enterprise listed companies! This is a clear idea. The Chinese-word entitled "" that has low valuation + breaking net + high dividends is expected to be snatched next week.
Shanghai Stock Exchange's statement, combined with the previous statement of Yi Huiman to establish a Chinese-style valuation system, everyone can think carefully! Combined with the entry of personal pensions into the market, the currency that has been over-issued in recent years. When a house loses its investment value, who will serve as this reservoir? Personally, the slow bull of big blue chip white horse is about to be opened.
There are two negative news tonight, first, and the United States added 263,000 non-agricultural people in November, far exceeding the expected 200,000! As soon as the news came out, US stocks Nasdaq futures fell by more than 2%, and the Dow Jones Industrial Average also fell by more than 1%. European stock markets plunged across the board, and the US dollar pushed the RMB to dive. It seems that it is another sleepless night tonight.
Second, Goertek 's performance plummeted, significantly lowering its 2022 annual performance forecast, 2 billion to 2.4 billion less than before, and it was directly cut. The reason is that the headset OEM was kicked out by Apple , and there may be a huge fine. Will it hit the limit next Monday!
It’s Friday today, so I won’t say more. The market is pretty good this week, and the Shanghai Stock Exchange K has been positive for 5 consecutive days in the week, which is still quite strong! I believe everyone has recovered. There is only one last month left in 2022, so keep working hard.
Finally forwarded a passage, what is the first person responsible for your own health?
1. Strengthen vaccination
2. Wear a mask when going out.
3. Put a hand-drinking
4. Maintain social distance
5. Don’t spit anywhere.
6. Don’t touch public goods
7. Pay attention to personal hygiene
8. Bring your own corresponding medicine
9. Don’t go to the hospital for mild symptoms.
10. Don’t go out to wander around infectious cases.
. We are responsible for . Be responsible for the health of others. The greatest contribution to the prevention and control of the epidemic is ! Next, exercise actively and maintain a good attitude... Be prepared from your body to your heart.
