The most miserable group in recent days is the one who speculates in A shares during the day and at night! That's really a hit on both ends, a double kill of the stock ball. Last night, Argentina 1:2 Saudi , it is said that those who bought Argentina won were lined up to the rooftop. Many people think it is very stable. Winning by buying Argentina is like buying financial management. Unexpectedly, financial management will also stumble.
and Minsheng Securities 's Argentina win has become a joke. Domestic securities research reports as a reverse indicator actually went to the World Cup. I won’t just kill Argentina this time, right? Argentina's upset loss shows two points: one is round, two is Messi and Big A are both lucky, both suffer from the World Cup curse.
Blade discovered an interesting thing, in fact, this is very similar to speculating in A-shares! At the beginning of the World Cup, many people won Qatar and won Ecuador . The host has never lost, but the result is that the amount of the severance is not left. This is called speculation. After learning from the pain, he decided to invest in value, so he defeated Argentina and won, and the "white horse" collapsed.
From the perspective of sector performance, Asia has opened low and hit the limit for two consecutive days (Qatar and Iran lose), and you think it has entered the main wave of decline, but just cut its losses and hit the limit (Saudi Arabia wins). European and American teams have been rising sharply. You think its upward channel is open, but as a result, you buy at high prices (Argentina loses) and hit the limit!
There is also Japan PK Germany tonight, and it is Asia again duel Europe and the United States. Will it continue to be upset! ! In short, if you buy, you will lose money, and if you don’t buy, you will definitely rise. This is football, this is the stock market, and this is still life. This also tells us that there is something to win, and there is no conclusion until the last moment...! Stay calm.
Back to the stock market, the mood reached a freezing point in the morning. At the worst, there were only more than 800 red markets and 4,000 green markets. Fortunately, the funds began to return in the afternoon, and the stocks of photovoltaic and other tracks were riding alone to save everyone's confidence!
still distorted throughout the day. The Shanghai Stock Exchange has been positive for two consecutive times, but stock is still weak. A total of 1,600 companies rose, 3,100 fell, 50 companies hit the daily limit and 35 companies hit the daily limit, the median number of -0.75%, and the money loss effect is not low.
The early high-standard stocks were receding, the magical pharmaceuticals of medicine, Teyi Pharmaceuticals hit the limit, Zhongsheng Pharmaceuticals almost hit the limit; Swan shares of the supply and marketing cooperative, Sanxiang impression of real estate, Xinyada, data security, Tiandi Online of the Yuan Universe, 263, Xinchuang Rongji Software , and large consumption Xi'an Diet have all hit the limit, and they have to pay it back when they come out.
However, the old demon retreated and the new demon took over. Lottery Guangdong Media was hit by funds for 6 consecutive boards, Yunzhongma, Shengxun shares even more on the ceiling, and there was an anti-nuclear force during the trading session, and market sentiment returned again! , especially the 4-board Yunzhongma, was walking surprisingly. What I can't make is the name, but at first glance, I thought it was Jack Ma !
The rapid ebb of emotions in the past two days has fully demonstrated the panic in the market. The good news is that today's limit down is the shrinking volume and accelerating, which means that it is not far from the end! While releasing risks, remediate popular stocks, the short-term sell-off may come to an end.
However, since the village chief has already spoken, those monster stocks that are purely emotionally hyped, the meaning of participating again is not to hit the gun. Wait patiently until the news calms down and look for new opportunities! This is how this market is. It will be relaxed for a while and then for a while. Just grasp the market sentiment.
Chinese font head is still very strong today. The sector once rose by more than 3%, but only the heavyweight stocks have gone out of the second consecutive board. other daily limit increases are mostly small stocks, and more speculation is on the concept of national reform, and a lot of daily limit increases.
Logical Blade said yesterday that the national reform has concepts such as mergers and acquisitions, equity transfer, backdoor acquisition, etc., and the gimmick is very strong! This year is the end of the third year of national reform, and the expectations for release will become larger and larger, so naturally the funds will not be spared.
So, those Chinese characters with big and thick black characters actually won’t rise for a few days. But state-owned assets reform may be one of the main lines, with the focus on state-owned assets + concepts, such as photovoltaics plus national reform Shenzhen Seg , infrastructure , China Communications Construction Construction Group, electricity superimposed on national reform Construction Investment Energy , parts superimposed on national reform Hunan Tianyan , etc.
There is another saying, pulls the Chinese character headline and the central enterprise stock , to reduce holdings to make up for the social security and fiscal deficits. This is really a big game! , but don’t take it seriously. State-owned stocks have fallen a lot in recent years. The valuation of ’s stock price is at a low level. Isn’t it worthy of ’s oversold rebound? Who doesn’t eat dumplings during the Chinese New Year?
Track stocks finally rose today, with the photovoltaic sector taking the lead, from -1.5% to the closing price increase of 4%, and V returned 5% throughout the day. The three photovoltaic giants Longi , Tongwei , and Sunshine Power have all risen sharply, driving the return of the sector's king!
news, according to the Silicon Industry Branch, the price of single crystal silicon wafer fell slightly this week. The price reduction of the upstream begins, which is a good thing for downstream installations! So the funds took the opportunity to speculate, and wind power, energy storage, etc. were all following the rise. Next, we can pay attention to sustainability.
Medicine was killed today and the Chinese medicine and new crown medicines led the decline in the two markets. The main reason is that the control has become stricter, the logic of "letting go" is temporarily gone, and it has risen too much in the early stage, so the funds have been stamped out! But logically, medicine is relaxed. Although there are twists and turns, the general direction will not change. Blade believes that it has not been completed.
The big news tonight is about to lower the reserve requirement ratio again! State Council stated that the timely and appropriate use of monetary policy tools such as reduction in reserve requirement ratio to maintain reasonable liquidity.
According to convention, every time the State Council makes a statement, the reserve requirement cut should come soon. Central Bank may be announced as soon as this weekend! The remaining suspense is whether the reserve requirement ratio cut is 0.25 percentage points or 0.5 percentage points, whether it is a comprehensive or partial reserve requirement ratio cut, we will wait and see.
In short, don’t leave, it’s finally good. But in the current market, positive news may not necessarily rise. At most, it will be a sentiment opens higher and . Don’t expect it too high! , especially the reduction in the reserve requirement ratio, is beneficial to banks and real estate stocks. Once the big tickets are pulled, the subject matter is completely blind. Be careful of the embarrassment of making money in the index but not.
Why is the reserve requirement ratio cut this time? In addition to releasing liquidity at the end of the year, it is more for real estate. Let banks have more funds and continue to implement "rescue". After all, the economic pillar is still real estate, with a total market value of 80 trillion yuan, while real estate is always 400 trillion yuan.
Why is it said to be real estate? Because immediately afterwards, the central bank, 16 financial articles of the China Banking and Insurance Regulatory Commission , involving real estate companies financing , mortgage interest rates, and housing payments. Many state-owned banks have also started to spend money, granting large-scale credit to real estate companies such as Vanke , China Resources , Longfor , Jindi , Zhonghai and other real estate companies. This time, the real estate rescue is really a matter of real estate!
In the past, real estate and stock markets drew blood from each other. But now it is a difficult situation. In fact, "save" real estate is a good thing. As long as the real estate market stabilizes, the overall financial situation will stabilize, and the stock market will actually benefit.
The market has been distorted these days, and the index has not fallen much, but individual stocks are more miserable. The embarrassment brought about is that is still around 3100, and it looks quite strong; but many people’s accounts have returned to below 2900, and they want to curse people!
But this is the market style, and the feng shui will take turns. As of , there is good news today. The market has become slightly popular, breaking the curse of the investment promotion strategy meeting! So nothing is impossible, such as if you can come to the root of the middle yang tomorrow, do you believe it or not.
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