knows that A shares will fall today, but I didn’t expect it to be such a way to fall.
htmlOn February 3, 3105 A-share stocks with less than 3,800 stocks hit the limit, almost setting a record for the highest number of stocks hit the limit in a single day. The market value of A-shares evaporated by nearly 5.2 trillion yuan throughout the day. As of the close, the Shanghai Composite Index plummeted 7.72%, the Shenzhen Component Index fell 8.45%, and the ChiNext Index fell 6.85%. The turnover volume of the two markets was 519.5 billion yuan, a significant reduction from the previous trading day.
Just in the morning, the central bank carried out a reverse repurchase operation of 1.200 billion yuan through interest rate bidding to ensure liquidity supply on the first day of the market opening. Faced with the sharp drop, the central bank personally called out, and the central bank's official media Financial Times published an article by commentator "The impact of the epidemic on China's economy and finance is temporary", believing that there are many irrational factors in the stock market crash today, and even a panic caused by a herd effect. China's strong response measures will eventually overcome the epidemic, and China's economy will also get rid of the haze and stabilize and improve.
In addition to the central bank, before and after the opening of A-shares, institutions have stated that the impact of the epidemic on the economy is temporary and they are bullish on A-shares in the long run.
Chief economist of Zhongtai Securities Li Xunlei released a prediction of the spread of the new coronavirus based on mathematical models, believing that the stock market may overreact in the short term. If is oversold is a buying opportunity.
CITIC Securities Research Department believes that A-shares are currently in an upward trend of "well-off bull" in the next 2 to 3 years. The bottom formed by the market's downward adjustment due to the impact of the epidemic in February will be the best allocation time for the whole year, especially for institutions.
Haitong Securities Chief Economist Jiang Chao believes that since the Chinese economy has shown signs of bottom recovery in the fourth quarter of 2019, and after the second quarter of 2020, the epidemic will be effectively controlled under normal circumstances. With the recovery of post-disaster demand, China's economic growth rate is expected to recover to around 6%, and the stock market is expected to recover lost ground.
Of course, in addition to shouting, there is also real money inflow. On February 3, northbound funds bought nearly 18.2 billion yuan, the largest single-day buying in the past three months.
expect to lose money list
Although both the officials and institutions are saying that they are bullish on A-shares in the long run, oversold is a good opportunity to buy. But friends who choose to buy at the bottom should still pay attention and must avoid companies with red lights in their performance.
According to statistics from the Bull and Bear Trading Room, choice data shows that as of February 3, 2020, a total of 2,656 companies in the Shanghai and Shenzhen stock markets have released their 2019 performance forecasts, of which 540 companies expect to lose money. Among the companies that expect to lose money, 352 companies suffered the first loss, 44 companies continued to lose, and 72 companies increased their losses. In terms of the loss amount of
, 359 companies expect the maximum loss to exceed 100 million yuan, 121 companies expect the maximum loss to exceed 1 billion yuan, 58 companies expect the loss to exceed 2 billion yuan, and 11 companies expect the loss to exceed 5 billion yuan.
Among them, the loss king in 2019 is *ST Salt Lake , with an expected loss of 43.2 billion to 47.2 billion yuan. The companies that expect to lose more than 5 billion are: *ST Xinwei, LeTV, *ST Liyuan, Zotye Auto , *ST Kangde expects to lose, delisted Huaye, Jinzhou Cihang , ST Yinyi expects to lose, Dr. Peng, Donghua Technology . The list of companies with expected losses of more than 2 billion yuan in
is as follows.
It is worth mentioning that as of February 3, 18 companies have seen their performance change.
(the data in the table in the article comes from choice)
