The market crash began to unleash with a pent-up sense of irritability, investors left the market one after another, and market confidence fell to the bottom. People are not only suspicious of the current situation, but also lose confidence in the future. The market has come to its darkest hour, but I firmly believe that it is darkest before dawn. From a valuation point of view, the probability of achieving profitability is extremely high after the current ***. The price-to-earnings quantile of the Shanghai Composite Index is 73%, compared to 92 in the past7% of the time are low;The ChiNext index is as low as 23%, compared to 96 in the past7% of the time are low;There is a cloud in "Historical Records: The Biography of Goods and Colonies": "Expensive is like dung, and cheap is like pearl and jade." This means that when the price is **, it should be sold as soon as possible, as if it were manure;And when the price is **, you should buy it quickly, just like buying jewelry. Many times, people miss out on opportunities because they are too greedy, always waiting for a lower**, or a higher**.
The price of water in Shanghai will be **. According to the regulations, the first tier**20%, the second tier**31%, and the third tier**53%. There are some strong state-owned enterprises in the water sector, with strong cash flows, high dividends and dividend income, which are becoming increasingly attractive. Not only that, McDonald's has just increased its price, and perhaps other goods and services will increase in price in the future. Maybe it's time to spend a little more while it's cheap.
2. The Ministry of Industry and Information Technology announced the "Catalogue of New Energy Vehicle Models for Reduction and Exemption of Vehicle Purchase Tax", and Xiaomi's two SU7 models are among them. This means that Xiaomi has more investment opportunities in the field of new energy vehicles, which is good news for the company's development.
3. Tongwei Co., Ltd. chose to go against the market and announced an investment of 28 billion yuan to expand the production of industrial silicon. The PV industry is still growing strongly, and you have to imagine how they are going from strength to beat their competitors.
The ups and downs of the market have depressed investors, and investors have begun to cut their flesh and leave the market, and market confidence has fallen to the bottom. People are not only suspicious of the current situation, but also about the future. The market has come to its darkest hour, and even so, I firmly believe that before dawn, the darkest is the closest to the light. Through the analysis of the valuation perspective, it can be found that after buying with the current **, the probability of achieving profitability is very large. The price-to-earnings quantile of the Shanghai Composite Index is 73%, up from 92 in the past7% of the time are low;The ChiNext index is as low as 23%, up from 96 in the past7% of the time are low;As the ancients said: "Expensive is like dung, cheap is like jade." "At ***, it should be sold in time, just like manure;And when it comes to ***, you should hurry up and buy it, just like you get jewelry. However, many people miss out on opportunities because of greed and always have a wait-and-see mentality, pursuing lower or higher**.
The quality of market sentiment is crucial for investors, and Huawei's move in the live broadcast room has once again attracted the attention of the market. Recently, the market has been sluggish, and investor confidence has been severely impacted, causing market sentiment to reach a freezing point. In this context, Huawei's live broadcast room even wantonly asked to close, which caused heated discussions in the market.
It is reported that Huawei's live broadcast room is Huawei's internal communication platform, which is mainly used for internal employee communication and knowledge sharing. However, recently, Huawei's live broadcast room has become a hot topic of discussion. According to a Huawei employee, they frequently received messages from shareholders in the live broadcast room, hoping that Huawei would respond to the current market downturn. In response to this situation, the administrator of Huawei's live broadcast room chose an unexpected way to respond, and they asked for the closure of ** to protect the interests of investors.
As soon as this news came out, it immediately sparked heated discussions in the market. Some people think that Huawei's approach is very sensible, because the current market environment is really not optimistic, and if you don't control your emotions, investors are easily misled and make wrong decisions. However, there are also those who are unhappy with Huawei's approach, arguing that the shutdown will bring more uncertainty and may bring more turmoil to the market.
In any case, this event reminds us once again that market sentiment is very important and has a direct impact on investor behavior and decision-making. When market sentiment reaches the freezing point, we might as well think calmly, reasonably assess risks, and make wise investment decisions.
The current market situation is indeed not optimistic, but behind the market downturn, there are many investment opportunities. First of all, we can see the clues of investment opportunities from the news of Shanghai's water price**. According to the regulations, in 2024, the water price in Shanghai will be **, the first tier**20%, the second tier**31%, and the third tier**53%. This means that some companies in the water sector are expected to benefit from water prices**, and their strong cash flows, high dividends and dividend yields will attract more investors.
In addition, the Ministry of Industry and Information Technology (MIIT) has also brought new opportunities to investors. Xiaomi's two SU7 models are among them, which means that Xiaomi has more development prospects in the field of new energy vehicles. With the increasing support for new energy vehicles, the growth potential of this industry cannot be underestimated.
There is another industry that also deserves our attention, and that is the photovoltaic industry. Tongwei recently announced an investment of 28 billion yuan to expand the production of industrial silicon, which has sparked heated discussions in the market. As an emerging industry, the photovoltaic industry has always maintained a strong growth momentum and constantly made breakthroughs in itself. For Tongwei, the expansion of industrial silicon production will further strengthen its competitiveness in the photovoltaic industry and provide investors with investment opportunities.
It is undeniable that the current market sentiment is indeed not optimistic, but as the ancients said: "Expensive is like dung, cheap is like pearl." "In a moment of market downturn, we should think calmly and look for investment opportunities that are hidden behind the market. After all, the darkest hours before dawn are often also the ones closest to light.
The downturn in market sentiment has brought anxiety and panic among investors, and people have left the market one after another, and market confidence has fallen to the bottom. However, from a valuation perspective, the probability of achieving profitability after the current *** is extremely high. Huawei's large-scale demand for the closure of the live broadcast room has attracted the attention of the market, reminding us once again of the importance of market sentiment. Behind the market downturn, there are many investment opportunities, such as the water industry, the new energy vehicle industry, and the photovoltaic industry. At a time when market sentiment is at a freezing point, we should think calmly and look for opportunities that are hidden behind the market. After all, it is in the darkness that the hope of light can be seen.