1. Today's trend of big A, one word to describe: "service", two words to describe: "super service", three words to describe: "very convincing", four words to describe: "extremely convincing". This is the big A, this is the big A, this is the big A, the accent of the tone said three times, really stepping on the horse suit, the U.S. stock market continues to hit new highs, the big A not only did not keep up, the Shenzhen Index and the GEM also hit a new low today, the Shenzhen Index fell below the 9373 low, the GEM fell below the 1840 low, a new low in the past four years.
What else is there to say, "the stronger the wind and waves, the more expensive the fish"?This is a historic opportunity for generations of us to turn the tide against the wind
All right. Judging from the indicators, it is indeed the case, whether it is from the top to the top, or the institutional research, the conclusions given are very consistent, and the big A in this position is the historical bottom. However, I just didn't give a time to get out of the bottom, I didn't give it last year, and I still haven't given it this year. Let's put it this way, everyone knows that the position of Big A is not high, it is the bottom, but they don't know how long it will take to stay up at this time, maybe a day or two, or a year or two, or even longer.
For **, spare money investment is particularly important at this time, now I only know that this position is very low, it is the bottom, but I don't know the time, I don't know how long to stay. Therefore, when you invest in big A's funds, you must have spare money, not urgent money.
Li Bei, the founding partner of Banxia Investment, gave a time, for reference only. Li Bei said that the market's best and the policy in place, the economic recovery, the middle is not a complete correspondence, why the economic data is not particularly bad, but the market is not good recently, mainly because there is a very important stock of investors at the end of the year, domestic institutions, insurance funds, northbound funds also have the same demand. However, this matter is likely to be over at the end of the year, and the beginning of next year is a very important change point.
At this point in time, I think it is worth paying attention to, Big A has two change time points, one is December, January, and the other is June. The year-end and year-end and mid-year periods, these two time periods, are worth noting.
Let's talk about today's tragic big A, today there are only 4396 *** and 864*** take a look, how heroic, not that the index has fallen less, but that it has fallen more. If it weren't for the big financial protection, I believe that the number of ** would have rushed to 5,000!
In terms of the turnover of the two cities, it fell below 700 billion again, only 692.6 billion, which is enough to show that the market is sluggish, and the market does not dare to enter the market, and the game of the amount of money in the market has also begun to weaken. But on the flip side, the more this is the case, the sooner the corresponding low will appear.
One piece of good news is worth noting, northbound funds are quietly flowing in, with a net inflow of 27 today2.7 billion. Judging from past experience, when the northbound funds continue to flow out, when they return again, especially if they continue to return, the big A is not far from the time when it rises. I think that's a big sign for the moment.
To reiterate my point of view, I think there is no systemic risk below 3,000 points, although there are nearly 4,400 *** Shenzhen Index GEM record lows today, but the more this is the case, the more we must stick to our hearts.
2. The "king of the cycle" shipping sector has risen sharply, which is the rhythm to beginI think we should look at this matter rationally, first of all, the reason for the plate change is that after a number of attacks, the risk of shipping in the Red Sea has intensified, the Suez Canal, the "main artery" of shipping, is facing the risk of closure, and the international shipping industry is facing huge challenges, and the global ** chain may be affected.
Secondly, the shipping sector has been strong since late October, and this wave of **, against the trend, shows that this matter has long been on the rise, and there are funds to continue to pay attention.
Therefore, I think it is not correct to say that the shipping sector is the rhythm to start, and now the position of the big A is low, and it may rise at any time, but it is inappropriate to say that it is because of the shipping sector, after all, it is because of the shipping risk caused by the shipping sector.
3. Let's talk about the banking sector, which is also one of the strong sectors today. Banks were the second largest gainers today, becoming the cockpit stone of the index. The reason why the index is not so ugly is because the protection of several major weighted sectors has not allowed the index to pull down like the Shenzhen Index and the Growth Enterprise Market.
Of course, according to past practice, the Shanghai Composite Index will most likely hit a low point in the end, and the next time it will not be the bank that protects the disk, but the Shenzhen Index and the Growth Enterprise Market will fall slightly, and the Shanghai Index will fall largely.
I continue to be optimistic about the banking sector, protecting the disk does not mean not falling, ** does not mean that it has been falling. I have said many times, the most fundamental reason why I am optimistic about banks is dividends and valuations, looking at the entire market, the dividend yield of the banking sector is the highest, and the stock price fluctuations are not large, which will become the main direction of stable capital investment. Even if the stock price does not fluctuate, there are still dividends to eat. Kill two birds with one stone.
The eight directions that are optimistic about today are all performing well, and most of them are rising. Now this ** will be boiled slowly, and be more patient than who has survived. List of high-quality authors