The cold of market sentiment is like a frozen winter, which has completely shrouded **. Huawei, as a well-known technology giant in China, issued a shocking request in its live broadcast room not long ago - to close the ** live broadcast room. After this news broke, the confidence of investors fell into an even more bleak situation, and some people chose to cut their flesh and leave the market because they were skeptical of the current market situation and were not even optimistic about the future trend.
However, while the market is in a downturn, we should stay sane and persevere. From a valuation point of view, the probability of future profits is very high after the present ***. For example, the Shanghai Composite Index has a price-to-earnings ratio quantile of only 73%, compared to 92 in history7% of the time is cheaper. The GEM index is even more surprisingly low, with a price-earnings ratio quantile of only 23%, compared to 96 in history7% of the time is cheaper. As the "Historical Records: The Biography of the Goods and Colonies" says, the noble are as cheap as dung, and the cheap are as precious as pearls and jade. The implication of this sentence is that when ***, we should sell as quickly as we dump dung;And when it comes, we should be as aggressive as we are looking for jewelry. Many times, we miss the opportunity because we are greedy and always want to wait for a lower **or higher**.
Shanghai water price**
According to the latest news, the price of water in Shanghai in 2024 will be **. The increase is divided into three tiers, the first tier will be **20%, the second tier will be **31%, and the third tier will even be **53%. The water industry is a monopoly of central state-owned enterprises, with stable cash flow, high dividends and high dividends, so in the context of water prices, the attractiveness of the water industry will be further enhanced. In fact, in addition to the water industry, even McDonald's has already increased its price, which may also hint at the price increase trend of other industries in the future. In this context, we might as well take advantage of the cheap to spend more and invest our idle funds in areas with more potential.
2. Purchase tax reduction and exemption for new energy vehicles
The Ministry of Industry and Information Technology (MIIT) recently announced the "Catalogue of New Energy Vehicle Models for Vehicle Purchase Tax Reduction", which includes two SU7 models under Xiaomi. The introduction of this policy will have a positive impact on the new energy vehicle market. As a field full of potential, new energy vehicles have huge room for development in the future. For investors, the purchase of new energy vehicles can not only enjoy the preferential purchase tax reduction, but also actively participate in this emerging industry, adding more possibilities for their investment.
3. Tongwei's expansion plan
In the context of the market downturn, Tongwei Co., Ltd. bucked the trend and announced an investment of 28 billion yuan to expand the production of industrial silicon. As an emerging industry with great development potential, the photovoltaic industry has always attracted much attention. Tongwei's investment in capacity expansion will further strengthen its competitiveness in the industry and promote the development of the entire photovoltaic industry. For investors, it will be a good choice to continue to be optimistic about the development of the photovoltaic industry and select potential leading enterprises for investment.
Overall, the current market sentiment is indeed quite subdued, and the confidence of investors has been severely hit. However, from a valuation point of view, *** is actually quite cheap now. We should not blindly chase the rise and kill the fall, but should remain rational and choose those industries and companies with potential to invest. At the same time, it is necessary to fully understand the dynamics of the market and pay attention to the changes in policies and industries so that we can grasp the opportunities in a timely manner.
In the investment process, we should also pay attention to the control of risks. Although the market is down, there are still risks, and investors should be cautious when making decisions. At the same time, it is necessary to diversify investments and reduce the risk of a single ** or industry. In addition, focus on long-term value in the decision-making process and should not be fooled by short-term market fluctuations. Only by firmly trusting your judgment and remaining calm and patient in practice can you get a better return on investment.
In short, the freezing of market sentiment does not mean that we should give up investing, on the contrary, we should seize the opportunity and invest rationally. Before the dawn, stay calm and trust your vision and judgment to win in the changing market.