1.There is nothing to say at the index level today, the Shanghai and Shenzhen innovation and technology rose slightly, and the Beijing Stock Exchange was really pumped again.
To tell a joke, don't cry: Hu Bian reiterated that he would increase his position after the Shanghai Composite Index fell to 2,800 points.
However, if you think about it rationally, if you really fall another 100 points to get a big bottom, then most shareholders can resist it.
2.Today, Mr. Li Daxiao, a celebrity in the stock review circle, posted a "major benefit"**, compared to the content, the last two minutes were fun for me.
At the beginning, when I saw Li Daxiao say a major benefit, my reaction was, is it really going to ban refinancing?Disappointingly, no.
There are two main advantages that Mr. Li Daxiao said:
The first is that starting in 2024, the performance appraisal of insurance investment will be changed from one year to three years, and it will be implemented. In the past, I was afraid of insurance funds and didn't dare to buy **, but now it's been three years, so I should buy it, right?
Now the Shanghai Composite Index is 2,900 points, and it can't rise to 3,700 points in three years, right?
The second is the extension of the U.S. tariff amnesty for China. To be honest, this feels a bit far-fetched to me, there was already one in September, which reflects the fluctuation of the relationship between the two countries, and has a limited impact on the overall economic situation.
Later, Mr. Li Daxiao also made a suggestion: investors' losses can be deducted from individual income tax.
This suggestion is very positive. But how does it feel weird?Could it be that the loss of shareholders is really a contribution to the country?
3.Today's pork direction is not bad, I looked around and didn't see any reliable news, ** the market is also stable, it should be more than accidental rotation factors.
I'm not sure if there is any inside information about the funds, such as about Xiaofei's progress.
On November 6th, I specifically talked about the problem that the direction of pork may usher in a big upward cycle, and then the pork index continued to **, but it fell a little in December, because the market was too bad during this time.
At the moment my opinion remains the same, as long as the pork ribs in the supermarket are not doubled, this logic is still valid.
4.Today's computing power direction is favorable and stimulating, so the performance is good. Although the current market style rarely has a plate that has risen for two days in a row, the overall cost performance in this direction is relatively high.
5.In November, the profits of industrial enterprises increased by 29% year-on-year5%, the profit of private enterprises turned from a decline to an increase for the first time this year. The factors for the economy to bottom out next year are accumulating, and this should not be a big problem.
8.After being appeased by many parties, NetEase, which was affected by the negative news of the game, rose 8% at one point.
Yesterday, Cathay Pacific issued an announcement to invest 50 million to buy its animation game ETF.
Of course, this 50 million is not a lot of money, the focus is on the regulatory intention behind it: we are really good for the industry, and there is really no intention of hammering an industry to death with an A4 piece of paper.
Make a bold guess: the management rules said by the relevant departments can still be revised, and it may be true. It is possible to consider picking up some cheap on the game while the low point is good, just pay attention to **.
9.Although there is no comprehensive ban on short-selling, the China Regulatory Commission has just stated that it will severely crack down on violations of the requirements of "restricted shares shall not be allowed to be borrowed". It's good for **, and there should be some positive feedback tomorrow.
The above views are personal and not investment advice;Please refer to it with caution and thanks for reading.
Disclaimer: Under no circumstances does the information or opinions expressed in this article constitute investment advice to any person.