1. On Tuesday evening, the Shanghai and Shenzhen Stock Exchanges officially announced that the A-share market was closed on Chinese New Year's Eve. Great, finally don't have to spend the Spring Festival with a straight face on Chinese New Year's Eve.
Now I just hope that the Spring Festival will be passed early and the market will be closed early. It's really a day like this, I don't want to spend one more day, it's too tormenting. In addition, the brokerage company has implemented the new regulation of "restricted shares are not allowed to lend securities", to put it bluntly, it is to reduce the pressure of smashing the market, but in fact, whether to buy A-shares or not depends on today's performance.
Second, on the news side, Tianfeng International Guo Mingqi said that the replenishment of inventory in the electronics industry may end in January. In addition, there are ** reports that the United States will raise tariffs on China's semiconductor industry, and the above news has led to the weakening of the A-share TMT sector, and the semiconductor ETF has hit a new low this year.
It is worth noting that Dong Chengfei, partner and chief research officer of Ruijun Asset Management, said that the inflection point of the semiconductor industry has appeared, and this round of AI innovation cycle will drive the entire industry into a long-term cycle.
Dong Chengfei pointed out that the entire industry has bottomed out and stabilized and then moved up, and now it is important to focus on the Chinese market. For example, autonomous driving and humanoid robots are just a sprout. In the future, there will be more opportunities for AI+ at the edge.
3. The sale of restricted shares is a huge loophole in A-shares. It doesn't make sense logically, and it is also contrary to the "** Law". On the one hand, the major shareholders are restricted**, and on the other hand, the major shareholders are allowed to lend, which is tantamount to selling in disguise. is such a blatant exploitation, how can others play with you.
If these loopholes are not solved, the real big funds will not dare to enter the market boldly, and the funds that come in will also be swallowed up. It's also a good thing that the dead sheep can be corrected now, but can the confidence of shareholders and the people return?
Fourth, now many of the leaders in all walks of life have fallen by far more than 50%, or even 70%, if these votes have fallen so much, then the next ** together, I take a 50% is not too much, right?The interest rate of reverse repo of treasury bonds has reached 6% in the short term.
The bottom of the market is the most abrasive mentality. Because in this position, there are too many **, the psychological pressure is too great, and if you fall a little more, your mentality may "blow up"!And at this time, there are generally not many bullets, even if you know that you are out of the cost performance and have no money to make up for the position, you can't do anything about the opportunity, which is doubly uncomfortable.
The bottom of the market is the easiest to lose your mind. Because at this time, there is no choice, you can only look long, and only **can you make ** psychologically comfortable;Once people have no choice, and reality does not meet people's wishes, it is easy to "go crazy" and lose reason. In a nutshell, during the "bottom" period, it can be very uncomfortable and very easy to make mistakes.