Deep V reversal, this is the bottom?It s almost meaningless

Mondo Entertainment Updated on 2024-01-29

Recently, I've been busy, less to look at the disk, and I opened the software at more than 5 o'clock in the afternoon to take a look, but I didn't expect to go a v.

Judging from the trading volume, the turnover of the two cities is only 911.5 billion, 50.2 billion less than the previous day.

The current situation is not only for A-shares, but also for the whole economy, and there are differences on whether the fundamentals of the economy can get better.

Since there are differences, there is naturally a pull, so when ** reaches below 3000 points, the long and short sides rely on real gold ** to express their positions.

To be honest, for the daily turnover of more than 80 trillion yuan market is less than one trillion, it is really a bit unreasonable, how miserable the equity market has been in the past three years, and the friends who are still struggling know in their hearts.

There can be no reversal by this amount**, more than 800 billion, at most it is a long and short disagreement, the people who look on the side of the field are monkey spirits, don't see rabbits and don't scatter eagles, you throw some bait, you want to catch a big fish, a little too much to look down on people.

At present, there are a lot of slogans, not many means, there is no real knife and real gun to pay the capital, it is estimated that it is also shouted first, to see if everyone's brain is hot.

I insist on one point: there is no such thing as good or bad money, only when the benefits thrown out are attractive enough, it will naturally come in.

Back to the market.

Recently, the public offering ** has opened the second round of fee reduction reform, which was mainly aimed at management fees and custody fees last time, and this time it is mainly aimed at transaction commissions.

Step by step, it is estimated that the third round of fee reduction will have to move the cost of the sales link.

For ordinary investors with tens of thousands of funds, the cost is not much, even if the fee is reduced, the probability is not deep, and our focus is still back on the index.

In two weeks, the undervalued index in the Niu Ben valuation table has increased again, and 2 3 out of 84 estimates are green.

For example, the new underestimatedShenzhen Stock Exchange Component Index, Hong Kong Small and Mid Cap Index, Shanghai-Hong Kong-Shenzhen Innovative Drug Index.

If you want to ask me if I can buy the undervalued index, I will definitely be able to buy it if I put it aside, but in the current situation, too much green is not much different from no green, the funds are limited, the target is unlimited, no one can bear it, and the funds are a bottomless pit.

Therefore, choose the best in the quiet, choose the best among the best, just keep your eyes on the most bearable index, don't think about the rain and dew, and you won't get anything in the end.

However, I personally have some ideas, if it is really below 3000 points**, looking at the situation, the big blue chips and big white horses are estimated to be blind, and there are too many traps on it, even if the over-the-counter funds come in, they are not willing to raise their feet to take them over.

Today, brokers, CSI 500 and ChiNext are a little interesting, and there is a high probability that the national team has stabilized the basic market through brokers, and then divergent funds began to attack the small index.

Let's see if this situation can be sustained, if you lie down in two days, just wait for the index to continue to fall.

Two. December 12 convertible bonds

There will be no convertible bonds listed or subscribed for tomorrow.

Three. On December 11, the index valuation broadcast (1359 issues).

Table 2: Valuation table of index**.

Indicator Tips:

1.ROE = Net Profit Net Assets * 100% (PB PE rough calculation);

2.Last 10 Percentile: The position of the current P/E ratio or price-to-book ratio in the data of the last 10 years;

3.- Indicates that there is no or no applicable data;

4.The index sample range includes broad-based and industry indices such as A-shares, Hong Kong stocks, and U.S. stocks

5.Pay attention to the valuation of banks, real estate, finance, environmental protection, large agriculture, and infrastructure with reference to PB;Internet Valuation with Reference to PS;

6.The statistical period of medical, chip, 5G and other statistical periods is short, and the 10-year percentile is for reference only.

Valuation Description:

1.Green represents underestimation, yellow represents reasonableness, and red represents overestimation;

2.Theoretically, the green safety margin is high, the opportunity is large, and it is suitable for buying;The yellow space is small, suitable for holding;Red has a low margin of safety, high risk, and is suitable for selling;

3.Valuation Status Description: Undervalued (PE 20%);Reasonable (20 pe 80%);Overestimated (PE>80%)

The valuation of this index is personal statistical data, may be incorrect, and is for reference only and does not constitute investment advice and basis for anyone.

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