1. More than 340 A-share listed companies have become LP!The rise of industrial capital can stimulate the development of the national economy.
Accounting for more than 6% of the listed companies, this is a typical embodiment of industrial capital's optimism about China's capital market: Moutai and SAIC have invested tens of billions of yuan, with a total investment of 5394.5 billion yuan.
Kweichow Moutai and SAIC, two large state-owned enterprises, are the only listed companies to invest more than 10 billion yuan this year. SAIC's two ** companies invest in the automotive industry chain involving automotive chips, and the key links are unimpeded, promoting a win-win situation for industrial development and financing. Kweichow Moutai focuses on cross-border operations. The Moutai coffee and Moutai chocolate we know are typical cross-border business models.
Whether it is cross-border operation or industrial chain investment through the capital platform, the purpose is to improve the competitiveness of enterprises and occupy a place in the market.
Second, the more institutions fall, the more they buy!In 2023, the total size of ETFs will exceed 2 trillion, and the share of STAR 50 ETFs will increase by more than 50 billion. ETFs with themes such as healthcare and semiconductors are the most popular.
In the early stage of economic recovery, ** was sluggish, and the overall valuation of the industry was at a low level. This is an opportunity for the lowest price. However, some businesses can also experience thunderstorms. The choice is more difficult, so medium and long-term funds are always more willing to buy ETFs, especially pharmaceuticals, semiconductors and other ETFs with positive long-term logic. Due to the large amount of medium and long-term funds, the position opening cycle is long, and it has to turn left. As **, we are small, we only need to trade on the right side, wait for the bottom signal to appear before acting, and now the signal on the right has gradually become clear.
Third, the thunder roars, and the real estate sector only falls to the lowest
In 2023, the real estate sector will continue to decline despite continued favorable policies. Big Brother *ST Oceanwide had no choice but to quit. Gemdale Group has fallen by more than half in the past year, and it is not far from returning to more than 4 yuan. Development fell below the $10 mark. Vanke A, he barely held the 10 yuan mark. As housing prices continue to be the best, many real estate companies have to make a large amount of provisions to destock in the fourth quarter, incurring huge losses. The performance minefield is overwhelming. In the future, the real estate sector will continue**, just lower, but not the lowest. At present, among the 94 real estate stocks in the two cities, there are no ** above 20 yuan**, only 11 ** above 10 yuan**, and 10 ** below 2 yuan (can these ** see the sun in 2025?).c is the big question mark), or the same sentence: in the next 10 years, more than 80% of the value of the property currently traded will be written off.
4. Thanks to the A-shares in 2023, I have a deep understanding.
Even if you really want it, you still need to respect the short-term ups and downs of the market. Only if we follow the rules and common sense, the market will give us sugar. Obedience is a form of humility.
Unfortunately, there are too many smart people who want to beat the market. There are too many smart people who want to make money in **. Most of these smart people will lose a lot in 2022 and 2023. In short, no matter how difficult 2023 is, it will eventually go down in history.