Big shorts start going long!The five major news in the early hours of this morning officially fermen

Mondo Sports Updated on 2024-01-30

1. Although the Federal Reserve has constantly emphasized that you should not expect too strong interest rate cuts, and the market has miscalculated, the three major indexes continue to **, the Dow Jones has hit a new record high, and the S&P 500 has approached a historical high.

The Dow rose 068%, and the S&P rose 059%, the Nasdaq rose 066%。According to our "4+1" plus global asset allocation investment direction, the users of our investment research circle PRO are still in a good mood in the morning, and U.S. stocks have become an important direction of our allocation, which is emphasized to everyone.

Second, a well-known quantitative giant in London shot!Foreign "catfish" poured into the Chinese market!

When I saw the news, my first reaction was to laugh out loud, this year, it is clear that the world's top three foreign investors are clearing A-shares, why has it become foreign capital and begun to enter the market?In fact, regardless of whether it is true or not, don't you know if you look at this year's **, A shares have fallen for a year, isn't this clear enough, and now I don't believe in any good, and the good is down.

3. The chief of CITIC ** refuted the rumors: "At present, the net redemption of the ** scale per week is 0.""6%" is a joke without common sense.

The market circulated that "the direct cause of this round of ** is the opening of the three-year closed period, the people are redeeming, and the calculation of CITIC ** is currently a net redemption of 0 per week6%", in this regard, Qiu Xiang, chief strategic analyst of CITIC, refuted the rumors, he said that the redemption rate (in the research report) is research data, and the so-called calculation is a joke without common sense, "We have not calculated, let alone written in the report." It is reported that recently, CITIC ** strategy research report pointed out that the lack of money-making effect for two consecutive years has led to the beginning of investors' patience to disappear, and the redemption pressure at the end of the year has increased, but there is no public offering redemption scale calculation data described in the "small composition". No matter what you say, it can't change the fact that CITIC is a big short, and it makes sense to short A shares every day.

Fourth, Hong Kong Stock Exchange data shows that JPMorgan Chase & Co. took a long position in Xpeng Motors' Hong Kong stake from 5 on December 1520% to 817%。

The sense of smell of foreign capital has always been sensitive, and since the big short JPMorgan Chase has the direction of long, it shows that the Hong Kong ** market has reached a relative stage bottom, and the wind vane may turn, which has a reference role for the A** field.

5. The Beijing Securities Regulatory Bureau issued a warning letter to Zhongxinghua Certified Public Accountants that there are situations such as employee buying and selling, auditing customers, etc.

There are situations where members of the audit project team or their main close relatives buy and sell the audit client ** of the project team where they are located, and the partner buys and sells the audit client ** of their branch. It would be too much for someone like an accountant to do so.

There are a lot of employees in a firm, thousands of people, with different branches and provincial companies, and the general employees in these areas buy other provinces or have nothing to do with the project team.

The penalty for issuing a warning letter is already relatively light. The key is to see if they know about insider trading, and if they profit from knowing that insider trading is beneficial, they should have a heavier penalty.

Do you think the market can still go up?IMHO, it can go up!However, the rally here is not sustainable. In fact, I have emphasized many times that the current stage is the stage where big money is slowly taking chips. With the current market volume, whether it is buying too much or buying fast, it will make the market appear sharply, and the key is not to get chips.

Therefore, whether the index falls to 2880 points, or grinds and chirps around 2900 points, this position is unlikely to appear in the short term, however, everyone must know that not ** now does not mean that it will not ** in the future.

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