1. Kweichow Moutai, the "king of stocks", is expected to have an annual revenue of nearly 150 billion yuan and a net profit increase of more than 17%.
Net profit increased by more than 17%, indicating that Kweichow Moutai's sales and endogenous growth rate are relatively weak. But from another point of view, Kweichow Moutai is the demand of the elderly, gathering nearly a hundred years of patriotic feelings, Kweichow Moutai as a collection, even greater than consumer goods, with the change of living habits, young people's demand for liquor will be less and less, Kweichow Moutai this feeling can be maintained for how long is difficult to say, Kweichow Moutai to maintain the status of the emperor of liquor can be shaken, the future is difficult to say.
On December 20, Kweichow Moutai paid a total cash dividend of 24 billion yuan and a cash dividend of 19 per share11 yuan, among the best in the entire a** field, if the share price of Kweichow Moutai decreases in the future, even if the patriotic feelings are not so sufficient, it is a good thing to maintain such a high dividend, at least the income is stable, and it is also worth having.
Second, the bottom, the whole year, the rise and fall and then the trend of the rise
From the current point of view, in 2024, whether it is the policy side (various policies to promote the development of the first class emerge in an endless stream, and there will be a series of favorable policies in 2024), or the external environment (the Federal Reserve is about to start an interest rate cut cycle, and the dollar index is above 100 points), but the domestic real estate and new energy bubbles have not been eliminated, local finances are stretched, and debt pressure is heavy, which will inevitably cause the economic recovery to be fragile and complex, CPI and PPI continue to run at a low level, and the performance of listed companies will grow slowly.
3. The Fed's interest rate cut cycle has officially begun (judging from the current inflation situation, as the economy and inflation continue to slow, the Fed will begin to cut interest rates for the first time in March, and the yield on US 10-year Treasury bonds will fall back to 3.)Below 5%, the dollar index will fall back below 98 points, and the domestic exchange rate will rise above 6At the 9th mark, foreign capital will return more than 200 billion yuan in the first quarter of 2024, which will be a huge boost to A-shares).
Fourth, a large wave of policy packages have come out (the first quarter has always been a period of high incidence of favorable policies, and this will be especially true in 2024, there will be policy dividends at the two sessions, trillions of special treasury bonds will begin to be implemented, and PMI will rise to above 50% in the short term).
After many days of floor prices, A-shares finally broke out in the last two days of the year, and the day before yesterday achieved a golden fork, rising by more than 13%, and won 20 points again on Friday, ** at 2974 points!
And this number is destined to become the last number in 2023, although it missed the year**, but the last two days of A shares did give people hope.
I believe that the spring of A-shares has come, and the bull market has come, right under our feet!On Friday, there were more than 4,300 companies, and they were mainly high-tech and artificial intelligence.
Northbound funds were sold at the end of the day, and it seems that they are going back to the West for the New Year. And the year that belongs to us Chinese will start in more than 1 month, during this period, known as the Spring Festival **, grasp it well, have a good year!