Hu Xijin, a well-known blogger, issued an article denying the liquidation of A-shares. Lao Hu opened an ** account on June 26 (near 3150 points of the Shanghai Composite Index). At that time, I also swiped his Douyin, and vowed to buy a house in Shanghai.
Indeed, the Shanghai Composite Index had a wave on June 26, and it is estimated that many friends followed into the market. But looking back now, the Shanghai Composite Index closed at 2958 today99 points.
Not to mention Lao Hu, Buffett has also bought China**. PetroChina (listing is the high point), BYD, Ali (actually Munger investment). These three tickets are now basically running at a low level. It can be seen that our big A-share is a monopoly on "all kinds of disobedience", and it is not easy for anyone to come.
In the recent past, especiallyPlatesOutstanding performance. Jinan High-tech, Soho Hongye strong limit!Lao Fengxiang's stock price hit a new high!
They areCaused by multifactorial resonanceBoth the international gold price and the domestic gold price hit record highs;Situational impacts;Central banks around the world have increased their holdings**;and expectations of a Fed rate cut next year, which will catalyze ***
But, for now***At a relative all-time high. Pioneer thinks: go in this positionConfiguration** is not an excellent time。But from the perspective of the inventory cycle and economic recoveryBase metalsThe opportunities ahead are even greater.
The concept of SOE reform continues to be active27 ** strong limit!Among them, Boxin shares and Nanning Department Store 4 boards!Jinan High-tech, Yinfei Storage, Shanghai Jianke 3 boards ......
Although they are distributed in different industry sectors;But basically aroundYangtze River Delta Economic BeltUnfolded, first Nanjing, then Hangzhou, and then today's Shanghai. State-owned enterprises in Guangdong, Sichuan, Beijing and other places have also changed.
However, the reform of state-owned enterprises has been hyped for a while. We need to think about two questions: 1. NowThe cost-effectiveness and revenue ratio of entry
Which targets to choose?The pioneer feels that it is looking for mergers and acquisitions and restructuring events, and low-level ones, especially in the field of military industry and the Yangtze River Delta Economic Belt.
Northbound funding was made yesterdayNet Selling 95900 million, today isNet **346.3 billion。Overseas markets have risen sharply, and we are rushing up and falling back to green, while northbound funds are returning slightly. This phenomenon illustratesThere is a great deal of disagreement within funding
Baijiu is one of the varieties favored by northbound funds. However, they are subject to northbound deleveraging. Wuliangye and Moutai sold a net 5 yesterday8.3 billion, 55.5 billion;In the past quarter, net sales were 6.5 billion and 5.4 billion respectively.
The large-scale net selling in the northbound also allowed domestic investors to follow suit. This means:Institutional chips are loosesigns, and the agency likes to be inYear-end rebalancing。That will undoubtedly increase the selling pressure on liquor stocks. Moutai and Wuliangye have hit new lows, and their sharp declines have brought negative feedback to the sector and the market.
However, Moutai will be implemented next WednesdaySpecial dividend 2400.1 billion, WuliangyeIncrease holdings by at least 400 million, as well as some wine companiesShrink the volume and raise the priceetc., and then superimposed on the fourth quarter and the first quarter is liquorTraditional peak consumption season, hopefully these benefits canBoosting liquor stocks**
At the same time,Hotel dining, attractions and tourism, duty-free shopsand other consumer stocks strengthened, as well as the Ministry of Culture and Tourism's tourism assistance, does this mean that the consumer industry is quietly recovering? If it recovers, it will somewhat boost the trend of liquor stocks. ThisWhere we need attention
It's not easy to be original, but please guysA little bit of attention！Everyone's attention and praise are pioneersInsist on the drive of originality。More will be shared later by the PioneersMarket views, practical skills！Pioneer: Thank you very much.