The financial war fished out a bunch of fish! In the early hours of this morning, four major news came (223）！1. Now that the net has been closed, a bunch of fish have been caught in the financial war. It's showdown time!
On Thursday, the Nikkei 225 index hit an all-time high as expected, closing at 39,09868 points. After 34 years, it surpassed the record high of 38,957 points at the end of 1989. This means that the global capital market has ushered in a new climax, and all parts of China** have also hit new highs. Step by step into the bull market spree!
The spike across China** is part of the overall financial war. Buffett has continued to ** BYD from 2022, and the purpose is not to disadvantage BYD. In fact, from the perspective of the company's operation, BYD is wrong, because it took BYD two years to surpass Tesla and become the world's best-selling new energy vehicle.
Since the Spring Festival this year, BYD has taken the lead in cutting prices, tearing apart the entire automotive industry. Many people lament that imported cars were so expensive in the past, not only because of our high tariffs, but more importantly, because our domestic cars were not good enough. Now that BYD has entered the violent mode, you will be frightened if you look at foreign-funded cars, joint venture cars, and new energy vehicles. It is said that 2024 will be a bloody year for the automotive industry. And how popular are Japanese cars that have sold well in China before? So the question is, the core reason for Buffett BYD is likely to be because he learned that the White House was going to wage some kind of war against China.
The pit of the Shanghai Stock Exchange has basically been filled, and it will be a high-level sideways market later, and the depth will not appear, otherwise it will be self-evident to go back to the old road and change the head of the company. Shen Cheng refers to the fact that half of the pit on the GEM has been filled, and the pit filling action will continue to be completed later. After all the backfills are completed, there will be a short squeeze**. Space is expected to be 10-15% points. At that time, during the period of sideways correction at the high level of the three major indexes, the ** that did not rise much will continue to make up for the rise. The fluctuation of A-shares this time is so large, in full accordance with the strategic interpretation of the layout, to achieve the effect of removing the bottom and cleaning up the black sheep in A-shares, and the results are remarkable. In the time of 2024-2025-2026, A-shares will be unbeatable, and financial power will accumulate steadily.
2. The education and training industry has stabilized and returned to standardized development, focusing on performance release and valuation improvement. With the gradual introduction of the implementation rules, the penalty rules and regulatory subjects have been clarified, and classified supervision has gradually become normalized. The education sector has stabilized and rebounded. At present, its operating flexibility is strong and scarce, and the valuation of the industry is expected to be improved. Recommended attention: mobile education, Xueda education, etc.
3. Although there are many participants in the short drama industry, the business model of the platform will be healthier. At this time, players who have both content production capabilities and platform operation capabilities will have investment opportunities. Players who are only responsible for content production will have the right to speak in the industry chain. Lower. Therefore, we can focus on investment opportunities in two directions: one is the short drama app itself (that is, the platform side): after switching to the app, the business model of the short drama party will be healthier. The head mini program party and short drama APP, which already have a first-mover advantage, are expected to continue their advantages. It is recommended to pay attention to: Tianwei**, Chinese**, etc.;
Skit app content moderator (new role): After switching from a mini program to an app, the content moderation work and responsibilities that skit apps need to undertake have become heavier. In this model, one side of the short drama is responsible for application development, program production, terminal operation and traffic transmission, while the other party is responsible for reviewing and verifying product content, and handling the cashier and account sharing of platform revenue. Roles are similar to broadcast controllers in OTT products.
My ** has been going wrong a lot in the past two days. The reason for this is that I overlooked that building a spinning top is a process.
We came to the same conclusion when we judged and analyzed the movement of the market from various technical indicators. The market is topping, and topping is a process. It may also try to capture 3,000 points. Anyway, it is just to attract the bulls, and it will rise more. Gaodu has only one purpose, that is, **people**.
Judging from the trend of volume and energy, the intermittency** of volume mainly depends on how much main capital is involved in the counterattack. This also reflects that some of the main forces are also passively following the trend to go long in order to take over the large market capitalization weight. The largest number of them is **. However, the new lithium scene and biopharmaceutical in the hands of the capital are still in the same shipment cycle, and there will not be too much capital
This has led to a shortage of shipments of these ** shares. There are no big competitors, unable or unwilling to accept. This is the only way to short the index to sustain ** and sell as much as you can.
A lot of people say that technical analysis is useless. If you carefully analyze this ** trend, you will find that the main funds are the real masters of technical analysis.
We can look at the Bollinger Bands in the market. The market has been in the market for 7 consecutive days**. Today from the lower orbit to the upper orbit. All this shows that the market can achieve its purpose even if it pulls the index strongly.
Let's take another look at the Mike channel. Today the index has reached the pressure point of 2988 points, and the second pressure point is 3126 points. This position is destined to be invisible in the near future. As for whether we can see it in the first half of the year, let's take it step by step.
4. After the beginning of the year, the banking sector continued to rise sharply, and Ping An Bank hit the daily limit on the 21st.
Judging from the news, there are three major positives. First of all, according to Reuters on February 20 local time, some U.S.** managers who hold Chinese products are optimistic about investors' long-term return to the market. They argue that the valuations of China's huge market are hard to ignore. On the morning of the 21st, northbound funds poured into A-shares, and the net ** exceeded the 10 billion yuan mark; Second, the demand for insurance fund allocation has increased significantly. As a result of the interest rate cut, such funds need to cover 4% of the cost of the debtor. As a result, high-yield stocks are sought after, such as banks; Third, there are market rumors that the assessment plan for state-owned enterprises is about to be released, but it has not yet been officially confirmed.