1. The first bearish this evening is from another latest short-selling force! Recently, the news of large-scale knock-in risk of snowball products flooded the market, structured snowball products are derivatives invented by brokerages and have nothing to do with snowball nets, the essence is a structured gambling option linked to the index, if the index ** is out of range need to go to **hedging knock-in, **out of range needs to be knocked out, knock-in after the buying order needs to close the position to cause pressure on the market, belongs to the best products in the market, but the unilateral market risk is larger, the recent CSI 500 and CSI 1000 continuously ** triggered the threshold operation, Snowball products are not suitable for bear market operation, and the linked product ** reduces positions on the contrary, but does not increase positions when unilaterally, on the contrary, it is necessary to bet on reducing positions is to knock in, and the essence is to help the fall!
Second, landlords in many first-tier cities began to face the dilemma of vacant houses and rent dropping by 1,000 yuan.
The reason for the general decline in rents in big cities is that in addition to the weakening demand for rental housing at the end of the year, the large-scale concentration of rental housing is also profoundly changing the pattern of the rental market.
In the future, there will be a large number of vacant houses, except for the houses in the core areas that can be maintained, or, and the houses in other surrounding cities, **will continue to decline, mainly due to the launch of affordable housing. Now it is a two-legged walk, one is the launch of affordable housing to protect low-income people, and the other is to increase the introduction of improved housing, mainly to meet the improvement needs of high-income people, which depends on market supply and does not set restrictions. Therefore, real estate developers should also follow these two legs to transform!
3. Corporate Governance Department of the State Administration of Financial Regulation: Pay close attention to "key people" and "key matters", and promote the normalization of disclosure of shareholders with major violations of laws and regulations. The reason why everyone is not confident in the first is that the economy has not recovered as expected, and the economic data has performed averagely, but the most important thing is the governance problem. The upper level is also for this link to check and fill in the gaps, and now the violation is punished, which is also a warning to all major shareholders in the market, and people who still want to play routines will naturally stop, and there will naturally be a lot less speculation in the market, which is also a medium and long-term good for shareholders.
Fourth, with the blessing of the network short ** and the pursuit of tourists, Harbin tourism has recently achieved the best results in history: the number of tourists reached 304 in the three days of New Year's Day alone790,000 person-times, tourism income 59$1.4 billion. Harbin winter tourism is indeed to increase the local GDP, but how long the sustainability is, really unknown, after all, winter tourism is seasonal, to the summer is not still there to go, there is a greater uncertainty, so everyone for the hype of related theme stocks, or to see the good to receive, do not chase too high.
In the past few days, technology stocks have generally fallen sharply, and China Software and Shenzhen Sanda have hit the fall limit! At the same time, it also drove the compass to fall sharply, driving the downward trend of brokerage stocks and information innovation plates. After New Year's Day, it is time to enter the performance forecast, and technology stocks suffered two performance kills in April and August last year, so you need to be cautious during the performance forecast! At the same time, artificial intelligence semiconductors continued to be the first, and the heavyweight stocks SMIC and China Unicom directly broke the position, and the three major scumbag plates gathered in the breaking camp! Be aware that multiple areas can be reinvented. The most important thing to pay attention to in the annual report is the brokerage and insurance, these two deeply involved in the industry do not rule out that there will be a thunderstorm, and the overall brokerage, insurance, automobile, military, chemical, semiconductor and some software and other industries remain cautious.