**Picking up, the turnover exceeded one trillion! Is it time?
Today, Big A continues to reinblood.
The Shanghai Composite Index rose 144% regained 2,800 points, and the Shenzhen Component Index rose 293%, the GEM index rose 237%。
The most important thing is that today's turnover exceeded one trillion for the first time. The rise in volume and price is a good sign.
It seems that in order to allow shareholders to have a good year, the bailout funds are also working very hard.
Someone asked, is it possible to ** now?
Before answering this question, let's look at one more statistic.
Although the index has risen sharply across the board, we must also see that there are still nearly 300 ** falling limits today, and more than 3,000 ***
Therefore, under the flowers, the first side is actually still falling more and rising less. In this case, there are two approaches.
Clause. First, hold the currency for the New Year, and still have a good strategy.
Clause. Second, for those who want to enter the market, they must keep up with the rhythm of bailout funds.
The direction of stock selection can be found inFind the constituent stocks of SSE 100 and CSI 300.
Because of the support of bailout funds, these constituent stocks are basically distributed by the stateRed envelopes for the Year of the Dragon
1. Witness history again!
The total scale of ChinaAMC SSE 50 ETF officially exceeded the 100 billion mark.
ChinaAMC SSE 50 ETF is China's first ** ETF, which was launched at the end of 2004. After 20 years of ups and downs, I have witnessed the joys and sorrows, love and hatred of Big A.
The reason why ETFs have "gold absorbing magic" is that since Huijin announced its increase in ETF holdings in October last year, everyone hopes to take advantage of this wave of asset appreciation.
It's just that I didn't expect that ** stumbled endlessly, and eventually caused a disaster.
Of course, everyone now believes more**bottoming**, otherwise Jitailai. So, now there is a spectacle of exponential growth in the size of ETFs.
Of course, the premise must be to break off the refinancing. Otherwise, it will become a smash yourself with your own money.
2. China's foreign exchange reserves in January were 32193200 million US dollars, the previous value was 32379$800 million.
What does it mean to have sufficient foreign exchange reserves?
**10,000 Fans Incentive Plan
First, China's economy is strong; Second, China is still a place where foreign investors like to invest; Third, China and the United States have bargaining chips in each other's games.
The most important thing is that we must invest these funds, otherwise, just buying US bonds will become a "proton" in the hands of the United States.
Here comes a new leader.
Today, the village chief has changed to a new person.
Big A, a bear, really needs a new person and a new atmosphere.
It is said that the new official has three fires in office, and he hopes that Jiachen will be prosperous in the Year of the Dragon.
100 million buybacks.
Since the beginning of this year, nearly 1,200 listed companies have issued buyback-related announcements.
According to the data, as of February 6, 696 listed companies have implemented repurchases this year, with a total repurchase amount of 3305.5 billion yuan.
Compared with those major shareholders who liquidated their positions, these companies are really the conscience of the industry.
SoThese companies will have the most potential in the future.
Of course, compared with the big A with a market value of 80 trillion yuan, this repurchase fund is still far from enough.
In yesterday's article, I said that the total amount of repurchases of all the big A listed companies in a year is not as large as the repurchase amount of the Xiaozha family, the boss of Facebook.
The day before yesterday, Meta announced a $50 billion buyback cancellation plan. What is the concept of $50 billion?
It is equivalent to about 360 billion yuan! It is almost 4 times the total amount of buybacks announced by all listed companies of Big A last year.
What's more, there are many companies that only report the repurchase amount and never execute the main one.
5. Fined 10 million.
Now let's talk about a listed company that only promises to buy back, but does not implement it.
The name of this company is ST Oceanwide.
In September 2023, it was announced that it would increase its holdings by 1-200 million within 4 months. Then there was a strong wave, which doubled.
The result? As a result, this companyOnly repurchased 2889 yuan!
You read that right, it's less than $3,000!
What is this for investors? This is the unabashedly big **!
So everyone voted with their feet, and in the end, the stock price collapsed, from 339 yuan has fallen to 038。
The final result is that because the unit price is too low, it has been forcibly delisted.
Its chairman was also fined more than 16.9 million yuan for insider trading.
In fact, Oceanwide has also been extremely brilliant.
In 1994, Oceanwide Holdings was listed on the Shenzhen Stock Exchange, becoming one of the first listed real estate companies in China. The company takes real estate as its core business and gradually expands to the financial field. It owns core financial platforms such as Minsheng **, Minsheng Trust, and Asia-Pacific Property Insurance, and even carried out financial business overseas for a time.
At its peak, Oceanwide Control's ** value exceeded 100 billion. The market value is second only to Vanke and Poly, and it ranks third in the A** real estate stocks.
As the founder, Lu Zhiqiang's worth has also risen, once as high as 83 billion.
Back then, on the day of Wanda's listing, Wang Jianlin thanked two people, one of whom was Lu Zhiqiang, the founder of Oceanwide Holdings.
This is Lu Zhiqiang's "status in the rivers and lakes" at that time, which shows how influential he is.
In 2020, the 8 billion yuan fake ** case of Wuhan Jinhuang Jewelry became the fuse of Oceanwide Holdings' debt thunderstorm. Since then, it has been all the way downhill and slumped.
As of the end of the third quarter of 2023, Oceanwide Holdings has a debt scale of more than 100 billion yuan, and the group's debt ratio exceeds 100%. Not only that, Lu Zhiqiang is also in a state of execution, and the amount of execution under his personal name is as high as 25.1 billion yuan.
Now it seems that Oceanwide does not want to implement the repurchase plan, in fact, there is no money at all.
It takes 30 years to create a 100 billion business empire, and the collapse of a 100 billion empire only takes 3 years.
After I checked the Oceanwide development model, I found that Lu Zhiqiang's development strategy back then was basically a diversified model of real estate + finance + investment. As a result, success is also highly leveraged, and failure is also highly leveraged.
It was originally a good story of changing one's life against the sky, but in the counter-cyclical after the expansion of leverage, it lost all the money.
Have you found that Oceanwide Holdings is actually the epitome of Evergrande?
Oceanwide's delisting and Evergrande's bankruptcy have announced that the barbaric growth model of high leverage and high debt in real estate has come to an end.
Actually, it's the same as investing. Why are there so many thunderstorms this year?
Because a lot of people borrow money and use leverage. When the cycle is positive, the hand earned with leverage is soft. The self-confidence brought by getting rich will make people path dependent, and then desperately leverage it. As a result, it encountered a counter-cycle, and the landslide cracked in an instant, and it fell into powder.
This is human nature, and there are very few people who can go ashore before the tide goes down.