First, the rescue of the market is calm! There has been little political activity lately, what is the reason?
The four major indexes continue to hit new lows, and the volume and energy continue to shrink, but at this time, the regulatory and official ** have disappeared, and no favorable ** policies have been introduced at all. The visible capital market news is general macro news, such as the news that the central bank supports the property market and the real economy, but there is no first-class news.
In the past, we could still see the benefits of various ** reforms, but now we can't see it, what's going on? Or are they all waiting for news from both sides of the strait and don't have time to deal with it, so they're all waiting for a centralized release? Or is the IPO entering the ** adjustment stage, waiting for the market news to enter a quiet period? Or have you given up altogether, as many investors say?
Second, the views of expert institutions and ordinary **.
1. HSBC said that A-shares will rise to 3,400 points this year, Goldman Sachs will have 16% of the CSI 300 Index this year, and UBS expects the MSCI China Index to be 15%.
2. Invesco pointed out that the valuation of China** is at the lowest level in nearly 10 years, and the risk-return ratio of investing in Chinese concept stocks is attractive. Once in 20 years, Lin Yuan said that this was his first time. 4 opportunities to get rich.
3. Most of the ** in the market believe that the decline of A-shares will continue, and there is no hope of redemption, who is right?
3. Dancing with coal flying colors
1. My imagination is very poor, if I go directly to buy high-dividend coal stocks because of risk aversion, it is not fundamentally different from the crazy soup and liquor competition in previous years.
2. Not to mention the rise in the valuation center, coal stocks can be ** for a period of time as long as the dividend yield is reduced, many people may think that this analysis is extreme, but A shares like to be extreme, just talking. When changing factories, the footprint changes with the market, and investors simply can't keep up.
3. Since the increase in coal stocks, we will wait and see what the situation will be after the first day, if other sectors are still not improving, and coal has been greatly increased by institutions, then it is not impossible for A-shares to reappear in the coal market. It's 2024 and things are still happening. Magic is very magical.