The Shanghai Composite Index regained 3,000 points strongly. Many friends are in a dilemma, both afraid of ** and afraid of stepping into the air. Just let it go. We still look at this market rationally.
First of all, it should be clear that our national will is to make the capital market bigger and stronger. However, in terms of action, because of institutional problems, many things are steadily advancing with bottom-line thinking. In the face of the policy market, ordinary investors should read less research reports, listen less to the news, and just follow the party.
It can also be seen from several things that have happened in the past few months: the capital market has been redefined and occupies an absolutely important strategic position in the future.
1: Fully open the proportion of foreign ownership in banks and insurance, excluding securities firms.
2: The new leadership of the China Securities Regulatory Commission was parachuted in by the deputy secretary of the Shanghai Municipal Party Committee.
3: He Qing, chairman of Guotai Junan, was transferred to the director of Shanghai State-owned Assets Supervision and Administration Commission.
4: Billions of bank idling funds have not entered the real economy, on the contrary, IPO fundraising has been unprecedentedly prosperous.
5: Check the violations of securities firms, check the fraud of listed companies, and check the dereliction of duty of accountants.
Summary: The era of bank management has passed, this is a historic change, the industry has become a new favorite, and China has entered the era of investment banking. In the financial market, which was previously dominated by banks, it is difficult to expand direct financing and reduce indirect financing. In the past few years, the linkage between banks and real estate has created a boom in China's banking industry, and now the huge banking system is difficult to use (bank stock selling), the implementation of the registration system, and the expansion of IPO is the only way out for China's capital market!
Where is the stock going in the future?
In fact, everyone has been criticizing the index of 3,000 points, but looking back at 2023, there are still many high-quality **out of the big**, including two barrels of oil, telecom and mobile. Last year's ** is actually very good to judge, it is no exaggeration to say that I was accurate throughout last year** Including the Shanghai Composite Index 2600 (the 250 monthly line is the bottom of the policy that has not changed for 30 years), the Innovation Index 1500 (CATL led the decline in the weighted Shanghai Composite Index) It is recommended that friends around me abandon the small and medium-sized market and embrace the big blue chips of central enterprises and state-owned enterprises.
Since the epidemic, factors such as the background of war, US suppression, the withdrawal of foreign investment, and the downturn in real estate. Anyone with a discerning eye knows how difficult it is for China right now, and it is not too much to say that it is walking on thin ice. The high-level has been engaged in a unified national market, and those who have experienced reform and opening up know that this is to avoid being marginalized by Europe and the United States, and to prepare in advance to be self-producing, self-sold, and self-reliant like Great Russia. Once this door is closed, all companies that rely on foreign countries will have a serious impact, and even more than 80% of listed companies will suffer. On the contrary, the central enterprises that are just needed will become fragrant and do business behind closed doors. In this regard, the high-level has also made it clear many times: the importance of central enterprises and state-owned enterprises in our country, vigorously develop bigger and stronger, I also support it, after all, relying on private enterprises will really mess up this point of view next time I will focus on one article. The above content has not changed substantially until now, that is to say, there is no basis for starting the big **. What can be used as a key reference is not the US interest rate hike cycle and exchange rate, but whether Trump can be elected, which is a very important factor.
This round of **national team leading, **a large number of f (can be followed)**fight**This wave of funds is not a good stubble (Xu Xiang's generation abounds). Investors should give up all illusions for now, the bull market is actually not important Many people are losing money in the bull market. It is enough to step on the rhythm, buy a logical target at a relatively low level, and leave the market like a "fool" at a relatively high level! Funds above 3,000 points will soon diverge, there is little point in caring about the index, and many small, medium and micro cap stocks will fall victim to the registration system. As long as you don't go too far, you won't clean it up so quickly, after all, you know what your family is doing. We are still vigorously agitating for the stage of innovation and entrepreneurship, and we cannot suppress enthusiasm and reduce market activity. So all imperfections are actually beautiful visions, but the time has not yet come. Again: abandon those inexplicable ** in your hands. Ordinary investors only need to pay attention to the central state-owned enterprises, and if they are lucky, they can also enjoy the dividends of state-owned enterprise reform. **After that, it will enter a long-term *** and continue back to around 2600. This is the time when the market is desperate. The top-level despair is a double blow of space plus time. After that, insiders start a multi-sector structural bull market according to the changes in the current situation.
At this stage, there will be no general bull, not to mention that the plate is too big, and the management does not want to see the general bull. A few years ago, when the real estate was crazy, there was a cry: China is different from foreign markets, housing prices only rise but do not fall, and eventually go down the altar. There are no accidents with Chinese characteristics in real estate, and there will still be no accidents in the ** market. Will refer to the history of the development of mature markets: from chaos to order (the registration system will not be far from +0) just like today's young people will not take their own express delivery at will, consciously queuing, this kind of order will be reflected in all walks of life, including the ** market. In the future, a lot of garbage will be cleared**, and institutional investors will lead a number of emerging industries, and domestic advanced productive forces such as blue-chip performance will be excellent. Lead the big all the way to the long bull. Foreigners' impression of the Chinese will also change from barbarism to civilization; without a mature capital market, there will be no large amount of foreign capital, and China's globalization will only be empty talk. The bull is essentially the embodiment of an immature market.
Every day after the market to do some sharing of indexes, sectors, ** market hot spots. Thank you for your attention in the upper right corner of the Dragon Year of the Dragon!