Opportunities in the bear market: Dips**, waiting for the flowers to bloom After the 2015 stock market crash, I started to hunt for dips**, until the circuit breaker in early 2016**, I have a full position**. But I have never regretted it, because I firmly believe that the stock price is only temporary, and in the long run, the low value of the good will be greater. Moreover, the stock price** does not reduce the equity and dividends in our hands, the market value is only the selling price of the portfolio, and the equity is the real value. In 2024, the market will be fierce again**, and almost all of the cash in my hands will be invested**. Although it seems to be ** prison again, I still have no regrets, because I used the same money ** more equity and practiced the investment philosophy of "making money in the bull market and making stocks in the bear market". The market is actually friendly to investors, it provides the best opportunities, and it also provides the opportunity for arbitrage. At the same time, the market is also a good time to temper investment cultivation. Only by understanding the ** cycle can we survive in the market for a long time. Although my **portfolio has also ** recently, the decline is much smaller than that of the market**. I firmly believe that the market will eventually return to real investors, and after this round of bear market**, the market style will definitely return to the right path of "performance is king". Therefore, family members, do not be too anxious about the short-term fluctuations of the market, and see the essence of the problem. For real investors, the stock price ** is a big positive. Let's embrace the bear market and seize the various investment opportunities brought by this bear market**! Watchtower Market Direction Timing System 20242.5thThe three major A-share indices continued to fall, with a trading volume of nearly 900 billion in the whole market today, and the trading volume was enlarged compared with the previous day, and the market continued its downward trend. The average stock prices of the major indices we pay attention to and the ChiNext Index, the Shanghai Composite Index, the Shenzhen Composite Index, the CSI 500, and the STAR 50 are in a short, medium and long-term downward trend. Isn't it the best strategy to wait and see? Mysterious funds turned to CSI ETFs, with obvious intentions to protect disks. This afternoon, the mystery fund shifted from the SSE 50 ETF and CSI 300 ETF to the CSI 500 ETF and CSI 1000 ETF, with a trading volume of nearly 25 billion yuan, caring for small and medium-cap stocks. After a brief period of red, the three major indices retreated due to weaker buying and loosening of chips. This kind of "supporting but not lifting" way of protecting the disk is eating down market confidence. Although Big A has problems, it is still the main battlefield for investors. **In the liquidity dilemma, as long as there is a clear signal, over-the-counter funds will still pour in. The key lies in establishing a long-term and stable market mechanism to safeguard the interests of investors. Let's take a look at the big events that happened today:
First, MSI seized the new energy business opportunity, and the smart charging pile EV Premium was the first to sellMSI entered the new energy market in a big way, launching the smart AC charging pile EV Premium, and nine competitive advantages made it a leader in the industry. The product has been widely cooperated in many fields, including companies, commercial offices, car dealerships, etc., to provide convenient charging services for office workers and customers. From now until February 14, the first sale at MSI Shop, pre-order and get a 1-year extended warranty, limited to 30 sets.
Second, French banking giant Société Générale will lay off 900 employees to reduce expenses Société Générale plans to lay off about 900 people in France this year to cut costs. The layoffs represent less than 2% of the bank's total workforce in France. According to Société Générale's 2023 semi-annual report, the bank has about 520,000 employees, with about 1120,000 employees.
Third, UBS's new 2024 gold price will rush above $2,200 UBS**, as the Federal Reserve may cut interest rates this year, ** and *** are expected to continue to climb, gold may reach $2,200 per ounce by the end of 2024. A rate cut will push gold prices higher and weaken the US dollar, making it more attractive. Despite the uncertainty about the timing and magnitude of rate cuts, the attractiveness of the rate cut as a safe-haven asset is rising. The outlook is also positive.
Fourth, the coordination mechanism for urban real estate financing accelerates on February 4, Jinke confirmed that more than 20 projects have entered the first batch of real estate "white list" in Chongqing, and these projects are expected to obtain incremental financing under the coordination of the housing and urban development department to protect the rights and interests of home buyers. Recently, many places such as Chongqing, Chengdu and Kunming have established real estate financing coordination mechanisms and pushed the first batch of "white list" projects. This move aims to alleviate the financial pressure on real estate enterprises, optimize financing support, and promote the stable and healthy development of the real estate market. The industry believes that it is necessary to ensure blood transfusion in the implementation and avoid waste of resources. Many places are taking the initiative to build a communication platform between government and banks to promote a virtuous cycle of finance and real estate. Fifth, Apple's Vision Pro was officially launched, and the content application was on the eve of the outbreak Apple's MR headset Vision Pro was on sale, with a price of up to $3,499, and the second-hand market was even speculated to 3-40,000 yuan. It is regarded as the blue ocean of the next generation of Internet content, and gaming and social networking are optimistic about being the first to break through. Apple provides a complete developer framework, and a number of listed companies such as Tom M and Jiachuang X have taken the initiative to layout. Zhiwen Group launched the MR social app Inspaze. The industry believes that with the increase in the number of users and technological progress, MR social is expected to bring disruptive changes. Apple's Vision Pro is expected to promote the development of the MR field and create more business opportunities.
Sixth, this year, the central bank cut the reserve requirement ratio for the first time, who will benefit from the 1 trillion yuan of real gold? The first RRR cut in 2024 will be officially implemented on February 5, reducing the deposit reserve ratio of financial institutions by 05 percentage points, releasing 1 trillion yuan of long-term liquidity. This move is far more than the RRR cut in the past two years, and is seen as an important signal of stable growth, which will help boost market confidence, stabilize the capital market, and guide more capital flow to the real economy. At the same time, the central bank has added 500 billion yuan of net new collateral supplementary loans (PSL) for two consecutive months, indicating that the use of structural monetary policy tools will be further strengthened. The market generally expects that there is still a possibility of interest rate cuts after the RRR cut, but the specific timing is uncertain. **10,000 Fans Incentive Plan