xx is full of optimistic atmosphere, it seems that as long as you are not embarrassed, it is others who are embarrassed.
I feel that people who believe in the national fortune and invest in the Nasdaq should still be quite optimistic, not optimistic, have they reflected on it.
Intraday ** once fell to 2666, CSI 2000 was even more outrageous, once **95%, the entire small-cap stock is almost collectively down the limit, and this is still the case when it fell 25% in January.
It is estimated that in the end, I really couldn't hang my face, and the GJ team forcibly pulled it, or at 2:23, the accustomed time period entered the **.
Thanks to such a rescue, otherwise the CSI 2000 would directly set a historical "fall limit".
It's not a crisis coming, it's already happening.
PS: I suspect that in addition to the GJ team, there are also a large number of quantitative institutions with the ** funds of the GJ team mixed in to suck blood.
But this kind of rescue is still far from enough, and in the current situationIt's not a big rescue, it's basically free fall, and the rhythm can't be stopped.
If we don't give up the exchange rate and flood this market in all aspects, we will really eat people and will be stamped on a large scale.
I'll show you the numbers. The active equity ** subscription data for the whole January, the stock of the whole market is 3727 trillion copies, an increase of 20 billion from the previous monthWhat is 20 billion enough?
This market has fallen to 2700 and no one has comeFirst, ** does not believe in value investment, and second, there is no money at all.
So why is there no money? Because most of them are hollowed out in high positions.
If you want me to say, it's time nowImmediately launch a short-selling mechanismLet this market be thoroughly cleaned.
In the past, A-shares always attracted leeks at a high level, but it was never reasonable, and when the blue chips rose to the sky in 21, they attracted a large number of newcomers to enter the market.
If you don't launch a short-selling mechanism, it is called protecting the best and preventing short-selling forcesIn fact, it has fueled the scythe of the agency to harvest the small scatters.
Which overseas foreign capital does not account for more than 30% at every turn? We are 5% all year round, which is caused by the imperfect mechanism.
You first make a radical change to make foreign capital believe in youThis market is not more risky than profitable, but has a reasonable pricing model.
Second, immediately and comprehensively rescue the market regardless of the cost.
There are two steps to save the market, the first stepLarge-scale buybacks**, the second stepLarge-scale cash distributions
As for the exchange rate, let's put it aside, it's all rotten, I have never seen a global market fall like this, and it can be so disciplined.
Take a look at the U.S. stocks, as soon as ** appears, a direct amount of water will be released by more than 10 trillion US dollars, inflation or something is secondary, keep it**.
Really bold, ZF direct large-scale financing liabilities *** to do the largest long.
The dividends of the big four banks in Hong Kong are all at the level of 9%, and I really feel valuable, thenIssuing treasury bonds at a large-scale interest rate of 2%, and then using the money to buy back these **, is simply an empty glove white wolf.
Aren't you worried that the pension is not enough, use dividends to pay pensions, the stock price has gone up, and the endogeneity of social security has also been achieved.
At the same time, it is also necessary to cooperate with the distribution of cash, so that everyone can get real money**, instead of cutting interest rates and reserve requirements, and the money still cannot flow out of the banking system.
Inflation is inflation, first pull up expectations, you can't see the light, what hope is there to talk about?
Anyway, I don't want to say anything more about this situation.
I'm going to focus on the one I wrote earlierA century of great changes! , there is a logic for talking about a permanent combination of strategies.
The all-weather strategy can still rise in January under the situation of A-shares, which eats people and does not spit out bones, which has explained a lot of problems.
Some fans said whether to increase their positions, and I added a little bit todaya50etf, also into someS&P Consumer ETF (a bit premium at the moment, keep an eye out).
But don't just stare at A-shares, you can not only copy the bottom of the old A, but also carry out large-scale asset allocation at the same time to ensure the balance of the structure.
In addition, I don't know whether to say it or not, in fact, I have been paying attention to the trading opportunities of QDII ETFs recently.
According to one data, the total size of QDII** three years ago was 220 billion, and now it has increased to 720 billion.
In recent years, overseas ** has been growing rapidly at a level of about 200 billion every year, which is only a public offeringAll of them have to consume trillions of foreign exchange reserves.
At present, the foreign exchange reserve is 3 trillion US dollars, which is not too much to say and a lot less, but it has not risen for n years, showing a downward trend.
As for the current trend, many domestic foundries will be transferred to Vietnam and India, foreign exchange will become more and more difficult to earn, and foreign exchange reserves will most likely decline.
Therefore, the QDII quota will become an increasingly scarce thing in the future.
If the QDII quota is limited, all kinds of QDII** will stop subscribing, and if the subscription is stopped, the QD-ETF on the market will be at a premium.
In the future, it may be the norm for QDII-ETFs on the exchange, especially in the direction of U.S. stocks, to be speculated to a premium.
That's why I write a lot, low ambush holding and other hype premiums,It's also a strategy worth trading.
Of course, the premise of this strategy is to hold the bottom positionYou don't want to take the bottom warehouse, so naturally you won't have a share if you fry it.
That's all, like it if you're interested, and then have the opportunity to talk about this topic
1. Recently, it has been rumored that ** company will take ** to refinance, short itself, and the interest is not included in the net valueIt is also said that WuXi AppTec was caused by Huabao Medical ETF borrowing securities to others to short. Admittedly, the market sentiment is not good, but it needs to be vented.
Malicious smear is really unnecessary, first of all, the interest of refinancing must be counted into the net value, and there is additional interest income from refinancing, which can be regarded as a reflection of the value of the people, and secondly, like the rumored Huabao Medical ETF WuXi refinancing is only 5 million, how big a hole can be smashed into a billion-dollar circulation? Now that the market is falling so much, it's okay to scold, but at least you have to scold the right person.
2. WuXi AppTec announced that the total amount of funds to be repurchased is RMB 1 billion, and the number of shares to be repurchased will not exceed RMB 100$9 shares,It is 2 times the price of today's **, and the repurchase is good for a few minutes and then **, the highest 25% of Hong Kong stocks, and those who don't understand think it is a big negative. If you carefully analyze what is wrong with this, at most it is a US proposal with a pass rate of less than one percent, but the stock price is directly wiped out, hey, the medical sector is miserable. Now it's the state of all the grass and trees, there's nothing to say, let's be happy.