Is there really no bull market in the market? Maybe in the current weak stage, maybe everyone will have such a question, or even no longer believe that there will be a bull market, but which ** is not unexpected by everyone?
It is indeed difficult at the moment, and it is indeed difficult for everyone to have confidence, but everything pays attention to a yin and yang balance, since there is such a tragic **, there will be a vigorous ** in the future, there is no market that stops falling and does not rise, and there is no market that only rises and does not fall, but the cycle has not yet come.
Looking back at our market, in addition to the 15-year super bull market, hasn't the market seen another bull market? In fact, no, like the big bull market of core assets before 21 years, and new energy vehicles, chip semiconductors, green electricity, etc. after 21 years, aren't these all structural bull markets?
We must not only accept the bad of the market, but also see that the market has good times, otherwise being too pessimistic will only make us continue to suffer, and we will not see the opportunities of the market. I've always said that it makes sense to expect something, and as long as there is something to expect, at least there is hope.
So what to expect? First of all, we have to ask ourselves, is our market short of money? The answer is definitely no, we are not short of money in the market. From the point of view of currency issuance, our country's M2 is more than twice that of the United States, and when converted into US dollars, our country is about 42 trillion US dollars, while the United States is only about 21 trillion US dollars, so the market is not short of money, and more money is still idle in the bank, and I don't know what to invest.
Since the market is not short of money, why is the market so weak that it can't get up? In fact, there are cyclical factors and man-made disasters. As for the cycle, everything has a cycle, and the market is the same, when the market ushers in the ** cycle and some cycle-upward sectors, the popularity of the natural market will also gather.
Like the previous core assets, liquor, new energy vehicles, green electricity, and pig cycles, after these ushered in an upward cycle, didn't they also drive the market continuously? The reason why it is weak now is because the market is in a downward cycle, and there is no popularity of varieties that have ushered in an upward cycle.
But is there really none? In fact, there is still a direction that has emerged recently, that is, the valuation reshaping of state-owned enterprises and central enterprises, also known as Zhongte Valuation. Such a direction is to perfectly avoid the institutional heavy stocks and the concentration of junk stocks, and pull up are state-owned assets, pull up such a direction not only to ensure the preservation of state-owned assets, due to the large volume can also drive the entire market, this is not an optimal solution?
In addition, if you want to benchmark against world-class large enterprises and develop some fields that are not stuck by others, would you rather hand them over to the state or private enterprises? The development of state-owned enterprises is good for the country and the people, but if you hand over the financing channels to private enterprises, how many of them can guarantee that they are not making money?
Furthermore, let's just look at BOE, it used to lose money every year, if it wasn't for the state's strong subsidies and support, would it be able to survive? Can we afford such a cheap screen? You must know that we have been stuck by foreign countries before, so the valuation reshaping of state-owned enterprises is more of a responsibility and responsibility.
Take 10,000 steps back and say that even if you lose money, it will at least contribute to the development of the country, which is better than putting it in those companies that will only make money, so this piece will definitely not end in the short term, and the adjustment is also to give everyone a better opportunity to get on the bus.
As for man-made disasters? In fact, it is an institutional huddle, due to the effect of the huddle, what was originally only worth 20 yuan is speculated to 40 yuan, it is overestimated, it just gives you 100 yuan, seriously deviates from its own value, and then makes the original unreasonable things reasonable, because it is constantly **, everyone will feel that they have misjudged again and again, and then continue to choose unreasonable reasons to believe it and think it is reasonable.
In addition, the net value of these huddles is also rubbing**, the more **net worth, the better it looks, the more people can buy**, and then the new ** will go up again and again, so it will only deviate more and more from its own value, until it finally collapses.
This is a bit similar to the meaning of Ponzi **, once the crash is an endless killing valuation, which is why institutional heavy stocks will fall so badly, because their relatively large volume to the market pressure is also infinite, so the market will sell as soon as the institutional heavy stocks are raised, how can the market get better?
The most typical is the GEM, which is bound to death by the CATL era, as long as it is ** GEM will not be bad, as long as it adjusts the GEM will follow the adjustment, these days it has begun to **, and the GEM will be strong.
Of course, there are some things that we can't change, so we can only wait patiently, wait for the new cycle to come, wait for the market to get rid of such a downtrend, and then choose the right direction, avoid the wrong direction, and be confident that this day will definitely come.
Opportunities to focus on:In the prefix, in the special valuation, large brokerage (bargain allocation).
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