Chapter 327 The Key is in November

Wednesday, October 16, 2024

Jisilu temperature: 10.38, Shanghai Composite Index: 3169.17 points.

In the past few days, the Shanghai Composite Index has continued to adjust and fluctuate violently.

There is also a sharp differentiation among major sectors and individual stocks.

As time goes by, the bull market that many investors once fantasized about has slowly faded away.

Instead, there is the fear of another bear market.

Someone is greedy.

More people are afraid.

The market can only rise in this kind of hesitation.

1. There is no war in the surrounding area.

In recent days, the Americans have seen that the capital market here has become lively, and have started to make trouble frequently, with the aim of telling those hesitant capitals.

Don't go, I'm the safest here.

There are many means.

First, he turned from talking big to hawkish and released data, then he instigated friction over in CH, and so on.

However, in the face of the Americans' outwardly powerful but actually weak tactics, we must clearly recognize our strategic objectives.

That is, build high walls, store up food, and take your time to declare yourself king, so that the surrounding areas will not initiate war for the time being.

Similarly, the Americans are well aware of their own hard power and will not take the initiative to confront my country head-on.

In order to avoid exposing their own hollowing out of industries and Indianization of the military.

2. The key lies in November.

In November, there were several particularly major events both at home and abroad.

First of all, on the American side, the election will decide the outcome.

Secondly, in our country, the annual Central Economic Work Conference will be held.

In addition, the third-quarter reports of my country's A-share listed companies will be released one after another.

By then, many of the news that are still vague now will become clear.

It is very likely that A-shares will usher in another wave of market trends.

This time node is another very important time node today following the big changes in September.

Today's market:

1. The real estate sector will be stimulated by the real estate policy meeting to be held by BW tomorrow, that is, on the 17th.

Leaving the whole place behind.

Gemdale Corp.'s shares all hit their daily limit, Vanke surged over 8%, and Sunac China Holdings surged 20%.

A-shares have soared, and leading real estate stocks are about to touch the highs of the previous few days. At the same time, Hong Kong real estate stocks have been halved from their highs.

Let’s wait and see what happens in the future.

2. These monsters in consumer stocks have revealed their true colors.

After a few days of adjustment, consumer stocks fell against the trend and collectively revealed their true colors.

Today, Haitian Flavor Industry's stock price plummeted by -4.83% and China Duty Free Group also plummeted by -4.26% due to its large volume, marking seven consecutive declines.

In addition, liquor stocks such as GZMT and Wuliangye also fell by more than 2%.

Still, it’s just watching a show.

3. There are too many gamblers.

Sometimes, you have to admit that there are too many gamblers in the A-share market.

Now that the legendary mad bull and violent bull have passed away,

These gamblers actually started speculating in new stocks.

Stocks like Changlian Technology, Qiangbang New Materials, and Shangda Shares all saw their prices surge more than tenfold at the opening. I've never seen such a thing before.

Shareholders exchange:

1. "Chen Guanchong of Beiping County":

"Both PICC and CPIC's performance saw a significant increase today. Is there a reversal?"

Several stocks in the insurance sector have very low PE ratios and good performance.

But, I won’t buy it at the moment.

Because it doesn’t conform to my investment logic.

Of course, this will not affect their sharp rise.

Because, while bloggers may not like it, there may be more investors and funds that like it.

Everyone has their own investment system and investment strategy.

Maybe in my system, I don’t like it.

However, in other people's investment systems, they are guests of honor.

Therefore, investment is a very personal matter. Ultimately, you still have to continuously improve your cognition and establish your own investment system.

After all, everyone is a unique individual.

2. "The Hunyuan Tiger Who Loves Golden Chicken Wings": "Can the blogger talk about the COSCO SHIPPING Holdings stock?"

I don’t want to comment on individual stocks. I remember I mentioned this stock in several chapters before.

3. "Xie": "Guinea's aluminum ore exports are blocked. China Aluminum Corporation holds a large share of Guinea's aluminum ore. Will this have a significant impact? Please share your views."

The market competition is very fierce now.

Especially in the futures market.

A few days ago, some people had their positions liquidated.

It is because of the continuous emptying of alumina.

In the futures market, retail investors are always the prey of the market makers, which is much more ruthless than the stock market.

As for your opinion on bauxite, I suggest you download the annual report of China Aluminum Corporation and take a look. You will then have a clear understanding of the situation.

4. “User 26326841”: “As the mother of inflation, how will the decline in oil prices affect the future of the nonferrous metals sector?”

The current price has not dropped much compared to the prices in previous years.

For the forecast of each variety in the nonferrous metals sector, it is recommended to study the supply and demand situation in recent years.

Some nonferrous metals have already completed their cycles.

Some non-ferrous metals are going through cycles.

It cannot be generalized.

5. "Heartbeat and Emptiness": "For some stocks in the stock market, the better the quarterly or mid-year performance is, the more the stock price starts to fall. Is the good news realized?"

This matter requires specific analysis.

In the investment of strong cyclical stocks, there is a classic model.

That is, invest when the P/E ratio is high and the company is at its worst, and leave when the P/E ratio is low and the company is at its best.

However, in the investment of some weak cyclical stocks, most people use PE and dividend yield to measure whether a company can continue to invest.

When it comes to a specific stock, we still need to look at it from a game and cycle perspective.

It depends on what stage the company's performance will be in in the future.

Is it in the performance reversal zone, the performance growth zone, or the peak performance period, and is about to reverse and turn bearish?

And so on and so forth.

Stock trading is all about exceeding expectations and looking further ahead.

The market has been quite lively these days, with either this sector rising or that sector falling every day.

While fellow stockholders are dazzled, please send a reminder and send a message.