Chapter 328: Anticipate your expectations, predict your predictions
Thursday, October 17, 2024.
Jisilu temperature: 10.39, Shanghai Composite Index: 3220.73 points
Anticipate your expectations, anticipate your predictions,
A large-scale "run fast" game has begun to unfold in the A-share market.
Yesterday, it was expected that favorable policies would be released in the real estate industry today.
The overall market, especially the real estate sector, saw a sharp rise.
Today, the policy was released.
The market plummeted upon hearing the news, and the real estate sector was hit hard. Gemdale Group hit the limit down, Poly Real Estate fell more than 9%, Vanke fell more than 7%, and Sunac plummeted -25%.
A prediction game was played.
This is the case with theme stocks. They will plummet at the slightest sign of trouble.
In addition to the real estate sector, banks, nonferrous metals, shipping, consumer goods, and liquor also saw sharp declines.
By the end of the trading day, the Shanghai Composite Index had fallen below 3,200 points, down -1.05%, which frightened many investors.
Many stock investors are already afraid that the Shanghai Composite Index will fall below 3,000 points again and are ready to lock in their profits.
After all, it is the most painful to get something and then lose it.
Yesterday's news:
1. The Dow Jones Industrial Average hit a new high, and gold continued to hit a record high of $2,685.74.
Now, there seem to be four forevers.
The U.S. stock market will always be strong, U.S. bonds will always be strong, the U.S. dollar will always be strong, and gold will always be strong.
Whether raising or lowering interest rates,
Whether the economy is good or bad.
It simply subverts people's common sense.
Meanwhile, Goldman Sachs also predicts the S&P 500 will reach 6,270 by the end of the year.
I have to admire this art of operation.
2. CICC: "China and the United States are entering a new round of monetary and fiscal easing policy cycle" and "China and the United States' inflation expectations are expected to rise."
Loosening money supply and inflation are actually obvious, and they also meet the government's goal of "defaulting on debts" and "reducing debts".
But this requires a process.
Patience is also required.
3. GAB: “A foreign company conducted illegal surveying and mapping under the guise of intelligent driving research.”
In the automotive industry, we have entered the era of smart cars. In the future, a car without intelligent driving will be just a brick.
In this era of flourishing development, to be realistic, the smart driving technologies of various companies vary greatly.
In the future, or as early as next year, several new energy companies will get into trouble.
As for intelligent driving technology, several companies will be eliminated in the future.
Therefore, you must be careful when buying a car now. Cars that cannot guarantee OTA in the future are not worthy of enjoying the benefits of smart driving.
If you are not sure, it is recommended that you wait a little longer if you want to buy a car.
We will know the outcome in the next one or two years.
Shareholders exchange:
1. "The Ancient Emperor Who Loves to Eat Fried Rice in Chicken Soup": "Dear author, can you talk about lithium carbonate? It keeps falling in price."
I think I said this in the previous chapters, a few months ago, and more than once.
For non-ferrous metals, we must consider supply and demand.
As early as a few years ago, when the price of lithium rose to more than 500,000 yuan per ton, the industry's new production capacity and prices had reached the peak of the cycle.
Now, even its price is very low.
However, there is still a lot of production capacity ready to be put into production in the future.
There is still great uncertainty about its future price.
2. "Zhang Zhifeng of Shitoudao": "What do you usually read in the annual report?"
The blogger believes that the most important thing in the annual report is the analysis of future industry trends.
This can provide an intuitive view of the future prospects of industries and enterprises, and is of the greatest help to investment.
The second most important thing is the data.
3. "Little Wangya": "The market is so boring recently."
Yeah, just hang in there.
You have to work hard no matter what. There is no such thing as getting rich overnight. Everything has a process.
The market is boring, but fellow stock friends who are interested, please click on the urging for update and send me some electricity.
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