Chapter 342 Grinding
Wednesday, November 13, 2024
Jisilu temperature: 26.7, Shanghai Composite Index: 3406.92 points.
The current market situation can be summed up in one word: "grinding".
The Shanghai Composite Index fluctuated between 3600 and 3300 points, repeatedly going up and down until it reached a critical point.
In this process that tests one's patience,
All sectors and major monster stocks are setting up the stage to perform. You finish your performance and I will take the stage.
The price is wave after wave of leeks being harvested.
Today, 8 stocks went out of business, while dividend coal, oil, and shipbuilding stocks suddenly soared, taking investors by surprise.
1. Musk will co-lead the "Ministry of Government Efficiency" to reduce staff.
Musk is good at layoffs. After acquiring Twitter, he laid off 80% of the employees.
However, managing a country is different from managing a business.
Touching interests is much more difficult than touching the soul.
Judging from the history of our country, the fate of reformers in every dynasty has never been good.
It is conceivable that if the Americans really want to do this,
Then, the internal struggle among Americans will be very fierce.
Watch the show and welcome the old money to China.
2. Wall Street Journal: "The first batch of special refinancing bonds used to "replace existing hidden debts" is scheduled to be issued on November 15."
The two major bombs in China, real estate and local debt, have been resolved one by one.
The former, after three years of bankruptcy, mergers and reorganizations within the industry,
This year, unprecedented support was given at the superstructure level.
It should have landed.
In the future, with the advent of inflation, the risk of high housing prices will be further released.
The latter is solved more simply.
Just a few days after the meeting ended, some entities started issuing bonds to replace them.
These living funds will flow directly into the real economy and become a money multiplier.
There are already construction units that are about to receive debt repayment.
In summary, my country's economy is much better than it looks or sounds.
Now is the time to bottom out and recover.
In the future, with the further development of inflation, or money supply, the economy will gradually rise.
The time for the revival of all industries is coming.
Now is the best time.
For example, the stock market before the end of September.
3. Moore Thread, a domestic full-featured GPU unicorn company, launched its IPO.
Over the past decade, many outstanding domestic companies have gone public in the United States.
For example, JD, PDD/NetEase, Tencent, etc.
On the one hand, because domestic capital is scarce, many of these companies' early financing sources are mainly European and American capital.
Therefore, they chose to list in the United States to exit their equity and make a profit.
On the other hand, the sluggish domestic IPO policy has prevented these previously loss-making companies from going public.
Therefore, most of the dividends of these eras’ developments have been enjoyed by European and American equity holders.
But now, it is clear that domestic policies are changing rapidly.
A few days ago, PGS emphasized: "Guide financial capital to invest early, invest in small, invest in the long term, and invest in hard technology to meet the financing needs of technology-based enterprises at different stages of their life cycle."
This is the inevitable trend of the times.
Because capital is no longer scarce in our country, what is lacking is good projects.
In the future, under this financing model, the country will surely give birth to batches of new quality productivity.
Of course, the nutrients are batches of leeks.
4. Tonight, the Federal Reserve’s October CPI report will be released.
Many people are expecting that Trump's trade protectionism will lead to high inflation, which will result in a reduction in interest rate cuts next year.
However, the blogger is skeptical about this view.
Because the logic doesn't make sense.
They have to close the country, suppress inflation, not cut interest rates, and stimulate economic growth.
This is simply a complex of contradictions.
Wait and see.
5. Major quantitative firms registered the CSI A500 product, and seven institutions applied for the Chuang 50 ETF on the same day.
Are you familiar with it?
Back then (2015-2021), major private equity and public equity funds competed to issue various theme funds, and even used tricks to sell dog meat under the guise of sheep.
The purpose is to expand the scale through the Wudang Ladder model and swallow up the management fees of the investors.
Of course, there are definitely various insider trading schemes that transfer profits.
Naturally, the final outcome was a mess, and the retail investors became the ones who paid the biggest bill.
Now, it has changed its skin again.
Relatively speaking, there is less moral hazard, but the focus remains on management fees.
Objectively speaking, these ETF products are much more scientific than the various theme funds issued previously.
In the future, the market will see a wave of index fund investment frenzy.
Shareholders exchange:
1. "Wish to encounter good things unexpectedly": When will the nonferrous metals sector start to rally?
The nonferrous metals sector has been in a very stalemate recently due to the constraints of the US election.
The turning point in the future should be after January 20, when Trump officially takes office.
Probably after the Spring Festival.
Mainly, it depends on the series of policies of the new American government.
Among them, the situation of aluminum is somewhat special.
Recently, alumina has been forced to close its doors, causing one-third of the country's electrolytic aluminum companies to be in a loss-making state.
This is likely to lead to a series of chain reactions.
It should be noted that A-shares have always had the habit of sowing in winter and harvesting in spring, which is closely related to fiscal and monetary policies (loosening money at the beginning of the year).
Therefore, next spring will be an important turning point for A-shares.
2. “Steady and Far-reaching 11”: “This indicates that the information from retail investors is delayed, and people within the company and the industry chain will know it earlier.”
right.
Many things and situations are like this, nested layer by layer.
The bull market is okay, the error tolerance rate is higher,
In a bear market, once you enter the market, you will suffer huge losses.
Therefore, when investing, especially in a bear market, you must be two steps ahead of others to increase your chances of winning.
Today's closing price was actually in the red, wow, this trend is really graceful.
What's even more bizarre is that coal, oil and shipbuilding, which had not risen for thousands of years, all rose at the same time, which is really confusing.
The smart car sector has begun to diverge, and it is worth my determination a few months ago to make drastic adjustments to my positions.
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