A few days ago, the stock market crashed, and the two days fell on the stock market. The market has plunged for two consecutive days to meet tomorrow's 3.15. The management has worked hard. Is this suggesting that this round of bull market is going to be faked?
The current market is really a bit anti-human, retail investors shouted, pork cattle batch, pork collective down limit; retail investors shouted, chip cattle batch, chip collective down limit; retail investors shouted, Kechuang cattle batch, Kechuang collective down limit; before eating The flesh has to follow the big forces, and now the place where there are many people becomes a pit, and both ends are beaten.
Recently, the market has continued to fall. The fuse is to check the allocation of funds. The historical memory of this incident is too painful. In June 2015, it was also the media to release the funds, and then the stock market crash. However, at that time, the market was 5,000 points, and the P/E ratio was 100 times. Now, the GEM has been crazy for so long, and it is only 40 times. So don't scare yourself!
Checking the allocation of funds is an important regulatory signal. This signal appears, and short-term adjustment is inevitable! Because the A-share herding effect is too strong, it is a swarm of bees, and a swarm of bees runs.The illegal allocation of funds, the short-term is a kind of pain, will make the financing panic and escape, the hot money should also take a short break, otherwise it is easy to be accounted for.
Checking the funds represents a kind of supervisory attitude. For the management, it does not want the hot money to be too fierce and does not want to repeat the mistakes of 2015; but the market’s embarrassment for this round of bull market is a new regulatory style. (Let the market return to the market);Regulatory intangible interventions now make many people wonder, how long can the market relax? It is this subtle change in expectations that has created market turmoil!
In the short-term, the board of science and technology will increase its speed significantly, which will suppress the GEM and crack down on the speculation of small tickets. However, the illegal allocation of funds outside the court will be a drastic pattern for the demon mode. The cost of capital allocation is very high. Patience, holding a blue-chip white horse to make value investments.
The callbacks of these two days are really unexpected! But looking at the extended cycle, the blade believes thatThe decision-making layer has not changed the determination to promote a round of bull market. The trend of residents' asset allocation from real estate to stock market has not changed. Then the trend of market long cattle and slow cattle will not change!
Of course, there is now a dispute over the right to speak in the market: the stocks are temporarily rested, and the excellent white horse relay!Guizhou Maotai,BYD,Air China,East EjiaoWaiting for the rise of the trend. There was a paragraph a few days ago.After reading the basics, I went to eat noodles; I finally returned to the fundamentals in these two days, and began to eat noodles with the theme, reincarnation!
The market continued to adjust its posture. The broader market broke through the 3000-point integer mark. The GEM fell 8% in two days, which was worse than the mid-late period of the 15-year bull market. The supervision layer of the sword outside the field, the hot money flocked to escape the pedaling, the junk stocks in the early stage of the speculation, this is the hardest hit.
Look at the diskMarket sentimental inertia panic, barely insisted yesterdaySecurity Technology,Eastern NetworkAt the opening, he was stumbled on the daily limit.Eastern NetworkWell, give a chance to escape,Security TechnologyThen the word fell all day, the 2.4 billion funds of yesterday's high relay, was ruthlessly directly boring. Today, the two cities have a total of 84 shares to close the limit, while the daily limit stocks are less than 40, the difference in sentiment can be seen.
Pessimism is under the hoodThe market has shown positive signs.Huayi ElectricGo out of the sky.At the midday, the market was closed, and the deep-water area was shocked and washed red until the end of the plate, strong hit the highest four-board in the field, and venture capitalFudan FuhuaPower Internet of ThingsGuodian NanziCannabis conceptChengzhi sharesKeep pace. LateDongfangtongThe sudden rise of the letter, andChinese software,Xiaocheng TechnologyThe time-sharing big opening and closing shows that the funds are trying hard to reverse the situation.
Investigating the fund-raising deterrence to the hot money, the organization has a little bit of the right to speak, today, airport, cement, liquor and other blue-chip white horses against the market, the net capital inflow of 2.8 billion, onlyPing AnGet a net purchase of 850 million. The concept of venture capital that broke out yesterday is quite serious today, and the high levelBeibei High-techAffected by emotions, the unicorn concept stocksJialong shares,Linzhou Heavy MachineryLow position. New energy vehicles and military industry are partially active, but they have not formed a too strong plate effect.
About the market outlookIn the end, there is money to enter the market, and the index will be repaired tomorrow, but the rebound strength may not be too great. A lot of active funds are still in the high-position strong stocks. After they cut the meat out, the new round of emotional cycle will start, and the mid-line will continue to insist on the bull market thinking.
Short-term operationSince the regulatory layer intends to cool down, it should be taken from the trend and away from the operation.People's NetworkSuch high-level enchanting stocks look for opportunities in low-priced low-priced stocks that match hot topics.
Today, I fell again and found that many people are indifferent. Also,The surge in A-shares has plummeted, making people want to die for a while, and they will fall into panic, playing roller coasters every day, and it is rare in the global market!
But the old investors should understand that since the ancient bull market is long and yin! The average profit in the bull market has increased, but the chance of slump has not decreased, and may even be more than the skyrocketing. This is the A-share "bull market in panic". The more you rise, the more panic you will be. If you fall, you will sell it all, and it will be easy to overkill.
What the blade wants to say is that there is no big bad logic now. Last night everyone was talking about the investigation of leverage. In fact, this news was passed on Friday, but the media only officially exploded yesterday. The regulatory layer is also a dilemma. They don’t want to stretch too long and don’t want the market to go too fast. So it has been until yesterday.
therefore,The original intention of supervision should only be to cool down, not to suppress it.The blade does not know much about the real status of OTC funds. Will it force the funds to be liquidated to sell the shares? Will the leveraged stocks with high leverage be forced to be flat after one or two down? If the answer is no, then the panic in the market will be more than a psychological one!
and,With the current market's capital equivalent, the brokerage team cooperated with the high-level investigation to kill the financing disk; it is estimated that two or three days should go, the escape also escaped, and the explosion also exploded, almost completed the leadership task. This is the biggest benefit of the next.
Tomorrow’s heavy meeting is over, and the profit-making disk is also fulfilled. The SSE and the GEM tomorrow should be red!After all, today has passed a lot of stabilizing factors. First, there are a lot of funds in the end of the market; second, foreign capital re-buy; third isHuayi ElectricEarth board,DongfangtongThe letter also rushed to the end, and the hot money stood up in panic!
Apply one sentence: the market is not as good as you think, but it won't be as bad as you think! With the market's two-day correction, today's "Cangjie" came into being, and spread the whole network; rising madman, falling out of the poet, A shares can not only train scientists, but also philosophers and poets.
300054 Dinglong Shares: Conquering Key Technologies in Chip Production
Established the only domestic and international advanced wafer polishing pad production and research base
The integrated circuit chip has a key process - chemical mechanical polishing, which requires a maximum of 128 repetitions. The internationally advanced chip manufacturer has used the 7-nanometer process technology, and 1 nanometer is equivalent to one thousandth of a hair thread. The difficulty can be imagined. In the past, CMP polishing pads, the key material used in domestic polishing, relied almost exclusively on imports. Hubei Dinglong Holdings Co., Ltd. invested nearly 400 million yuan. After 6 years of hard research and development, it has built the only domestic and international advanced integrated circuit chip CMP polishing pad production and research base, and assumed the national "02 special project".
The release of Huawei's folding screen mobile phone, the flexible display represents the future direction of the display. In order to achieve "soft", an alternative to the glass substrate is flexible...
1.601838 Chengdu Bank, the small capital stock, the low price-earnings of the city bank sub-new shares, the stock price is underestimated compared to other banking stocks!
2.600987 Airline shares, the production capacity ranks second in the industry, the industry leader is less than 9 times the price-earnings ratio, the bottom volume!
3.300054 Dinglong Co., Ltd.: integrated circuit chip design, flexible display substrate material stock, folding flexible OLED screen material to break foreign monopoly, the company is a national innovation model enterprise, the Ministry of Industry and Information Technology manufacturing single champion company and Hubei stealth champion enterprise, good performance, low price-earnings ratio Technology stocks.
There is still uncertainty about the proposed asset swap with the company. The current price is 1.27 yuan
Shanghai Huaxin International Group Honor
6th in the top 100 companies in Shanghai (2017)
No. 1 in the top 100 private enterprises in Shanghai (2017)
3rd in the top 100 manufacturing companies in Shanghai (2017)
No. 1 in the top 50 private manufacturing enterprises in Shanghai (2017)
Debon Fund Management Co., Ltd. is jointly established by Debon Securities Co., Ltd., Xizi United Holdings Co., Ltd. and Zhejiang Native Produce Import and Export Group Co., Ltd., of which Debon Securities Co., Ltd. holds 49%, and Xizi United Holdings Co., Ltd. holds 31% of the shares, Zhejiang Native Produce and Animal Products Import and Export Group Co., Ltd. held 20%. Ant Financial Services Group (hereinafter referred to as "Ant Gold Service") will participate in the Debon Fund, with a shareholding ratio of 30%. Ants Jinshang people confirmed the shareholding in an interview with the reporter of China Business News, but declined to comment on the intention and specific details, saying that the move would not have any impact on the operation of Yu'ebao.
The geographical position of Baida’s inch-inch gold and Aiyin Yintai determines the special value of the hundred shells. With Alibaba as the promoter, Ma Yun’s only online and offline entity has further developed its new business format. The value of high-quality shell resources is greatly improved. The high-quality shell of Baida is irreplaceable! The registration system can not affect the value of the hundred shells, because Ali Yintai can only get the price of the shell by the hundred shells. The complete set of unique commercial tourism resources and complete talent resources will be the complete corner of Hangzhou's most important landmark martial arts business circle. Ma Yun Ali Yintai is determined to take 370 million shares with a market capitalization of only 2 billion and a financial position of only 300 employees. In order to meet the asking price of Hangzhou Xizi Holding Group, the controlling shareholder of Top 100, Alibaba’s major shareholder Ma Yunhe The funds of Shen Guozhen’s two big coffees will not be a problem at all.