Text Chapter 58 Reading is mostly negative people (medium)
Wednesday's market was not expected to be strong, demon stocks were named by the regulators, and the stocks with signs of becoming demons in early trading were then opened high and low, and due to the growing concerns about weakening global demand and oversupply, international oil prices have suffered a heavy setback in recent days, Brent crude oil futures, and overnight WTI have recorded a rare weekly K-line 6 consecutive negative.
As the king of bulk commodities, the fluctuation of crude oil price trends has a great impact on the upstream oil service industry, and Jereh shares (002353, SZ), petrochemical machinery (000852, SZ), Tongyuan Petroleum (300164, SZ) and other stocks fell sharply today (November 14), coupled with the collapse of demon stocks, a number of strong stocks dived and fell, hitting the enthusiasm of the capital to continue to speculate.
"Let's see, 14 trading days recorded 13 daily limits, the company even issued a risk warning can not stop the stock all the way to the red, by the capital sought after Hengli Industrial is a well-deserved demon stock in the near future, and as of November 13, Qunxing toys has been 7 consecutive daily limit, Asia-Pacific Industrial 4 consecutive daily limit. There is also a doubling of the rise of Green Court Investment, Jiuyou shares, Wanfang Development, Koyo shares and many other stocks rose by more than 70%, "Zhu Ping'an has recently paid more attention to the disk, and put forward an analysis of future market trends, "In the ST sector, in addition to *ST Changsheng, *ST Kaidi, *ST Gongxin and many other stocks have also continued to rise. However, on November 13, the Shenzhen Stock Exchange released important news late at night and answered reporters' questions on recent hot issues of concern to the market. Among them, the Shenzhen Stock Exchange clearly pointed out that the recent trading of stocks such as Hengli Industry and *ST Changsheng has been abnormal, with obvious characteristics of speculation and short-term trading, and the stock price has seriously deviated from the company's fundamentals. He also said that the Shenzhen Stock Exchange paid close attention to this, focused on monitoring, daily verification, and issued a letter of concern to urge relevant companies to strengthen risk disclosure. So the sweet days of junk stocks are coming to an end. ”
"Obviously, the current hot spot is unreliable, and only with strong stocks can we occupy a good position at the current relative bottom. Wang Yong put forward his own opinion.
The China AMC Fund Co., Ltd. announced today that the contract of the China AMC CSI Central Enterprise Structural Adjustment Exchange-type Open-ended Index Feeder Fund came into effect, with a total subscription scale of 57,700 households as high as 4.42 billion yuan, which also created the largest initial ETF feeder fund in 9 years, which also created a new high in the recent public offering scale of equity in the banking channel under the current market situation of cold fund sales.
According to statistics, since the end of October 2009, the initial offering scale of ETF feeder funds has not exceeded 4 billion yuan, and the ChinaAMC CSI Central Enterprises Structural Adjustment ETF feeder fund with an issuance scale of 4.4 billion yuan has also created a new high in the initial offering scale in the past nine years. 2009 was once a big year for the issuance scale of ETF feeder funds, when there were as many as 7 ETF feeder funds with a scale of more than 3 billion yuan newly established or after fund transformation, and the largest ChinaAMC CSI 300 ETF Feeder A raised by the transformed fund reached 24.772 billion yuan, which still maintains the largest ETF feeder fund issuance scale. E Fund's SZSE 100 ETF Connect A and E Fund CSI 300 ETF Connect also shocked the market with their initial offerings of RMB 18.925 billion and RMB 16.746 billion, respectively.
Since 2009, there have been CUAM CSI Major Consumer ETF Connection, E Fund CSI 300 Non-Bank ETF Connection, The initial offering scale of several ETF feeder funds such as Dacheng SZSE Growth 40 ETF Feeder once exceeded 3 billion yuan, but after the sharp adjustment of the stock market in 2015, this type of fund was silent for a while, and there was no new ETF feeder fund of more than 3 billion yuan.
The managers and researchers of the Hand of God have noticed the announcement of Huaxia Fund, and they can't help but be shocked, and then compare their own company, it is extremely difficult to attract hundreds of millions of funds to come in, and if there is no good performance, it is basically impossible to get any customers.
Everyone's starting point is different,
So the living space is also different,
And then there's the amount of meat in the bowl.
There are even those who can't get a share of the meat,
But this time, the board of directors actually approved the million-dollar grand prize.
When you think about it, you still feel quite lucky.
"If we compare the previous glamorous brokerages, we will feel a little more balanced about the high bonuses that Mr. Jin gets," the assistant of the decision-making department gave everyone a cigarette and mentioned the bonus, "I used to apply for economics because I felt that the securities industry was awesome." Speaking of brokers, what impresses us the most is: the man is handsome and rich, and the woman is white and rich, they sigh at the air conditioner and live an elegant and free life. The annual salary of one million in this industry, that is called starting, has not been mixed up for a few years, there are so few. But if you look at it now, the brokerage is in the middle of the road, and the profits of the whole industry in the first three quarters are comparable to that of Shanghai Pudong Development Bank. ”
"Yes, the life of the brokerage is sad, people who are used to living a good life, it is really embarrassing to call people to live a hard life, under the glamorous appearance, the entire industry of the brokerage industry is in a very difficult situation this year. From the perspective of profits, including CITIC Securities, Guotai Junan, Huatai Securities, Haitong Securities, Shenwan Hongyuan, China Merchants Securities, GF Securities and other 32 listed securities companies, the total profit in the first three quarters of this year was about 45.8 billion yuan, which is comparable to the Shanghai Pudong Development Bank, and the profit scale of the Shanghai Pudong Development Bank ranks only 8th among the domestic listed banks. ”
"Hehe, Zhongyuan Securities recently sold 11 properties including Beijing Xicheng. Zhongyuan Securities said in the announcement that it intends to publicly list and transfer the company's 11 properties in Zhengzhou City, Beijing City and Heyuan City at a price not lower than the appraised value of the assets in Henan Zhongyuan Property Rights Exchange Co., Ltd., and the disposal price is subject to the actual transaction price. In order to slim down, Zhongyuan Securities also took the initiative to cancel the Shanghai Asset Management Branch in November, which was only a year and a half after the establishment of the Shanghai Asset Management Branch. This may be our most embarrassing brokerage this year. ”
"It's still the Ma family, let's not talk about Ma Yun, look at Ma Yun, look at Ma Huateng, look at Tencent?" the risk control department also interjected, "Tencent's third-quarter revenue was 80.6 billion yuan, higher than the market estimate of 80.41 billion yuan." Net profit was 23.33 billion yuan, up 30% year-on-year, higher than the market estimate of 18.39 billion yuan. Among them, the advertising revenue performance was outstanding, and the growth rate of advertising business revenue in the third quarter increased to 47%, with a revenue of 16.247 billion yuan. Look at people, make nearly 100 million profits a day, just like a money printing machine. ”
"Cut, no matter how beautiful others are, they are also trying to find a way to dig out the money in your pocket, look at the more than 200 billion in double 11 transactions, it is nothing more than selling things for a few months a day, all the things that are earned are Tmall, it is Best Express, the boss behind it is Ma Yun, Ma Yun is a conscientious entrepreneur, but he is also a very good entrepreneur, it is your money, everyone's money, and everyone is still trying to squeeze to Tmall, this world is not a world we mix, good resources, good positions, are occupied by them, they read more books, and their minds are more powerful, we still choose our own stocks, don't go bankrupt, we are still red-eyed"The head of the policy department brought the topic back to the work that everyone has to do.
In fact, the Hand of God Decision-making Department and the Research Department are also making meticulous preparations while understanding the market today, because Mr. Jin raised the issue of building a stock pool on Monday, which shows that it is necessary to overturn and restart, and the previous stock pool is obviously not in the current consideration, and it is re-selected.
How big is the work of re-election, more than 3,000 stocks, first select 600 to come out, and then select 60 out of them, this screening work is not big, not small, the key is their own focus, the previous quality problems.
Perhaps it is too relaxed working environment, or there are too many factors to consider, four researchers and two fund managers, by the end of the day, have not yet been selected, the decision-making department has no choice but to discuss on Friday, these two days are still free to play, by the fund manager himself.