Chapter 224: Will Spring Be Far Away?
On the first day of Christmas, Tao Xia suddenly appeared in front of Ding Xu like a dragon that couldn't see its tail, and then suddenly disappeared, like a dream.
After that afternoon, Tao Xia did not contact Ding Xu by phone again.
As for Ding Xu, he has not contacted Tao Xia either.
It's not that he doesn't want to contact, but because Ding Xu knows that Tao Xia has gone home, in case he contacts her, and her father shows up, it's hard to say what the consequences will be.
Therefore, Ding Xu buried his worries and longings in his heart, and began to live his ordinary college life as usual.
On Friday, December 26, Ding Xu came to the computer room of the Department of Economics early, opened the market software, boarded the miracle group, and began to prepare to explain to the group members.
Although he only explained in the miracle group, Ding Xu didn't dare to be careless at all, after all, this was related to the operation of hundreds of people, and he also knew that Liu Yue, Tang Hao and others would move his commentary to their respective stock customer groups.
"Yesterday, the Shanghai and Shenzhen stock markets generally showed an oscillating lower market, although the end of the market was driven by the futures concept plate to rise slightly, but it did not affect the overall situation of the day. Yesterday, the Shanghai Composite Index closed at 1852 points, down o.61%, and the Shenzhen Component Index closed at 6785 points, down 88%, with a turnover of 43.15 billion yuan in Shanghai and 2.3 billion yuan in Shenzhen. ”
"In terms of news, there was nothing good last night, but some high-level officials pointed out when talking about the mid-term situation of the implementation of the 11th Five-Year Plan, the impact of the international financial crisis on China's economy includes: first, the growth rate of foreign trade imports and exports has fallen rapidly, and the growth of investment has slowed down; Second, industrial production has slowed down significantly, and the price of raw materials and the demand for transportation market have declined; Third, the real estate and automobile markets are sluggish. consumption hotspots cooled; Fourth, it is more difficult for some enterprises to operate. Employment is severe; Fifth, the growth rate of fiscal revenue has gradually declined. The potential risks in the financial market should not be ignored. According to preliminary estimates, the total investment scale of the new 1ooo yuan by the central government and the 2oo0 million yuan arranged in advance by the post-disaster recovery fund arrangement, plus local and social funds, can reach about 4ooo yuan. On the one hand, it can stimulate the current economic growth, and on the other hand, it can also accomplish some major events that the masses are eagerly looking forward to and have a bearing on the long-term development of the national economy. At present, it is necessary to follow the main line of speeding up structural adjustment, realizing industrial upgrading, and enhancing the stamina of development, and get a good grasp of formulating a plan for the revitalization of nine industries, including iron and steel, automobiles, shipbuilding, petrochemicals, textiles, light industry, nonferrous metals, equipment manufacturing, and electronic information. ”
"The international financial turmoil in O8 has affected the confidence of domestic investors, and the stock market has continued to be sluggish; As corporate losses increase and profits fall, the pressure on the banking system has increased. There is a lurking risk of asset quality deterioration. These difficult situations require a large amount of funds to solve, including the resumption of new stock banks and the extrication of state-owned enterprises from difficulties. And the stock market is so sluggish, obviously it does not meet the requirements of the top, so I feel that the time will come, so don't be pessimistic. ”
"Now the center of gravity of the market comes from heavyweight stocks, the Shanghai market should look at petrochemical duoxiong and bank stocks, and the Shenzhen market should look at real estate sectors such as Vanke. At present, these heavyweight stocks are all broken continuously, and it is very important to be able to hold the last support level. If you can hold it. Then the Shanghai Composite Index is expected to stop falling and rebound near the low of 1838 points on December 1. ”
As soon as I finished these few paragraphs, it was half past nine. It's time for the official opening.
was explained by Ding Xu like this, and the members of the miracle group all mentioned their spirits and felt that the future was promising, so they watched the plate closely.
However, although it was the second day of Christmas, Santa Claus still did not send Christmas gifts to Chinese investors.
The Shanghai Composite Index opened at 1852 points, and then jumped up and down, sometimes sharply, sometimes diving, the highest 1866 points, the lowest 184o points, closed at 1851 points, down O.9 points, a decline of O.O5%, with a turnover of 35.6 billion, and the volume continued to shrink, and fluctuated in a narrow range throughout the day, with an amplitude of only a pitiful 1.43%, so that those short-term customers who want to play high and low suck are helpless.
Baotou Steel Rare Earth also almost completely copied the market trend, fluctuating in a narrow range for a whole day, with a high of 7.65 yuan, a low of 7.46 yuan, and a closing price of 7.59 yuan, up a penny, an increase of o.13%, and a transaction of 41.6 million yuan, creating a recent volume, and the turnover rate was only 1.31%.
"After weaving cloth for a day, the dead buns are going to become looms, boring, boring!" After the closing, the big meat bun complained in the group.
"Baozi isn't dead, it's just pretending to be dead!" Ding Xu said with a smile, "Obviously, now the dealer doesn't control the market much, so that the market fluctuates with the market, so as to wash out the retail investors who still don't give up." Don't look at the buns that are not doing well this year, there will be a wave of good market next year. ”
"Miracle, are you sure it can really rise next year?" The big meat bun life immediately became excited, "If it can be doubled next year, I will send a Jinhua ham to everyone in the group!" ”
"You've got this ham, haha." Ding Xu said with a smile, "The market has fallen in place this year, and it should be bullish next year." When the bull market comes, what is the doubling of individual stocks? It's not surprising to triple or five times! ”
"Did it really fall into place?" The big meat bun life is still a little unconvinced.
Ding Xu then calculated an account for him-
As of the close of trading on December 25, 208, the total market value of stocks in Shanghai was 9.88 trillion yuan, and the circulating market value was 325 million yuan.
At the end of March 2oo7, the total market value of A and B shares in Shanghai exceeded 1O trillion yuan, reaching 1O.O3 trillion yuan. Subsequently, this figure soared to 26.98 trillion yuan at the end of December 2oo7, and the price-earnings ratio of the Shanghai Stock Exchange was once close to 7o times.
After a series of sharp declines in the bear market this year, the total market value of Shanghai stocks fell to 9.17 trillion yuan at the end of November this year, and once increased to 9.92 trillion yuan in November with the market rebound and once broke through the 1o trillion mark, while the average price-earnings ratio fell to 15.o9 times, and the valuation of Shanghai stocks at the end of January once fell to 14.o7 times.
Compared with the surrounding markets, the Hong Kong Hang Seng Index has a P/E ratio of 8.7 times, and the Tokyo 225 Index has an average P/E ratio of 12.48 times. The S&P 5oo has a P/E ratio of 19.33x. The Nasdaq Composite Index is as high as 3o.69 times.
The Shanghai Composite Index has plummeted by 64.79%. The price-to-earnings ratio has fallen to low levels. There is a high probability that there will be an upward repair in 2oo9, and there is a high probability that there will be a wave of bull market again.
"Big meat bun, believe me, this is already the tail of the bear market, the beginning of the bull market! Winter has arrived, will spring be far away? In the end, Ding Xu came to a sensational sentence.
"The cow is full of faces! I finally see hope. The big meat bun gave a crying expression, "I've been waiting for this day, I've been waiting for too long!" ”
………………
A while ago. I told myself that the market is very similar to the period at the end of 2oo8, and on the eve of the decisive battle, I hope to make a swing, write some emotional drama first, and when I write back to the stock market, I hope that the market has broken through a new high of 2444 points.
It's good, we did it last Friday and today it's a new high.
So today, the encounter and confession between Ding Xu and Tao Xia has officially come to an end, and I began to write back to stock speculation.
In order to prevent the recurrence of the result of too many followers after buying stocks, alarming the market makers and repeatedly shuffling the market. Last Friday I was at the end of Chapter 22o and only vaguely stated that I bought stocks on Thursday and Friday. But it was not announced which two stocks they were. But on Saturday, I was asked by my friends for a day, and I really felt a little powerless. So on Sunday morning, at the end of chapter 222, I simply used 1896 words to analyze the "money scene" of 6ooo1o buns at length, and concluded it with this sentence at the end: "Having said all this, I think everyone knows what to do, right?" Hehe, I wish you all a smooth investment. ”
I guess that's pretty obvious.
And last night, after chapter 223, I talked about my views on the market again, and came to the conclusion: "Xi Da personally Xiangxiang. Hong Kong confirmed that the Shanghai-Hong Kong Stock Connect will be officially launched soon, it seems that it will be in November, and it is not possible to use it as an economic gift during or shortly after the APEC meeting, so that it can be called "soon"...... There is still a fight between the long and short sides...... In general, next week to closely observe the results of the long and short decisive battle, in the operation of individual stocks, to avoid the early rise of stocks, to prevent the good shipment. If you are holding a stock with stagflation in the early stage, you can wait for the rise in your heart, don't panic, the room for downward adjustment is limited, and the room for upward movement is unlimited. As I said, we are still bullish in the medium to long term, and this is just an adjustment in the upswing. There is a high probability that it will cross the 3,000-point mark next year. ”
At half past eight this morning, the news that the Shanghai-Hong Kong Stock Connect will be opened on the 17th suddenly appeared, and such an important news appeared early in the morning, which is still rare, and it is simply pushing the market up! Shanghai-Hong Kong Stock Connect is also as I expected, and it is indeed apenetbsp; In this case, around 9 o'clock, I transferred the news to 9 groups and analyzed it. After that, the market and securities stocks once dived, and when someone wanted to take advantage of the trend to short, I proposed not to short, but to follow the trend. Personally, I still insisted on a full position, did not sell a share, and the market rose again in the afternoon, and the stocks in my hand also rose steadily. After closing, I also posted a real order again in the miracle group, and today's harvest is not bad, up to the previous year's salary.
After today's closing, I proposed in the group: "Since the market is so strong, the high of 2478 on February 27, 2o12 should not be a problem." "Today, the Shanghai Composite Index closed at 2473 points, which is only 5 points away from this new target level. Leap forward.
However, the market is obviously worried, today the Shanghai Index rose by more than 2%, but it is still the world of large-cap stocks and concept stocks, and still has not formed the proper pattern of individual stocks, the number of rises and falls in Shanghai is 821:164, the Shenzhen market is 1161:594, the ChiNext index is still falling, the number of gainers and losers is 159:191, and the small and medium-sized board is 4oo:25o. This phenomenon at least shows that there is a divergence in funds, in the secret adjustment of positions and stock exchanges, and the total amount of funds is also insufficient, pulling large-cap stocks, it is necessary to draw funds from small-cap stocks, and there may be intraday dives again in the next few days to release this pressure.
However, on the whole, the market is really strong, and the total trading volume of the Shanghai market last week actually exceeded one trillion, which has never happened since November 2o1o, which shows that over-the-counter funds have been driven by the increasingly hot market and have begun to run into the market.
What do we do in this situation?
Don't do anything, just cover the stocks in your hands, just wait for the profits to run, don't frequently chase the rise and fall, is the key to profitability.
Since the high-level on the second trading day of the new high, the launch of the Shanghai-Hong Kong Stock Connect is good, indicating that the high-level recognition of the current point. Although the main good card has been shown and one is missing, we can at least look a little further and not stare at the 2444 points that I have emphasized for a few months, we can look at the 2478 points and beyond.
Why did you just pass 2444 and look at the target of 2478 points? Because whether it is a large market or a large amount of money, in fact, there must be a target point to be motivated. Just like when we run, we have to run under the nearest tree and aim for the next goal, so that the long road is divided into several sections, and the running has a more sense of purpose.
What is the point behind 2478, 2536 points on November 4, 2o11, 2826 points on July 18, 2o11, and 3o67 points on April 18, 2o11.
This is a bull market.
Yes, as I said last night: "You know, it's a bull market!" ”
Anything is possible in a bull market, the indicator is blunted, it doesn't matter, the market can continue to bury its head forward like a mad bull, ignoring the adjustment pressure, you can see what the monthly line of 2oo6 and 2oo7 has been passivated to at a high level?
In fact, when it comes to the bull market, the funds continue to run into the market, and once there is an adjustment, there will be funds to take over, so the market usually does not fall deeply, and the adjustment is no longer as terrible as the bear market.
Therefore, when it comes to the bull market, our bear market thinking has to change, and you can search for more related articles to understand.
For example, some people are worried this morning that the two barrels of oil of PetroChina and Sinopec have risen by 1%, whether it is pulling the index and covering shipments. At that time, I said in the group that as long as the two barrels of oil are not the kind of sharp pull that rises by more than 5%, there is no need to worry, because the two barrels of oil have fallen enough, and they will definitely need them to lead the market to attack in the bull market, and they must get used to their rise in the future.
Also, the plate rotation in the bull market is wave after wave, reciprocating. In a bear market, the steel sector rises sharply, and the market often comes to an end. But in the bull market, maybe the steel plate has risen a few times, and the market still won't stop attacking.
Therefore, do not judge the bull market with the old vision and experience of the bear market.
Again, the bull market is long-term.
Choosing a stock, whether it rises or not, has been covered, this laziest way will often reap the best benefits.
Of course, the bull market in the era of Shanghai-Hong Kong Stock Connect will be different from the previous bull market, which we will discuss and analyze later. (To be continued!)
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