Chapter 234: Drama Bone
"Okay, I was interrupted by the riverboat fishing fire just now, now let's move on to the news of the weekend. There are four more pieces of news worth knowing. Ding Xu smiled, put aside the topic of copying the bottom bun, and continued.
"First, a number of foreign banks in China have applied for the Chinese government to postpone the implementation of the recently announced measure to withhold income tax on interest payments on overseas loans paid by domestic banks, saying that the measure will exacerbate the impact of the global financial crisis."
"Second, according to statistics, the profits of China's industrial enterprises from January to November increased by 4.9% over the same period last year, and the growth continued to slow down significantly, showing that the deterioration of the domestic and foreign economic conditions in the second half of the year led to a sharp decline in demand, and the profitability of industrial enterprises further deteriorated."
"Third, the president of China Merchants Bank said that China's banking industry has been profitable in the past few years, but the profit growth of the banking industry will slow down in 2oo9, mainly due to factors such as narrowing interest rate spreads, sluggish capital markets and increasing provisions for non-performing loans that may rise."
"Fourth, today Haitong Securities and Changjiang Securities have 2.69 billion shares and 594 million restricted shares respectively to be listed and circulated, and tomorrow, December 3o, there will be 217 million restricted shares in the Pacific Ocean will be lifted. At that time, the circulation of the three companies will be expanded to the current 2.23 times, 3.27 times and 6.17 times. β
Hearing these news, the big meat bun life lamented: "It's over, there is no good news, it's all bad news, the market is estimated to fall today, it fell for a week last week, is it going to fall for five days this week?" β
Da Roubao Life has always held on to Baotou Steel Rare Earth, and this time he reduced half of his position with Ding Xu, but there are still tens of thousands of shares left in the bottom position. Far more than the average small retail investor.
Kobayashi once joked. He said, "The big meat bun is thicker than our calf." No way, who told him to have a big name in his name and a small one in my name? β
This is indeed not a lie, after all, the big meat bun lives in Guangdong, with an annual income of more than 100,000 yuan, and the capital is relatively strong. But he is still ambitious, and often shouts in the group that he wants to use the money to achieve his "package of two. Milk three. milk, children and grandchildren".
Seeing that the market and Baotou Steel Rare Earth are falling endlessly, Da Meat Bao is not only glad that he has reduced his position with Ding Xu, but also worried about his bottom position, and at the same time, what is even more uncomfortable is the feeling of having cash in his hand.
As Qi Fei said, many retail investors have bullets in their hands, and their hearts are like grass growing, and they can't wait to load the bullets immediately and shoot them all. will feel steady. Until he was trapped and couldn't move. I didn't have a choice, but I was relieved, and I just lay on the ground and pretended to be dead.
In fact, this is still a matter of only seeing the benefits and not the risks. Therefore, most of the time of many retail investors speculating in stocks is actively waiting for the unbundle, and they struggle for the unbundle for life, rather than fighting to make money.
"Big meat bun, what are you anxious about? Always thinking about buying the bottom, only thinking about how much you can make, not thinking about how much you can lose, this is not a qualified trading strategy, and wait! Ding Xu smiled.
"Still waiting...... The head is waiting for nothing, Grandpa Mao said, 10,000 years is too long, just seize the day! The big meat bun life was appeased, but Bao Erdan interjected a sentence in a somewhat tangled way.
"Erdan wants to buy it again? At first glance, you are in a posture of losing money. Qi Fei sneered, "If you don't have a little patience, how can you catch a fish?"
"Didn't you say a miracle, there is no trap in the bull market! Even if it's a short-term quilt set, it's a gold set, and I really want to buy some today. The money is empty in the account, and the whole body is itchy, and the itch is uncomfortable. Bao Erdan said helplessly.
"Please, the money is in your own account, how to operate it is your own business." Qi Fei shrugged helplessly, "If you get covered again, don't come to the group to cry." β
"Crow's beak! Then I'll think about it again. Bao Erdan muttered.
As he spoke, the market opened.
"I'm rubbing, Haitong Securities actually opened more than 7 points higher! Is this a yin person, or a yin person? Bao Erdan glanced at the few stocks he was concerned about, and suddenly exclaimed.
As soon as he called this, Ding Xu also quickly looked at Haitong Securities, and couldn't help but be a little surprised.
Haitong Securities originally had only 1.68 billion outstanding shares, but today 2.069 billion shares have been lifted, and the total share capital has become 3.75 billion, which is undoubtedly a big negative.
Perhaps because of this, Haitong Securities fell from a high of 23.67 yuan on January 6 this year to a low of 7.16 yuan on December 24. In just over two months, it has fallen by two-thirds, and there have been five extreme downward limits during the period.
Even the Shanghai Composite Index rebounded from 1664 points to 21oo points, which did not affect the endless trend of Haitong Securities, making retail investors cry and call their mothers.
Of course, the sharp decline in performance is also an important reason, after all, during the big bull market last year, the trading volume frequently hit a high volume, and the brokerage stock received soft commissions, and the performance was too good. As soon as the bear market came this year, the brokerage fell into blood mold, and the retail investors were trapped and couldn't move, most of them adopted the strategy of covering the dead, no longer trading, and the accounts became dormant accounts and zombie accounts, and the commissions charged by the brokerages every month were pitiful, and even the normal operation could not make ends meet. Almost all brokerage performance has fallen sharply, and some have even suffered losses, Haitong Securities is no exception, so the stock price has been falling endlessly, coupled with the reason for the imminent lifting of the ban, so it bottomed out later than the market, and fell before the lifting of the ban, and fell until last week, and is still constantly hitting new lows.
Many retail investors watched other stocks continue to rise, but their own Haitong Securities has been plummeting and falling, and the lifting date is getting closer and closer, and it is expected that it will continue to fall before and after the lifting of the ban.
But just after the retail investors left the market, Haitong Securities began to rise in a demonic attitude, and it was a big rise.
On December 26, Haitong Securities rose 3.46%. On December 27, Haitong Securities rose another 3.75%.
"This must be tempting! It's the main force who wants to be yin, and tricks us retail investors to take over! Bao Erdan also bought Haitong Securities. On December 25, he just cut his meat and left the venue because the lifting day was about to come. The next day, Haitong Securities began to rise sharply. He couldn't figure it out very much, and he gritted his back molars and pondered for a long time before he came to this conclusion.
It stands to reason that this conclusion is also quite in line with the current situation of the stock market, after all, some unrestricted stocks will rise slightly or even skyrocket two days before the lifting of the ban, so as to attract the attraction of retail investors and let them come in to chase the rise and take over. Pick up the shares sold by those shareholders who have lifted the ban.
However, in just two days, the increase of 7% still made Bao Erdan regret a little, regretting that he had cut his meat early.
After listening to Bao Erdan's words at that time, Ding Xu said in the group: "It's not a yin person, it's Haitong Securities that should really rise." If the bull market is compared to a big drama, then brokerage stocks are the backbone of this big drama and the protagonist! Erdan, if you are willing to consult my opinion when you sell stocks, I will strongly advise you not only not to throw them. Also add to the position! β
The so-called drama bones refer to drama actors with superb acting skills. They are romantic, their acting is vivid, and they act like anything. This word is used in the stock market to refer to those indispensable pillars, protagonists, that is, the best sectors in the bull market.
At that time, Bao Erdan heard this, and he didn't believe it very much. And today, Haitong Securities officially lifted the ban on more than 200 million shares, and it rose by more than 7% at the opening, which made Bao Erdan have the urge to vomit blood, and regretted not listening to Ding.
If you sell three days late, you can reduce the loss by more than 15 points.
"What the hell is going on with this sister?" Bao Erdan grabbed his head tangled and shouted in the group, "I knew that this was the conspiracy of the main force!" β
"What conspiracy?" The big meat bun asked curiously.
"Wash the dishes, wash until the retail investors can't stand it anymore and cut the meat! The retail investors have left, and the bookmakers are full, so they are willing to start rising! Bao Erdan slapped the computer desk and yelled bitterly, "Last week, Miracle was still saying that if the bull market is a big drama, brokerage stocks are the backbone of the show, and there will definitely be a good table." But I watched Haitong Securities fall and hit new lows, and I was very panicked, and finally I couldn't help but cut my meat. As a result, as soon as I was washed out, it immediately began to rise, and it seems that I really fell for the dealer's bitter trick! Alas, his sister's, if only he listened to the persuasion of the miracle and covered it to death. β
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(Thanks to the generous reward of the students of "Green Plum Cooking Wine on the World", he became the 8o leader of this book, so that the number of alliance leaders in this book entered the "8 era", which is inversely proportional to the GDP of our fall into the 7 era......
Let me report to you, now our book is ranked 28th on the list of the main list of the starting point, and the 8o on the total reward list - the Red Book List. Brothers, as I said in the book, we shareholders have power, and I see your power!
Two more words here, after the chapter went out on Friday night, everyone was still very understanding and considerate of me, and gave me a lot of encouragement, saying that I have worked hard and done a good job, thank you for your understanding. However, some group members complained to me, saying that I didn't notify them when I changed my trading strategy on Friday morning, and I usually stayed in the miracle group and the V group to chat, and rarely went to the ordinary group to analyze individual stocks and share optimistic stocks and other views.
I really can't say anything about this, but I can only explain it like this - for the analysis of the market and sectors, I have been posting it in the back of the chapter every night recently, and I will also post it in every group. As for individual stock analysis and operation, the readers of the miracle group (alliance master group) and the two VIP groups all ask for priority and the exclusive right to some information, and in fact I should give them this right. Because to put it bluntly, I write books for money, and they pay for them, subscribe to rewards, and naturally have priority. This is the same reason that VIP users have a dedicated channel when depositing and withdrawing money from the bank. Even if you take a train, isn't there a difference between soft sleeper, hard sleeper, hard seat, and no seat because of the different payment? In addition, I have said many times that I have to go to work to code words and read stocks, and I have to answer many people's private chats every day, which is really busy. If I were asked to divide my time evenly between all 9 groups and chat and analyze stocks, I really wouldn't be able to do it unless I had a doppelganger. So please understand. If all the book friends have subscribed, please add the VIP2 group according to the number of the top post in the book review area for better communication.
Yesterday I shared my thoughts on financing in a few groups. Financing, this is a double-edged sword. When you have a greater certainty of making money. Financing allows you to do more with less. For example, I bought O1O buns with full financing this year, and finally earned more than 6o% according to the total amount of financing, but if I calculated according to the principal at the beginning of the year, it has more than doubled. Of course, if you look at a stock incorrectly, and it is full financing, if the stock loses 5o%, your principal will be all gone. So you have the technology and the strength, and financing can make you do more with less. Otherwise, it could become your nightmare.
Post what I said in the group yesterday for your reference to the mentality of a large number of fundraisers-
"The reason why I've become cautious recently is because as my profits increase, the principal increases, and the financing also increases, which puts me under more pressure.
Originally, the pressure was not so great, but that day I counted with my fingers to see how far I was from Ding Xu's goal of 1o240,000. It's not that I don't know, but I'm shocked. It turned out that I was only three doubling shares away from achieving financial freedom in life. It's time to resign.
Do you know that I am now more than 500,000 yuan, how can I use three doubling stocks to achieve my life goal?
500,000, normal double, it's 1 million, it's doubled, 2 million, it's doubled again, it's 4 million, how can it reach 1o240,000?
If you resign for 4 million, it's a bit of a hypocrisy, but if you have 10 million, you don't have to think about resigning, and my next generation and I will be enough to spend a lifetime.
If you have a full position financing like at the beginning of this year, based on the principal of 500,000, you will refinance 500,000, which is 1 million. After I doubled it for the first time, it was two million, and after I paid back the financing, I had a principal of 15o million.
The capital of 15o million can be melted into 15o thousand, which is 3oo thousand. The second time it was doubled, it was 6oo thousand, and after removing financing, there were still 45o million.
45o refinancing 45o thousand, 9oo million, doubling is 18oo million, removing 45o financing, I still have 135o ...... So financial freedom was achieved
From 50,000 to 500,000 now, it turns out that I am so close to my goal. But now I must not take a wrong step, I must not be trapped and cut meat. Because it's financed. So I can only buy safe stocks, and now I have to be very steady, to walk on thin ice.
This wave of bull market, there should be no problem to double again, the key is to start from 2o16, with the implementation of the registration system, it is estimated that there will be a bear market again. At that time, it would be difficult to double it.
The thought that my family's financial freedom is focused on my next three operations makes me feel stressed.
It would be nice if there were a bull market for a few years.
However, I don't dare to hope for it, and I still think it is a small bull market, because it is expected that by the end of next year, the registration system will be implemented. They won't wait for the lamb to grow into a big fat sheep before slaughtering, the water in the hot pot is about to boil, they can't wait that long, it's a pity!
However, stock trading should try to enjoy the process, not the result. Everyone, whether rich or poor, has the same outcome in life...... So let's not be anxious, don't be too stressed. Because the process is the most beautiful.
I just saw Sister Yuying say that the goal is to make three yuan and five buns and earn back all the money lost in the past few years, I can only say that this goal is very realistic, but we can still think a little further. Once you have a clear goal, you will be more cautious in your operation, you will not chase up and down at will, and your mentality will be better. Of course, the premise is that you can have a goal, but you can't be stressful. β
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Well, at the request of some readers, let's talk a few more words about the impact of interest rate cuts on the stock market today.
Presumably, everyone has also seen the overwhelming news and interpretation of interest rate cuts in the past two days.
To be honest, although there was a lot of demand from the people before, many senior officials and experts interpreted that it was impossible for the central mother to cut interest rates in the near future, so this interest rate cut was indeed quite unexpected and sudden.
Now that the first step has been taken, it is likely that the central bank will continue to cut interest rates in the future, because compared with the generally low bank interest rates in the world, China's interest rates are still relatively high, and there is still a lot of room for reduction.
For the stock market as a whole, the interest rate cut is definitely a substantial positive, most industries will benefit, and it will make the inflow of funds into the stock market, of course, for some industries is negative.
There is no doubt that the biggest beneficiary of the interest rate cut should be the real estate sector, on the one hand, the real estate is a large lender, and the interest rate cut has reduced the burden on real estate companies, on the other hand, the asymmetric interest rate cut will affect the loan interest rate decline, which will stimulate the demand for housing loans. Some analysts even believe that the opening of the interest rate cut cycle may once again form an inflection point in housing prices. Therefore, the machinery and infrastructure sectors will also benefit.
Second, interest rate cuts can spur higher prices for commodities such as non-ferrous metals, coal and rare earths, which is good for resource stocks. At the same time, some industries with high debt ratios and difficult financing will also benefit, such as steel, construction and other sectors.
Of course, interest rate cuts also have a negative effect on some sectors, such as bank stocks in the short term, and interest rate cuts often mean that the depreciation of the RMB is expected to strengthen, so for enterprises with a large proportion of export business such as textiles and home appliances, interest rate cuts are also bad news.
Here's a message - "U.S. stocks continued to rise at midday on Friday, with the Dow and S&P 5oo hitting new highs." The news of stimulus policies in Europe and China boosted market sentiment. On the disk, the major sectors rose, the central bank of China's unexpected interest rate cut stimulated the energy and materials sector of the U.S. stock market to rise, SPDR energy stocks ETF rose 1.4%, construction machinery giant Caterpillar soared nearly 5%. In addition, Chinese concept stocks listed in the United States collectively rose sharply, among which the real estate sector led the rise. Housing network, happy living and easy living. China has risen more than 12%, Xinyuan. Real estate, Yan. State Coal Industry, China. Aluminum, aviation. Mei Media, Cool.6 Media, China. Life Insurance, China Shipping. Oil prices rose by 5%. Good news from Europe and China boosted market sentiment xΓΉ......"
Everyone understands, what kind of stock is rising so much, right?
However, the domestic A-share market and the U.S. stock market are still different, I feel that although the medium and long-term trend is optimistic about the bull market effect of A-shares, but from the short-term trend, this interest rate cut reversed the trajectory of the market that was originally going to fall and adjust, but in the early stage of November 11, after all, 331.3 billion days were released, and there was a day above 25oo points, plus Friday's funds have reflected the interest rate cut in advance, so the resistance above is larger, and there should not be much room for a rebound tomorrow, On the contrary, it is more likely that the rise and fall will be like the opening of the Shanghai-Hong Kong Stock Connect on November 17.
Of course, in the medium and long term, interest rate cuts will definitely have a positive effect, especially this means that the relatively loose capital side has supported the continued upward movement of A-shares at the level of the monetary environment, adding bricks and tiles to the cross-year market that I have been calling for before.
Regarding the question of whether to make up for the position on Monday, how to make up if you want to make up, I chatted all night in the miracle group last night, so I didn't have a code word yesterday. Because it involves personal operations, and these small and medium-cap stocks I can only share the operation in the miracle group, so as not to appear after a wide range of spreads, everyone swarms in, and the market maker repeatedly shuffles the market for a long time before pulling up again (Friday's limit of a tow share is a typical example), so I won't say much here, please understand, and don't try to find a way to ask what shares I bought, or what stocks I am going to buy, I am just a small scatter, not a stock god, the stocks I buy may not necessarily be able to rise sharply, and even may be set in the short term, And even if the best stocks are, if there are more people who buy them, and the market makers are alarmed, the good stocks will become junk stocks like salted fish.
At the same time, I also take this chapter to remind some group members and alliance leaders of the miracle group that after knowing my individual stock operation, please don't go around talking, such as suing other groups. At the same time, even if the group members of other groups find out about their personal relationships, please do not spread in the group. After all, I have said many times that once the bookmakers of this kind of small and medium-cap stocks are shocked by a swarm of retail investors, there will be two consequences, one is atmospheric, and the retail investors will not be allowed to eat, but some stingy bookmakers will repeatedly suppress and wash the plates, and if they do not wash out all the retail investors who are killed, they will resolutely not pull. In this way, the stock will be played into a chrysanthemum, which is not good for everyone.
For example, some time ago, I shared a stock I bought in the miracle group, but now the two ordinary groups are openly discussed, which makes me a little speechless. In this case, I'm afraid I can only exchange shares again, and if this situation is repeated many times, I may not dare to share my individual stock operation in the miracle group anymore, and I will no longer post transaction orders, after all, I am interested in writing books and exchanges, focusing on stock trading income, and achieving financial freedom by stock trading is my greatest pursuit in life, and nothing else can affect this goal, and I must make way for it, hehe.
The bear market loves Friday, the bull market loves Monday, tomorrow is Monday again, I wish you all a good harvest tomorrow...... (To be continued!)
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