The time came to Friday, January 1, 2016 and New Year's Day.

With the arrival of the new year, 2015 officially ended, and the A-share market index was locked at 3539.18 points. "Ice and fire" is the most appropriate adjective for the ups and downs of the A-share market in the past year.

Investors were even more shocked when they reviewed the outlook for 2015 at the beginning of last year, because this year was really as God K said "ice and fire market", and God K's super-god-level performance was as stable as ever.

Investors with a "roller coaster" trend in a year experienced a complete round of bull and bear ice and fire market, the Shanghai Composite Index market soared from 3258 points at the beginning of the year to 5178 points in mid-June, and then plunged sharply to 2850 points, the last trading day closed at 3539 points with a negative line, the index amplitude of more than 80% for the year, and the amplitude of the ChiNext index was more than 180%.

This year, a series of anomalies such as the limit of 1,000 shares, the limit of 1,000 shares, the suspension of 1,000 shares, and the daily turnover of 100 billion stocks have opened everyone's eyes.

In the A-share market in 2015, there is one word that undoubtedly impresses every investor, and that is capital allocation. In fact, it is not a new word, but in the past 2015, everyone remembered it: first make you crazy, then let you perish.

In the first half of the year, A-shares soared all the way, and the balance of the two financial institutions also reached a historical peak of 2.5 trillion. In the uncountable over-the-counter, various capital allocation companies have emerged, and ten-fold leverage abounds.

Finally, in June, as the management cleared the over-the-counter allocation, the Hang Seng HOMS system was closed, the brokerage companies involved and the allotment company were fined, and the A-share market also changed its face overnight.

Throughout 2015, the mood of A-share investors was also ups and downs, from optimism, excitement, excitement, and fanaticism; to anxiety, worry, panic, despair; to disarming, frustration, depression, hope.

The stock market exploded all the way to 2,850 points and then rebounded to 3,539 points at the end of the year, and investors once again rekindled new hopes, especially the landing of the SGX is highly anticipated.

Today's New Year's Day has just arrived, and there is a place that is very lively, that is Fang Hong's personal social media Weibo account, and now there are thousands of investors who are guarding his main business of this account, and they refresh it from time to time.

There are thousands of retail investors, investment institutions, and some media people are staring at them.

Because according to the practice of previous years, Fang Hong will update a long Weibo article on the review and outlook of the capital market in the new year, Qunxing Capital never makes any predictions or publishes any market analysis reports, and Fang Hong's views and prospects on the capital market on Weibo are gradually benchmarked with Qunxing Capital by default.

Judging from previous years, Fang Hong's prediction and analysis over the years are terrifyingly accurate, and the prediction of a sentence of "ice and fire market" in the past 2015 is almost perfectly consistent with the actual market, which also makes his blog post more and more influential year by year, and now I don't know how many people regard it as a guideline.

……

At around 13 o'clock in the afternoon, Fang Hong logged on to his personal Weibo and browsed private messages and comments for half an hour.

At the same time, he is also thinking about how to write this year's blog post, he knows very well that he doesn't know how many people are staring at his Weibo account now, and every word he publishes may be analyzed word by word, and the influence will be extremely huge.

You can't just talk about it, because there are thousands of people who will really believe it, and even use it as a guide to formulate and execute strategies, which will have a huge impact on the market.

At the moment, it seems that the wind and waves are calm, but the foreign exchange market has already been more energetic, and it is not an exaggeration to say that the mountain rain is coming.

In the end, after Fang Hong thought about it, he began to tap the keyboard to edit the long article:

【

I read a lot of netizens' private messages, and one netizen's private message message was particularly impressive, he said why my life is always half a beat slow, no matter how hard I try, I can't catch up, and I am even very depressed, especially when I see my poor family situation, I am very desperate, and even extremely doubtful about life.

I want to say it's not your fault, you're just half a beat slow, in fact, it's very good, and it's normal to be a few beats slower.

Because others can buy a house at the age of 25 by their parents' down payment, while you can buy a house at the age of 35 by your own accumulation; Because others get married at the age of 25 and have a bride price from their parents, and you are 35 years old, even if you are alone, you have not dragged anyone down.

So, don't blame yourself too much, you're really good.

Because when others are growing up, you are still trapped in the prison of your original family, and when others are crazy to make money, you don't have your parents to give guidance, you are still trying to distinguish right from wrong on your own, and you are still trying to get out of mental internal friction.

It's great for others to climb to the top of the mountain, but if you start from the bottom of the valley and get to the ground, it's also very powerful.

Nowadays, the pace of social development is getting faster and faster, and they are all driving donkeys to find horses, and some people can't wait to kill the donkeys before they even find the horses. Everyone should also try to keep up with and adapt to this rhythm as much as possible, taking one step and seeing three steps.

What worries me most now is that in this age of materialism and suspicion, you have lost your faith, you no longer believe, and I am afraid that you will only see more and more people seeking only status, and fewer and fewer people seeking truth; I'm afraid you're only seeing more and more people talking about treatment, and fewer and fewer people talking about ideals.

We firmly believe that superior skills can defeat nepotism, that the academic scene is different from the struggle for power, and that the pursuit of style can defeat flattery. When we step into the society, become the backbone of the times, and protect the passion and ideals that you and I once burned, even in this era full of doubts, we still strengthen the faith in our hearts and practice the ideals in our hearts.

In the recent capital market, all kinds of things have made many people anxious, confused, and feel chaotic, not knowing what to do, worrying about wealth depreciation, worrying about inflation, worrying about this and worrying about that.

The safest strategy is to hold cash flow, don't be afraid of inflation, don't be afraid of depreciation, if you are really afraid, go and exchange dollars, but I am determined to hold RMB cash flow anyway.

If you can't do it, choose a general equivalent with absolute liquidity, such as gold. Although the international gold price has fallen for nearly five consecutive years, from 2,000 US dollars / ounce four or five years ago to a recent low of 1046 US dollars / ounce, almost halved, but at this time, if you are not at ease with anything, there will be basically no big problem in holding gold.

If you only have three melons and two dates, then put them in the bank, although the interest rate is low, but it is safe. If you really want to ask me how to invest in the stock market, then buy the new 50 index and hold it for a long time, the first trading day of the new year The SGX opens, and the new 50 index ETF can be bought.

When someone asked me what I should invest in, my answer was simple, clear and consistent: stick to the long-term strategy and invest in the New Stock 50 Index.

】

……