laitimes

Darkness before dawn, darkest hour

author:Mordor Ongtai

Today's broad market index closed at 3555.06 points, the trading volume of the two cities was 1129 billion, compared with the previous trading day of 63.68 billion, today is the decline in volume, digital economy, food and beverage, sub-new stocks, Helicobacter pylori, annual report growth, agriculture and financial technology is relatively strong.

The market as a whole, up 745, more than 5% of the increase of 110, down 3829, more than 5% of the decline of 641, of which 42 (filter ST stocks and unopened new stocks), 13 down stop (filter ST stocks), 17 boards, significantly weaker than the previous trading day.

Yesterday was the autumn warming day of the daily emotional cycle, the money-making effect has begun to fall significantly, the money loss effect has begun to appear, and the overall temperature is not high enough, today from the closing data, today is the winter of the daily emotional cycle, the temperature is more extreme, the index above today did not fall much, the performance of ningde era and Jiuan medical is not bad, but can not stand the general trend has gone, Jiuan medical today again up and down, but obviously has weakened the mood of the theme of speculation stocks, and ningde times led by the growth of stocks continue to fall, The fund chose the low value stock.

President Hong's Weibo comments:

Stability will be the general tone of this year's investment, the market funds are divided into three categories, one type of value ranch, one type of trend hunting, and more centrists. Because of the pursuit of stability, most of the centrists this year will choose to join the value ranch, and the stock selection will be biased in the value direction, and the risk will be considered and the valuation will be considered. That is, high tangent low, that is, high valuation tangential low valuation, non-deterministic tangential certainty

Today's data is the lowest day in recent times, and the index has not fallen above, mainly the growth stocks there is a strong collapse, but the central mother of these actions is very obvious to protect the meaning of the disk, then here the mood reached a freezing point, the index above because the big financial protection disk can not go down, equal to the risk is gone, the mood is a place to start over, money also came out of the new energy above a lot, so the next thing we have to think about is where the funds will go to hunt? If you have any ideas, you can discuss them below.

The central bank's interest rate cut policy has helped boost the prosperity of the real estate market. From the perspective of housing enterprises, the cost of medium- and long-term loan funds will be further reduced, and then encourage housing enterprises to "be willing to lend and dare to lend", which can better activate the investment and new construction willingness of housing enterprises in 2022; for home buyers, the further reduction of mortgage interest rate costs will also help activate reasonable housing consumption demand and activate trading markets. (The market will think so, what the result is, I will know later)

The stock market transmission mechanism is that real estate is stable and banks are stable. If the real estate is stable and the banks are stable, the economy is stable.

In addition, interest rates have fallen, which is conducive to the stabilization of the stock market.

The market is short of money, and the main force can only rely on the thinking of the regulatory layer to participate in the rescue of the market and the stability of the market (big finance is the traditional tool for saving the market and stabilizing the market), and by the way, hunt for a hand.

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