I don't want to complain today, but I suddenly feel very sad. For many, this is the worst day of 2022, 820 are up, 3835 are down, and the median up and down is -2.8%! If your account doesn't lose 2.8%, let yourself go, you're not the worst.
What is even more bizarre is that the index has not fallen at all, and the Shanghai 50 has risen sharply by 1.5%. Under such a stable index, individual stocks have fallen into dogs, which is the most depressing! At this moment, Blade must quote a certain big guy: the central mother is so caring, the market is still so miserable, can only say that the brains of the institutions are rusted.
Big A general rule all kinds of disobedience,.... But not to rise is not to rise, more willful than anyone. Maybe when everyone scolds and starts to despair, it will start to rise!
Today's January LPR quotes are released, 1 year down 10 basis points, 5 year down 5 basis points, is a disguised rate cut. Logically, this is a blockbuster plus! But only big finance is more competitive, insurance, banks, brokers, real estate chains have risen. The three major guardians of the King Kong, Moutai rose 3.01%, China Merchants Bank rose 3.36%, Ping An rose 3.79%, and the index was supported.
But the track stocks continue to pull the crotch, the Ningde era desperately did not turn red, other killed in the rarity, the north rare earth, Hesheng Silicon Industry, Sanan Optoelectronics, Changchun high-tech, Salt Lake shares, Yiwei lithium energy, OPCOM Vision, Zhuoshengwei, BYD and other institutional heavy stocks, have fallen back to the grandmother's home, do not know where the bottom is!
Entering 2022, the funds of the high track are strongly cashed. Lithium ore plate is the most typical, lithium carbonate prices soared, related companies in the annual reports predicted high growth, but the stock price fell continuously! Some institutional sources revealed that today for the first time, we have seen an institutional big adjustment position, and the direction of adjustment is a big blue chip. It shows that some institutions can't bear to kill and fall, and they all "defect" and run to the low-level track.
More importantly, the new fund can't sell, the same period of this year is only 1/6 of last year, it can be said to be quite bleak, which is the root cause of the track stocks falling and falling! Many basic people, unable to stand the long and continuous decline, began to redeem the fund, resulting in serious blood loss of large institutions, and the track stocks were even worse, which is a typical anti-phagocytosis.
A big V commented: "This is the most ironic scene I have seen since I entered the industry: the Fed raised interest rates, the People's Bank of China cut interest rates; funds bought wildly in the north, and funds in the mainland sold wildly." "Today's net inflow of foreign capital is as high as 12.5 billion, buying and buying for many consecutive days!" In contrast, domestic investment is indeed too provocative, forcing itself into a bear.
In the context of the favorable interest rate cut, why should mainland funds be sold wildly? Because of the two main institutions of public funds and quantitative private placements, the net value has been shrinking, constantly triggering the "redemption stop loss" disk. Without the new Jimin entry relay, fund managers can only passively sell their holdings.
Blade said yesterday that the track stocks want to restart a new round of upward trend, one is to sell again in the public offering, and the other is to further exceed expectations. But in the short term, this is basically a luxury, so the institution chooses to avoid risk first, all in the rush to adjust the position, you have to sell first and then buy... The market is smashed!
To say another word, foreign capital came in to sweep the goods, but also with the pace of domestic investment are buying financial stocks, today the explosion of China Merchants Bank 17 billion, Ping An of China 13.5, Guizhou Moutai 350 million; Ningde times, Ganfeng Lithium is still selling, indicating that the track stocks are really abandoned, domestic and foreign investment are selling together.
A major tragedy in today's market, the pharmaceutical white horse Changchun High-tech has fallen for 2 consecutive stops, and the total market value has evaporated by nearly 20 billion yuan. It is said that there are financing disks that have exploded, which belongs to more killings and more lethality!
The growth hormone harvesting event became the biggest fuse to kill the fall, although the company came out to cheer up and try to give the market confidence. But the institution voted with its feet, and today the five selling five are basically all institutions, running faster than anyone.
In fact, the killing of pharmaceutical stocks has little to do with performance, and institutions are panicking and adjusting positions. In addition to Changchun High-tech, the trend of WuXi AppTec, Aier Ophthalmology and Zhifei Biology of Glen Fund is tragic!
Gülen has been called the "goddess of medicine," but her fund has retraced nearly 40 percent, following her legion of investors. Even her yield is already at the bottom of the same kind, is this the goddess Ge going to become Ge Dama?
Tonight's latest news, the sixth plenary session of the State Council proposed: At present, the mainland economy is facing new downward pressure, and it is necessary to strengthen cross-cycle adjustment, increase the implementation of macro policies, and introduce more practical tricks to stabilize market expectations.
The meaning of this is also obvious, that is, to increase the intensity of policy stimulation, the central mother has been shooting for two consecutive days! But the bear child does not give strength, and now there is still a lack of "real tricks", what will happen next?
In another tip, U.S. Trade Representative Dai Qi received a letter from a bipartisan group of lawmakers seeking to establish a comprehensive exclusion process with the intention of expanding the exclusion of tariffs on Chinese imports.
Inflation in the United States is now too fierce, and Biden wants to remove additional tariffs on China, but in his speech he said he was not sure whether China was "fulfilling their promises." As it is, it is possible to cancel some of them!
Compared with the dismal big A, Hong Kong stocks rose strongly by 3.4% today, and the Hang Seng Technology Index rose 4.5%, the largest gain in a year and a half. Among the Internet giants, Meituan soared 11%, Tencent soared 6.6%, Ali rose 5.88%; domestic housing stocks also ran wild, Country Garden, Sunac China, Shimao Group soared more than 10%.
Last year's worst Hong Kong stocks became the most beautiful in the world this year. Not only is the big A left behind, but the US stock market can only look back! The little brother is so powerful, where is the way out for the big brother A shares?
Today's market trend has made many people heartbroken, but blades want to say a few words of encouragement. Money comes out of the track stocks and will go to new tracks; and liquidity will continue to be loose, and the market will not always be pessimistic.
Today's cold, the cold is spring; now is the coldest moment, when it is over, spring will come. Emotionally, after today's extreme catharsis, it is time to rebound tomorrow, and individual stocks should repair the rise!