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Today is noon on February 10th, just at noon, there are three more red flags, which are closely related to all shareholders! Red flag one: the ChiNext board continues to fall by more than 2%, and Ningde has fallen nearly

author:Stock Hero Zhong Chao

Today is noon on February 10th, just at noon, there are three more red flags, which are closely related to all shareholders!

Red flag one: the ChiNext board continues to fall by more than 2%, Ningde fell by nearly 8%, what is going on?

First of all, in December of the first year, that is, when the Shanghai Composite Index rebounded to 3700 points, I remember very clearly at that time, I repeatedly reminded everyone not to touch high-level stocks, such as new energy vehicles in the field of chinext, related stocks in the field of new energy, including the medical and pharmaceutical field, which rose very strongly at that time, because the stocks in these areas continued to rise, and many stocks rose more than 10 times, which was the same as the increase in the liquor sector last year. He has clearly overdrafted the growth rate of performance, and although these industries continue to increase investment, net profit has grown slowly, and even there have been disproportionate losses. So in this case, the stock price continued to rise, coupled with the crazy pursuit of the media, there will eventually be a chicken feather, only two months later, we have also seen many stocks have fallen by more than 30%, and even have a decline of more than 4050% of the stocks, a mess of losses, including funds.

Red flag two: Why can't you touch stocks with small market capitalization? Why can't we pay attention to last year's high-growth funds?

In last year's market, the market's speculation logic is mainly from the military industry in May, and the continuous operation of lithium batteries throughout the year, lithium in salt lakes, new energy vehicles, chemical fields, it can be said that the stocks in these fields are all because of some news stimulation, which has triggered the continuous operation of the market, and the fund stocks in these areas have come out of amazing performance, but you must understand a truth, high growth also means high risk, and the growth rate and cyclicality of the performance of these areas continue to rise seriously. The stock market does not exist, the technology industry can continue to rise, each industry has a cyclicality, when the cycle is over, there is no faith, can block the decline of stocks, and eventually will make retail investors lose a mess, so last year's high-growth fund-related areas of stocks, you can not touch this year, otherwise it will make you a mess. The most critical thing is that this year will be fully implemented registration system, small market value in the field of stocks, will be less and less speculation opportunities, you can recall, when the Gem implementation of the registration system, weighted stocks have no chance, small market value stocks have no chance, only swing opportunities, when all stocks have come out of the double appreciation 10 times the bull market. And if you are not involved in it or do not participate in the fund, even if the ChiNext is coming, the bull market you are also a mess, this year is the same, A shares will fully implement the registration system, if you do not get the big financial weight stocks or second-tier blue chip stock varieties, you can only watch the index rise, their stocks are all a mess.

Red flag three: All the current A-share retail investors do not know enough about the market, why do I say that even if there is a bull market again this year, retail investors still can't make money?

Since the beginning of this year, Chao Ge has repeatedly stressed to everyone countless times that although there will be at least two or more interest rate hikes in the peripheral market this year, including the US 10-year Treasury yield will continue to rise, including the external market will continue to appear inflation. But we have no problem with A shares, why do I say this?

For many retail investors in the current market, the perception of the A-share market is still limited to the thinking of last year and 5 years ago, and many people insist that the Fed's interest rate hike or the rise in the US 10-year yield will affect our A-share market is very large, and even directly trigger the decline of A-shares. Of course, there is a very key signal here, that is, the upward yield of the US 10-year Treasury bond will indeed trigger the decline of stocks in high-risk areas, such as stocks in lithium battery-related fields that have fallen more seriously today, because the price-earnings ratio of these stocks is generally high, so these stocks will indeed fall, but undervalued stocks will not fall, like today's intraday performance on the very good performance of large financial weight stocks active protection, and there are second-tier blue-chip stocks actively upward.

Many people say that the Fed interest rate hike will trigger the decline of A shares, this point I hope you can rest assured, in fact, I have been repeatedly stressing this issue with you this year, although the Fed will raise interest rates more than twice, if the Fed interest rate hike is larger or triggers a larger market passivity, then we can continue to cut interest rates this year or even reduce stamp duty to cope, you can also fully implement the registration system to stimulate the A-share market, there are many tools that have not been released, in the early spring festival has been said very clearly, Has opened the toolbox, no longer as said before, do not engage in flooding, if the impact of the peripheral market is particularly large, then we A shares can continue to release water, activate the market activity, so that there will be no passiveness caused by factors such as interest rate hikes in the peripheral market.

Therefore, the current A-share market of retail investors, the understanding of the market is far from enough, the current A-share market of retail investors on the Fed interest rate hike impact of the awareness is far from enough, the current retail investors on the direction of our A-share market is far from enough, this year we have to do something, fully implement the registration system, what do we want to do this year? Letting A-shares reverse has become the most valuable market in the world, so if you don't know the real future of the A-share market, it is a very dangerous signal.

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