Today's market was good, the Ningde era collapsed again, once plunged more than 8%, smashing the ChiNext board down 2%. One ticket kidnaps an index, which is also too deformed! Although King Ning eventually pulled back a lot, this shareholding experience was too poor and frightening, just like the sister of the X Institute, who was always afraid that she would be served by a pot.
The GEM is cheng ye Ningde, the defeat is also Ning de, how crazy it was at the beginning, and how fierce it is now smashed. So what to do? The only way is to remove it from the GEM component index, a rat spoiled a pot of porridge!
The Fed wants to raise interest rates, the "crashing" Nasdaq only fell by 10%, our ChiNext board fell by 20%, who to reason with? And Ning Wang, who kidnapped the ChiNext board, fell today is also depressed, lying slandered by rumors, and the 40 billion "large redemption" spread on the Internet has led to the stock price being smashed madly!
Whenever the market fluctuates greatly, various ghost stories come! But this rumor is too false, Gülen managed a total of 110 billion funds, most of the pharmaceuticals, the other added up to 20 billion, even if all bought into new energy, where is the 40 billion? Which special account can buy 40 billion.
Therefore, this news is known to be a rip-off as soon as you hear it, but the market is spreading wildly, and itself carries a strong emotion in it. The fund fell sharply, and the base lost money... Need to vent her emotions, today she was scolded on the hot search again!
In the past year, Gülen's fund has withdrawn nearly 40%, WuXi AppTec, Tongce Medical, etc., one after another stepping on the thunder, following the jimin she bought is about to collapse, it is normal to be scolded; and then fall, afraid that the knife will come to the door.
There is also news that Gülen is now on maternity leave and is not involved in fund management...! As a mother taking maternity leave is a matter of course, but she is the top of the hundreds of billions, pharmaceutical stocks fell into this, she is on maternity leave, this pot must be carried. Some people will even wonder if Gülen is really "managing" those funds, or is he just a name?
The public fundraising has become a cemetery, either in the collapse or on the way to the collapse! The disadvantage of Gülen's concentrated shareholding + hundreds of billions of scale is nakedly highlighted, and it is impossible to go if you want to go, and you can only carry it to the end. But how much patience do kimans have left? Time is running out for the "Goddess of Medicine".
Perhaps, this market has never had a "goddess". When it rises, it can be called the goddess, Little Lanlan. When it falls, it is Sister Ge, Aunt Ge, and even more ugly, this is the fate of the fund to create gods, and it is also fate.
Although the CEIBS fund came out to debunk the rumors, saying that it was fake news. But WuXi AppTec Dragon and Tiger List, the institutions are all crazy to sell, selling 2.296 billion, all fell into dogs, the institutions are still crazy to escape!
Blade wants to say that the Ningde era and Kant can fall so much, is it not what the fund reduction is? Could it be that small retail investors sold it. Even if it is false news, they have fallen so much, resulting in passive redemption is enough to drink a pot, control it!
Overall, although big A fell today, the market situation is not too bad; the Shanghai Stock Exchange has been 4 consecutive yangs, and more than 3,000 have risen every day in the first three trading days! Although it is only 1700 companies up today, the median rise and fall is -0.4%, as long as you don't hold a high track stock, you can't lose much.
Blade believes that the oversold rebound market is not over, see how miserable the market is not only staring at Ningde, Sunshine, and WuXi, pay more attention to the overall market, and don't be misled by the big fall of the Ningde era! A shares are currently oversold rebound opportunities are many, yesterday is digital currency, today pig breeding and tourism, the theme of the rebound.
Among them, the strongest is the tourism sector, Caissa Tourism, Zhongxin Tourism, Qujiang Cultural Tourism, etc. have risen and stopped, and the collectives of CITS United and Jiuhua Tourism have gone up! There are also aviation airports, tax exemptions, etc., and the concept of the dilemma reversal after the epidemic.
There is now a common narrative that the 2-year-long outbreak will end after March. You can think that the epidemic subsides and tourism consumption will inevitably break out, especially outbound travel, which is the reason for the outbreak, and the institution has predicted your prediction.
And this logic is pork, which has been very strong lately. Wen's shares with a market value of 100 billion, although they predicted tens of billions of losses, rebounded more than 80% at the bottom, and Makihara shares and New Hope also secretly rebounded a lot! In addition, in the airport sector, Air China hit a high point in nearly 3 years, and China Southern Airlines and Shanghai Airport are following the trend.
There are also old infrastructure, Chinese characters, coal and steel and other cyclical plates, which have been quite strong recently. This is the A-share, in the violent high and low switching, some crazy to be bought, some to be abandoned, some to rejoice and some to worry!
Blade's view, in addition to new energy + part of the white horse, other sectors have not fallen, which is a good signal. Today's late market northbound capital inflow accelerated, the periphery also rose, big A is not so pessimistic. We just lack confidence, the policy bottom has been seen, it depends on the bottom of the market, repeated shock grinding stage to have more patience.
Of course, Ningde is now an institution to kill more, last year a bunch of groups, this year took turns to cut meat, out of the mix always have to pay back! This kind of negative feedback has no solution in the short term, so don't rush to the bottom, once the market style is converted, it will not return.
The financial data released by the central mother tonight have exceeded expectations. In January, social financing increased by 6.17 trillion yuan, a record high. In January, the new RMB loan was 39,800 yuan, which is expected to be 3.7 trillion yuan; the growth rate of M2 also jumped to 9.8%, and the estimated 9.2% is expected!
At present, the growth rate of social finance has risen for 3 consecutive months, indicating that steady growth is exerting force, and a new round of domestic wide credit has landed, which undoubtedly has taken a reassuring pill. What are institutions waiting for? Just one word: dry!
However, everyone is quite puzzled, the stock market fell in January, the housing market contracted, and the manufacturing industry took the Spring Festival holiday in advance... Where did the water go? Local financing platforms, large infrastructure of state-owned enterprises, or go to the entity. Anyway, exceeding expectations is certain, Blade feels that there is still a back move, and the interest rate cut should be able to see this time!
But we're releasing water, and the Fed may be going to raise interest rates. The latest data shows that the US CPI rose 7.5% year-on-year in January, the highest in 40 years! Agencies predict that the Fed will raise interest rates by 1% by July, which is much more than expected.
This news came out, U.S. stock futures plunged again, Nasdaq fell more than 2%, it seems that tonight is going to be bloody. It's just that today the whole world is rising, we have to not rise, tomorrow don't instigate, be yourself again!