Social financing exceeded expectations, and a new round of markets began

After today's close, the central bank released statistics that the increase in the scale of social financing in January 2022 was 6.17 trillion yuan, 984.2 billion yuan more than the same period last year, exceeding market expectations by 5.4 trillion yuan, and the growth rate of social finance was in an upward channel.

The recent change in bank stocks, behind the capital game January social financing data, today's release of social financing data is much more than expected, the stock market speculation is expected, at least this data reflects the central bank's real release of water, the market confirmed the central bank's real release of water behavior.

The stock market is a barometer of money, as long as the water is released, the opportunity behind it is actually greater than the risk, and some stocks that have been wrongly killed will become the object of hunting.

When the growth rate of social finance rises, it is easy to give birth to a real bull market of chickens and dogs, such as the beginning of 2019 and before the second quarter of 2020.

When the growth rate of social finance declines, it is either a structural market (the second half of 2019, the second half of 2020) or a waterfall bear market (full of 2018).

Many small partners began to lose money in the second half of last year, the biggest reason is not in our own problems, but the overall lack of water, only more than a hundred holding stocks.

On the contrary, the recovery of the low point of social financing, transmitted to the stock market, the development of the general rise in the market, it is very rapid (the beginning of 2019 and the beginning of 2020 are immediate reactions).

The reason for this may be that when the growth rate of social financing is low, only professional financial institutions are still sticking to it, and this group of people are very sensitive to this data, holding large funds, coupled with the death of the late bear market, it is easy to buy.

On the contrary, it has reached the high point of social financing growth, because the market has been up for a while, and the leek army has changed stubble after stubble, and inertia makes the index soar.

Of course, under the influence of the US interest rate hike cycle, there is not much time left for us to release water, and this social financing upward cycle is destined to be a short-lived cycle?

Let's talk about today's plate.

The market was going well, but the Ningde era collapsed again, plunging more than 8.6% and smashing the ChiNext board down 2%. A stock kidnaps a sector, which is also too deformed.

The GEM is cheng also Ningde, defeat also Ningde, how crazy it was at the beginning, and how fierce it is now smashed! So what to do? If Ningde is not stable, the track will eat soil, and the ChiNext board will not come back, a vicious circle.

The only way is to remove Ningde from the Gem component index, otherwise it is really not saved! A rat spoiled a pot of porridge.

Saying that new energy fell today, it is said that the news came out of Shanghai in the morning: it said that the institution redeemed the Gülen 40 billion fund, mainly new energy.

You also know that Gülen is mainly a pharmaceutical fund, according to the Four Quarters Report, Gülen's non-pharmaceutical funds total 20 billion, how can be redeemed 40 billion new energy funds.

I just want to ask about the extra 20 billion.

What's more, Gülen's fund holders are mostly retail, and the number of institutional holdings is not much, and I don't know how 40 billion came from.

This is equivalent to you applying to your daughter-in-law to spend 200 yuan to play the game, you also charged 200 yuan to 5 games, and the result is that outsiders spread rumors with your daughter-in-law: you spend 400 yuan on one of the games, buying skins, and other games are not to be said.

It is understandable that Gülen lost money, and there is no need to spread rumors about black people's families, and rumors are responsible.

This rumor reminds me of that famous passage.

The leeks feel that they will not pick stocks, nor will they choose the time, watching some stocks rise well and itching, but they are afraid of risks and dare not start. So trust the institution and buy the fund. From a shareholder to a basic citizen, he immediately became superior to others.

The people bragged that buying the base was less risky and despised the shareholders. So fund managers rushed to buy, and leeks were the least afraid to buy track stocks. soldier. From beginning to end, the fate of being harvested cannot be escaped.

Core floating capital trends on February 10:

New one: buy 22 million Huayang Lianzhong on the 3rd (it may be the first board to buy the day before yesterday, or it may be the first line to buy in these 2 days)

Liyang Road: Buy 8 million Pubang shares on the 3rd (should be bought by borrowing the channel advantage)

Zhang Meng lord: buy 24 million deep south shares, 3 days net purchase of 170 million billion Li Clean Energy, sell 70 million Kai Lai Ying (Zhang Meng Lord yesterday a big explosion to buy Elion Clean Energy, today continue to increase the position of the explosion, so in today's new energy direction of the weak performance of the background of Elion Clean Energy to maintain a strong)

Fang Xinxia: Net sale of 43 million Hubei Radio and Television (Hubei Radio and Television compared with yesterday's Dragon and Tiger list, it seems that Fang Xinxia is sold in the green disk)

Sangtian Road: Buy 9 million China Haicheng (it should be a low-sucking buy, and it was successful)

Institutional focus is on:

3-day net purchase of 110 million gold new farmers (and to see if the direction of breeding can go to glory with the help of the institution)

Net purchase of 82 million Juchen shares (technology has always been a bullish track for institutions, but why did institutions unilaterally raise the "unaffordable" purchase of this ticket today?) ）

Net purchase of 54 million JA Technology (the institutional list of new energy stocks is usually more than the institution buys more than sells, and it is not surprising that this fall stops and bottoms)

Net sale of 1.6 billion WuXi AppTec (WuXi AppTec belongs to the institutional group, today's 7 billion trading volume alone on the list of selling institutions accounted for 2.3 billion, if you add other small institutions that are not on the list, it should contribute at least half of the meat cutting chips)

Net sale of 570 million Oriental Cable (this institution sold quite unexpectedly, the agency is not optimistic about new energy now?) Make such a large shipment)