Late night recap! Just now, the securities market has exposed 3 important news, of which 1 is rare, which makes me stunned! It's particularly infuriating! What the hell is going on? simple

Late night recap! Just now, the securities market has exposed 3 important news, of which 1 is rare, which makes me stunned! It's particularly infuriating! What the hell is going on? A brief chat about my inner views and hope to help everyone are my real thoughts.

First: In the allotment of shares that BROKE the scale of the securities industry recorded by CITIC Securities, more than 35% of the funds raised entered the fixed deposit account because of a "certain idle period", which naturally caused a lot of controversy, and some netizens ridiculed: Why not buy A shares?

Personal opinion: First of all, the funds raised this time, up to 22.3 billion, refreshed the new scale of the securities industry rights issue, followed by up to 8 billion idle financial funds, which has a topic of discussion, in fact, the 8 billion funds are mainly invested in subsidiaries and establishment and capital increase and other matters, which require prior review procedures, so it is idle funds before completing the review process. Secondly, the 3 billion funds to strengthen the construction of information systems need to be used in batches by the company's system construction, so this period also belongs to a certain idle period, so a huge idle financial fund of up to 8 billion yuan was born. Because of the huge amount of money, it is also rare in the entire securities industry.

Second: The first to see 400 yuan, UBS to see 700 yuan, Soochow to see 900 yuan What will happen to "Ning Wang"?

Personal opinion: In recent times, the Ningde era has fallen sharply, and the research reports of securities companies have produced major differences. A few days ago, the first securities, the bearish Ningde era still has a 20% decline in the remarks, triggering controversy in the market. On the same day, UBS released a research report that catered for the ningde era has entered the best opportunity, the target seems to be 700 yuan, and the most important thing is that soochow securities maintained a buy rating on the NINGDE era before that, and gave the corresponding target price of 905.8 yuan.

When the leader fell continuously, the securities research report became the focus of everyone's attention, because there was a big difference between their optimism and bearishness, which triggered a heated discussion among netizens.

In fact, for Super Brother, although the Ningde era belongs to the leader in the electronics industry, the most critical development in the field of new energy vehicles is lithium batteries, but whether new energy vehicles can surpass or replace fuel vehicles, it will take a long time, so I think its valuation can only be regarded as a draw compared with PetroChina, so if the valuation of more than 1 trillion is indeed high, this is some of my personal views.

Third: the central bank's latest set of monetary policy! Insist on not using real estate as a means of stimulating the economy in the short term.

Personal opinion: This point, I fully support, so in recent months the real estate industry has been continuously good news out of the stimulus, but the real estate related areas of stocks, did not say that there is a very good continuous speculation logic, can only say that these stocks do have an oversold rebound, because the stocks do not fall forever, there is no eternal rise, when the real estate industry that has fallen for so many years, a certain positive will definitely correspond to it, it is a certain rebound, but once this plate appears after a continuous rise, Will release a large bubble, after all, the development of the real estate industry has been very transparent, want to continue to get a share of the capital market, then you need to precipitate at least 5 years or more, in order to let everyone ease up.