Hello everyone, I'm Wenwen Dabao Belle, your heel department insurance blogger.
01
Okay, I'm done again.
In the past two days, A-share Hong Kong stocks have both risen sharply.
I feel a little uncomfortable a few days ago, and today's wave of rise has basically recovered yesterday's decline.
But I still feel bad because yesterday I patronized it was uncomfortable, I didn't add a position.
ay.
The sharp rise in these two days is because of a very important meeting, at which the top level gave a statement one by one according to the current situation and the recent concerns of everyone.
Let's get the point:
Coordinate epidemic prevention and control and economic and social development, keep economic operation within a reasonable range, and maintain the smooth operation of the capital market.
About macroeconomic operations:
We must implement the decision-making and deployment of the Party Central Committee, effectively revitalize the economy in the first quarter, take the initiative to deal with monetary policy, and maintain moderate growth in new loans.
About Real Estate:
It is necessary to study and propose effective prevention and mitigation of risk response plans in a timely manner, and put forward supporting measures for the transformation to a new development model.
About the Chinese Stocks:
At present, the regulatory authorities of China and the United States have maintained good communication, made positive progress, and are working to form a specific cooperation plan.
The Chinese government continues to support all kinds of enterprises to list overseas.
About platform economic governance:
Relevant departments should improve the established plan in accordance with the principle of marketization, rule of law, and internationalization, adhere to the principle of seeking progress in stability, and steadily promote and complete the rectification work of large platform companies as soon as possible through standardized, transparent and predictable supervision, and set up red and green lights to promote the stable and healthy development of the platform economy and improve international competitiveness.
About the Hong Kong financial market:
Regulators in the Mainland and Hong Kong should strengthen communication and coordination.
Relevant departments should earnestly assume their own responsibilities, actively introduce policies that are beneficial to the market, and prudently introduce contractionary policies.
All policies that have a significant impact on the capital market should be coordinated with the financial management department in advance to maintain the stability and consistency of policy expectations.
Financial institutions must proceed from the overall situation and firmly support the development of the real economy.
Long-term institutional investors are welcome to increase their shareholding ratios.
......
Under the continuous positive stimulus, the market ushered in a big outbreak, and the disk surface soared across the board!
Ah, a happy day is a day~
02
In fact, there is no way to use technology to analyze the trend of the market, it is completely emotional, all kinds of panic, a mess.
In the face of extreme panic, all kinds of foreign capital, all kinds of institutions, all kinds of main forces, superimposed all kinds of small scattering, panic and do not choose the way, triggering a stampede on funds.
Some individual stocks have fallen without any reason.
At this time, the top level was a reassuring pill for everyone, calming the panic, and the stock market began to bleed back in an instant.
Of course, external uncertainty is still there, and market variables will continue to occur from time to time.
But we still have to believe that our country's economy is resilient and the fundamentals are fine.
In the past two months, I don't know if everyone has realized it, in fact, the decline is not the most terrible.
The most frightening thing is that there is no money to increase the position when it falls.
If there are enough bullets, then no matter how the market changes, just the difference between trading on the left or trading on the right, the basic logic will not be a problem.
I know that many people have really fallen numb in the recent decline, including bloggers from all walks of life.
But from another point of view, every big fall is a test.
If you choose to cut meat and leave the market this time, I think this operation cannot be said to be right or wrong, but through this big fall, we can also reflect on it:
(1) Is there a problem with our position matching
Funds are not the same as funds, there are mixed funds, there are industry funds.
Hybrid funds have professional fund managers to help us check, although they will fall, but the speed of rise is different, and the drawdown control is also different.
If the industry fund is stepping on the wind, it is true that it can take off in situ, but we, as ordinary investors, may not be able to grasp it.
(2) Whether there is a problem with our position control
Many small partners want to cut meat as soon as they encounter a big fall, and the biggest possibility is that the position is too heavy.
There are enough bullets in your hand to be afraid of the ups and downs of the market.
(3) Whether we are really suitable to participate in the market
If there is no problem with the ratio of positions, there is no problem with position control, or we can't hold it, then we have to consider whether we are really suitable for participating in the market.
No one, in any market, should make money for granted.
If you feel that you are really not suitable for the stock market, it is recommended that you can consider multi-allocation bonds.
03
At present, the boots have not fully landed, and the risk still exists objectively.
Beijing time tomorrow morning is the Fed meeting, will officially open a new round of interest rate hike cycle, as to whether it is 0.25% or 0.5% is not yet known.
However, no matter what the result is, landing is a good result.
And one of the benefits of a dollar hike is that commodity prices will fall.
Under the expectation of a general recession, international commodities have continued to reduce prices because of the decline in demand, falling back to the normal state before last year.
In addition, the Conflict between Russia and Ukraine has not completely stopped, and we sincerely hope for world peace.
Variables are always available, and for us, it is important to strengthen confidence in the mood swings of the market, remain optimistic, and take advantage of them.
The market this year has given me the feeling that it is very torn.
The market does have a different style every year, and there is no way to eat it all over the sky.
This also requires our cognition that we must constantly upgrade in order to catch up with the pace of market progress.
Finally, I would like to share a sentence and encourage you:
Flowing water does not compete, but it is endless.
Fear the risk, fear the market.