There are only three trading days this week, and the bad news is that it fell 3 days after the holiday; the good news is that it will not fall tomorrow the day after tomorrow! In fact, today's Shanghai Securities is a red disk, but it is worse than the green disk, only 1500 companies rose, 3100 fell, the median rise and fall -0.99%, and it is a day when most people lose money.
There is no harm without comparison, as soon as we close, Hong Kong stocks are pulled up, European stock markets opened sharply, and Russia is better than us. No, the Russian stock market has recently topped the global bull, and the index has soared from a minimum of 610 points to 1125 points, which is about to double!
European stock markets have moved stronger because of Russia's sudden outcry, hoping to end military operations "in the next few days." However, the Russian side still has two prerequisites, one is that Russia will achieve its military objectives, and the other is that Russia and Ukraine will reach an agreement through negotiations! In the short term, the possibility of withdrawal is unlikely.
Blade believes that Russia's biggest problem at present is that they themselves have not realized that Ukraine cannot agree to the terms demanded by the negotiations. Moreover, since the war has begun, it is not a unilateral matter of Russia, and the United States will never let go of this opportunity to mess up the situation and take advantage of the opportunity to get rich!
The current situation is that Russia wants to negotiate but is rejected by Uzelensky. Ukraine is also rarely tough, claiming that the goal of joining NATO has been written into the Constitution! So, how will the situation in Russia and Ukraine end? It's hard to predict now, and this year is destined to be a year of turmoil. I just never expected that the biggest impact was actually my big A.
Of course, the recent decline of big A, and the War between Russia and Ukraine, the Fed's interest rate hike + balance sheet reduction, in fact, it does not have much to do! So the bearish is basically digested, and the external disturbance is just an excuse for the funds to smash the disk.
Big A ratio is not powerful, mainly or institutions do not give strength, the fund heavy stocks have been falling and falling, institutions continue to sell! The institutions here include both public funds and private funds like Dan Bin. But it can't be said that fund managers are weak, they are also forced to sell stocks, because there are not many new customers coming in, and old customers have to redeem.
Stock speculation is similar to buying a house, and the investment mentality of most people is to buy up and not to buy down. The fund's yield and net value peaked at the beginning of last year, and has been in a downward trend since then, and it is difficult to attract new investors to enter the market. The old people inside could not help but stop the loss, forcing the fund manager to sell stocks, and the private equity fund was even more constrained by the liquidation line, and fell near the liquidation line and could only empty the position.
This is a vicious circle, and the cycle is not over. Because the fund issuance is indeed very cold (the economic downturn + the epidemic continues, everyone seems to have no money), foreign capital no longer significantly increases Chinese assets (Russian-Ukrainian conflict + Sino-US tension), insurance companies have not circled much money in the past two years... For the time being, I can't see a new main force coming in, and I can only rely on the old investors after the 70s and 80s who have some savings to support the field!
So the recent market is always particularly extreme. A wind of hype is downward, speculative funds are pouring into the game, dry until they are crippled, and other sectors are not touched. As a result, other subjects have suffered severe blood loss!
Just like today, it is the infrastructure real estate market again, and it continues to stage a madness. Other sectors are all kinds of misery, the digital economy, the epidemic, the metacosm, chip semiconductors, etc., and have been abandoned by the market.
The strongest market is the infrastructure sector, last night a "China's total infrastructure investment will reach 2.3 trillion US dollars" news was spread, so that the market fried! Although everyone knows that the concept is confused, the shareholders said that you have it, and today they took the opportunity to speculate.
Among them, Hainan Ruize 6 boards, Guotong shares 5 boards, Beixin Road Bridge 3 boards, Xinjiang Communications Construction, Ningbo Fuda, Huitong Group and other 2 boards, Hualan Group 20cm up and down, the first board stock more than a dozen, and the tide is up and down!
The hype of the iron rooster has also continued to the upstream and downstream, in addition to steel, cement and other directions. Today's construction machinery sector rose sharply, and the 150 billion Sany Heavy Industry hit the limit, and the volume was 6 billion! Coupled with the sharp rise in Chinese construction, it has established a main line position for the infrastructure sector.
Sany was almost the worst dragon head last year, falling from the highest light 50 to 16 fast, falling bottomless pants. Today, this big Yang line instantly soared to the first place in the popularity list. However, it is too early for Sany to reverse the decline, so let's go back to 21 Heavy Industry.
In addition, the concept of REITs is also hot, the entire sector rose by more than 5%, the stimulus is that the subscription scale of Huaxia CCCC REIT exceeded 84 billion, and the placement ratio was about 0.8%, setting a new issuance record! Under the wind of big infrastructure, REITs have become fragrant again.
In addition to infrastructure, real estate stocks are the most beautiful boys. Yesterday's plate first big divergence, today directly began the second wave, there is no foreplay at all, it is so simple and rude, it can be seen how popular the plate is!
The leading Tianbao Infrastructure has risen again today, 12 boards in the past 16 days, with a cumulative increase of 224%, which is crazy. CCCC Real Estate 11 days 9 boards, supplement the dragon China Wuyi 6 boards, Xinhualian 3 boards, etc., the front row is still fried hot.
There is also a speculation direction is phosphorus chemical, Xingfa Group up and down, Hubei Yihua rose 8%, Yuntianhua rose 5%. Chuanjinnuo, Liuguo Chemical, Hongda shares, etc. have risen sharply, and the chemical sector is about to make a comeback?
The chemical industry is very strong these days, one is that the industry prosperity is very high, the performance is very eye-catching: the second is policy support, six departments issued a document to strictly control the new production capacity of ammonium phosphate, yellow phosphorus and other industries, and accelerate the withdrawal of inefficient and backward production capacity!
Overall, the market is now speculating on steady growth, due to the uncertainty of the epidemic, stable economy has become the top priority, which is the logic of infrastructure + real estate! In the short term, the relevant funds will continue to play again and again, unless the epidemic materially improves.
Blade reversed the order tonight and found that the market was really too weak. There are only 4 bullish trend sectors now: real estate, construction, coal, tourism! There are also 4 trying to break through the pressure zone: building materials, steel, transportation facilities, and banks. The rest are miserable, the oversold rebound is also a day trip, and it is difficult to see the hope of turning over in the short term.
Therefore, the liveliness of the market in 2022 will also make a little money with free money, and the lucky retail investors will eat meat! But institutions and most other retail investors, making money is very difficult, playing soy sauce is a kind of happiness.
The market is not good, investors are looking for confidence, but where does confidence come from? After hours, the CSRC did speak out, but did not say the market, only talked about the comprehensive registration system. Well, having said this so many times, let's hurry up with the registration system.
There are two more news, first, the CSRC issued 484 IPOs last year, with a total financing of nearly 600 billion yuan, both of which hit a historical record! Second, last year, 371 penalty decisions were made, and the amount of fines and forfeitures was 4.553 billion yuan.
It's the weekend again, not much to say, everyone calm down, in addition to the stock market, we still have life, as well as poetry and far away...! Read more poetry at home, wait for this wave of epidemic to pass, don't be too pessimistic.