Let's talk about the unpleasant thing first, in the World Cup qualifiers that ended tonight, the national football team was forced to draw 2:2 by the Singapore team, ranked 156th in the world, with the first 2 goals, and lost a good game!
And the national football team and A-shares are really difficult brothers. Today, the stock markets of the whole world have reached new highs, from US stocks and European stocks to Japanese stocks, and even the Hong Kong stocks next door have risen by more than 2 percent today! But the big A is actually green, which is really embarrassing.
What's even more depressing is that A-shares, with a market value of 70 trillion yuan, look at the faces of billions of foreign investors every day. Yesterday, the northbound net inflow was 5.5 billion, and the A-share market rose; today, foreign capital ran 6 billion, and the market fell for everyone to see!
At present, the biggest problem of A-shares, such as AI, low-altitude economy, and flying cars, can create a money-making effect, but they can't pull up the index!
Public and private placements are the largest source of incremental funds for A-shares, but now they are abandoned. This is also why there are so many good things in the market, and all kinds of funds are working hard...!, but the index is still swaying at 3000, and it is difficult to pull it up.
Some people will say that the index does not rise, and the theme group is dancing wildly, which is the bull market that investors are looking forward to. The idea is always good, but the money makers are not stupid, there is no incremental capital in the market, and it is strange that they do not run if they are raised! In the end, it becomes a stock game, and when the tide is low, a group of people will be killed.
So, let's be less routine and more sincere. A-shares now let some people enter the bull market first, but the bull drives the bull first, and finally realizes a comprehensive bull market....! This is common prosperity, what do you say?
1. A number of public funds were inspected by the securities regulatory bureau in other places
Today, the news that a number of public funds have been inspected by the regulatory authorities on the spot has spread in the industry. After the reporter's understanding and verification, some rumored institutions denied the news of being inspected, but a number of public fundraisers confirmed to reporters that the recent supervision of the presence was true. According to the information learned from many parties, the content of this round of supervision and inspection is very comprehensive, including but not limited to daily business, integrity publicity, training, party and government construction, etc.
Comments: The water in the domestic public offering is very deep, and the new village chief is right to start rectifying! This is also to save market confidence, after all, two days ago, a fund ended raising, and the funds raised were only 26 yuan, which was purchased by internal employees.
We believe that most of us in public offering institutions are good people, but there will always be rat droppings. These rat droppings have damaged the entire industry, leading to a crisis of confidence in the public offering, which has not eased up for 3 years!
If there is no incremental capital in the fund, the institution will not have the right to speak, and the A-share market can only play speculation, and the bull market is not to think about...! The people are disheartened, and it is better to go directly to the market and speculate in stocks by themselves.
In short, in the past, the assessment and value orientation of public offerings were very unfavorable to value investment, and there were even illegal behaviors such as collusion and malicious high-level takeover. I hope to take advantage of this opportunity to reform well, and the punishment that should be punished should be caught. I also hope that domestic institutions will give some strength, take back the market dominance as soon as possible, and get out of a bull market again!
2. 13 Lianban Ai Ai Seiko: The company does not involve hot market concepts such as robots
Ai Ai Seiko issued a stock price risk warning announcement, the company's shares have risen as high as 245.29% recently, seriously deviating from the market and industry trends; the company belongs to the traditional, non-high-tech industry, does not involve robots and other market hot concepts. The company's stock price fell many times in intraday trading today, and the effect of beating the drum and passing the flowers is obvious, and there is a risk of irrational speculation, and there is a possibility of rapid decline at any time.
Comments: Today's total leader Ai Ai Seiko's 13 boards, equaling the previous Kelai electromechanical, may break a new record tomorrow!
The company issued a risk warning announcement tonight, which is quite straightforward: the effect of beating the drum and passing the flowers is obvious, there is a risk of irrational speculation, and there is a possibility of a rapid decline at any time!
Since the new village chief took office, he has not stopped and fulfilled his promise that "under normal circumstances, there should be no intervention in the market". But this does not mean that speculation can do whatever you want, for high-standard demon stocks, love stocks to formally remind the risk, beware of the collapse of short-term emotions!
The main thing is that there are several bad signals in the market. The first is that Anel was directly dried to the floor, and there was obvious negative feedback in the relay; second, although Ai Ai Seiko opened the height upward, it was rotten countless times, indicating that the differences were huge.
In addition, today's relay above the three boards began to "choose one of the two", as long as the promotion failed, all closed down. That is to say, the board will either make money by rising and falling, or it will lose money by closing down! This shows that the fault tolerance rate of the market has been significantly reduced. In short, at the height of the market, it is better to be careful.
3. Kimi is so hot! The traffic far exceeded expectations, and it was urgently cleared by the listed companies
Due to the popularity, on March 21, Kimi's manufacturer Moon Dark Side said that it had observed that Kimi's system traffic continued to increase abnormally, and the trend of traffic increase far exceeded the expected planning of resources. In terms of the capital market, a number of hotly speculated listed companies such as Zhongguang Tianxue and Zhangyue Technology issued announcements, stating that they would not involve related business.
Comments: Kimi is indeed popular, and the number of shareholders who go to experience it alone is estimated to be at the level of millions. The company said that it has carried out 5 times of computing power expansion, which is the most lacking, and tomorrow we will see if the computing power can be repaired!
AI has been hyped up to now, there are signs of peaking on the hardware side, the popularity of CPO is out, and even Nvidia in the US stock market has not been able to rise. However, with the birth of Kimi, there are still opportunities on the application side, and there is still residual heat in media games.
But the emergence of small compositions and the blowing of various consistencies have turned slow-cooked dishes into a big fire. At this time, it is easy to skyrocket and plummet, and it is still prudent to chase high, and it is easy to be smashed by latent funds!
At present, the main themes of the two major themes are Kimi (AI application side) and low-altitude economy, but at the same time, it is becoming more and more difficult to break out. Therefore, it should be based on rotation, the low-altitude economy is strong, Kimi is weak, and vice versa, pay attention to grasp the rhythm.
4. Li Xiang admitted his mistake! Ideal lowered its performance forecast for the first quarter
Li Auto fell nearly percent in the U.S. stock market, and Li Xiang admitted his mistake. He said: Mistakenly treat the ideal MEGA from the 0 to 1 stage (commercial verification period) as the 1 to 10 stage (high-speed development period) to operate, and emphasize the need to focus on users and no longer over-pursue sales.
Comments: Li Xiang sent an internal reflection letter, admitting that sales were lower than expected, and suddenly cut the sales expectation of more than 20,000 vehicles in the first quarter! Li Auto fell 8% in the U.S. stock market tonight, dragging Chinese concept stocks down.
The reason for this is that the sales of Ideal MEGA are too miserable. Although there are many reasons, Li Xiang was able to reflect on his mistakes and find the cause, which can be regarded as overcorrection in time!
Among the new forces of car manufacturing, Ideal is still the most promising one. But the domestic new energy vehicles are indeed too rolled, if you don't pay attention to it, you will fall behind, last year was the ideal pressure to ask the world, this year the world will be a ride. Xiaomi's car will be launched soon, and BYD and Tesla are still firmly sitting on Mount Tai! At present, it seems that Huawei has more advantages in making cars, and the speculation is also the most fierce.
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Other news.
The stamp duty in January ~ February was 15 billion yuan, a year-on-year decrease of 46.8%. This is after the stamp duty is halved, it is normal for it to fall, but in fact it is still up year-on-year. Now with trillions of trading volume every day, brokerages must have gone crazy in the past, but now they don't care if they move every day, have you become a middle-aged greasy man?
Vanke has another new rumor. Shenzhen Railway plans to transfer its equity in Vanke to Ping An of China, but Vanke does not respond, and Ping An of China responds as fake news! No wonder Ping An's stock price does not rise, and the real estate takeover is not complete at all.
China Mobile continues to raise its dividend. The financial report was announced tonight, with a net profit of 131.8 billion yuan in 2023, a year-on-year increase of 5%, 71% of the profit is all used for dividends, and the dividend yield of Hong Kong stocks corresponds to 7.2%, and the dividend yield of A shares corresponds to 5.4%. China Mobile also promised to increase the dividend distribution ratio to 75% in the next three years, which is a model of high dividends.
Flying cars. The latest news, EHang Intelligent unmanned manned aircraft EH216-S was sold in the Taobao live broadcast room, and Guangzhou Heli Intelligent Company paid in full. Exciting news is constantly being stimulated every day, and it's strange if you don't fry it!
The Qingming holiday is about to explode again. According to Ctrip data, during the Qingming holiday, the search popularity of domestic hotels exceeded the same period in 2019 and 2023, with a year-on-year increase of 67%, and the search popularity of air tickets increased by 80% year-on-year. Now it's time to eat, drink, and have fun, and what about other expenses.
Chatting with a friend today, he said that U.S. stocks and European stocks can always reach new highs, but why do A-shares stay at 3000?
I mean, institutional reasons, and there are too many IPOs and too few delistings. He shook his head and said, the most fundamental thing is human nature, don't look at the funds of Big A, when the wind blows, the brothers follow the trend more actively than anyone else, but when it collapses, they run faster than anyone else.
The result of the long-term interpretation of this style is to predict your prediction and fulfill your fulfillment. For example, last night's performance of Pinduoduo exceeded expectations, but it rose 15% at the opening and only rose 3.52% at the close!
But people don't play U.S. stocks like this, people will rise if they have performance, and fall if they don't, it's simple and simple. I don't believe that Micron Technology, which also has a performance that exceeds expectations, rose 17% before the market, and is still up 16%, walking steadily!
In a word, the biggest problem of A-shares is that the game thinking is too serious, and human nature is too obvious in the stock market. Everyone doesn't want to be a leek, they all think that others are leeks.... As a result, the market has almost become a game of capital games, so that everyone will naturally not invest for a long time, and it is all speculation.
Today, the whole world is rising, the Asia-Pacific stock market is rising during the day, the European stock market in the afternoon, and the U.S. stock market is rising in the evening...! Only A-shares and Chinese concept stocks are falling, I really want to scold a scumbag, it's really too difficult.
The only consolation is that every Friday for the past 2 months has been a red plate. You can be happy for three days if you go up one day on Friday, I believe that the main force understands it, don't hurt the heart of the leek!