laitimes

Fell into a cerebral hemorrhage! There is a correction message after the disk......

author:School of Finance

Big A is too miserable, just like today's weather in Hunan Heavy rain + thunderstorm wind + hail, it feels like it is going to be destroyed.....

Some netizens laughed at themselves, the index was 3,000 points, and many stocks fell below 2,500 points.

A year ago, the index and individual stocks collectively fell, and a certain team came out to save the market, and now the index is very stable, so is there still an expectation of coming out to work?

Market hotspots

Three departments: put financial support for the high-quality development of the manufacturing industry in a more prominent position, and support automobiles, home appliances and other enterprises to "go global".

The Ministry of Industry and Information Technology (MIIT) released the "Catalogue of New Energy Vehicle Models for Vehicle Purchase Tax Reduction" (the fourth batch), and Xiaomi SU7, BYD Seal, Zhijie S7, etc. are listed.

According to the Bureau of Statistics, China's GDP grew by 5.3% year-on-year in the first quarter, compared with an expectation of 4.6%.

Media verification: The new delisting rules are intended to accurately clear out companies with bad records and poor performance, not for small-cap stocks.

Media: A-shares can't just rely on "Chinese prefixes" and high dividends, and more than 130 Chinese prefixes alone are not enough to support a new round of bull market.

Disc review

Falling like this, there is actually nothing to say about the disk, share some wonderful ideas, and see if you can throw bricks and lead the way.

Let's take a look at the group data:

Fell into a cerebral hemorrhage! There is a correction message after the disk......
Fell into a cerebral hemorrhage! There is a correction message after the disk......

Although it was extreme a year ago, there was no continuous decline of more than 200 companies, and from yesterday to today, it exceeded 200 fall limits. (The number of price limits excludes ST stocks).

Even if it was the 1280 shares on February 5, there were 427 companies that rose, and today 663 companies fell to the limit, and the number of companies that rose was 279.

If the decline is greater than 9%, it was 2,904 on February 5 and 1,699 today.

The comparative data is the degree to which we feel the extremes of the current market through history, and today is no less than February 5.

However, it is a little different from February 5, when the snowball was finalized and liquidated, and the financing market was partially liquidated, and the index was at risk.

And now the index does not see systemic risk, and at the same time, there is no liquidation.

Today's decline is even more extreme than on February 28, when 275 shares fell and micro-caps plunged 9.6%, and micro-caps plunged 10.4% today.

Fell into a cerebral hemorrhage! There is a correction message after the disk......

Compared with the 28th, it was mainly reported that quantitative AMD was cleared at that time, and the market caused panic smashing, with domestic capital directly smashing 80 billion, and domestic capital smashing nearly 50 billion recently.

From the data, it is not difficult to see that quantification and domestic smashing are one of the factors that lead to the extreme of the market, and of course, there is also the impact of performance thunder and the lack of a main line in the market.

Therefore, this wave of killing and falling, not only the small tickets fell sharply, but also many large tickets of the Chinese military with some themes also fell back to the starting point of the rise.

Speaking of which, I suddenly had a wonderful idea, after this wave of killing, will there be performance thunder, in other words, are some of the Chinese army's big votes counted as using emotions to kill and fall, and digest in advance even the performance thunder that may break out later?

After the market is trampled, there will definitely be mistakes, and which ones may be repaired later, roughly speaking, one of the two aspects is indeed a performance, and the other is indeed innovative.

Performance is more about value investment encouraged by the above, while innovation is biased towards enterprise growth, which is actually more in line with the law of market buying expectations.

Therefore, market speculation will not disappear, but more attention will be paid to the quality of individual stocks, and the story must be told with a basis.

After the market, some media began to correct it, and the new delisting rules are intended to accurately clear out companies with bad records and poor performance, not for small-cap stocks.

Delisting is not terrible, the key is whether there is delisting compensation, otherwise even if you have a bullish trend, you may have a collective flash crash one day and be delisted directly, so who dares to invest in the long term.

For example, when the big bull stock LeTV rose, can you say that there was a problem with it?

Fell into a cerebral hemorrhage! There is a correction message after the disk......

Who was not the son of the industry before going public, how could he come to the market with a small market capitalization and become garbage!

Therefore, speculation and "value" will eventually reincarnate each other and restrain each other, no matter how you change, there will not be only one side, not to mention that Chinese people like to pay attention to the balance of yin and yang.

Before the mood has not obviously stopped falling and rebounded, even if the index is forced, it is useless, control it first!

Fell into a cerebral hemorrhage! There is a correction message after the disk......