After the closing, there is a lot of good news, and the substantial positive is to reduce the commission rate of fund stock trading. This incident has made the market full of expectations, and institutional track stocks have been saved?
Why pull up crude oil, electricity, coal, etc., these Chinese stocks are neither retail heavy positions, nor foreign capital heavy positions, let alone fund heavy positions, dividends are stable, and they belong to the defensive direction of funds.
Is it more effective to reduce the transaction commission rate than to reduce stamp duty?
China Securities Regulatory Commission: Lower the commission rate of fund stock trading, and reduce the upper limit of the distribution ratio of fund managers' securities trading commissions, from 30% to 15%.
The introduction of the reform system of public offering transaction commission rate is expected to save investors nearly 10 billion yuan in costs within two years. Mutual funds are the incremental funds of a bull market, and they are also the hardest hit areas in the past three years.
Some people have no feeling about the bull market in 2019~2021, because you are not a baseman, nor an institution, because the rebounds are all institutional heavy stocks, high-quality blue chip stocks.
The last round of the bull market belongs to the real bull market of value investors, many people have accumulated wealth in life in 3 years, and Xiaofan is its beneficiary. Profit and loss are the same, how to rebound, how to callback, it is just a cycle.
The market is like this, when everyone doesn't believe in value, it starts to hype value, and when everyone believes in value, it doesn't work again. The stock market is a game of opponents, and all pulls up are for harvesting, no exceptions!
Is the rise in crude oil, coal, and electricity for the sake of long-term rise? The improvement of performance and the cost performance of dividends will weaken with the increase of market value, and in the later stage, they will enter the bubble speculation like the blue chips with heavy institutional positions.
If, in the first two years, they were found trough, lurking on the left, then you are a master. After it rises, it is said to be an opportunity, it is likely to be the receiver, and the stock is a human game, how to let you leave the bottom and chase the rise at a high level.
This news is more useful than the stamp duty cut, institutional heavy stocks rebound, value investment returns, and the broad market index will continue to rise. In particular, the entrepreneurship and entrepreneurship market has risen by track stocks.
Will A-shares usher in a change next week?
At present, the problem of A-shares is very simple, the old and new energy are rotated. In March, coal fell beyond recognition, and in April it continued to rise. Crude oil, coal, electricity, etc. represent traditional energy sources, but also defensive stocks of funds, and new energy, artificial intelligence, etc. represent new quality productivity.
If nothing else, it will pull up until it switches again. Artificial intelligence and new energy will have a round of supplemental gains in the future, and at the same time pay attention to the pullback of Chinese stocks, the direction is wrong, even if the Shanghai Composite Index reaches 3400 points, it will also lose a lot.
It's not about which industry is good, or which chips are good, it's the cycle. You need to have leverage at the time of its upward cycle and get out of the market before the downward cycle comes, and if you are a medium to long-term investor, enjoy dividends, that's a different story.
In April last year, the Chinese stock also ushered in the final crit, history will repeat itself, and this year will be the same. Just don't predict the top because you don't know on which day it will fall streak.
Final summary
What goes up, what goes up, there is a high probability that it will take over. What fell, what to lurk, there is a high probability that it will be profitable, and those who went to lurk coal, electricity, and banks at the end of March laughed in April. At the end of March, people who went to chase artificial intelligence and new energy cried in April.
Is it useful to have a stock market like this, a structural market, you need to be in a rising industry to make money, instead of predicting the rise and fall of the broader market index? The Shanghai Composite Index is at 3,100 points, and Xiaofan's prediction is also correct, the key is right, can you go to the exchange to get money? I have no profit in April!
Guo Xiaofan's original code words, please do not plagiarize, carry!Beware of fake names and avatar deformations, only these 5 words, identify the number of fans or professional certification, will not take the initiative to contact anyone, will not share any stocks!
Investment is risky, and you need to be cautious when entering the market!