Today, the market continues to divide and sort out the structure, and the market hotspots are still closely around the overseas chain, among which textiles, home furnishings, automobiles, power grids and even games are among the top gainers. Coal, oil, construction machinery and other high-dividend directions fell into adjustment today, dragging down the index to a certain extent. The market is not going up, what are you hesitating about? What should I do if I don't make money in a technical bull market? Tonight's "World Finance", the guests Yu Yao and Xu Ziyue will explain the market in detail for everyone.
The index "swings" back and forth, netizens ridiculed "wake up"
(Shanghai Composite Index)
The Shanghai Composite Index fluctuated in a narrow range above the gap for seven trading days, and some netizens ridiculed "Brother, wake up!" "Combing the plate, there are three details worth paying attention to:
What are the key signals revealed in today's market details? How to analyze this kind of chicken rib market that swings back and forth? Everyone is welcome to leave a message in the comment area.
Which period of history is this rally most similar?
When it comes to the market, netizen "Fengzhiyu" said what many people think: they are worried about the curse of "five poor, six absolute and seven turn over", and they feel that there seems to be no reason to fall sharply, and they don't understand whether the market will rise or fall next!
Which period of history is this rally since 2635 most similar? Judging by this similar trend, how far can this rally go?
Yu Yao, a guest at the scene, believes that this round of rebound is similar to the trend in 2013:
Xu Ziyue believes that this round of rebound is similar to the trend in mid-2019:
Which period of history is this rally most similar?
Off-site guest Cao Jing also believes that this rebound is similar to 2019, and now we should pay close attention to 3219 points; Mai Zeyuan said that there is no need to worry about the market pullback before 3300 points.
What to do in a technical bull market "no profit but no loss"?
As of Friday's close, both the major A-share indices and the Hang Seng Index were up more than 20% from their February 5, 2024 lows, in what many say is a "technical bull market".
But let's look at two sets of data:
The index is a "technical bull market", investors do not earn but lose money, how to break this strange circle? How to adjust the operation strategy in the future?
For detailed analysis, please pay attention to "World Finance" broadcast by BRTV Finance at 19:30 tonight.
Ultra-long-term special treasury bonds will be issued and can be purchased by individuals
According to the relevant arrangements of the Ministry of Finance, ultra-long-term special treasury bonds have arrived. Ultra-long-term special treasury bonds include 20-year, 30-year and 50-year bonds, all of which pay interest on a semi-annual basis. Among them, the 30-year variety will be the first to be issued this Friday, the 20-year variety will be issued from May 24, and the 50-year variety will be released on June 14. This also means that the mainland will be the first to welcome special treasury bonds with a maturity of more than 30 years, and the characteristics of "ultra-long-term" are obvious.
This year's government work report pointed out that in order to systematically solve the problem of funding for the construction of some major projects in the process of building a strong country and national rejuvenation, it is planned to issue ultra-long-term special treasury bonds for several consecutive years starting this year, which will be specially used for the implementation of major national strategies and security capacity building in key areas, and 1 trillion yuan will be issued this year.
Knowledge: What are ultra-long-term special government bonds?
Ultra-long-term special treasury bonds can be broken down into three key words: treasury bonds, special and ultra-long-term bonds.
National debt: A type of government bond issued by the central government to raise financial funds. Since the issuer of treasury bonds is the state, it has the highest creditworthiness and is recognized as the safest investment vehicle.
Special: The issuance of special treasury bonds refers to the treasury bonds issued in stages for a specific purpose in a specific period, and are not included in the deficit and do not increase the deficit rate.
Ultra-long-term: In terms of issuance period, ultra-long-term generally means that the issuance period is not less than 10 years, and the maturity of ultra-long-term special treasury bonds to be issued this year is divided into three varieties: 20 years, 30 years and 50 years.
In addition, according to the relevant deployment, it is planned to issue ultra-long-term special treasury bonds for several consecutive years this year, which also releases the tone of the implementation of a proactive fiscal policy in the next few years, which will help stabilize expectations and boost confidence.
Ultra-long-term special treasury bonds are book-entry treasury bonds, which can be purchased by individuals and institutions, and there are many purchase channels, such as bank counters, online platforms and securities markets, and can also be circulated and transferred.
Can transportation stocks take advantage of the pullback to "get on the bus"?
According to a report from Beijing Daily, the average price of air tickets plummeted after the May Day holiday.
According to data released by a number of tourism platforms, after the "May Day" Festival, not only air tickets, hotels, group tours, car rentals and other tourism products have dived in price, forming a staggered travel opportunity between the "May Day" holiday and the Dragon Boat Festival in June and the summer tourism peak.
At present, the average price of domestic economy class air tickets is 627 yuan, a decrease of nearly 4% compared with the May Day holiday; The average price of outbound economy class air tickets was 2,974 yuan, down 22.7% month-on-month.
In Beijing, Shanghai, Hangzhou, Chengdu, Shenzhen and other popular destinations during the May Day holiday, the average price of hotel orders fell by about 30% in the week after the holiday, and Nanjing, Xi'an and Wuhan fell by more than 40%.
Although the price of air tickets has fallen, the tourism and hotel sector has not risen recently, but the overall performance of the transportation sector is still good, boosted by the news of price increases, Guangzhou-Shenzhen Railway, Beijing-Shanghai high-speed railway and other stocks continue to rebound, shipping stocks also have a good rise, can the transportation sector take advantage of the pullback "on the bus"?
In addition, the consumer stocks that have performed well recently basically have the logic of "price increase" and "export" in it.
For detailed analysis, please pay attention to "World Finance" broadcast by BRTV Finance at 19:30 tonight.
How to find a "value depression" from high dividends?
This week, the rotation of market hotspots accelerated, and the difficulty of stock selection and operation increased again, Xiaobian saw this week's brokerage strategy summary, and found that many brokerages coincidentally continued to choose the idea of "high dividends":
How to find value depression in high dividends? Because industries such as coal and power in high-dividend sectors have risen recently, for ordinary investors, is there still a "depression"?
In tonight's program, Yu Yao and Xu Ziyue respectively gave suggestions for optimizing high-dividend "depressions":
For detailed analysis and more exciting content, please pay attention to "World Finance" broadcast by BRTV Finance at 19:30 tonight.