When I woke up, there were four major news in the market, which had a great impact on today's market, so I quickly interpreted it to friends!
News 1: Guolian Securities plans to purchase 100% of the shares of Minsheng Securities and resume trading today.
Comments: The merger and reorganization of the securities industry kicked off, Guolian Securities and Minsheng Securities were merged for the first time, and the industry took the first step to "build an aircraft carrier-level investment banking institution". A-shares have been established for more than 30 years, and it is time to become bigger and stronger professional investment banking institutions and provide investors with stronger, better and more profitable professional services.
Compared with international investment banks such as BlackRock, Goldman Sachs, and Morgan Stanley, our investment institutions are still very weak, and their assets under management, professional capabilities, and market influence are still very weak, and they cannot match the strategy of building a financial power. It is foreseeable that there will be securities restructuring in the next step.
There is no suspense about the high opening of Guolian Securities, and it will also form a driving force for the securities sector, but I don't plan to pursue it.
Take a look at the chip peak, the top is close to the dense hedging area, it is easy to rush up and fall, and there is a risk in chasing up here.
News 2: The U.S. government announced tariffs on $18 billion worth of Chinese goods per year.
Comments: The tariffs involved electric vehicles, batteries, semiconductors, medical supplies, etc., and the levies were relatively large, especially for electric vehicles, which directly increased by 4 times. The number of electric vehicles exported to the United States is limited, but such a large tax increase has a great adverse impact on the business of domestic automakers entering the United States.
This news has long been expected by the market, and the impact on the market is more of a short-term disturbance. The medium-term market is more determined by industry fundamentals and market atmosphere, and various sectors have been analyzed last night.
Message 3: Rare! U.S. retail concept stocks hit shorts.
Comments: Don't say that there is no speculation in the mature market, and the US stock market is crazy and even we are ashamed of ourselves. In 2021, the U.S. stock market scattered people rose up, and it only took 11 trading days to dry the game station from 19.95 to 483, which is not too exaggerated [laughing and crying]. Recently, the U.S. stock market has made a comeback, and in 9 trading days, this old demon stock has been bombarded from 10.9 to 64.8.
Where there are people, there are rivers and lakes, and where there are rivers and lakes, there are swords and swords. Where there is a stock market, there is speculation, where there is speculation, there is a jump up and down, and the US stock market is not immune [laughs].
It's really exciting to see U.S. stocks playing like this! But be careful that your liver can't stand it! Getting rich overnight and returning to poverty overnight, the ups and downs of life are like the crazy bumps of a game station.
Why don't A-shares let go of T+0 and the rise and fall? A lot of people don't understand. To be honest, it is really protecting our small scatters. It's really going to be released, with our immature trading experience and speculative mentality, I don't know how many people's account assets will instantly return to 0. The U.S. stock market is dominated by institutional investors, and it has educated a large number of small and scattered investors to the point of not daring to play.
Being in A-shares, in fact, is lucky enough! The trading system is still very protective of small scatters, if we go to the US stock market and Hong Kong stock market, many people may be wiped out in minutes. Every few years, A-shares come in a bull market, providing an opportunity to make a big profit. If you suspect that there is no long-term bull market in A-shares, you can also take advantage of Nikkei ETF, Nasdaq ETF and overseas fund products to participate in overseas market investment. If you can't make money, don't always blame the market for being bad! Improving your own investment level is the key.
News 4: Tencent's performance in the first quarter exploded, and Alibaba's performance was dismal!
Tencent's revenue in the first quarter was 159.5 billion yuan, a year-on-year increase of +6%; Gross profit margin increased to 53% from 45% in the same period last year. The adjusted net profit was 50.27 billion yuan, +54% year-on-year.
Alibaba's first-quarter net profit fell sharply by 11%.
Comments: Tencent's performance in the first quarter was outstanding, and its diversified development strategy achieved remarkable results. Although the performance of the game business was relatively flat, WeChat Channels, Mini Programs, Official Accounts and Soyisou drove the growth of advertising business, and advertising revenue increased by 26% year-on-year in the first quarter. Tencent, as the largest weighted stock in Hong Kong stocks, is expected to lead the medium-term market of Hong Kong stocks to improve. But this wave has not risen less, beware of the main short-term cash.
Alibaba's performance is relatively average, Pinduoduo, JD.com, Meituan, Douyin and other competitors continue to carve up the stock market, its own moat has been repeatedly opened gaps, it must expand its business to maintain the previous high growth, otherwise the profit margin will be squeezed.
The situation of Hong Kong stocks is improving, and the medium-term market continues to be optimistic, but the short-term rise is a bit much, and it may be under pressure in the near future, and it is necessary to be cautious in chasing up.
Finally, please give a thumbs up, give encouragement and support, thank you very much!
The above content is personal opinion only and is not intended to be instructive. The mention of individual stock funds is only to record market views and the actual operation process, and accumulate materials for future creations, without making any recommendations, please do not blindly follow up. Past performance is not indicative of the future and investors should be aware of the risk of market volatility.