Tomorrow opens, 4 major news for A-share assists, stick to it and there will be good rewards!

Brother Finance and Economics

2024-08-04 12:42Posted in Guangdong financial field creators

First: Warren Buffett quickly reduced his holdings of Apple and cashed out

On the evening of August 3, Beijing time, Warren Buffett's Berkshire disclosed its financial report showing that the company sold 49.4% of its shares in Apple in the second quarter, and the number of shares held fell from 789 million shares at the end of the first quarter to about 400 million shares at the end of the second quarter.

At the same time, Berkshire's cash reserves reached a new high of $276.9 billion at the end of the second quarter, compared with $189 billion at the end of the first quarter. Some analysts pointed out that Berkshire's huge cash holdings may indicate Buffett's concern about the overall economy of United States.

The god of stocks is a light in the U.S. stocks, and we need to take his every move seriously. Perhaps, it will be the turn of A-shares to thrive.

Second: Ningwang returned to the fund's largest heavy stock, with a cumulative repurchase of more than 2.7 billion

According to the semi-annual report, Ningwang's net profit attributable to the parent company in the first half of the year was 22.865 billion yuan, returning to the fund's largest heavy stock, mainly due to its excellent product technical strength and outstanding performance.

According to the company's announcement, as of the end of July, a total of 15,991,500 shares of the company had been repurchased, with a total repurchase amount of 2.711 billion yuan. During the year, the repurchase amount exceeded 1.9 billion, ranking third in the repurchase list of the two cities.

The fund has a heavy position in Ningwang, indicating that the new energy sector is going to return to the king, and it has been hard for many days, and it is finally about to clear the dark clouds and see the bright moon.

Third: The northbound net inflow exceeded 3 billion this week

According to the data, northbound funds sold a net of 3.23 billion yuan on Friday. This week, the overall net inflow of northbound funds was 3.219 billion yuan. Among them, more than 6 shares were bought in the northbound with a net purchase amount of more than 100 million yuan.

From the perspective of sectors, the main inflows are in the biomedical and non-bank financial sectors, while the electronics and non-ferrous metals are net outflows.

Fourth: the price of traditional Chinese medicine has soared

Since the beginning of this year, the prices of natural bezoar, atractylodes, white peony, pepper and other Chinese medicinal materials have risen all the way, and some prices have risen several times.

Natural bezoars have become "more expensive than gold", but they are still in short supply. The price per kilogram climbed to 1.65 million yuan, more than twice the price of gold.

In this battle, I chose two leaders in traditional Chinese medicine and a little brother, it seems that I still chose the right one, the price of products has risen, and the listed companies will continue to rise.

Fifth: Under the cold winter, it is more necessary to persist and meditate

There is no doubt that the current A-share market is facing the worst cold in at least 16 years. Why 16 years? Because this is the 16th year I've known A-shares, maybe longer. However, that was before I entered the market.

There are very few shareholders and practitioners who can still insist on A-shares, and even if they persist, they are still blue and swollen, and they are in tatters.

However, I really don't want to give up, firstly, except for the stock market, other places are also in tatters; The second is that I have a heartfelt love for the stock market and an infinite curiosity about business.

I will not give up, I can't give up, exploring the secrets of the business world has always been my pursuit, from youth to middle age, it has always been like this, and the inner flame has never been broken. It has nothing to do with whether the environment is good or bad.

I am Brother Caijing, a man who is determined to spend 10 years to make 100 million fans easily understand finance, pay attention to me and grow up together.

The above is only a personal opinion and is not intended as a recommendation for anyone.

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