Analysts shouted that you are working steadily again, and Chen Dafei of Orient Securities said on the Internet: When young people do not have much money, they cannot enter the stock market with the mentality of wealth freedom. Otherwise, it will be frequently traded, constantly adjusting positions, and it is easy to chase up and kill, and the result will be that all the principal will be lost.
Not long ago, economist Guan Qingyou also made similar remarks on the Internet, his words seem to be more serious, and even do not recommend office workers to speculate in stocks, and said that Shanghai is almost all people speculating in stocks.
Whether Shanghai is a national stock market, I don't know much about this, but what Guan Qingyou said is not unreasonable.
Some ordinary investors are eager to make money quickly, and as soon as they enter the stock market, they will chase up and kill the fall, resulting in a large area of losses in the account. And the stock market is a very human thing, it can be said to be another "casino" to a certain extent. But human nature is the most untested, if there is a lack of a good mentality and a mature trading system, it is easy to lose money in the stock market. Therefore, at this level, there is a certain rationality in Guan Qingyou's words.
It's just that this sentence for mature investors there is a certain one-sided, mature investors do not seek to be rich and expensive, it is difficult to achieve a year of how many ten times the income, their mentality is relatively mature, the capital management is also relatively good, there is a set of trading models suitable for themselves, the combination of the three, or can make some small money.
Since they are mature investors, they certainly do not belong to the group of retail investors who chase the rise and kill the fall. Therefore, for Guan Qingyou's words, I dare not agree.
However, Chen Dafei's point of view is still worth recognizing, if a person enters the stock market with the mentality of financial freedom to become rich overnight, then he will most likely lose money, because once he has such an idea, he wants to give up his main business to speculate in stocks full-time.
Losing a fixed source of income and lacking a mature set of investment methods and trading models will greatly reduce the possibility of making money in the stock market.
Just like a friend of mine, the new energy market was very good some time ago, and the early trading results were quite impressive. He basically holds a stock for no more than 3 days, eats a limit, falls back a few points and runs immediately.
He bought Shi Dashenghua on 112 and sold it for about 25%, and after clearing the position, he bought the heavenly materials at a price of 75, and there was also a profit of about 10%, but his every transaction time was very short, basically eating 10 to 20% of the points and running.
At that time, he was a bit drifting, thinking that his trading method was very successful, his stock selection ability was particularly strong, and he shared some new energy stocks with me every day, so that I could buy brainlessly and make money with my eyes closed.
Later, two or three weeks ago, he bought Yiwei lithium energy at the price of 125, falling to 105 to cut meat; seeing that he was losing money, he was anxious to lose money, just last week he bought polyfluoride, the cost was 53, and now the price has fallen to 47.
Now his whole operation has been messed up.
So a person making money in the mainstream market is not because of his own ability, but to catch up with the good timing, in a share, once he makes money in the stock by luck, he will eventually lose money in the stock market.
The reason why he will chase up and kill the fall, in fact, a big reason is because he wants to achieve financial freedom by speculating in stocks, and even tries to become a figure like Brother Zhao at a cost of 10,000.
Since the establishment of the A-share market, similar examples abound.
Back to the market:
The recent announcement of the frequent reduction of new energy and rare earth plates has caused a sharp decline in the market of the two major tracks recently, and Enjie shares have recently had 246 million shares to be lifted on August 18, involving a market value of more than 60 billion; Northern Rare Earth said that it would reduce its holdings at the weekend, and the market directly stopped it, and the Reduction of Yongfu Shares in the Ningde Era became the last straw that crushed the camel. Coupled with the strong correction of the new energy sector in the US stock market for two consecutive days, the A-share side is naturally affected by certain emotions.
Is the market for new energy coming to an end?
Or the old saying, the story of new energy, science and technology, other sectors can not be replaced. The media is also crazy like back and forth, liquor, milk powder, education, games and so on one by one roll call. The big crocodiles are also wondering if the speculative thinking is going to change, change, and find a suitable opportunity to continue to blow new energy.
We can judge this from the data in the following figure.
Although the new energy index is green, the leading stock funds represented by Ningde Times, Yiwei Lithium Energy, and BYD are all net inflows, and at the same time, tongwei shares and Longji shares of the photovoltaic concept have also seen a large inflow of funds. This reflects that the current market is still more optimistic about the two major sectors of new energy and photovoltaics.
It is worth noting ping An of China, which has almost half of its stock price died this year. However, since May this year, the northbound funds have been showing a trend of increasing their positions, but the inflow of northbound funds has not contributed to the rise of Ping An's stock price, but has become lower and lower.
In fact, the reason why Ping An of China has fallen like this is not entirely because of the problem of capital outflows. Looking at the insurance industry in the past two years, in fact, in addition to the traditional Insurance Companies of Ping An, Taikang, PICC, and Life Insurance, there have been many new types of small and medium-sized insurance institutions in the market, especially Internet insurance product platforms.
Since WeChat and Alipay launched insurance products, many small and medium-sized insurance products have been exposed on the Internet platform. Alipay's hot search products include human insurance group, Guohua Life; WeChat insurance products have Taikang, Tongfang Global, etc., but Ping An's products are rarely seen, at least not in the hot search products.
The two major Internet platforms with the largest number of users in China rarely see Ping An's insurance products, so how good will Ping An's insurance policy business be?
Of course, Ping An may be mainly based on offline sales, but now the post-90s children's awareness of rights protection and consumer protection awareness is very high, and their cognitive level is very different from that of the post-70s and post-80s, they themselves know how to compare products, and have a basic judgment ability on insurance, so you rely on the traditional kind of flickering, brainwashing insurance product sales model, it is difficult to impress the post-90s children to buy.
As we all know, Ping An has high premiums, few protections, and harsh health information. Just like my policy, I bought it at the age of 24, with a premium of nearly 5,000, the sum insured is only 200,000, and the main insurance is bundled, and there are no multiple claims.
Compared with other insurance companies, the competitiveness is really not strong, and Ping An will not rectify its own insurance products as soon as possible, and it is estimated that it will only be slowly eliminated by the market.
Finally, by the way, the index, the daily line has just touched the lower edge of the previous platform, and the pressure is relatively heavy. At 60 minutes, this rally also showed signs of ending, starting to show a selling point. As long as it can break through quickly, there is still hope in this time.
At present, the short-term support of the Shanghai Composite Index is around 3440-3480, and the ChiNext index is around 3200-3300.
At present, the two major sectors of new energy lithium batteries are being heavily positioned, if there is a profit proposal to reduce the position; if it is other white horse plates, you can wait for the opportunity, the overall valuation of the white horse plate is relatively low, most of the prices are going to fall by half, everyone knows that the white horse will definitely rise back, but when it will rise, how much will rise, this is not easy to say, no one can make an accurate judgment, can only wait for the opportunity.