On November 11, the Peoples Daily posted an article: "Do not" be a "mad cow" to be a "slow cow" "!
It has been staying in the stock market for a long time. People with sufficient sensitivity will know that the monster stocks will suffer.
Pure theme hype is the most afraid of public opinion!
Once the public opinion pays attention to and continues, the hype of the subject matter will be greatly suppressed.
The official media has posted a post, which is enough to explain the severity.
It is worth noting that the official media speaks just after the Ministry of Finances press conference.
This may not be a coincidence.
There may be careful arrangements behind it.
1. Blade to produce sheath
There are two recent things to pay attention to:
1. Standardize the self -media recommended stocks;
2. The supervision intervention at the transaction level.
For the general public, where do they know how to play in the end.
Most of them are operating with the leaders of the opinions.
Once the leader of the opinion is closed, the subject stocks lack follow -up funds supply, and will soon be avalanche.
and the intervention of supervision at the transaction level is to directly crack down on hype, which is immediate.
During this time, the funds of many monster stocks have been loosened, and even a lot of declines of more than 20%.
It wont take long for it, Many stocks may fall more than just cuts.
Lets wait and see.
2. Strong supervision help style switch
At the end of last month, I was telling you, style switchingIts coming.
First, the policy empty window period is over, and the preferences of funds will change.
Second, as the policy gradually landed, the fund will begin trading fundamentals.
Third, the supervision has always emphasized slow cows and long cows, and it is impossible to let the little demon tickets play like this.
So the time of public opinion and supervision may not be so coincidental.
It is likely to be designed in advance.
In order to eliminate those who love gambling.
Of course, if the malicious speculation is not eliminated, the A shares will not be able to walk slowly, and retail investors will lose more money.
In the past few days, has blocked a lot of self -media accounts, and has also put forward stricter requirements for the organizations self -media operations.
These measures will inevitably speed up the flames of the demon ticket.
This time point is also very "coincident", just after the Ministry of Finance had a press conference.
A necessary condition for style switching is that the policies or fundamental inflection expectations appear.
With the further policy introduction and the improvement of fundamental data, the market is likely to switch to the growth stock market, especially the growth of the market.
In fact, in the recent style, the growth of the broader market has begun to dominate.
But I still say that, switching may bring shocks, so it is normal to call back.
But the kind of monster stocks that have also increased too much, but be careful.
Lost money in the bull market, no less than a bear market.
Three, the speculation market is short-term overheating
The current financing balance has exceeded 1.83 trillion, a record high.
Explain that retail investors and money entering the market are very active.
In addition, the proportion of financing buying volume accounted for the turnover of the two cities has also reached a high level, and the characteristics of the speculative overheating are obvious.
However, the short-term overheating does not change the long-term trend.
In the future, the financing balance will continue to grow. After all, the proportion of the balance of the two -financing balance is still low.
There is a saying that it is very good: rest is for a better job.
Similarly, The callback is to better rise.
Many people panic when they hear the callback.
Do you want to run the way first?
There is no standard answer, depending on your own investment system.
Some people run when they break their legs, and some people see it.
But this does not affect their money.
and the kind of person who is always tangled or not to sell, or whether to sell it, it is probably a long -term loss of money.
Because they have not responded to the effective strategy of the market, they always inquire about other peoples views everywhere.
This is the result of too greedy.
4. Dont forget, the country hopes slow cows
After the style switch, the market is unlikely to look like it is still likeIt was like that before hitting.Based on the fundamental market can continue for a long time.
In fact, the countrys willingness is:
The stock market rises first, thereby driving the expected improvement.
Policy boosts the expected temperature.
Then the stock market slowly climbed.
Slow Bull drives the economy, and eventually reflects the EPS improvement of the stock.
EPS improves, and the stock price continues to climb slowly.
The bull market that cannot bring an EPS improvement is not a good bull market, and it is difficult to continue for a long time.
The recent soaring demon stocks have a bad performance.
This soaring impossible improving their performance can only allow more retail investors to stand at a high position.
5. Slowness is fast
Before October, many friends in our community asked me to ask meWhy not configure the dividend index?
Recently, no one asked the bonus index.This is human nature.
Everyone will only buy those things that have performed better recently.
I have said it very early that the biggest risk of the dividend index is: others are skyrocketing, as if it is slowly crawling like snails.
This is not to say how much the CSI dividends are risky. The real risk comes from the investor himself.
The dividend index itself is a long -distance runner. Its short -term explosive power is originally bad. If you choose it, you need to match the corresponding patience.Otherwise, you will lose money.
Looking at it for a long time, the dividend index rose slowly from 2005 to now 10 times.
But the key to the problem is: Do you have this patience?
In fact, for ordinary people, Slow cow can really make money.
The features of "slow" to the bonus index are very suitable for ordinary retail investors.
Unfortunately, everyone cant see good things, remember to get rich overnight every day.
Here, I dont recommend the dividend index because I know most people cant hold it.Its better to die in the demon ticket.
The round of A shares is likely to be an epic market.
Its like a dozen years ago. The financial crisis just ended, and few people thought that US stocks could rise like this.
However, how many people can hold the index of US stocks to hold?
A little slow, in fact, it is fast; some fast, but slow!
Friends who like my article are welcome to come to my same name public account: Rui Zhirui!
