2020年6月7日星期日

There's a bull market in the second half of the year



If you are interested in the Chinese stock market, I hope this article will help you. I'm not only making molds but also making some investments.


Early in June in the good news, the market is now a rapid rebound, for the second half of the trend of Chinese A stocks, we believe that from the index point of view, better than the first half of the possibility still exists, the second half of the market will have a bull market. Because the real bull market must have enough support, especially the growth of corporate performance. But now dare not easily do this conclusion, the second quarter can be GDP from positive growth is still a distance, this situation can make a big market is uncertain. But the economy will be better than the first half of the month, so proposed "very much like the bull market ." The big logic of asset shortage in the second half of the year will not change, capital will still chase a small amount of growth more clear white horse stocks, chasing the imagination of the gem, Kechuang board stocks. But gem all the way up, no turning back at all, this shows that are more worried about "get off halfway ", can not catch up with other people's performance. So in this kind of asset collapse market, once the economic rebound is found to exceed expectations, I am afraid there will be twists and turns. Technology in the process may be more focused than others, so there are likely to be some shifts in the future, when it comes to price-to-earnings ratios and cash flows, it is difficult to be effective in technology stocks. When it comes to the recent return of Chinese stocks, the accounting standards of China and the United States are not exactly the same, and many of them have the nature of depository receipts because they can not be listed in full accordance with the traditional conditions of the United States. Now the United States is tightening, the survival of enterprises, especially in the future refinancing and other aspects will bring problems. If suddenly stopped, or privatized, the cycle time is too long, PR costs, friction costs and market maintenance costs will be high. If according to the domestic price-earnings ratio to price, the general stock must be very high, this situation can no longer use the past long-formed hype mentality.

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