2020年7月12日星期日

Money is no longer loose, stocks continue to rise

 10 days ago, My blog judged that the Chinese stock is going to rise,10 days later the stock is up 20%, please continue to hold the stock, and will continue to rise.

In the last week, the stock market did get a little excited, although it fell on Friday, the whole week is soaring, the Shanghai index rose 7.31% a week, the GEM rose 12.83%. So the news of cooling the stock market, also in-ear.


 At the press conference, a spokesman for the CBRC stressed:" At present, it is particularly necessary to strengthen the supervision of the flow of funds, regulate cross-market fund exchanges and business cooperation, strictly prohibit banks and insurance institutions from illegally participating in over-the-counter allocation of funds, strictly investigate the indiscriminate use of leverage and speculation, prevent the creation of asset bubbles, ensure the real flow of financial resources to the most needed areas and links in the real economy, and guide the flow of funds to the real. Speaking of future risk challenges, the spokesman said that some market chaos rebounded, high-risk shadow banks resurrected, some with new forms and new features attempted to return. Corporate, household and other sectors of leverage increased. Some of the money went into the housing market, pushing up the asset bubble. So some people began to panic again, it seems to hear a little bit of bad news recently, first of all, the SFC matching, national team reduction, the central bank financial data is not expected, this cbrc began to pour cold water, what exactly mean?

In addition to the central bank's financial data, it does represent that the currency is no longer loose, a few other news is no shadow of the matter, the matching funds have already been checked out, and this wave of rising has nothing to do with it, national team exit, strategic is larger and very small, is the daily operation, the CBRC this statement, is completely cliche, which he almost always said. Corporate household sector leverage ratio increased, with the stock market has no relationship with the gross, the flow of funds irregularities, is obviously more risky property market. Take business loans and repeated mortgage to buy a lot of housing, and speculation almost no, the market burst to now, a total of half a month, you even a set of loan procedures are not finished, so do not rush. Secondly, some things you have to listen to, like an exam, the invigilator repeatedly stressed, strict prevention of cheating, originally want to cheat, also put away the note. That is to say, there is a great difference between pre-regulation and post-regulation, the results of pre-regulation are true and effective, and after-regulation to deduct water. The CBRC now emphasizes that it is strictly prohibited for banks and insurance institutions to participate in off-site capital allocation and strictly investigate and increase the speculation of leverage, which shows that this wave of the market has nothing to do with leverage. Third, why does the market always scare people with this bullshit news? That shows that catering to the mentality of investors, most investors do not want to rise, do not believe that this is the Daniel market. Show that the market is still hesitant, in hesitation, investors are still waiting for the market to cool down, and then get on. It also shows that there are still a lot of OTC funds. At the end of the bull market, the news won't come out at all, because no one believes that everyone will say a word, the state will not let the stock market fall, the stock market will fall the economy is over. So, on the whole, we are actually very happy to see this news, the more negative news, the more suspicious the investor mentality, because the media are all crowd, the media know what everyone wants to see, so will push out what everyone wants to see, interesting things, but this is actually the reverse indicator of investment. It's just one of the signs that the market has no end. Bad news, combined with a mid-term adjustment, would scare off most investors. Any time the market has always been like this, the vast majority of people are 3 yuan to buy,4 yuan sold, bag for security, and so on callback, and then rose to 8 yuan, can not sit down, began to raise more funds, to 9 yuan really can not help but rush in, the result of 10 yuan to the top, instantly fell to 4-5 yuan, the last small money did make a little, but eventually big money, but lost half.

 Finally, as a financial mold maker to highlight, although I look short on the property market, see more stock market, but also do not advocate selling house speculation, let alone recommend borrowing money speculation, no matter how high the stock market, this is a no return road, any big bull market, there are countless returns in the middle, sometimes the retreat is very scary

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