2020年7月2日星期四

China Stock, 3000 is just the starting point



Stock market certainty, affirmation, and certainty are important choices for investment

 The stock market is an important choice, not banking.
 If you don't have an investment direction, the Chinese stock market is now an opportunity
 The bank wealth management product carries on the profound risk education to the investor, has not just exchanged, uses the net worth method, has more than 200 bank net worth wealth management products the latest net worth is below 1 Yuan initial net worth.
 Gone are the days when you put it in a bank and get 5% or more. Banking, like bond funds, can only be part of asset allocation.
 Since all financial products have risks, the stock market is not the only casino, financial allocation, the stock market naturally becomes an important choice.
 It's sort of driving money into the stock market.
 Half a year, the fund has been issued to a trillion! Equity funds occupy C place.
 As of June 30, the size of the new fund broke trillion yuan, reaching 1056.013 billion yuan, much higher than the same period in 2019, after 1057.149 billion yuan in the first half of 2015.
 In the last year, the fund has been booming. During the second half of 2019, the new fund issued more than 95.5 billion yuan, but the bond fund accounted for C, accounting for more than 60%. By the first half of this year, equity funds accounted for 59.62 percent of the total, and the issuance scale reached 586.9 billion yuan, of which active management equity funds issued 516.6 billion yuan, accounting for 52.53 percent.
 At 70%, equity funds in the first half of this year brought at least 500 billion increments to the market. One day sold out, next time please early, familiar scene, began.
The fund burst, the stock market burst.
 Not only private pursuit, but also overseas funds.
 The renminbi is being internationalized, and its assets are a must, considering that house prices are too high and bonds too low, the two-year relay is mainly the stock market.
 Smart foreign capital and honest pension funds can not fall into the stock market, is a bull market symbol.
 According to the Anxin Securities Chen Guo team research report, in the first half of 2020, northward capital within half a year cumulative net buyer A shares 118.2 billion yuan.
 Foreign capital will continue to flow into A stocks in the second half of this year. If U.S. stocks hit a new high or remain high, and the dollar weakens, capital inflows to A north this year could reach 3500-400 billion.
 A growing number of international financial institutions in the domestic layout ,100% equity, the two years is the initial period of RMB internationalization, China's financial internationalization, but also foreign capital into the A stock market.
 In recent years, foreign financial institutions have ushered in a good day, really relaxed. And the relaxation of foreign capital must mean the relaxation of large state-owned head enterprises, otherwise, how to equal competition?
 Finally, to talk about pensions, the layout has been for some time.
 According to the annual report, as of April 7, a total of 31 listed companies in the top 10 circulating stock shareholders appear pension accounts. In the primary market, the pension has been one of the main institutional investors in recent years to hit the new, this year's listing of 53 new shares, the pension has been signed 48, the year floating surplus has reached 1.133 billion yuan.
 Pensions are in the hundreds of billions.
 By the end of 2019,22 provinces (districts and cities) had signed the entrustment investment contract of the basic old-age insurance fund, and the total amount of entrustment reached 1093 billion yuan.

Basic Elements of Stock Market Rise Policy, Policy, or Policy

 Who says financial stocks won't rise?
 Loose, mixed business, the central bank cut interest rates, all the news is good for large financial institutions.
 The central bank issued a letter, starting on July 1, to reduce reloan, rediscount interest rates. Among them, the interest rate on agricultural reloan and small reloan was reduced by 0.25 percentage points, and the rediscount rate was reduced by 0.25 percentage points to 2%. In addition, the central bank also cut the financial stability reloan rate of 0.5 percentage points, the adjusted interest rate of 1.75%.
 Mother! Loose expectations remain unchanged, vowing to reduce financing costs to the end.
 The local government is busy allocating money, vulgar, called divide money.
 At the end of May this year's two sessions, the central finance decided to give all the additional 2 trillion yuan of funds to the local authorities and created a special transfer payment mechanism to allow the funds to reach the county level finance, and the provincial finance was not allowed to intercept them.
 On June 30, many local governments received direct funding.
 "We were busy all night yesterday," said a district finance official in the west ." It requires that the amount of money received to be allocated by 9 a.m. this morning (July 1) and that the Treasury monitor the allocation.
 Get money! Use it!
 On July 2, the big financial sector pulled up, the brokerage sector index rose more than 7%; insurance stocks rose, China National Insurance rose 8%. Bank plate strong rise, green agricultural business trading limit, Xi'an Bank, Zhangjiagang Bank, Changshu Bank are up more than 3%.
 Mixed business titles, banks can take securities license plate, bank people dug a large brokerage, brokerage heart pain.
 On June 27th cai xin reported that "authorities have learned that the SFC plans to issue securities licenses to commercial banks, or will select at least two of the major commercial banks to pilot the establishment of securities ".
 But the good days of the brokerage are coming. July 1, there are rumors in the market," securities companies directly linked to the stock of financial resources, mixed operation ."
 Banks and securities companies are very excited, investors more excited, directly snapped up big finance, almost to the limit.
 Whether the mixed business progress is fast or slow, it is certain that the internationalization of the RMB means that international financial institutions will continue to enter on a large scale, and the business scope of domestic financial institutions will certainly expand.
 From the point of view that RMB internationalization needs centering anchor and assets, I am optimistic about the gold and the stock market.
First financial report, June 30, many local governments received direct funding quota.
 "We were busy all night yesterday," said a district finance official in the west ." It requires that the amount of money received be allocated by 9 a.m. this morning (July 1) and that the Treasury monitor the allocation.
 Get money! Use it!
 On July 2, the big financial sector pulled up, the brokerage sector index rose more than 7%; insurance stocks rose, China National Insurance rose 8%. Bank plate strong rise, green agricultural business trading limit, Xi'an Bank, Zhangjiagang Bank, Changshu Bank are up more than 3%.
 Mixed business titles, banks can take securities license plate, bank people dug a large brokerage, brokerage heart pain.
 On June 27th cai xin reported that "authorities have learned that the SFC plans to issue securities licenses to commercial banks, or will select at least two of the major commercial banks to pilot the establishment of securities ".
 But the good days of the brokerage are coming. July 1, there are rumors in the market," securities companies directly linked to the stock of financial resources, mixed operation ."
 Banks and securities companies are very excited, investors more excited, directly snapped up big finance, almost to the limit.
 Whether the mixed business progress is fast or slow, it is certain that the internationalization of the RMB means that international financial institutions will continue to enter on a large scale, and the business scope of domestic financial institutions will certainly expand.
 From the point of view that RMB internationalization needs centering anchor and assets, I am optimistic about the gold and the stock market.
A fight in the A market has begun, and 3000 is just the starting point for the next decade. As CNmoulding said last year,2020, the first year of rebound.

没有评论:

发表评论