01
Today's market fluctuated within a narrow range and . The turnover of the two cities exceeded 1 trillion yuan for the 16th consecutive trading day, and the net purchase of by northbound funds was 3.6 billion yuan. individual stocks are still generally rising, with more than 2,700 stocks in the two markets flying red, but 's profit-making effect is average.
The old rules, let’s update my firm offer income first:
As of the last trading day, my fund firm offer income was 38.95%.
Today's market is relatively flat, after all, the current stock market does not support continuous bursting. From the disk, except for photovoltaics, and military industry, there are basically no major highlights. After the sharp rebound yesterday, the active funds I hold have adjusted slightly today, and the fund has not fallen much. On the whole, the market oscillated and consolidated the next day after the surge, and the market environment gradually returned to normal.
Liquor is still doing poorly today. Technically, it just closed at the 60-day moving average, and next week will test whether this line of defense can be held. At present, the focus of the market is indeed not on baijiu, and prudent investors should wait for the technology to stabilize before operating.
Pharmaceuticals fell slightly, technically still in a weak consolidation at the lower position of the bottom box. On the news, the three-day medical insurance negotiations came to an end. The final results of shortlisted products will not be announced until the end of the month. The "CAR-T" therapy anti-cancer drug that has attracted much attention before was rejected, mainly because 1.2 million injections are too expensive. Both medicine and liquor have been unstable recently, and for small partners who are still optimistic, we must also increase the interval of replenishment.
New energy stocks rose in shock, among which the photovoltaic sector rose well. In terms of technology, it is back on the 20th line. In terms of news, a document issued by the US Department of Commerce in the morning shows that it has withdrawn the investigation initiated by the Asian photovoltaic manufacturer, believing that the Asian company did not sell photovoltaic cells at a lower than normal price. . In addition to these "high-sounding" reasons, the fundamental reason is that they hardly have any. You must know that 85% of the world's production capacity of silicon materials for photovoltaic production is here. It can be regarded as a taste of being "stuck". New energy has always been at a high level. Although I am also optimistic, the valuation is too high to give up.
Semiconductor fell slightly, originally thought it would continue to rebound, but was bombarded last night by large funds reducing their holdings. China Resources Micro Fund plans to reduce its holdings by 1%, Changchuan Technology plans to reduce its holdings by 1%, and Beidouxingtong plans to reduce its holdings by no more than 2% within 6 months. Under such high pressure, the performance of semiconductors today is actually not bad, and the technical form is still intact, but the internal sector will also be differentiated in the future. The military industry has soared today. As I said a few days ago, the logic of military industry has shifted from pure event promotion to performance. However, the military industry has now reached the previous high point, and it is not recommended to chase the high if the short position falls. Those who are already in the car, do not guess the top before the trend ends, and continue to hold it.
U.S. stocks The Nasdaq rose last night, and continued to enjoy lying wins. Zhonggai also continued to rebound. Not long ago, some people said that the Internet will become a public utility stock, and this industry has already moved towards sunset. In fact, on the contrary, the enterprises in Zhonggai Internet are still the most representative and creative enterprises in China. It can be said that it is more likely that many innovative enterprises will emerge from among them in the future, including the hyped Metaverse. Because the virtual world in the future will also be a very important part of our lives. Just like e-commerce, everyone is not used to it at the beginning, but after a long time, most of the shopping is done on the mobile phone. Moreover, according to the recent retail data, it is obvious that online sales have accounted for half of the total sales. However, due to well-known reasons, the Internet has been severely beaten this year, but the purpose of the above is not to bring down the Internet, but to enable the industry to develop healthier. Therefore, the general question is not whether to rise or not, but when to rise. Specific to the present, what we can do is to make investment preparations for 1 to 3 years and operate with a long-term concept. Because the valuation of the product is already very low, and the profitability of the company itself is also strong, but it is time-consuming.
Nowadays, financial and economic self-media are strictly regulated, and the scale of my postings has been controlled to a very low level. I did not expect to be banned for a short time. To prevent disconnection, I borrowed a small "Midodo's Notepad" from my friend. Some follow-up articles will also be published on this account, and everyone is welcome to pay attention.
02 "Stock God" Buffett stepped on Thunder New Energy, a big loss of 2.2 billion! In the past two years,
's biggest outlet can be said to be new energy, and some people have made crooked ideas, using the concept of new energy, and carefully organized a " Ponzi scheme " of new energy.
A few days ago, California local court announced that the owner of a company called DC Solar was sentenced to 30 years in prison. The company's original main business was to produce a mobile solar generator set that can be freely installed on a trailer. The company claims that the solar generator can convert solar energy into electrical energy and provide lighting for cell phone towers and sports events Provides emergency power and is an alternative energy innovator and game-changer.
relying on new energy concepts, tax relief, and other gimmicks, the boss openly promised investors that buying the company's generator sets can not only obtain federal new energy tax credits, but also lease the equipment back to the company to obtain high profits. Earnings return.
But in fact, the company falsely produced mobile generator sets, and forged a large number of identification codes to evade review. As a result, the scam defrauded 35 investment companies, , with an amount close to 1 billion US dollars. Even the "stock god" Buffett and his Berkshire Hathaway company were also deceived, which eventually caused the company to suffer a loss of 340 million US dollars. loss.
And this is not the first time Buffett has "stepped on thunder". In May last year, the British " Guardian " reported that Buffett was scammed by a German manufacturing company for 643 million euros (about 5 billion yuan). And the sales data of this company all rely on "p".
From this point of view, even if you are as strong as the "stock god" Buffett, you will make mistakes and make mistakes.
This also has some inspiration for our fund investment:
As long as it is investment, there must be stocksor funds that do not perform well in holdings. Investing is not what retail investors imagined. There are certain masters who can predict things like gods, predict the ups and downs with 100% accuracy, control the market, strategize, and easily harvest retail investors. The actual situation is that the correct rate of elites may be 80%, and the correct rate of retail investors may be 50%.
In addition, Zhang Kun, , the first brother of Fengshen's public offering in the past two years, can't be right every time.
Kun's Meinian Health has not risen in the past five years,
Kun's Supor has basically not risen in the past two years,
Kun's Yutong Bus has fallen by nearly 30% in the past four years ,
Kun’s Tiantan bio has increased by only 10% in the past year,
Kun’s Shanghai Airport has increased by less than 15% in the past three years, and finally encountered black swan and cut the flesh . If
can get 80% right, it will be very, very difficult, and the long-term performance will be very good!
So when we buy a fund, it takes at least three years of bull-bear conversion and industry conversion to see the true strength of a fund. However, the average time for retail investors to hold a fund is only 6 months, and it is often the one that performs better to chase which one, which one Sell whichever performs poorly. As a result, it went up after selling, and fell after buying, and was slapped left and right, and was harvested back and forth. So sometimes sitting still is more profitable than chasing ups and downs every day.
03 Fund Tracking Review
In order to facilitate everyone to control the market conditions, Duoduo specially made a version of the whole market, major indexes and selected active valuation tables for everyone.
1, the overall market situation
The current valuation percentile of the entire market is 43%, investment opportunities are medium to low, the Shanghai and Shenzhen 300th percentile is 76%, overestimated; the CSI 1000th percentile is 35%, underestimated. On the whole, the big and small votes are still differentiated.
2, main index valuation
covers the more popular broad-based indexes and industry indexes in the market, the green part represents underestimation, and the current buying risk is low.
Yellow represents a moderate valuation, while red represents a high valuation, which requires careful buying. Everyone can adjust themselves according to market conditionsFixed investment situation.
3, selected active performance tracking
The above table is the current market hot active funds and the average valuation of the entire A-share market. The table will be updated once a day, so that everyone can know the points of the funds they invest in in a timely manner.
Popular active funds are up and down today.
Semiconductor funds led the decline, but only by one point. The rest of the funds rose and fell within 1 point range. On the whole, the fund is adjusted within the normal range, and the market is gradually stabilizing.
PS:
The valuation report is for reference only and does not constitute specific investment advice.
funds are risky, and investment needs to be cautious.
