Buffett made a small reduction in holdings, but ignited a " nuclear bomb" in the A stock market market. According to sources, Berkshire, a subsidiary of Buffett, reduced its holdings of 1.33 million shares of BYD on August 24 at a price of 277.1 Hong Kong dollars, cashing out about 369 million Hong Kong dollars, the first reduction in 14 years. Although the reduction amount is not large, the impact is relatively large. BYD shares in Hong Kong stocks once fell by more than 12%.
A shares BYD also jumped in the early trading, opened low and opened , and by the way, it collapsed the new energy track. Over 4,200 shares in the two markets fell, approaching the limit of 100 shares , this is a tragedy!
Today’s decline can be said to be a concentrated release of bad news. The news is unsightly: Buffett reduced his holdings of BYD; International crude oil also fell by more than 5%; the latest official manufacturing PMI of China in August released by the National Bureau of Statistics was 49.4, which is below the line of boom and bust. In addition, the three major airlines lost nearly 50 billion in half a year, sweeping the top 4 A-share losses! Daxie Danbin 's three products hit the warning line, the cumulative net value fell below 0.8 yuan, and the floating loss exceeded 20%. If the market is not good, the boss will also lose money! With so much bad news coming, it's really enough for A shares to drink a pot!
Starting from today, A-shares have entered the window of market change. Today, the competition between long and short sides is very fierce. There were 3 consecutive kills in the morning and a quick rebound in the afternoon. The blow to confidence is even greater. It is really difficult to judge the index of in the window period, and its life and death are unknown at present, but generally speaking, I tend to be cautious and optimistic.
would like to share a few points of view:
is the first, Shanghai Index narrowly guarded 3200 points in the late trading of , and it was pulled up when called to bid for it. This psychological line of defense is still there. How should I put it, I haven't lost my panties yet!
Second, from the perspective of the trend, this large box has not effectively broken its position. I took a look. The Shanghai Stock Exchange Index, Shenzhen Component Index, Shanghai Stock Exchange 50, including Hong Kong’s Hang Seng Index and foreign A50 futures are currently box-shaped and have not broken down.
Third, even if this place is broken, we can see that there is an annual line support below the level of the weekly line, and the corresponding point is about 3150-3160. This place is also a relatively strong support. So there is not much room left for the bears.
Fourth, today’s biggest negative news is actually the track stocks brought about by “Buffett’s reduction in BYD” fell . The shareholding ratio of dropped from 7.73% to 7.53%. In fact, Buffett also reduced his holdings by 0.2%. It was a drop in the bucket for its massive holdings, and the market overreacted. More is the psychological impact on investors.
Therefore, I still maintain the view of washing dishes unchanged. However, the current situation is still unclear, and it is possible to be cautious, and reduce positions to avoid uncertainty. When the bad news dissipates and the popularity recovers, it’s not too late to increase the position , there are plenty of opportunities, and if the green hills are left, don’t be afraid of running out of firewood!
