今晚信息量有点大

创业故事 阅读(1993)
澳门葡京真人平台

Going to the bottom of the bridge to tell the time.

First post this week's position survey.

07492b49780c4d7181a19066de470bf0

(Cartography: Big Tree Research)

As you can see, this week's position has dropped significantly. The full position has dropped to 39.42%, and the overall position has dropped to 70.57%. The overall position is at a medium level. Combined with the situation of the previous position survey, the position of the position dropped significantly, but it is an opportunity to do more.

Continue to rotate, continue to hold shares, hot spots continue to be poor, avoid chasing high stocks, this year will be short-term to clean up.

There is a lot of news on the weekend.

At 8:30 pm on Friday, global capital markets are paying attention to US non-agricultural data, as this will affect the performance of global capital. Originally, everyone thought that it would be lower than expected. After the data came out, it was much better than expected.

As a result, gold fell sharply and the United States also fell.

Many people don't understand, economic data is better than expected, why is it panic? The logic is simple:

The economy is lower than expected The Fed is expected to cut interest rates at the end of July It is expected that the stock market will go up;

The economy is better than expected The Fed is not expected to cut interest rates at the end of July No expectations The stock market has risen too much before will call back.

Seeing that the stock market has fallen, Huang Maochuan panicked and shouted, and immediately shouted to the Fed, interest rate cuts are conducive to economic development, so the intraday rebound, the entire US stocks will not be too ugly.

It will not fall in July, but it will fall in September. Resistance is useless.

In general, combined with historical laws, the Fed cut interest rates in three phases:

In the first stage, before the interest rate cut, the stock market will rise under expectations;

xx在第二阶段,降息后,经济越来越困难,股市将下跌;

第三个估计是,在降息后期,经济将走出低谷并逐步走出困境。新一轮的经济和股市周期将会到来。

降息即将来临。

.

科学委员会即将到来。

7月22日,25家公司将在十个交易日之后敲响董事会。

说实话,它被称为科技板,有技术口号,但公司还没有看到质地有多好。真正拥有核心技术的公司实际上并不差钱。主板有3,600家公司,应该包括中国的大多数优秀公司。让我们创建一个科学和技术委员会。精华是鸡肋。它仍然用于融资。

我看到的一点是,大多数人对董事会发布后的短期下一个市场并不乐观。一般原因是市场将被转移,市场将出现恐慌。事实上,应该区别对待和理性对待。需要了解的是,中国是政治经济学。政治领先,经济落后。如果科技委员会下的主要政治任务没有在相对稳定的市场上发布,那就是政治上的错误。

根据创业板发行规则,可分为几个阶段:

1.短期市场将会兴奋,标准板的股票或创业板块将会上涨;

2,经过短线炒作,将合理回调,但中期市场将继续推测;

3.从长远来看,科技板块是IPO扩张的本质,会打破,会恐慌,会影响市场情绪(创业板花了两年时间消化炒作泡沫);

结论是,大树将违背大多数市场的意见。在舞台上,我的A股肯定会发挥,不应该恐慌,但节奏非常重要。最终,市场将会出现中断,而且还在继续。我相信这是Market King先生的选择。

我自己给自己立一个底线,只打新,不做任何投机行为,主板的个股已经够玩了。始终不变的是,无论市场如何,我们要找好的企业,有机会的企业,做中长线才是对的方向。

万众瞩目的科创创,该来的要来。

下周密集式打新,祝大家好运。

.

ST康得将退市。

大树承认,刚好两年前,这个时候,受康得新邀请去到了康得新调研,其实光看公司的气派以及运作跟管理,你真的没想到两年后公司会退市。

客观的说,公司的业务是有的,但一旦触碰了红线,财务造假就必须退市。若是没有严惩,违法成本太低,我甲迟早药丸。

ST康得之后,下一个会是康美药业(个人看法)。

回想这几年熊市,资本市场不太好,曾经风光在资本市场的银亿系,明天系,宜华系都相继出现不同程度的问题,同时,财务造假从康得美,康美药业,尔康制药等都是曾经的白马股,一一被证伪。曾经的兴风作浪,最终也禁不住市场以及监管的考验,该有惩罚就得惩罚。

不得不说,中国企业上市跟西方企业上市有本质的区别:

中国企业做大是为了上市,大部分中国企业上市就意味着即将结束;

西方企业上市是为了做大,而大部分西方企业上市意味着才刚开始。

这事情也说明,财务造假这事情说明,为了套现,为了暴富,民营企业大股东一旦坏起来,真的是没有道德跟底线,而一旦他们犯错,却是千千万万股民要一起承受,一起为它埋单。

XX投资者变得越来越聪明,越来越专业,对资金的使用将很快受到惩罚。资本市场将做坏事并接受惩罚。即将到来。

.