Stock speculation is not a simple thing, buying and selling is something everyone will do, but if there is no cognition and pattern, buying and selling is very simple, and it is easy to lose money. To succeed in trading, mentality first, technology second, and then learn to manage funds, it is not difficult to succeed in trading.
Is there a bull market in A-shares this year? There is a bull market, but there is a trend in a structural bull market. Although the data of the first half of the year shows that less than 2 percent of individual stocks are rising. But if you look at the rising stocks, you can understand that this year's stock market is a bull market in the large market capitalization sector, a high dividend sector, and a decline in small market capitalization and micro-cap stocks.
In such a bull market, it is not easy to seize the opportunity. It is gratifying that both the Shanghai Index and the Growth Enterprise Market have fallen back to historical lows after the previous two years of decline, and the chances of falling again are getting bigger and bigger.
Peony believes that this year's market is the same as in 2017, and in 2017, core assets rose first, and after falling in 2018, many sectors rose in 2019. This year's market may be the dawn of the future.
On the evening of June 30, I just saw two pieces of news coming
Message 1,
This year, 94 listed companies pledged not to reduce their holdings, and in June, 18 listed companies issued announcements, promising not to reduce their holdings of their own companies within a certain period of time.
Although among the thousands of companies in A-shares, some listed companies have promised not to reduce their holdings, and will not let the A-share market start to rise sharply immediately. However, it also shows that at a time when the stock market divergence is deepening, some companies are still releasing positive signals, and there are still structural opportunities in A-shares.
In other words, next week is a peak period for lifting the ban, with 64 stocks having a market value of nearly 70 billion yuan. Concentrated in the pharmaceutical, technology sector and other companies, many listed companies may reduce their holdings at the end of the lifting period.
However, companies that can promise not to reduce their holdings, as well as more than 1,600 listed companies this year have implemented repurchases, and the repurchase amount has exceeded that of last year, it can be understood that the stock market has shown two situations, accelerating delisting and accelerating the maintenance of stock prices, so that the trend of A-share differentiation will not change.
Message 2,
The position index of private equity is currently at 78.27%, and it has been increasing its position in mid-June. In particular, private placements with funds of more than 5 billion yuan are buying against the trend, and the full position of private placements accounts for nearly 6 percent. It can be seen that many private equity companies are currently actively bullish on A-shares.
In addition, as of the last trading day, in June, the net subscription of ETFs also reached nearly 60 billion shares. This year, the scale of ETFs has increased by more than 430 billion yuan, and nearly 9% of them are invested in broad-based ETFs.
Broad-based ETFs invest in the core assets of the Shanghai and Shenzhen stock exchanges, such as CSI 300 and SSE 50, and the more active the enthusiasm of institutional investors to participate, the more hopeful it is that the large-capitalization sector and industry leaders will attract a lot of capital participation, which will promote the Shanghai Index and the ChiNext to accelerate to the bottom.
Peony believes that when investor confidence is declining, many funds are taking advantage of the investment, and the confidence of institutional investors is still rising.
Will there be a "big rally" tomorrow?
The reason for this is that from the analysis of news 2, the stock market will rise, although the turnover has not risen back to one trillion yuan, but there are new funds, A shares can open a structural bull market, and the Shanghai Index will not have a continuous downward trend.
In particular, July is the time to disclose the second quarter report, if some leading companies announce their results in advance, there is also hope to increase the investment enthusiasm of the large-capitalization sector, and the risk of the Shanghai Index will be reduced.
On the other hand, the funds in the market have not left, and the amount of money bought in just a few days is tens of billions, so it seems that tomorrow's stock market is expected to have a good start in July, and if there is no big rebound on Monday, there will be a big rebound trend in July.
The content does not constitute investment advice, peony investment ideas for reference, thank you for lighting up your little thumb!