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When bank stocks are no longer a "safe haven"
On the electronic screen of the trading hall, the numbers are beating, a green light is reflected on people's faces, anxiety, confusion, uneasiness, all kinds of emotions are permeated in the air, the stock market, this battlefield full of opportunities and risks, is now staging a war without gunpowder, once regarded as the "Dinghai Shen Needle" of the bank stocks, now also in the quagmire, once firm faith, in the face of the cruel reality, seems to have begun to shake
The temptation of high dividends and the cruelty of reality
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For many old stockholders, bank stocks, especially those state-owned banks, are like the "ballast stone" at home, no matter how the market changes, they can always be there steadily, providing a stable "pocket money" every year, high dividends, is the biggest magic weapon for bank stocks to attract investors, and it is also a symbol of "lying to win" in the hearts of many people, the market is always realistic, when the market continues to downturn, when investment opportunities in other sectors continue to emerge, how long can the attraction of high dividends last?
An old shareholder who has held the shares of a large state-owned bank for many years admitted frankly that his current mood is very complicated, he believes in the bank's heritage and strength, and believes that this is only a temporary pullback; Looking at the shrinking market value of the account, he couldn't help but start to doubt his choice
From "huddling together for warmth" to "fighting separately"
In the structural bull market in 2021, liquor, medicine, new energy and other sectors took turns to lead the rise, and the phenomenon of capital huddle was obvious
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The current situation of bank stocks, and those who used to be "group stocks" how similar, in the market downturn, funds out of hedging needs, often choose those stable performance, low valuation of the sector, bank stocks naturally become the first choice, when the market risk appetite increases, when new investment hotspots appear, the logic of capital "huddle" will change, and the "safe haven" effect of bank stocks will also weaken
Finding a new "value depression"
In the current market environment, investors need to remain rational, not blindly chasing the rise and fall, but to learn to "reverse thinking" and look for those "value depressions" that are undervalued by the market
A senior investment analyst said that the market is always fluctuating, and every decline is an opportunity to reshuffle, for those high-quality companies with long-term investment value, short-term stock price fluctuations will not change their intrinsic value, and what investors need to do is to remain patient and wait for the market to return to rationality
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The "Spring River Plumbing Duck Prophet" of brokerage stocks
In the A-share market, brokerage stocks have always been regarded as a "market vane", and recently, there has been a slight rebound in the brokerage sector, which seems to indicate that market sentiment is gradually picking up
Historical data shows that the trend of brokerage stocks is often ahead of the broader market, and as a direct participant in the capital market, the performance of brokerages is closely related to market conditions; In addition, the activity of brokerage stocks also reflects the risk appetite of market funds
epilogue
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In a volatile market environment, investors should keep a cool head and not be confused by short-term fluctuations, but take a long-term view and look for high-quality companies that are truly valuable for investment
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