Looking at the "endless ups and downs" market trend, when Sunac China's stock price fell by 13%, "Brother Pingtou" sent a line of words to stockholders: "Sunac, buy all." ”
At 10:45 a.m. on October 9, Sunac China's share price fell 12%, and "Pingtou" bought all Sunac China shares at a price of HK$2.16 per share. At that time, after the pre-holiday surge of A-shares fluctuated lower, Hong Kong stocks dived, and the Hang Seng Index of Hong Kong stocks fell 9.41% the day before, the largest single-day decline in nearly 16 years. Players from all walks of life experience the thrilling thrill of the "roller coaster".
In the face of the "roller coaster" reversing to pick up people, the novices in the stock market shouted that they were "trembling", and retail investors panicked and "cut meat" and left the market, but the "flat-headed brother" quickly caught up with the train of real estate stocks. The day after the purchase (October 10), Sunac China's share price soared to HK$2.73 per share. By the close of trading on October 10, Sunac China's share price was HK$2.64 per share, and "Pingtou" earned more than 12 million yuan in one day.
"Others fear me and I am greedy! In a bull market, the big taboo is to chase the rise and kill the fall. At present, the price of real estate is not high, and the bargain is sucked into chips. Optimistic about the policy to save the market, believe in the country, believe in Lao Sun (Sun Hongbin). ”
"Brother Pingtou" revealed to Phoenix.com's "Eye of the Storm" that his current stocks will not be sold, and he is firmly bullish on Chinese assets. He believes that Hong Kong stocks have almost adjusted these days, and will continue to increase their holdings next week, waiting for the economic recovery and growing with enterprises. According to the experience of the stock markets of United States and Japan, China's stock market is now the starting point of a 10-year bull market that has bottomed out.
As a freelance investor, he invested in real estate for 13 years in the early years, witnessed the take-off and ups and downs of China's real estate, and began to participate in the secondary market 6 years ago, locking in Hong Kong stocks and US stocks. He said that he is now firmly committed to buying Chinese stocks, believing that real estate stocks have the potential to rise by several hundred percent.
In fact, "Brother Pingtou" has lost millions of dollars in stock speculation before, he said: "There are losses and profits in the stock market, which is like life." Real estate won't die, and neither will Sunac. "Brother Pingtou" is a fan of Sun Hongbin, chairman of Sunac China. In the view of "Brother Pingtou", Sunac's cultural tourism resort project is in line with the future trend, and more importantly, he is attracted by the personal charm of his grandson. In Sunac's highlight moment, Lao Sun, as a "white knight", saved Wanda, Jia Yueting and others with real money, but Sunac did not bear the fluctuations of the real estate cycle.
"In the past few years, when housing prices were good, everyone was eager and willing to spend. Now that the value of the house is depreciating, where is everyone's momentum? Real estate is the ancestor of all industries, real estate is good, people who invest in real estate make money, people who build houses make money, migrant workers make money, and people who buy houses make money, which will drive the prosperity of the real industry. "Brother Pingtou" believes that the current real estate is like a "spring", has been pressed to the bottom, once released, it will rebound violently, to believe in the country, patience to hold real estate stocks, real estate expectations of the reversal, not only the market restart, but also the embodiment of the national strategy.
At present, 70% of the positions of "Pingtou" are in real estate stocks, and 60% are heavily held in Sunac China and Sunac Services. He said: "Firmly optimistic about domestic real estate stocks, investing in domestic real estate is not as good as investing in domestic real estate stocks, this wave of stocks will rebound first, and stocks will rise more than houses." At present, the market adjustment is to 'wash' out some people who are not determined, so that the stock market will grow faster. ”
"A spark can start a prairie fire, as long as we twist into a rope, sooner or later we can change the ecology of China's capital!" "Flathead" said.
02 "Hong Kong stocks are now full of gold, and some people make 8 million from the stock market to buy a house"
From 2020 to 2021, "Pingtou" once held real estate stocks such as Vanke and Sunac, and at that time, Sunac's highest share price was more than HK$30 per share. He withdrew from real estate stocks and switched to Oriental Selection. Pinduoduo, a Chinese concept stock invested in U.S. stocks, got a "piece of the pie". Today, the "Pingtou brother" is bullish on China's stock market and has withdrawn all his funds from the country, which stems from his keen observation of the global capital market.
China's stock market had seen a wave of gains ahead of the National Day. In stark contrast, last week (30 September to 4 October) India's stock market suffered its largest weekly sell-off on record. On October 3 alone, Global Funds sold a net $1.85 billion in India equities, the highest level on record.
During the same period, markets in Asia Pacific and Korea, Indonesia, Malaysia and Thailand also saw net outflows. The bullish sentiment on China's stock market has become the consensus of Wall Street institutions. On the last day of the National Day holiday, Goldman Sachs published a research report entitled "Don't take advantage of now, but when".
"This wave of real estate and stock market recovery, the post-00s and post-90s have entered the market, and the people around me who make money in the stock market have begun to buy cars and houses, which is the dividend brought by the stock market, which can promote big consumption. In the past few days, someone around me has made almost more than 8 million yuan in the stock market, and directly bought a house of 6 million. "Brother Pingtou" believes that many people will still buy houses after making money in the stock market, which will eventually benefit real estate.
There is a view that China may follow the old path of Japan's "30-year disappearance". "Brother Pingtou" suggested that everyone should believe in China's strategic depth and national heritage. "China is a country with a 5,000-year-old civilization, Japan obviously cannot speak the same as it, at present, many local governments in China have implemented birth subsidy policies, as long as the policy is opened, people's willingness to have children will also increase, and it is possible that in the future, as long as children are born, they will match the house." In addition, the Chinese population is about 10 times that of Japan, and China is also taking the initiative to puncture the real estate bubble, insisting on 'housing not speculation', and China will not follow the old path of Japan. ”
The United States stock market has experienced a 10-year bull market, which has brought huge returns to United States investors. He believes that the U.S. stock market has something to learn from the Chinese stock market, "The decision-making level should introduce more practical policies and programs to help the development of private enterprises and technology companies." Compared with old capitalist countries such as United States, China's asset securitization itself started late, has a long way to go, and needs more good policies and support mechanisms. ”
In addition, for the current fluctuations in China's stock market, in the view of "Brother Pingtou", the world's bull market cannot soar, it is normal to rise 3 steps, take 2 steps back, rise 5 steps, and retreat 3 steps. The "Oriental Dragon" has woken up, and for shareholders who really want to take a "piece of the pie" in China's stock market, or are optimistic about China's national fortunes, now is an opportunity to buy the bottom and "bet on the national fortunes".
03 Investment and trading can best allow the human body to secrete dopamine, and stock trading is like raising a child and needing to hold it for a long time
Dopamine is often associated with rewards and feelings of pleasure. When the brain experiences pleasure, dopamine levels rise, prompting the body to feel happy and satisfied. "Pingtou" listed a dopamine data to explain the charm of stock investment.
"Investment transactions rank first in the body's dopamine secretion, and it is far higher than the happiness index of men and women, paying off debts, smoking, and receiving wages." To this end, he suggested that young people must speculate in stocks, learn and understand the world through stock trading, and use cognition to achieve realization, rather than repeating simple work every day and trying to make money.
Many people want to start their own business, but, in the view of "Pingtou", entrepreneurship is a road of no return, the success rate of entrepreneurship is very low, and investing in a listed company is relatively simple. "Of course, investing spare money is the principle, don't increase leverage, don't borrow. Now the regulator also requires that securities firms should remind investors to comply with the legal compliance of the source of funds entering the market. "Brother Pingtou" added.
The main reason why "Pingtou" advocates investing in the stock market is that the price is low, and it is the early stage of the bull market, and the failure rate will be relatively low, which is equivalent to "getting on the bus" on the first floor or even in the basement.
"Some people come in on the first floor and make a little money, and the stock price rises to the second floor and sells it, and then they think that the stock market is too easy to make money. Came in again from the second floor and sold again on the fifth floor. Since then, he has become more and more bold and has invested more and more money. However, the stairs may only go up to the 10th floor, and in the end, you will be trapped directly from the 10th floor. This is the logic of many shareholders losing money. ”
"Brother Pingtou" reminds new investors not to do "T", because Hong Kong stocks do not limit the number of transactions, some people think they are smart, sell high and buy low, and operate repeatedly every day, sometimes due to mistakes. "A friend sold a stock on September 30 when it rose 15%, and then the stock went up 55% and then 75% the next day. Because of the relatively large amount of funds, according to the calculation, he lost more than 14 million before and after selling in advance, and his friends regretted their intestines. "Brother Pingtou" explained.
Many times shareholders do not have their own judgment, and a swarm of bees sings about the decline, and a swarm of bees sings more. "Brother Pingtou" believes that stocks cannot be bought indiscriminately, and we must buy good companies that understand the industry and are worth holding for a long time. The country also doesn't want to see the stock market where everyone comes in and makes a wave of money and leaves.
In the view of "Brother Pingtou", the stock market is very risky, and it is not recommended that pure speculative people enter the stock market, speculation cannot go through the cycle, and it is hoped that stockholders will choose some good targets to buy firmly, and grow together with the country, because stock speculation is like raising children It takes time.
"Everything has cycles. If you miss this stock market cycle, it will be difficult to see the next 20 years. "Brother Pingtou" said.
("Brother Pingtou" is a pseudonym)
(Source: Phoenix.com)