Li Baijun :
Due to Moutai's hard work in the end Destroyed the result of that hand's hard work for 2 hours. However, in the last three minutes of the closing session, it seems that the international index connecting A-shares has adjusted its weight today? In fact, it's better to break it
Li Baijun :
Checked the list of major shares of the Industrial Fund I (certainly incomplete, only media reports): SMIC International, Changchuan Technology, Beidou Xingtong, Zhaoyi Innovation, Jingfang Technology, Wanye Shares, Huiding Technology, Guokewei Shares, Tongfu Microelectronics, Jingjiawei, Anji Technology and above Stock Industry Fund I
Li Baijun :
GME, AMC and VFS, the three tickets that were once hyped, are in chaos again [Yunbei]
Li Baijun :
The overall attack turned to the key attack. The three ETFs (Shanghai Stock Exchange 50ETF, Huatai Birui Hushen 300ETF, Huaxia Hushen 300ETF), at 13:20, were raised together; But at 14:20, there was only Huatai Birui CSI 300ETF, and the other two
Li Baijun :
With the sharp drop of Moutai's share price, its weight in the Shanghai Stock Exchange 50 Index has also dropped from nearly 17% last year to 14.57%, and it is likely to continue to decline in the future, perhaps eventually falling to less than 10% (of course, it may not be entirely dependent on it to fall, and other Shanghai Stock Exchange 50 heavyweight stocks have performed better than it, resulting in
Li Baijun :
The pants of Shanghai Stock Exchange 50 and Shanghai Shenzhen 300, and the pants of Science and Technology Innovation 50 and GEM need to be worn in turn However, the optical communication stocks represented by Zhongji Xuchuang are also very strong.
Li Baijun :
Recently, there have been too many elephants taking off in the US stock market, which may not be a good thing. Apple two days ago, Broadcom today. As for, how much can the valuation change in a few days with a market value of three trillion dollars and hundreds of billions of dollars? The feeling is that a big air force will be a precursor to a big counter attack?
Li Baijun :
In the afternoon, the style seems to have changed again, from scientific innovation 50 to Shanghai Stock Exchange 50. This is the case in the current market. In the context of the lack of incremental funds, the switching of stock funds in different sectors will produce a significant seesaw effect, but overall, the focus is still not raised.
Li Baijun :
Last night's NASDAQ index was purely pulled up by the Apple family. The market value of 3 trillion US dollars rose by 7% a day, which is terrible
Li Baijun :
Many people have never understood why PBOC should care so much about the yield of 30-year treasury bonds. In fact, the central bank values the yield curve. Generally speaking, the central bank wants the yield curve to be steep rather than flat. In particular, the central bank is very taboo on speculative yield curves that remain extremely bullish. Because this
Li Baijun :
Speaking of the contribution of the new energy sector to the index, it is well-known that the listing of the lithium battery giant Ningde Times is an obvious negative contribution to the CSI 300 index. However, Longji Lvneng, another photovoltaic giant, was not. On December 16, 2019, Longji Lvneng was included in the CSI 300 Index. Its previous transaction
Li Baijun :
To be honest, domestic real estate stocks are actually lucky. Born in China, the stock price falls gently. If we judge the future based on the current situation of domestic real estate and the expected outlook, the stock price in another market will not decline so gently. If you want to run, there are many opportunities for you to run, unfortunately
Li Baijun :
In fact, the semiconductor stocks in the US stock market should be careful. They have risen too fast in the last month, but the consumer electronics market is actually not good. AI has nothing to do with general semiconductor stocks.
Li Baijun :
On May 13, 2024, the northward capital outflow will be -4591 million yuan, including - 2.77 billion yuan from Shanghai Stock Connect and - 1.821 billion yuan from Shenzhen Stock Connect. The overnight data of yesterday can be seen this morning But it has already happened.
Li Baijun :
Because I am a professional researcher, I had the courage to tell my colleagues 10 years ago that 10 years later (that is, maybe 3000 points now). And now I have the courage to say that if the compilation rules of the Shanghai Composite Index do not change, and the Shanghai stock market does not have companies with high growth potential listed (such as
Li Baijun :
Sister Mu's trading is a big retail investor Last year, NVDA was sold at the beginning of the upward trend, and this year, TSLA was copied at the bottom in the obvious downward trend. I still have a ZOOM ticket in my hand Of course, maybe TSLA will
Li Baijun :
In fact, I would like to say that the current AU price may have been decoupled from the real interest rate of the US dollar, but it may be linked to the real interest rate in China (please give up the official CPI and PPI, which has nothing to do with you in fact, and look more at the prices and commodity prices around you. I have already said that
Li Baijun :
The broad amplitude shock of the Naxi index over the past week is really fierce. The big dive in front of the set on the 4th Wizarding Day was pulled back before the set on Monday
Li Baijun :
This afternoon's rally was mainly due to capital from the north, but the problem was that Hong Kong stocks did not improve much in the afternoon. It can only be said that it is too obvious to take advantage of the fund channel of going north to bring the rhythm. Of course, it is not necessarily the work of a team. In other words, the barbarians would rather not buy cheap Hong Kong stocks, but pursue my A-share?
Li Baijun :
In fact, the volatility of US stocks has increased in recent trading days, but the VIX index and futures are still depressed. At this time of trading, it is also very confused. Is it because everyone has done 0td?
