Chapter 866 [Bull market, set sail! 】
At around 10 a.m. over the weekend, Fang Hong posted a dynamic blog post on his personal Weibo account. This was his first time expressing his views on the A-share market since the second half of this year.
The Weibo posts posted before this basically did not directly comment on the stock market. They were either related to technology or people's livelihood. They talked about education bursary funds, looking up at the stars, medical care, semiconductors, etc. It just didn’t talk about the A-share market.
As the end of the year approaches, Big A has gone beyond K God's prediction at the beginning of the year that the first half of the year will be volatile and the second half will see breakthroughs. Looking back now, it has perfectly realized K God's prediction. Now it has been fulfilled. Hundreds of millions of fans and investors are Looking forward to God K’s next strategy.
The original text posted by Fang Hong on Weibo today:
[The themes of the capital market this year are nothing more than the following: monetary easing, value return, One Lu One Belt, two financings, and the wave of mergers and acquisitions.
In the first half of 2014, the pain of industrial upgrading was obvious, macroeconomic pressure increased, and the monetary policy turned to targeted easing. The central government first released liquidity through targeted RRR cuts to support the development of small and micro enterprises, agriculture, etc., and at the same time prohibited the flow to the real estate market. and other industries.
In the second half of 2014, the monetary policy completely shifted to a state of comprehensive easing. Yesterday, it was announced again to cut the reserve requirement ratio and interest rates, and the risk-free interest rate dropped, laying the foundation for the bullish trend of Big A. From the market point of view, the GEM index has entered a volatile adjustment this year, and with The value-oriented CSI 300 Index continued to rise.
In terms of industry, the concept of Yilu Belt and Supply Measurement Reform has emerged, and industries such as finance, cement, infrastructure, and construction have attracted much attention. Valuation repair expectations are superimposed, and funds flow from high valuation concepts to low valuation sectors. Restructuring, mergers, and acquisitions have brought greater room for imagination to the market, and stocks with the concept of mergers, acquisitions, and restructuring have been highly speculated.
There are a lot of private messages asking me which industry sectors I am optimistic about. I am optimistic about all the above mentioned. Not only am I optimistic about it, Qunxing also holds stock assets in these industries. This has long been a famous brand and I have been buying and buying.
I almost forgot one of the most important sectors. What I am most optimistic about this year is the non-bank financial industry, which is the securities companies. Everyone who knows it already knows that we have already heavily invested in the securities companies, so feel free to do whatever you want! 】
Fang Hong’s Weibo surprised investors. Not only did he firmly see the market outlook as a bull market, he also rarely bluntly stated that he was bullish on specific industry sectors, among which he emphasized the non-bank financial securities sector.
This time Fang Hong publicly commented on the stock market, which can be said to be unprecedentedly optimistic. Moreover, he named many industry sectors and directly named the securities companies as the best this year. Since the bull market is going to be a bull market, the securities companies as the standard bearers must perform well.
Because the upper management wants to protect the exchange rate and needs A-shares to be bullish, Fang Hong came out to speak out, and he said it so straightforwardly that there was no need to interpret it.
Now the stock investors are really excited. Not only will there be benefits from RRR cuts and interest rate cuts this weekend, K Shen Rui also commented on Big A that the market outlook is going to be a bull market. Everyone doesn’t believe what Da Xiao said, but everyone believes in K God’s words. .
Many small and medium-sized investment institutions that have no access to information believe that it is unusual for Fang Hong to be bullish at this time. He is the founder of Qunxing Capital, and his access to information is not comparable to that of small and medium-sized investment institutions.
Looking at Fang Hong's speeches on the stock market in recent years, they all hit important nodes, such as when the market index suddenly reached more than 1,800 points.
The most important thing is that people from these small and medium-sized investment institutions firmly believe that if Fang Hong wants to maintain his current undefeated "super god halo", since he dares to say it out, it will definitely rise and be awesome. , even if Star Capital raises the price, it must bring Big A into the bull market stage, otherwise this "super god halo" will be broken.
Therefore, the next A-share market trend will definitely be bullish.
The logic of the game is precisely because many smart people have analyzed and thought so, so they will enter the market to grab funds. Because of the entry of these people, A-shares will inevitably go up, and in turn, it will verify Fang Hong’s prediction. correctness of the judgment, thus forming a cyclic self-feedback.
At the same time, the comments on Fang Hong’s latest Weibo post were also extremely popular.
[It’s so straightforward. If you still can’t make money, you really have to find your own problems. ]
[Brothers, stop riding your bicycles and stop delivering takeaways. God K is telling you to come back as soon as possible! ]
[Go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go, go! ]
[God K finally talked about the stock market once. ]
[Is the cow really coming? ]
[If you don’t believe in Da Xiao, you still don’t want to believe in God K? When has God K ever made a mistake in judgment? ]
[I came out last Friday and my thighs were swollen! ]
[The RV was sold and the whole stud was sold. Anyway, I already had a plan (meaning the battery car and takeout vest were already purchased)! ]
[Hahaha! ]
[Don’t be a coward, stud, full stud, if you win, the villa will be close to the sea, if you lose, go directly to the sea! ]
[Follow God K’s steps and you’ll be done! ]
[The only way to relieve worries is to get rich suddenly! ]
…
God K’s market appeal remains as strong as ever, enviing many investment institutions. His blog post directly ignited the emotions of hundreds of millions of retail investors, and lowering reserve requirements and interest rates have no such effect.
This is confidence, confidence more valuable than gold.
Everyone has not forgotten that in the first ten days of this month, Fang Hong posted a Weibo post about the "wealth fund". After that, the A-share market started a short squeeze the next day, and the market index was pushed up by more than 5 percentage points.
This time, Fang Hong publicly expressed a rare view of being extremely optimistic about the A-share market, which was regarded by many as a strong signal. After all, he is the founder of Qunxing Capital, and the information he has access to is not something that ordinary people and ordinary institutions can. Comparable.
After the weekend weekend, on Monday, November 24, the A-share market opened. In the morning, the call auction market index jumped sharply upward and opened higher. The Shanghai Composite Index opened higher at 2532.88 points +1.85%, reaching a new high for the year.
During the collective bidding stage, it reached the 2,500-point integer mark in one fell swoop, and exceeded the previous high of 2,532.23 points. This previous high was obviously the high point hit by Fang Hong’s Weibo post.
From the perspective of industry sectors, the brokerage sector was the strongest one. Today, the call auction sector index opened with a huge jump of +6.65%, which stunned countless people.
Is this the terrifying appeal of God K?
Retail investors are really just hitting wherever the K God points their finger?
At 9:30, it officially entered the opening continuous bidding stage. The market opened high and moved high.
Thousands of retail investors rushed in screaming, running into the market with empty funds. The brokerage sector directly led the rise of the two markets, and a large amount of funds poured into this sector like happy beans.
Only about twenty minutes after the market opened, at 9:53, major market software pushed messages:
[The securities sector set off a daily limit surge in early trading, and the sector index closed its daily limit! 】
The daily limit of the brokerage sector has driven the market index to +3.79%, and it continues to rise.
Many investors were stunned for a while and called him a good guy.
The securities sector was directly pushed to the daily limit. It was repeatedly confirmed that it was not the daily limit for individual stocks, but the direct daily limit for the sector index. Dozens of brokerage stocks in the sector had their daily limit blocked. This was the first time for many investors to see this scene.
…
(Ps: The recently updated chapters have been swallowed a bit frequently, sweat...)