Onion gentleman bank puts a valve, safe and dovish operation 3 years, investment more set one's mind at!
In April beginning, a good with respect to benefit ceaseless.
On April 1, announce to reduce value added tax, reduce tax for the enterprise near 2 trillion yuan; On April 3, come out again financing policy untie a person is mixed a message that points to futures untie a person; Back-to-back, the State Council holds standing meeting, release 300 billion enterprise to reduce cost extra dividend, aviation board piece be benefited; On April 4 after closing quotation, announce to reduce company insurance cost to lead, research shows, this one profit releases 300 billion bonus very possibly once more; ...Good in these benefit add hold below, a the impetus of bovine coronal whole world is able to continue up, stood 3200 a little bit on April 3 at a dash.
End the closing quotation before the section, shanghai points to strong still, round-the-clock on April 4 go up 0.94% , the newspaper closes 3246.57 a little bit, achieve since March 2018 new tall, clinch a deal the forehead is as high as 475.2 billion. Become greatly point to close go up 0.73% , the newspaper closes 10415.8 a little bit, clinch a deal the forehead 529.8 billion. Do poineering work board go up 0.51% , the newspaper closes 1777.26 a little bit, clinch a deal the forehead 146.2 billion. Round-the-clock two city clinch a deal the specified number is again lousy 1 trillion.
01
Foreign capital is bought explode, new shareholder ran enters the arena
Prices turns warm, the eye looks at A get again run global asset, become investor be covetous on " sweet pastry " , many orgnaizations are forecasted to it and grade is more hopeful also, and also quickening of each capital into city.
Data of Wind finance terminal shows, end on April 3, the capital on north flows into forehead of A money paid for shares to already amounted to one hundred and thirty-one billion two hundred and ninety-nine million yuan completely since 2019.
And the last trade the data of day shows, the capital on north poured out of 859 million yuan completely on April 4, before ending this successive 4 trade day is flowed into completely. On the whole, the capital on north continued situation is bought completely before the Spring Festival. Fall in the setting that field of A stock market rose considerably recently especially, most capital chooses to go and answer return, before a few days of effluent one billion four hundred and ten million and sixty-five thousand four hundred and eight capital chose regression for the most part.
Foreign capital is stronger and stronger to the influence of field of A stock market: Before the market dropped on March 26, the capital on north is poured out of completely; On March 26, the capital on north is flowed into ahead of schedule, point to break up very quickly again red. This kind of speed goes out quickly, typical sensitive fund returns can farther increment in a few months of future. This also enhanced A undoubtedly fluidity, be good anticipate.
Explode besides foreign capital buy besides, a special also this year the favour that gets domestic investor, just go especially March.
On April 3, hand in place greatly to release data to show, deep March city is added newly open an account several 2.99 million, refresh is the closest one year monthly opens an account of several new tall. This one dimensions, soared than 1.43 million annulus comparing Feburary 109.1% , compare in March 2018 2.14 million of the portion criterion compared to the same period violent wind rose 39.7% , new shareholder can says ran enters the arena.
And according to net of Chinese settle accounts up to show to newest on Feburary 22, 2019 data, a the shareholder has been achieved one hundred and forty-eight million and seventy thousand.
If plus in Feburary, in March data, a the shareholder had been broken through 150 million!
02
Did Everyman change the 8th opportunity of the destiny to come? !
The A this year as if sat rocket, complete the transition that reachs bovine city from Xiong Fu at a draught. Main point to go up quickly, bovine coronal whole world, this week Shanghai points to is to stand on 3200 a little bit to innovate again more tall. Data treasure statistic shows, the Shanghai after year shows accumulative total rose 24% , become greatly point to also break through 10 thousand a little bit to close greatly, accumulative total rises 35.6% , platelet points to in, do poineering work board point to rise respectively 33% , 40% . Respect of total market prise also achieved 59 trillion yuan, photograph comparing goes year end market prise increased 15.6 trillion yuan.
On April 2, famous researcher Jiang Chao released the name is " do not take old road, debt double ox " grind newspaper. Express in article, past room city is gotten go up, demand of the stimulation that raise debt, and present policy more and more deal with concrete matters relating to work, consequently bold forecast: "Chinese endowment our market is Everyman changes the 8th opportunity of the destiny. "Chinese endowment our market is Everyman changes the 8th opportunity of the destiny..
From the point of the history, the chance that the destiny changes before is very much change direction with policy relative: E.g. the university entrance exam 1978, e.g. the official go into business 1992; And in light of the trend that pursues new policy thick and fast from these two years, small the viewpoint that makes up Great Master of ginger of special also approval, the opportunity that changes a destiny the 8th times is really before!
Outside giving inattentivegeneral idea, today bright it is the moment of truth two years.
Be home market first open to the outside world pace is steadier and steadier.
A increment capital will follow this year MSCI factor is proportional rise and break up quickly time. Negotiable securities of the letter that occupy a country is calculated, a bring into MSCI factor to come by 5% promotion 20% hind, the increment capital that brings for field of A stock market is 49 billion dollar about. If wait for Asian market to serve as reference standard with day Han: If foreign capital holds a scale to achieve 10% , will bring about 4 trillion yuan increment capital; If foreign capital holds a scale to achieve 15% , will bring about 6.68 trillion yuan increment capital.
There also is a hearsay that points to futures untie a person all the time this year. The left and right sides had at 2 o'clock 3 days afternoon come out from media, according to card inspect sessional goods superintends Jiao Zengjun of department section chief to make a report in Hong Kong place, china plans to loosen be opposite a limitation that points to futures. Plan to include: Restore those who point to futures is normal trade; Open to foreign investor existing point to futures. Card inspect can plan to allow investor of the orgnaization outside company of fund of social security fund, commercial bank, insurance, nationalization, eligible condition (QFII) with investor of the orgnaization outside RMB qualification condition (RQFII) share option market. If the message is fulfilled, say policy is announced even, it is good to believe be being met again is a big profit, bigger dimensions fund is getting ready wait for hair. At the appointed time, the position of the capital on north also wants to move.
It is to had been faced basically second.
Annulus of data of manufacturing industry PMI compared statistical bureau in March rise 1.3% to 50.5% , upper part of regain vicissitude line, anticipate 49.6, be worth before 49.2. What do this show? Manufacturing industry production is restoring gradually! Economy returns steady growth! The effect since policy! Want to know, be in the United States of the other shore of this ocean on data can be sole, march initial value of PMI of Markit manufacturing industry 52.5, did not amount to anticipate, achieve since June 2017 new low; Heart law also has been in lower part of withered flourish line.
The development the look of things that commerce consults is better and better also. Latest news says on the weekend, negotiation of high level of trade of the 9th round of Sino-US classics ends smoothly, this is a big profit undoubtedly good. Of globalization this year, gou Ji of each country economy is very much, pull one hair and use the whole body, every time the thrust that the benign message that commerce consults is the stock market.
Below this kind of circumstance, invest mark in or the stock is the cheapest, buy A most be to one's profit. National debt interest rate 3% , seize back confiscated property is equivalent to value of 30 times appraise; Yield of remaining sum treasure is 2.5% , 40 times appraise is worth; Gold is can fight inflation only, inflation is led 2% , 50 times appraise is worth; The house is the most expensive, hire return rate is 1.5% , 60 times appraise is worth. So, at present the stock market in all asset still is the cheapest, from the point of global comparison, a also be opposite the cheapest, at present even if went up 20% , appraise value still is 923 times.
03
Vigilance is decreased run a risk
Nevertheless, small make up still want to ring an alarm bell to everybody finally, premonitory also a risk.
Will tell commonly, flower under the grand occasion of move bright and beautiful, risk also more very, the stock market that what blaze boil oil says is now. Everybody knows appraise is worth petty gain, so foreign capital explodes buy, medicinal powder door enter wildly, but fervent where is the risk besides?
That is size blame is decreased hold.
The A after year while bovine gas is towering, appear on the market company size partner, tall canal also is making fun of a road, they cover off-the-peg strong interest, when market prise goes up greatly, often decrease with great quantity hold.
According to Wind statistic, since 2019, in all 1274 produce increase and decrease to change, among them 857 appear on the market the company appears principal shareholder is decreased completely oppose action, up to on April 4, appear on the market the company already released 2210 partner to decrease this year hold announcement, a whole is decreased completely hold referenced market prise to be as high as 36.6 billion yuan, company shareholder, tall canal, employee holds a plan to all have from. And the elapse as time, of time of lift a ban expire, small make up predicting future to will have more in small shareholder is joined reduce held rank in the center, cover wildly now.
This covers a region, remind everybody to notice.
Anyhow a word, the stock market has a risk, enter want discretion. As investor, as the Everyman that wants to change a destiny, we need forge heart more: Want resist loneliness already, should defend so that live again flourishing, still must see the risk that get Qing Dynasty constantly gift is nice.
