Rebirth: The Financial Giant

After 15:00, Big A officially closed today, and the Shanghai Stock Index rose +2.05%, regaining the 2,500-point integer mark in one fell swoop.

The securities sector was the most beautiful player in the market today, closing up +7.54% after the market closed. The stocks of 23 brokerage firms in the sector hit their daily limits, a proper daily limit trend.

Among them, Tiansheng Holdings closed at 38,430.68 yuan, up +5.63% after the market closed, with a total market value of 3.07 trillion yuan.

In addition to the brokerage outbreak in early trading, other sectors also performed in the afternoon. Unicorn concept stocks made a comeback, the domestic software sector was active, the electrical transmission and distribution sector was still strong, and the military industry sector also moved in the afternoon.

In addition, banking, insurance, rare earth permanent magnet and other sectors also ranked among the top in terms of gains.

Today's market situation can be said to leave everyone unsatisfied. Many retail investors joked that it was rare for Big A to not follow the collapse of the US stock market last night, and to go out of the independent market for the first time.

After the market closed, various heated discussions and reviews also began.

Today's market situation was unexpected for everyone and confused many people. The brokerage sector surged in a short-squeeze style this morning, giving investors the feeling that the world had changed overnight.

Before the market opened this morning, the entire market was unanimously bearish on the market outlook, and there was basically no disagreement.

But after the market closes, some are firmly bullish and some are bearish. The originally consistent market sentiment now has huge differences.

From a technical point of view, the current position of Big A is a rebound, counterattack, or reversal. It is difficult for investors to make a clear judgment. However, there is not much difference in one thing. The brokerage sector has entered so many stocks today. Funds are definitely not for no reason, and it is unlikely that they will run to avoid risks.

Although there are huge differences, many people still believe that there will be a wave of rising prices in Big A in the future. After all, the funds entering the market today cannot be retail investors, and hot money does not have such great energy. They are definitely major institutions.

Another is that in the short term, US stocks have fallen back significantly, and Big A has never had a decent rebound. Not to mention reversal, from the perspective of rebound, Big A should have had a decent rebound by now.

If the market continues to fall like this, everyone will stop playing, market liquidity will dry up, and the financing function of the stock market will also be lost.

…

At around 17:20 in the afternoon, the news of the central bank’s announcement of the reserve requirement ratio was officially disclosed, and it was decided to lower the deposit reserve ratio of financial institutions by 1 percentage point, and by 0.5 percentage points respectively on the 15th and 25th of this month. At the same time, in the first quarter of this year The medium-term lending facility for the current period will not be renewed.

This RRR cut will release approximately 1.5 trillion yuan, plus funds released from the upcoming targeted medium-term lending facility operations and the dynamic assessment of targeted RRR cuts for inclusive finance, and considering that the medium-term lending facility that expired in the first quarter of this year will not be renewed. After taking into account the factors, the net release of long-term funds is about 800 billion yuan.

This RRR cut will be implemented in two phases, in line with the pace of cash injection before the Spring Festival.

As soon as this news came out, investors who were still full of doubts seemed to suddenly realize that the central government was going to let the market go. No wonder it rose sharply today.

Then, the short-sold investors cursed again after reading the news. Each time they released the news after a big rise, and each time there were big funds to get in first.

If you don't have the first mover advantage to pursue it, and you are afraid that the main force will play dirty tricks, not pursuing it may really be good for the takeoff.

In fact, since the fourth quarter of last year, policies that are beneficial to the capital market have been implemented one after another. However, even if there is a stimulus from major good news, the market will only withdraw for a day or two, and continue to fall after the withdrawal.

It is no exaggeration to say that as long as stock investors often watch the market, they will basically not make much money, not to mention losing money, which will also hurt their minds.

The news of the Central Bank's lowering of reserve requirements has come out, and it seems to have found strong logical support for today's short-squeeze rise in the market. The previous annual report released by Tiansheng Enchantress can only be regarded as the super main force of Big A deliberately showing its bright cards. , but the logic is not strong enough.

Now that the news of the RRR reduction has come out, this logic is more reliable.

Subsequently, various investors and big Vs started the classic pig-like beforehand and hindsight review analysis on their own self-media accounts, stock bars, communication groups and other platforms.

For example, a stock review V named Mr. Bo posted a review summary after the market closed:

[Today’s big financial short squeeze is the result of the central bank’s RRR cut of 1.5 trillion. However, I have seen many articles analyzing that the RRR cut is only good for the property market and not the stock market, so today is just a one-day market. The reason is that the release The funds will eventually flow to the property market. 】

【Does it make sense? I think it makes sense. This is why today’s big financial sector has come out of the short squeeze. Not only have securities firms surged, but the banking sector has also surged by 3 percentage points. Banks are the real giant sector of Big A. 】

[I personally believe that no matter whether the funds released by the central government flow into the property market or the stock market, the good news this time will definitely be good for the stock market. Why? If it flows to the real estate market, I don’t need to go into details about the financial attributes of the real estate market. So shouldn’t it be right for big financial stocks such as banks and securities firms to take off today? If the released funds flow directly into the stock market, big A will be very happy. 】

This big stock V sent out a review analysis, and also attached a screenshot of his earnings in the past year. In fact, he has achieved a cumulative ultra-high return rate of +479% in the bearish market from last year to now. But he only showed the yield and did not reveal more specific delivery order information.

After a few hours, dozens of comments appeared scattered under the article he reviewed and analyzed today, including leeks that had been following him for a long time, and some messages from passers-by.

Teacher, can the securities dealer still pursue me?

Reply: Wait for the callback.

I've been following this guy for a month. Just take a look and don't take it too seriously. If it goes up, go long, and if it goes down, go short.

Teacher Bo was still criticizing securities companies a few days ago. Oh, by the way, he also posted a bearish post in the early trading, saying that the US stock market will definitely plummet in the flash crash today. In addition, the post has disappeared. I guess my comment will soon disappear. I disappeared and was blocked by the teacher... [manual funny]

What I admire most is that these teachers can always find a 'perfect logic' for the rise and fall of the market to support their analysis. It makes sense at first glance, such as today's article, but the problem lies in the special Who doesn't know how to use hindsight? If you have the ability to predict beforehand like Brother Yi, today the enchantress sold out her positions and completed the layout early, waiting for the market to carry the sedan chair.

Don't be so booing to Teacher Bo. Believe it or not, I will block you all...[face covering]

Haha, Teacher Bo said that I have the strength of a brother and why am I still here with you?

It's the same old routine. Post a post with a few profit charts, do a simple review, compile a few indicators obtained from Dibao, change the color of the partition, and fool the newbies. The number of fans has increased, and we are almost ready to start revenue (ge It’s a waste of time (jiu), I’ve seen this too much.”

There is no way. There are too many fools these days and there are not enough liars. The leeks are growing too vigorously and even the sickle can't cut them.

In a word, anyone who teaches people how to trade stocks online is cutting leeks. This may be true, but 99% of them are cutting leeks. The remaining 1% is all about fortune. The one in the stock bar a while ago cost 1,500 yuan for 20 yuan. The boss of Wu Liangye does meet a super fierce guy like Yi Ge, but these are rare things.

Will someone with real ability come to teach you? Are they familiar with you? Will they charge you a small amount of tuition?

Indeed, when it comes to this, there is probably no more classic example than Brother Yi. When Brother Yi first appeared on Taoba, he also created a group, but he did not accept money or give investment advice at all. He was just a showman. God's operation, I spent 100,000 yuan to enter the market on the eve of the start of the bull market in 2015. In the half-year bull market, I made a myth of 100,000 times of income. It's really a level capital market. It's a cash machine. The profit of a few clicks will cost you hundreds of dollars. The sum of the annual fees of thousands of people and several thousand yuan is still worthy of your tuition?

So, the teachers who charge fees are basically cutting leeks, and I silently watched Teacher Bo decide whether to start paid classes when the fans came... [manual funny]

There is a saying. It is impossible for a really powerful boss to start a class and bring hundreds of people. The reason is very simple. With so many people asking each of them, how long does it take for you to reply just once? You can't do it even after they pay. Are you not going to reply? Then you still have a lot of time to analyze the market and the market situation? No matter how powerful you are, you will still be unable to keep up with the market. Big A’s style changes every year, or even every week.”

I completely agree with the point above. Really powerful bosses will only communicate with people of the same level and have no time at all. When you meet a boss, he will bring a small group of people with whom he has good connections and acquaintances in real life. I still believe in step-by-step tutorials with strong connections, but they generally don’t charge money. People who can make money from the market basically look down on this small amount of money. The conclusion is obvious. Some people on the Internet can bring hundreds of people or even There are hundreds of people who cut leeks.

Teacher Bo deleted the comment, haha. I still have a trumpet. Well, this is what our teacher Bo posted in the morning session. I knew he would delete it, so I took a screenshot early. I didn't expect it to come in handy so soon... [ A dog’s head saves his life]”

Hahaha, brother, it's too damaging. If you do this, Teacher Bo won't dare to post a judgment before the market.

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