Rebirth: The Financial Giant

The opening of the market today is also the final closing day of 2019, the last trading day of this year.

In the morning, the Shanghai and Shenzhen stock markets both opened lower, and the securities sector pulled up and turned the index into red, but then began to fluctuate and fall back to green again. The two markets maintained a pattern of narrow fluctuations throughout the morning.

Retail investors holding securities stocks are looking forward to a big rise. At this time, they are also tangled, but they still believe that the market will break through 3288 points, and the red envelope market will definitely come.

pattern!

If you don't make money, you will leave. If you fall down and cry to death before dawn, you must die long!

At the opening in the afternoon, the two cities fluctuated higher.

As of the close, the Shanghai Composite Index rose +0.33% to close at 3050 points.

The market is quite excited. The market finally broke through the high of 3042 in September on the last trading day of this year. This is a good sign. After returning from New Year's Day, there is a high probability that the new year will usher in a good start.

The red envelope market is coming, 3000 points is the starting point of the bull market!

...

The time comes to New Year's Day, January 1, 2O2O.

At present, everyone's vision and energy are affected by the love of Y in Jiangcheng, and the topics related to it on the Internet are also high.

2019 has come to an end, and investors and big V teachers in the investment circle have also begun to publish articles for year-end inventory.

On December 31, 2019, which just passed, the Shanghai Composite Index closed up +0.33% to 3050.12 points; the Shenzhen Component Index closed up +0.63% to 10430.77 points; the ChiNext Index closed up +0.44% to 1798.12 points.

The Shanghai Index has risen by +22.30%, the Shenzhen Component Index has risen by +44.08%, and the ChiNext Index has risen by 43.79%. So far, the A-share market in 2019 has come to an end.

In terms of scale, in the past year, the total market value of the A-share market has increased by more than 25 trillion yuan, the total market value has reached 75.67 trillion yuan, and the total foreign capital inflow has exceeded 350 billion yuan throughout the year.

There are 9 companies with a total market value of more than 1 trillion yuan, and the first company in the history of A-shares with a market value of more than 10 trillion yuan has been born, and 85 A-share listed companies have reached 100 billion yuan.

As of the closing price on December 31, 2019, listed companies with a market value of more than 1 trillion were Tiansheng Holdings (10.83 trillion), ICBC (2.05 trillion), Zhongguo Ping An (1.54 trillion), and China Construction Bank (1.51 trillion). ), Mao Ti (1.48 trillion), Agricultural Bank of China (1.27 trillion), Anshi Shares (1.22 trillion), Bank of China (1.02 trillion), Zhongyou (1.01 trillion)

The total market value of these nine trillion-dollar giant companies is 21.93 trillion, accounting for 28.98% of the total market value of A shares.

In 2019, the average daily turnover of the two cities was 541.5 billion yuan, and the total annual turnover reached 133.75 trillion yuan, second only to 254 trillion yuan in 2015. There are 46 stocks with a price of more than 100 yuan, of which Maotai has a closing price of more than 1,000 yuan. / share, the closing price of Tiansheng Holdings exceeded 135,000 yuan / share.

Today, if you want to participate in the trading of Tiansheng Holdings in the secondary market, you need at least 13.5 million yuan to buy a lot. This is a price that 99.9% of the investors in the A-share market can only look up to.

For the overall market in 2019, from the perspective of the whole year, 20 of the 28 core market indexes rose by more than +30%. Among them, the Shenzhen Stock Exchange 100 Index soared +55.18%, the entrepreneurial blue-chip index soared +51.20%, and the ChiNext 50 Index soared +50.93%, ranking the top three in the index increase list.

It is worth mentioning that Tiansheng Shang 50 and Tiansheng Shen 100 are not among them. After all, they are indexes compiled by the company itself.

The Shanghai Composite Index rose 22.30% for the year, the second-best year in the past decade.

From the perspective of the global market, the overall performance of A-shares this year is also very good. The Shenzhen Stock Exchange Index and the ChiNext Index have become the two best-performing indexes in the world this year.

In terms of industries, 26 of Shenwan's 28 first-level industries rose, and the electronics sector rose by 73.77% throughout the year, ranking first, followed by the food and beverage industry, which rose by +72.87%, and household appliances, which rose by +56.98%, and core assets became capital. A hot topic in the market, this year is also regarded as the first year of value investing.

The 5G sector represented by PCB performed the best. Under the background of the super pig cycle, the pig industry index increased by nearly +70% during the year.

In addition, topics such as hydrogen fuel cells, garbage sorting, industrial giants, rare earths, ETC, and blockchain have also become popular, and the short-term share price of leading stocks has risen several times.

From the perspective of individual stocks, excluding new stocks that have been listed for less than 3 months, 2,779 stocks in the A-share market have risen, accounting for more than 75% of the total market, 241 stocks have doubled, 828 stocks have risen by more than 50%, and 44 Home range fell more than 50%.

And this year's top ten bull stocks are almost monopolized by technology stocks, and the threshold for the list reaches +402%, that is, it will not be able to enter the 2019 top ten bull stocks list if it does not rise four times within the year.

It is worth mentioning that the big bull stocks with a cumulative increase of more than 10 times during the year are not from the main board, but from the science and technology innovation board, which opened in the second half of this year, and the only two 10 times big bull stocks are from the science and technology innovation board. .

It can be said that the village chief is very satisfied, and the science and technology innovation board is doing well.

As of December 31, 2019, the closing price of Tianchi Technology was 209.46 yuan per share. The stock price rose by 1428.90% in about half a year after listing, an increase of more than 14 times. The price is 271.91 yuan, with a terrifying amplitude of 4292.73% up and down. In other words, Tianchi Technology once soared nearly 43 times unilaterally. There is no doubt that Big A is the first god stock this year.

As for the demon stock of the original Emperor Shunhao, now he is lying on the floor, and the dog ignores it.

Following Tianchi Technology is Zhuoshengwei. It was originally a semiconductor stock that was going to be listed on the Growth Enterprise Market and finally landed on the Science and Technology Innovation Board. The cumulative increase for the year exceeded +1057.25%, followed by Wanji Technology, which rose +598%, Ruida Futures rose +508.64%, Kanglong Chemical rose +492%, Chengmai Technology rose +480.19%, Jinyi Technology rose +413.86%, Compass rose +413.33%, Manbuzhe rose 402.28%, and Vail shares rose +402.23% .

The capital market in 2019 also saw many big events and many strange stories. The Science and Technology Innovation Board was born, the Shanghai-London Stock Connect was opened, A shares were included in the FTSE Russell Global Index, MSCI expanded, broke the net tide, and the first 10 in the history of A shares. trillion-dollar companies and more.

It is a great benefit that core assets continue to hit new highs, and there are also “Shuangkang” explosions in the white horse stocks in the past, namely Kangmei and Kangde new explosions, and the chairman of Qianshan Yaoji said that the minority shareholders are here to gamble, * ST Hemei executives blew themselves up and couldn’t To ensure the authenticity of the annual report, the former chairman of Jia Lingjie was addicted to the glory of the king, and the arrest of the chairman of Xincheng Holdings in the scandal caused investors to be stunned and stunned.

Of course, how could Zhangzidao be missing, and the scallops died again...

...

Entering the New Year's Day, this afternoon, Lu Ming stayed in the study of his villa. He was sitting at his desk and logging into his personal social media account. He was editing a long article to update a news on the first day of the new year. , the outlook for the capital market in the new year.

After a while, Lu Ming edited the content, quickly scanned it, and published it.

[Happy New Year's Day everyone!

This year is the closing year of the motherland's first centenary goal and the year of sprinting. Stable growth is still the focus.

As for the prospect of the new year, my country's economy is still in the transition period of new and old kinetic energy, and economic structural adjustment will inevitably be accompanied by short-term growth fluctuations, and the clear attitude of guaranteeing and restraining reflects the proper meaning of economic structural adjustment, and also shows that The economic fluctuations in the transition period have been fully anticipated and prepared.

In addition, despite the current increase in internal and external uncertainties, my country's economy has sufficient resilience and there is no risk of stalling.

All in all, don't panic.

Looking forward to the investment opportunities in the A-share market in 2020, we are mainly optimistic about the investment opportunities in three aspects: first, the traditional manufacturing industry will continue to have investment opportunities due to the improvement of the market share and pricing power due to the improvement of the industry structure; second, With the increase of per capita income, consumption upgrade in the consumption field is still a structural trend for a long time in the future; thirdly, in the financial field, the differences in the operating capabilities of companies will become more and more obvious, and there are still structural market conditions in the large financial sector.

For the market in 2O2O, it is recommended to focus on: photovoltaic, new energy, semiconductor, military, home appliances, coal, biomedicine, medical equipment, chemical industry, new infrastructure, big technology, big consumption, cyclical stocks, big finance and other sectors]

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