The Road to Rebirth Finance

Chapter 444 The stock price rises, and the policy comes.

During the two days of the weekend, there was no more bad news from the MY battle. The two sides are in the midst of urgent consultations on related issues, and expressed cautious optimism about the outcome.

This made the stockholders who had been worried for two days finally relieved, but Leshi.com will suspend trading again on March 3, which is when the market opens next Monday.

This made the stockholders who hold Leshi.com feel excited again. I don't know how long the trading suspension will be this time.

The reason given for the suspension of Leshi.com is that information about the company appeared in the public media (Lao Suntou was interviewed by the media and talked about Leshi).

This reason is a bit nonsense, and the media can spread news to respond or refute the rumors. The suspension is nothing more than the reason for the 2017 annual report and the 2018 first quarter report.

Not to mention, this former star stock, even though it is now abandoned by big funds, is still very popular among A-shares.

To this day, there are still a large number of retail investors who are very enthusiastic about participating in the game of Leshi.com.

Even if the risk of delisting has been reminded, there are still some people who are willing to believe that this stock will be reborn from the ashes, and there are not a few retail investors who are playing games with heavy positions.

I have to say that this is really a very miraculous phenomenon. If Laojia becomes a star, there should be a lot of fans, right?
In the remaining trading days of March, A-shares, which have no major bad news, have entered a self-repairing market, and funds still favor small and medium-sized ventures.

Domestic substitution-related industries triggered by the MY war broke out again in the remaining trading days in March.

Chips, Beidou navigation, rare earths, domestic large aircraft, generic drugs and other related stocks have all seen good gains.

The differentiation of the index is also very serious; on March 3, the daily limit of 27 stocks, the GEM index strongly recovered 1800 points, and at the same time, the blue chip stocks continued to slump.

3月28日，上证50指数重挫1.70%，创今年1月24日回调以来的新低，白马板块领跌大A。

Maotai Liquor fell by 4.57% in a rare heavy volume today after closing down yesterday, and the intraday drop once exceeded 5%.

Maotai's large-scale drop also means that the A-share sector, the strongest since the stock market crash, has officially entered the adjustment process.

Since the high of 799.05 yuan was created in January, to today's closing price of 682.05 yuan, Maotai has fallen by more than 17% in two and a half months.

It is indeed possible to do a bottom-hunting after a big drop, and the market rebounds in a short-term blog, but this kind of correction is far from enough for Gu Junhao.

In my impression, at the time of the most panic this year, Maotai once had a one-word limit down trend?

If there is no MY battle, Maotai has adjusted by more than 15%, plus a one-day sharp drop, and the price of Maotai at 680 yuan, Gu Junhao will definitely copy it back.

But this year's A-shares have fallen in all directions. Even if most stocks have fallen to their actual valuation positions in the first half of the year, they can still be cut in half.

For 2018, Gu Junhao is really very familiar with it. In his previous life, he took off because of the bottom-buying in 2018.

Up to now, Gu Junhao can still remember those stock targets that he bought bottoms in his previous life and held for a long time, including their K-line charts.

As far as stock trading is concerned, Gu Junhao does have a talent that is different from ordinary people. He is very sensitive to numbers and has a very good memory.

If it is a stock that he has held for more than half a year, even after several years, Gu Junhao can accurately quote the approximate price of a certain period of time.

Of course, there is still no impression of stocks that have never been in contact with. Even with the support of a strong research team, among the stocks selected, there are stocks that Gu Junhao has never heard of in his previous life.

Junk market, when it comes to the speed of issuing stocks, it is indeed top-notch. After a while, some stocks with strange names appear in the market, which is faster than the frequency of game updates!
In a bear market, no news is the best news. Although there are some winds and early moves on the weekend, overall it does not have much impact on the market.

A big drop is enough to deal with a weak rebound for a few days. In this way, in the last week of March, the Shanghai Stock Exchange Index passed through a small rise and a small drop.

The Shanghai Composite Index closed at 3168.90 points for the whole month, a decrease of 2.78%.

Technically, the Shanghai stock index has entered a weak state at the monthly level, blue-chip white horse stocks have fallen for a quarter, and investors chasing high prices have also begun to completely enter a state of failure.

In fact, if you don’t sell badly at this moment, there is no other way. Investors chasing up white horse stocks, if they have been locked within 10% in the past three months, they are no longer chasing up.

When the lock is above 10%, the leeks will think about covering their positions, and if the lock is between 10% and 20%, the leeks will think about doing T to reduce costs.

When the lock-up is between 20% and 30%, leeks will think about increasing their positions again to see if there is a chance to rebound and unravel. If the lock-up is above 30%, most of the leeks have already begun to rot.

"As long as I don't sell, you can't cut me off."

"Floating profit is not a loss, and there will always be a day when it will be paid back."

"I don't look at the account, he didn't fall."

This is the so-called ostrich mentality, and when the real bottom is reached, the ostrich mentality will turn into panic again. At this moment, all the words to comfort myself are useless, and I just want to cut the meat and stop the loss.

Since the start of the MY war on the 23rd of this month, the technology stocks led by chips have shown the concept of domestic substitution, which led to a 10% surge in the GEM index in the last week.

The Growth Enterprise Market Index, which rose 8.37% throughout the month, closed at 1900.48 points, the highest point of the month, at the end of the last trading day in March.

However, Gu Junhao is not optimistic about the rise of technology stocks in the last week.

First of all, the increase is too high in the short term, and it will rise sharply at every turn, even the daily limit, which is a characteristic of technology stocks. The rebound in the past one and a half months has seen countless increases of more than 50%.

The second is that most technology stocks have no bird performance, and the PE is particularly high, and the PE after the hype is even more outrageous.

April is the time point for the collective disclosure of annual reports and first-quarter reports, and technology stocks are no exception. Technology stocks without performance support, even if they have super high expectations, will definitely have a hard time in April.

So on the whole, taking advantage of the promotion after the MY battle is more like a push-up shipment, there is no domestic replacement, and there are really not many things that can be replaced.

The only irreplaceable A-share is Maoxiang Technology.

As for technology stocks, after every round of big gains in the previous life, it was accompanied by the crazy reduction of holdings by big industry funds; Gu Junhao can clearly remember all of these.

Science and technology rejuvenate the country, but it is also worthy of the name.

At the end of the month, Junshi Price Investment and Junshi No. [-] continued to reduce their holdings in technology stocks, reducing their positions in this sector.

At the same time, it is still adding positions in the hedging sector. This time, in addition to pharmaceutical stocks, Junshi also bought a certain amount of gold stocks.

The price of gold in 2018 is still quite cheap, with an average price of less than 280 yuan per gram. At this time, if you don’t buy more gold in your hands, you are simply sorry for yourself.

The reason why he knows the trend of gold price so well is also related to Gu Junhao's habit of giving gifts.

In past and present lives, Gu Junhao, who gave gifts to straight men and practical ones, always felt a headache when choosing gifts.

Passing by a gold counter once in a while, Gu Junhao was enlightened when he saw that the gold was only more than 200 yuan per gram. Such a cheap price is simply a great weapon for gift giving.

After all, no matter men or women, they all love golden and yellow things very much.

Apple has already released rich gold mobile phones. Gold jewelry with cheap price, high value retention rate and various styles is the best choice.

To put it simply, sending a gold bar is also a good choice.

On Saturday, March 3, relevant departments issued a "Notice on Issues Concerning Corporate Income Tax Policies for Integrated Circuit and Manufacturing Enterprises."

There are a total of eight notices, all of which are about tax exemption and tax reduction policies for integrated circuit companies, and the strength is very strong.

Since the start of the MY war, the integrated circuit industry chain has begun to enter the public's field of vision, and supporting policies have been put in place one by one, like home appliances going to the countryside.

The reaction in A-shares is the sharp rise in technology stocks since the adjustment to a low level in February.

Sure enough, there is no reason why there is no big band market. Smart funds have already started to deploy more than a month ago.

The news that King Ning will hold a meeting next Wednesday, or that he will set a new record for IPO speed, will also hit the screen this weekend.

The acceleration of Sino-Singapore Communications in the 5G commercial process also maxed out the entire network this weekend.

As the big brother of the 5G industry and the leader of state-owned enterprises, Sino-Singapore Communications did not perform much in this round of rebound of technology stocks.

As of the close on March 3, the share price of Sino-Singapore Communications closed at 30 yuan, which was only 30.15% higher than the lowest point of 28.01 yuan in February.

In line with this news, Gu Junhao stared at the trend of China-Singapore Communications, and couldn't help but start thinking wildly.

In the past one and a half months, the market has favored all stocks that have something to do with technology, even those with the word technology in their stock names.

As a leading company, Sino-Singapore Communications, its performance is actually somewhat inconsistent with the overall sector.

Due to preconceived ideas, in Gu Junhao's eyes, the trend of Sino-Singapore Communications in the past one and a half months is somewhat weird.

"Maybe I think too much, maybe it's just because the plate is too big."

In April, during such a favorable weekend, it ushered in its first trading day,

.Among them, the index has set a new high since the rebound in February, and most of the technology stocks are on the GEM that start with 300, which is particularly interesting.

There was a call auction in the early trading, and after the resumption of trading, Panlong Pharmaceuticals had a strong daily limit.

This is already the seventh daily limit of Panlong Pharmaceuticals in eight trading days, showing the true qualities of a monster stock.

At the same time, the biggest demon king this year, Wanxing shares, has not resumed trading since its suspension on March 3.

On January 1 this year, Wanxing shares were listed at an issue price of 18 yuan. After more than two months of continuous daily limit speculation, the stock price had reached 16.55 yuan on the day of the suspension.

Compared with the issue price, Wondershare shares have increased by as much as 7.63 times, and the distance from the 10-fold increase is less than three daily limits.

This should be the fastest stock to reach a 10-fold increase since Gu Junhao can remember.

Every year before the registration system, there were several monster stocks in A shares with a rise of about 10 times, but it is really rare to see such a fast one like Wondershare.

In his previous life, Gu Junhao also bought a big bull stock Zhongguo Software with a 10-fold increase this year. However, his increase took several years. When the 10-fold increase was reached, he only had 1000 shares left in his hand. .

　Chapter 327 has been reviewed, and I will ask the editor to apply for lifting the ban tomorrow.

　　
　
(End of this chapter)