Three major phenomena appear on the market!Is the change time near?——Doda Investment Notes

Source: WeChat public account "Daida" (WeChat public account ID: daoda1997)

Just the past weekend, there was a lot of things that happened. Think about it, let's talk about Buffett! The last lunch auction price of Buffett Buffett was $ 19 million, equivalent to RMB 128 million, and the buyer was anonymous.

Looking back at Buffett's lunch auction, there are 20 times in this time. It is more interesting that four Chinese are involved in this, namely Duan Yongping, Zhao Danyang, Zhu Ye, and Sun Yuchen. Among them, there are people who sincerely admire to learn the gods, and they are purely enthusiastic, but no matter what, these people who have done finance in China must thank the opportunity to the development of the times.

I am not a "stock god" Buffett's iron powder, but I really admire the five -body investment attitude towards his persistent and consistent investment attitude. The annualized 20%of the income has been maintained for 50 years and has become the "myth" in the investment circle.

However, returning to reality, 20%of the income may be a daily limit for ordinary investors, which is the daily limit of GEM or science and technology board stocks. Some of the good investors may have far exceeded 20%this month. This will extend another question. Why have no one become the second "Buffett" for so many years?

This reminds Dago's conversation between Besos and Buffett before, "because no one is willing to get rich slowly." After reading it, someone may think: Okay, I have prepared this psychological preparation. I am ready. You can accept slowly becoming rich, I can wait.

But this matter may not be as easy to think of it. Fu profit is indeed magical, but if you can't make continuous and stable profits, then compound profit is just a slogan. For example, we can count a simple mathematical problem. If the investment income for ten consecutive years is:

Earn 20%in the first year, 15%in the second year; earning 20%in the third year, and 15%in the fourth year; 20%of the fifth year, and 15%in the sixth year ... How much is your total investment return in the past ten years?

You can get the answer: 10.4%. The total return of ten years is 10.4%, not even 1%each year. In order to count the inflation, not only did not make money, but also lost the valuable time for ten years.

Do n’t say it in reality for ten years. Even if it is a year or two, no one is willing to adhere to this strategy after many transactions, let alone the market often doubles the temptation of stocks, it is easier to be easier Promoting the impetuous mentality of investors.

Earlier, I saw someone calculated for the 100 -year 100 -year -old Coca -Cola. The annualized return rate was more than 14%. This is the best answer given by the bull stocks of 10,000 miles.

Dago feels that as investors, we must have reasonable returns, control the risk income ratio, and reduce the retracement as much as possible under the condition of ensuring income, which is the prerequisite for achieving continuous profit.

Come back, today's A shares are still two words- "strong". Especially for the rising wind power, these two days have led the two cities. Today, the index of the wind power equipment sector has risen by more than 9%, which has also led to the performance of other new energy fields. Stocks began to make up.

Under the premise of transaction support, the repeated activity of growth stocks should be expected. However, we must also see that some sections of the prosperity track also show the weakness of the attack. The transaction amount is amplified, the increase is narrowing, and even the sector index collects the "cross star". Essence

In terms of individual stocks, I was more surprised that the former pig raising company Zhengbang Technology (SZ002157, the stock price of 6.95 yuan, and a market value of 21.8 billion yuan), smashed 40 billion yuan for new energy, and the stock price daily limit. Last year, Zhengbang Technology, which lost 18.8 billion yuan, was thrown out of a 40 billion yuan carbon neutral cooperation project this time under the background of the 540 million yuan business ticket. "".

I remember that this company has also engaged in "blockchain pigs", and some shareholders commented: "Now such a fierce loss may have something to do with Bitcoin's plunge, so the blockchain pigs of Zhengbang Technology also plummeted, causing Zhengbang Technology to Technology Lost losses. "

Can this cross -border succeed this time? Vanke, who is dry real estate to raise pigs, and Zhengbang Technology, who raises pigs to engage in photovoltaic, is really a case that can be used for reference, such as Tongwei (SH600438, stock price of 54.25 yuan, market value of 244.2 billion yuan) from feed to silicon wafers. Zhengbang Technology If you have followed Tongwei, maybe it is now a high -tech leading company in the pig farm.

Today, the market is rising as a whole, but it is also necessary to pay attention to a few phenomena: first of all, the great net outflow of north -directional funds. This is the first time that the northbound funds have had a sharp cleanliness. Is it normal to make a profit, or there are other reasons, and it is necessary to observe it. If you flow out continuously, you must pay attention.

Secondly, there is a tendency to change the high -level high valuation to the low valuation of low valuation. Today, you can clearly see some funds seeking risk aversion, such as the rise in power, medical beauty, and home appliances. Domestic software and Chinese medicines that have been rising in the afternoon of the market can clearly see that there are funds.

Interpretation from the message is the decline in commodities. Industries and companies that were previously restrained by raw materials and gross profit margins will usher in restoration. The typical is today's home appliance sector. Of course, many other sections are also all of them. Benefit. The idea of ​​investment research should also be placed in the direction of the repair of the foam rate in the middle and lower reaches of the industrial chain. These sectors may perform well in the next period of time. Finally, the Shanghai Stock Exchange Index was in the key position. Today, the Shanghai Stock Exchange Index is slightly put in and accepted the cross star. From a more detailed trend structure, this is a narrow -ammark structure. Remember the previous view of Dago? This sidewalk is generally a short -term time node near the short -term variable.

At present, the major indexes have been touched near the semi -annual line, and the pressure on this position is obvious. The risk of fluctuations in the recent market is increasing expectations over time.

Da Ge felt that he still had to hold a cautious attitude towards the current market. On the one hand, leave a room for positions and try not to chase high. If you do n’t understand individual stocks, you would rather miss the high; the individual stocks, as long as you do n’t accelerate and have a stagnation, hold it according to the rules; on the other hand, you must make full preparations. Find the opportunity to make up for the market in the market.

(Zhang Daoda)

According to the latest regulations of relevant national departments, this note does not involve any operating suggestions, and the risk of entering the market should be borne.

Daily Economic News

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