Ahmedabad Wealth Management：[Investment Evening News] This round of market is sad!How many people have completely disappeared (02.22)

Today, the turnover of the two cities was 830.6 billion yuan, which was 159.3 billion less than yesterday, and it felt like a reduction of locking locks.The northbound foreign investment was 3.7 billion yuan, and the financing volume of the two cities increased by 5.5 billion yesterday.Although the Shanghai Stock Exchange Index finally closed at 2988 points, I felt that 3000 points should be able to rush up soon.

The plunge of the year ago was killed to 2,600 points. Basically, the pessimistic of the market for the economy of the economy, the pessimistic of the overcapacity of the domestic capacity, the pessimistic of the international situation, and the pessimism of the market system, and various profits K showed all kinds of profits.When it comes out, all those who are willing to pay for these Li Ks are sold. A lot of people who do n’t want to sell are also exploded because of snowball products.

The A -share position has a thorough clearing. What can survive is the most firm and powerful. Will these people sell at 3,000 points?Nothing to sell at 3500 points now?How is it possible.The relatively rare selling disk is mainly from those who copy the bottom at 2600 points. Now they have made a round of overlook and rebound. They may sell.However, there are not many funds. There are only a few daring to yell at 2600 points, and it is already powerful to hold the position of unclear positions.

So in this case, the rise in the market is a high probability.

But the question is here again, which section will rise moreAhmedabad Wealth Management?

The market has given the answer, high dividends.

Nowadays, there is basically no increase in funds in A shares. Residents talk about the changes in stocks, and the foundation changes. The institution does not have the source of incremental funds. The foreign capital does not have a significant outflow, but it is unlikely to inflow in the short term.Key role.

The interest rate continued to decline, and the interest rate difference between banks was very high. I told you many times.The pressure of insurance capital is actually very largeChennai Investment. So many savings insurance was sold before, and insurance companies have 3%-4%of interest payment pressure each year.It turned out that the investment of insurance companies was mainly bonds, but after continuous interest rate cuts, the ten -year national bond interest rate had fallen below 2.5%.In order to cover the cost of expenditure, insurance capital can only buy high dividend stocks, and insurance companies should not buy US or US debt funds.

Due to a large number of insurance capital, high -dividend stocks such as banks and coal have recently increased their recent increases, especially bank stocks.The interest rate cut is the fundamental aspect of Li’s bank stocks, but bank stocks rose against the trend. The more reasonable explanation is that insurance capital is constantly in the addition of bank stocks, and the huge net buying ignores the impact of the fundamental interest K.During the bull market, other industries will also have such a departure fundamental situation. A large number of out -of -field funds will enter the venueBangalore Stock Exchange. They do not look at the fundamentals, and Li K can also pull the daily limit.

Due to the severe duplication of the physical and mental of the shareholders and the foundation, the institution is still in a state of net redemption in the short term. The foreign capital has not been sold sharply, but it is unlikely to inflow in the short term.time.

But is there no investment opportunity in other industries?I don’t think so.

High dividends are rising, driving the Shanghai Stock Exchange Index, and the Shanghai Stock Exchange Index is constantly rising, which will bring money to make money.Seeing the "Shanghai Stock Exchange Index Seven Lianyang" off -site funds, will it not be able to start the market to enter the market?Is there any incremental funds?

Secondly, with the introduction of more policies and the restoration of confidence, the market is looking forward to future growth, so compared with high dividends, the profit growth of growth stocks and the elasticity of valuation will be greater.

In the end, many high dividend stocks rose to turn low -dividend stocks. Those who allocated high -dividend stocks in the early days will start selling, but buy other industries with low valuations.Similar to the tallest wine glass, the wine will overflow to other wine glasses below.

In general, it will rise sooner or later.

… …

1. Recently, many small and medium -sized bank deposits have been reduced.This is mainly to follow up the deposit interest rate at the end of last year.Last year, the 5 -year deposit interest rate was reduced by 0.25%, and the 5 -year LPR loan interest rate of the day before yesterday was reduced by 0.25%Kanpur Investment. Now do you know who paid the loan interest rate?Considering the pressure difference between bank interest, the probability of the subsequent deposit interest rate must continue to fall.

2. Nvidel revenue for the fourth quarter of 2023, US $ 22.1 billion, year -on -year+265%, and net profit of $ 12.3 billion, a year -on -year+768%.In the fourth quarter, the gross profit margin was 77%and the net profit margin was 55%.All over the market expectations, I did not expect that the Nvidia of 99 points in the last test was that this time they could score 100 points. All analysts and fund managers were shocked.After the Nvidia family surrendered its amazing performance, even other AI stocks rose, causing the 100 -stock index futures of Nasdaq+1.6%before the market.

Ai Nvida’s performance relies on AI. AI companies need to purchase a large number of Nvidia graphics cards to provide computing power. This is similar to the outbreak of new energy vehicles. The price of upstream lithium ore has increased from 50,000/ton to 550,000/ton.The core difference between the two is that Nvidia is a chip company, and technical barriers are far stronger than lithium ore companies.As long as you go in, you can expand the lithium mineral capacity. It will be too difficult for 2 years, and the chip is not so easy.

Of course, the larger core difference is that our chip industry is stuck in the neck, almost blank in the high -end field.There are a large number of domestic enterprises in the new energy vehicle industry.Tesla faces Huawei’s intelligent driving and BYD’s price reduction in the rolling.In contrast, Nvidia faces a lot of competitors in the chip field.I hope that our chip industry breakthroughs in a breakthrough, so that Lao Huang can experience what is the taste of the inner volume

3. Yesterday we just launched the Indian Fund LOF arbitrage reminder that today’s premium is pulled up again, and it will go to about 7%

As long as the premium continues, you can purchase it every day, and you will have a number of shares every day to sell it.

Today Zoror told me that one meal of burgers every day, but today, if it is calculated in 20 trading days a month, at least one or two little golden beans can be saved in a month

And this is just a tractor account in Zorro. It has not been counted as the family. There are enough theoretical accounts.

Maybe many friends are confused for the first time. We have also sorted the informationSurat Investment. In the future

… …

Varanasi Stock