1
在分析今日的市场之前，我首先想问一个问题，不知道这个问题谁能回答我：琢磨先生的微博给封了，这是为什么？
之前的任志强的微博被封了，我就很不明白，当然他的微博我没有每篇都看，主要是大家关心房子的涨跌，所以谈到这个内容的时候，他的微博就会被大家转发，所以就有机会看到，感觉他对房地产行业分析的有理有据，事实也证明他分析的都很对，不知道为啥要封他的微博？老百姓(603883,股吧)多听、多看他的话，能够学会理性分析事物，能够早点下手克服困难去买房，到现在都可以或多或少地赚到一些钱，百姓能赚钱，国家财政也可以多收少支，何乐而不为呢？
有人跟我辩论说他发过反对文章，就该封！我说你能不能发我看下？因为我不太相信这样一个党的高级干部的孩子，又是国企领导的人，会有这样的行为。可是对方也拿不出来证据了，因为文章都被封了。
我估计也就是对一些行为与做法的批评吧。毛主席不是教导我们：虚心使人进步，骄傲使人落后吗？不是说党的领导干部不要老虎屁股摸不得吗？纵观古今多少事，成由谦逊败由骄？有人批评，有人反对，可以令决策者更多地反思，考虑问题更全面，这怎么能是坏事呢？
包括这次封了琢磨先生的微博。琢磨先生一直是财经郎眼的文案操刀者，一位在大学里当老师的中年男人。我在财经郎眼做质疑嘉宾的几年时间里，非常直接地感受到了琢磨先生 的智慧与幽默，他的文案经常能够做到相声般的效果：即在意料之外，又在情理之中。加上主持人王牧笛恰当地表达，现场经常爆发出一阵阵的欢笑声。后来看到他在功夫财经上的文章，也是才华四溢，表达相当有分寸且同样非常幽默。
这样的人的微博，能有什么问题要把他封了呢？感觉现在微博与微信的权利太大了，动不动就封这个封那个，请问这么做有啥法律根据呢？以个人愚见，这两个平台也就是个企业，现在怎么感觉像是执法单位了？动不动就可以把别人封了？按照这个思路，如果一个厂家租了柜台在销售自己的产品，如果房东认为厂家的货不行，或者哪怕是有人投诉厂家的货不行，商场的东家就可以没收厂家的货物吗？
互联网的好处就是可以用较低的成本把民间的智慧汇集起来。否则的话，刘备要听一下诸葛亮的想法还要三顾茅庐，大家可以想一下这样的成本有多高？虽然现在交通方便，但是在堵车的情况下，时间的成本也是让人很难接受的。而任志强与琢磨先生都是聪明之人，让这样的人多表达一下高见，或者是有机会表达一下高见，到底有何不可呢？
2
今日的市场开场还是很糟糕的，最低跌到了2516点，差点以为2500点都守不住了，后来总算是科创板概念又火了一把，把人气拉住了一些。
虽然医药股今日总算是止跌了，但是医药B因为带上了快四倍的杠杆，终于没有挺过0.25元的折算阀值，今日停牌一小时后带星复牌，明天净值归一后，后天按归一后的净值挂牌交易。由于在下折前不少投资者看好医药股的后市，所以该基金一直存在较高的溢价，折算后溢价短期内消失，投资者会面临较大的损失。
3
基金的命运也跟人的命运一样，经常会倒在黎明前。中邮尊享刚刚拿下今年前11月混合型基金冠军，但却因为触发三年后规模不足2亿元便清盘的规则而不得不退出历史舞台。如果市场好，相信公司还是有能力将其规模营销到2亿元以上的，不过，看现在这个行情，恐怕清盘的可能性更大一些。
实际上，医药股的下跌还拖累了不少以健康、养老为主题的投资基金。有一些媒体质疑部分养老基金没有跑赢沪深300，在这个时点进行这样的统计有失公正，毕竟主题类基金的表现与相关的主题板块走势较为密切，而医药类板块一直是公认最具防御与进攻的抗周期板块，目前该板块受带量采购以及监管趋紧的双重打击，跌幅大超预期，短期内表现确实不佳，但不能否认目前医药股整体估值较低，以及这两年来业绩增长不错的事实。
今日本号还转载了一篇很不错的文章，希望大家能够喜欢。
平点金基已关联讯飞快读基金小程序~
双语阅读~
Before analyzing today's market, I want to ask a question first. I don't know who can answer this question: Mr. Karma's Weibo is sealed. Why?
The previous Wei Zhiqiang’s Weibo was blocked, and I didn’t understand it. Of course, he didn’t read every Weibo. It’s mainly because everyone cares about the rise and fall of the house. So when it comes to this content, his Weibo Will be forwarded by everyone, so I have the opportunity to see, I feel that he is well-founded in the analysis of the real estate industry, and the facts prove that he is very correct in analysis, do not know why he wants to seal his Weibo? The ordinary people listen more and read more of his words. They can learn to analyze things rationally. They can start to overcome difficulties and buy houses. Now they can make more or less money. People can make money, and the state finances can also collect more and less. why not?
Someone argued with me that he had sent an objection to the article, and it should be sealed! I said, can you send me a look? Because I don't really believe that the children of such a party's senior cadres, and those of the state-owned enterprises, will have such behavior. However, the other party could not get the evidence, because the articles were sealed.
I estimate that it is a criticism of some behaviors and practices. Chairman Mao does not teach us: humility makes people progress, and pride makes people fall behind? Doesn't it mean that the party's leading cadres don't want the tiger's ass to touch it? Looking at the past and the past, how can it be humiliated? Some people have criticized that some people object to it, so that policy makers can reflect more and consider issues more comprehensive. How can this be a bad thing?
This includes the Weibo that has been sealed by Mr. Mr. Karma has always been a copywriter of the financial slang, a middle-aged man who is a teacher at the university. In the few years that Cai Lang’s eyes were questioning guests, I felt the wisdom and humor of Mr. Karma very directly. His copywriting often achieved a cross-talking effect: it was unexpected and reasonable. Coupled with the proper expression of the host Wang Mudi, there was a burst of laughter on the scene. Later, I saw that his martial arts and economics articles were also brilliant, and the expression was quite divided and equally humorous.
Such a person's Weibo, what problems can you seal him? I feel that the rights of Weibo and WeChat are too great now. I will seal this seal if I don’t move it. Is there any legal basis for doing this? In my personal ignorance, these two platforms are also a company. How do you feel like a law enforcement unit now? Can you seal someone else? According to this idea, if a factory rents a counter to sell its own products, if the landlord thinks that the manufacturer's goods are not working, or even if someone complains about the manufacturer's goods, can the owner of the store confiscate the goods of the manufacturer?
The advantage of the Internet is that the wisdom of the people can be brought together at a lower cost. Otherwise, Liu Bei wants to listen to Zhuge Liang’s thoughts and pay close attention to it. Can you think about how expensive this is? Although the traffic is convenient now, in the case of traffic jams, the cost of time is also very difficult to accept. And Ren Zhiqiang and Mr. Zhan Mo are both smart people, let such people express their opinions, or have the opportunity to express their opinions. What is the truth?
Today's market opening is still very bad, the lowest fell to 2516 points, almost thought that 2500 points can not keep up, and finally the concept of the science and technology board is a fire, pulling the popularity.
Although the pharmaceutical stocks finally stopped falling today, but because of the fact that the pharmaceutical B has brought up four times the leverage, it has not surpassed the 0.25 yuan discount threshold. After the suspension of the license today, the star will resume trading after the hour, and the net value will be restored tomorrow. The listing is based on the net value after the normalization. Since many investors are optimistic about the market outlook of pharmaceutical stocks before the discount, the fund has always had a higher premium. After the discount, the premium will disappear in the short term, and investors will face greater losses.
The fate of the fund is also the same as the fate of the people, often falling before dawn. China Post has just won the hybrid fund champion in the first 11 months of this year, but has to withdraw from the historical stage because it triggered the rule of liquidation less than 200 million yuan in three years. If the market is good, I believe the company still has the ability to market its scale to more than 200 million yuan. However, looking at the current market, I am afraid that the possibility of liquidation is even greater.
In fact, the decline in pharmaceutical stocks has also dragged down many investment funds with the theme of health and pension. Some media have questioned that some pension funds have not outperformed the CSI 300. It is unfair to conduct such statistics at this time. After all, the performance of the theme funds is closely related to the related theme sectors, and the pharmaceutical sector has always been recognized as the most The anti-cyclical sector of defense and offensive is currently hit by both the purchase of quantity and the tightening of supervision. The decline is much higher than expected, and the performance in the short term is indeed not good, but it cannot be denied that the current valuation of pharmaceutical stocks is low, and these two The fact that the performance has grown well over the years.
Today, this article also reprinted a very good article, I hope everyone can like it.
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