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现如今股市下跌已经不算是新闻了,今日的新闻是,居然有31只场内基金全天的成交为零!而且奇怪的是,不但高风险的分级B没有成交,就连分级A也出现了零成交!就连货币基金也出现了零成交,就连国债十年也出现了零成交!
今日两市零成交的场内基金:
(数据来源:通达信)
目前场内基金的总数量为576只,这意味着,今天有占比达到5.38%的基金处于无人交易的状态!
证券市场上,没有交易,也就没有了流动性,而没有流动性,则意味着除非你有使用价值,比如房子,虽然没有买,但是有人住,那么还是有价值的,但是没有使用价值的虚拟产品,比如比特币,如果没有人愿意出价了,也没有人愿意接受了,那么它还能有什么价值呢?
就连去年最赚钱的东证系列,去年曾暴赚70%东证睿丰,今年也下跌超过了20%!大多数睿系列的基金产品,几乎都从去年最高点的1.6、1.7元,回落到1.1元附近了。
如此系统性的大跌,金石俱焚,到底是为什么?
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今日A股在美国股市休市安渡圣诞节的情况下,继续下跌,并且在收市时也未能挽回颓势,最终以跌破2500点收盘,然后还有人说,出台政策时要考虑外围股市对中国的影响。顿时,不好意思,直接笑喷了!人家美国股市涨了十年了,标普500上涨了4倍多,纳指光是2017年就几十次地创出了历史新高,这种上涨的外围股市对我们一毛影响也没有,因为我们这十年的股指从2700多点跌到了2400多点!现在人家调整几天,就说是影响我们了?!意思是人家涨太多害我们担心泡沫太大所以出台了各种打压股市的利空?
这个脑筋急转弯弯得有点绕,不知道是不是真正领会了高明的领导者的真实意图。
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反正也永远叫不醒一个装睡的人!但是能不能别一会儿装睡,一会儿又无比清醒行不行?这样投资者搞不懂你啥时候装睡,啥时候当劳模,那就真是进退失据了,不知道怎么玩的时候,最好的选择当然就是离场了。
比如这会儿很清醒地又发出继续猛融资、融资猛的劳模精神了。
先是舆论上放风:银行业发行永续债补充银行资本,有利于资本市场的健康发展。钱都拿去给银行用,虽然确实有利于资本市场健康发展,但是那是有利于银行业的健康发展,不利于其它也属于资本市场的细分行业发展好不好?最简单的道理,我们的银行业已经有好多世界500强了,可是我们的信托、证券、基金业、保险业,有多少公司能进入世界500强?宝贵的现金资源就这么多,都被银行一会儿要发永续债,一会儿要发次级债、一会儿又要发定增的全部要跑了,其它细分行业怎么发展?空手套白狼吗?
我昨天就奇怪呢,为啥上证50在2500点的时候还能一天跌掉2%?这到底是怎么了?不是说上证50的平均市盈率只有8倍了,是世界上最具估值优势的板块了吗?这都一天要跌2%,其它板块还怎么活?
原来事出有因,又要大规格融资了。好多人还很傻很天真地来问:又没到证券市场上来融资,怎么会有影响呢?那我就问你,全中国一共有多少人民币?假设都被银行以各种借口收光了,你说炒股票的资金从哪儿来?人民币可是资本项目下不可兑换的哦!
然后,大力支持的重组可谓也是一地鸡毛!
动不动就几十亿的融资搞重组,搞了业绩承诺,那又怎么样?完不成还不就是烂命一条?然后再给你几亿、十几亿地商誉减值,这个股市简直就是财富毁灭机,正以人类历史上最高的增长速度在毁灭着各类投资者多年积累的财富!
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Now that the stock market decline is no longer news, today's news is that there are actually 31 on-site funds trading all day zero! And the strange thing is that not only the high-risk grading B has not been sold, but even the grading A has a zero transaction! Even the money fund has seen zero transactions, and even the national debt has seen zero transactions in ten years!
On-site funds with zero transactions in the two cities today:
(Source: Tongda letter)
At present, the total number of funds in the market is 576, which means that today's funds with a ratio of 5.38% are in the state of no-go transactions!
In the securities market, there is no transaction, and there is no liquidity. Without liquidity, it means that unless you have use value, such as a house, although you have not bought it, but someone lives, it is still valuable, but it has no use value. Virtual products, such as Bitcoin, if no one is willing to bid, and no one is willing to accept it, then what value can it have?
Even last year's most profitable Dongzheng series, which earned 70% of Dongzheng Ruifeng last year, also fell more than 20% this year! Most of the Rui series of fund products have dropped from the peak of 1.6 and 1.7 yuan last year to 1.1 yuan.
Such a systematic fall, the stone is burning, in the end why?
Today, A shares continued to fall in the US stock market when the holiday was closed, and they failed to recover at the close of the market. They finally fell below 2,500 points. Then others said that the foreign stock market should be considered when introducing the policy. influences.
Suddenly, I am sorry, I laughed directly! The US stock market has risen for ten years, and the S&P 500 has risen more than four times. The Nasdaq has hit a record high in dozens of times in 2017. This rising external stock market has no impact on us because we This decade's stock index fell from more than 2,700 points to more than 2,400 points! Now that people have adjusted for a few days, it is said that it affects us? ! It means that people have risen too much. We are worried that the bubble is too big, so we have all kinds of bad stocks that suppress the stock market?
This brain teasing is a little bit twisted, I don't know if I really understand the true intentions of the brilliant leader.
Anyway, I will never wake up to a sleeping person! But can you not sleep for a while, and then you can’t be awake for a while? In this way, investors can't understand when you are going to sleep, when you are a model worker, it is really a matter of getting back and forth. If you don't know how to play, the best choice is of course to leave.
For example, at this time, I was soberly and again issued a model of labor that continued to be fiercely financed and financed fiercely.
First, it is the public opinion: the banking industry issues perpetual bonds to supplement bank capital, which is conducive to the healthy development of the capital market. Money is used for banks, although it is indeed conducive to the healthy development of the capital market, but it is conducive to the healthy development of the banking industry, is not conducive to the development of other sub-sectors that also belong to the capital market?
In the simplest terms, our banking industry already has a number of Fortune 500 companies, but how many companies in our trust, securities, fund industry, and insurance industry can enter the world's top 500? There are so many valuable cash resources, all of which will be issued by the bank for a long time. We will issue subordinated debts in a while, and we will have to run all of them in a while. How do other sub-sectors develop? Empty gloves white wolf?
I was surprised yesterday, why can the SSE 50 fall 2% a day at 2,500? What exactly happened here? Doesn't it mean that the average P/E ratio of SSE 50 is only 8 times, is it the most valuable sector in the world? This will fall 2% a day, how can other sectors survive?
It turned out that there was a cause for it, and it was necessary to raise funds in large specifications. A lot of people are still stupid and naive to ask: If you have not come to the securities market to finance, how can it affect? Then I will ask you, how many renminbi are there in China? Assume that all banks have been exposed by various excuses. Where do you say the funds for stocks are coming from? The RMB is not redeemable under the capital account!
Then, the reinforcement that is strongly supported can be described as a chicken feather!
If you don’t move, you will reorganize billions of dollars in financing and make a performance commitment. What about it? Is it not a bad life? Then give you hundreds of millions, billions of goodwill impairment, this stock market is simply a fortune destroyer, is destroying the wealth accumulated by various investors for many years in the highest growth rate in human history!
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