1
今日市场在各地、各机构大力融资为质押企业、为流动性企业解困的情况下，市场居然不涨反跌，也是有点奇怪。估计是一汽集团一家伙搞跑16家大银行1万亿元贷款的消息把投资者吓到了：成百上千的民营企业去杠杆，个个都面临爆仓险境有可能失去多年奋斗成果的同时，一家经营业绩远远不如民营的“共和国长子”，居然可以霸占1万亿元的银行额度？！
这相当于8亿余额宝客户，每人把自己一半的钱要借给一汽造汽车了。问题是我们可是有几十家汽车制造厂，如果都这么花钱，吃完财政吃银行，估计我们中国人民负担不起了：总要留点钱生产粮食跟衣服吧？
这回基金的三季报全出来了。余额宝在天弘基金的货币基金规模成为中国乃至世界第一大之后，开始实行了限购。而为了保持余额宝的优点与满足更多客户的需求，又与其它基金公司合作，可以方便地将余额转为其它基金公司的货币基金。这样，导致余额宝名下的货币基金的规模达到了1.93万亿元！而且，这些货币基金对天弘基金的货币基金形成了较大的分流。最新数据显示，天弘的余额宝规模下降了1300亿元，但是其它基金对应的货币基金上涨了1600亿元！如果年前个税方案不断落实，加上年终居民手头相对宽裕，年前余额宝有望冲进2万亿元的大关！
2
说回今日的市场，在投资者情绪持续低落的打击下，今日中港两地最大的现金奶牛――腾讯控股居然跌破了260元大关。上半年，高盛等多家投行机构还说腾讯会上620元，结果，没想到市场如此惨淡，短短9个月的时间，腾讯一股的股价就跌掉了215元！
估计高盛虽然被打脸，但是还是会开心：这回下跌不能赖到我头上了！可不是我恶意唱空的！市场居然不听高盛的话，也真是奇了怪了。
收盘后，才知道腾讯确实有个小利空：继北京实行游戏监管升级后，今天开始，腾讯又启动了天津、南京、秦皇岛等八个地市的《王者荣耀》全体用户的强制公安实名校验试运行，未通过校验的游戏账号将禁止登录！
这个就厉害了，虽然本人也一直对游戏太好玩感到恐怖，看到太多的青少年，包括小婴儿一见到手机就笑逐颜开感到难过，但是请问，这跟公安有什么关系？腾讯自己也有很强的实名审核能力，为啥玩个游戏要跟公安局去核对资料？
而且仅仅是王者荣耀吗？今后我用个小程序斗个半小时地主是不是也要公安一下？这个消息发酵起来，别说腾讯260元很难止住了，只怕所有的游戏开发企业都要跟着受拖累了。本来今年受国家对游戏审批制度的改变，好多游戏都发不出来了，这下好了，不但增量要受影响，存量也要受到极大的削弱，作为游戏占比较高的互联网公司，估计要郁闷很久了。
3
今日排了一下板块涨跌幅，居然发现百元以上的股跌幅最大，总共才6只个股的板块，居然平均跌幅达到4.26%，比腾讯今日的3.45%的跌幅还要大。
再一看，目前A股实际上只剩4只百元以上股了，除了贵州茅台(600519,股吧)还站在600元以上，其它个股都在200元以下。有意思的是，在酒是第一的情况下，长春高新(000661,股吧)这只医药股成为了高价股的老二，该股此前曾冲高至257.79元，今日收盘只有162.3元了，3个月的时间，每股也跌掉了近100元，跟腾讯有一拚。
另一个每股跌掉100多元的是次新股锐科激光，最风光的时候，股价冲上了225元，现如今只有125元了。
还有一只从百元股跌落的就是所谓的新出炉的独角兽迈瑞医疗。该股上市第6天就冲破百元大关，摸高105元，并借此冲入百元股俱乐部。可惜此后虽然连续三天摸高百元以上，但是收盘价终是没有站得稳，今日收盘只有97.2元了。
别一只百元股是洋酒股份，这只股今年6月去到147.25元，但是伴随着白酒股的一路下跌，今日收盘只有96元了。
今日收盘还能保住百元股身价的是吉比特，报收102.77元。周一如果再跌个3%，也就出局了。
这样，整个大A股就将只有3只百元股了。会不会出现只剩茅台(600519,股吧)一只股的现象呢？这估计比较难，毕竟还有长春高新在160多元的位置上站着，但是估计也就这两只的可能性比较大，因为吉比特只要3%的跌幅就出局了，而锐科激光还需要将近3个跌停。不过近期这只股已经多次跌停了，似有机构在出货。三季报显示，早期进入的一家证券公司以及三家央企的企业年金全部退出了，基金公司却开始进入接货了。中邮战略新兴与中欧中小盘成为持股超过60万股的前两大流通股东了。
4
顺便看了一眼美股，巴菲特的伯克希尔公司一股30.22万美元！亚马逊1782美元一股，谷歌也有1096元，就连整天烧钱的特期拉，人家都是315美元。我们一汽集团如果能拿到1万亿元贷款的，可以买三个特斯拉回来！目前一汽集团主要的自主品牌的生产商，在A股的价格在这两天连续拉了两个板以后，每股的最高价格不超过7元人民币！
就问一句企业当家的，发那么多股票，便宜的就跟白菜价一样，有意思吗？
平点金基已关联讯飞快读基金小程序~
双语阅读~
Tencent hits a 15-month low and the disappearance
of A-share 100-yuan stocks
Today, in the case that the market and various institutions have vigorously financed the pledge of enterprises and solved difficulties for liquidity enterprises, it is a bit strange that the market does not rise and fall. It is estimated that the news that a guy from FAW Group has run a loan of 1 trillion yuan from 16 big banks has scared investors: hundreds of private enterprises are going to leverage, and all of them are facing the danger of breaking the market and may lose many years of struggle. At the same time, a "senior son of the Republic" whose business performance is far less than that of the private sector can actually occupy a bank quota of 1 trillion yuan? !
This is equivalent to 800 million Yubao customers, each of whom will lend half of their money to FAW to build a car. The problem is that we have dozens of automobile manufacturers. If we all spend so much money and eat the financial bank, it is estimated that we Chinese people can't afford it: always have to pay some money to produce food and clothes?
This time the fund’s three quarterly reports were all out. Yu'ebao began to impose purchase restrictions after Tianhong Fund's monetary fund became the largest in China and the world. In order to maintain the advantages of Yu'ebao and meet the needs of more customers, and cooperate with other fund companies, it is convenient to transfer the balance to the money funds of other fund companies.
In this way, the size of the money fund under the name of the balance has reached 1.93 trillion yuan! Moreover, these money funds have formed a large diversion of the Tianhong Fund's money fund. The latest data shows that Tianhong’s balance treasure has dropped by 130 billion yuan, but the funds of other funds have risen by 160 billion yuan! If the previous tax plan is implemented continuously, and the year-end residents are relatively well-off, the balance of the year is expected to rush into the 2 trillion yuan mark!
Speaking back to today's market, Tencent Holdings, the biggest cash cow in China and Hong Kong, actually fell below the 260-yuan mark in the face of persistently low investor sentiment. In the first half of the year, a number of investment institutions, such as Goldman Sachs, also said that Tencent would have 620 yuan. As a result, I did not expect the market to be so bleak. In just nine months, Tencent’s share price fell by 215 yuan!
It is estimated that although Goldman Sachs was beaten, it will still be happy: this fall can not depend on my head! It’s not that I sing empty! It’s really strange that the market didn’t listen to Goldman’s words.
After the close, I realized that Tencent did have a small negative: After the implementation of the game supervision upgrade in Beijing, Tencent started the mandatory public security real-name verification of all the users of the “King of the Kings” in eight cities including Tianjin, Nanjing and Qinhuangdao. Trial run, the game account that has not passed the verification will be banned from login!
This is awesome. Although I have always been terrified that the game is too fun, I have seen too many teenagers, including small babies, who are saddened when they see the mobile phone. But what does this have to do with public security? Tencent itself also has a strong real-name review capability. Why do you want to check the information with the Public Security Bureau for playing a game?
And is it just the glory of the king? In the future, I will use a small program to fight for half an hour. Is it necessary to have a public security? This news is fermented, not to mention that Tencent 260 yuan is difficult to stop, I am afraid that all game development companies will be dragged down. Originally this year, due to changes in the country's game approval system, a lot of games could not be released. This is good. Not only will the increment be affected, but the stock will also be greatly weakened. As an Internet company with a relatively high game, it is estimated. I have to be depressed for a long time.
Today, it ranked the ups and downs of the sector. It actually found that the stocks with more than 100 yuan fell the most. In total, only 6 stocks, the average decline was 4.26%, which was even greater than the 3.45% decline of Tencent today.
Looking at it again, at present, there are only 4 shares of A shares in the A-share market. Except for Guizhou Moutai, it still stands at 600 yuan or more, and other stocks are below 200 yuan. Interestingly, in the case of wine is the first, Changchun Gaoxin this pharmaceutical stock has become the second child of high-priced stocks, the stock has previously rushed to 257.79 yuan, today's closing is only 162.3 yuan, 3 months, Each share also fell nearly 100 yuan, and Tencent has a fight.
Another stock that fell more than 100 yuan per share was the new stock, Ruike Laser. In the most scenic time, the stock price rushed to 225 yuan, and now only 125 yuan.
Another one that fell from the 100-yuan stock was the so-called newly-launched unicorn Mindray Medical. On the 6th day after the listing of the stock, it broke through the 100-yuan mark and touched 105 yuan, and rushed into the 100-yuan club. Unfortunately, although it has touched more than one hundred yuan for three consecutive days, the closing price has not stood firm, and today it closed at only 97.2 yuan.
Another 100-yuan stock is a share of foreign wine. This stock went to 147.25 yuan in June this year, but with the decline of liquor stocks, it closed at only 96 yuan today.
It is Gigabit that is able to keep the 100-yuan stock price today and close at 102.77 yuan. If you drop another 3% on Monday, you will be out.
In this way, the entire big A-share will have only three hundred shares. Will there be only one phenomenon of Maotai? This is estimated to be more difficult. After all, there are still Changchun High-tech standing in the position of more than 160 yuan, but it is estimated that the possibility of these two is relatively large, because Gigabit is out of the 3% drop, and the Ricoh laser needs Nearly three down limits. However, this stock has recently fallen to the limit several times, and it seems that some institutions are shipping. The third quarterly report showed that the enterprise annuities of one of the early securities companies and the three central enterprises all withdrew, and the fund companies began to accept the goods. China Post's strategic emerging and CEIBS small and medium-sized companies have become the top two tradable shareholders with more than 600,000 shares.
By the way, I took a look at the US stocks. Buffett’s Berkshire company had a share of $302,200! Amazon has a share of 1,782 US dollars, and Google has 1,096 yuan. Even the special period of burning money all day, people are 315 dollars. If we FAW Group can get a loan of 1 trillion yuan, we can buy three Tesla back! At present, the main independent brand manufacturers of FAW Group, after the price of A shares has been continuously pulled two boards in these two days, the highest price per share does not exceed RMB 7!
Just ask a company to be a master, send so many stocks, the cheaper is the same as the price of cabbage, is it interesting?
本文首发于微信公众号：平点金基。文章内容属作者个人观点，不代表和讯网立场。投资者据此操作，风险请自担。
