Stock speculation is based on the Jin Kirin analyst Research report, authoritative, professional, timely and comprehensive, to help you tap potential theme opportunities.Fabspinsnodepositbonuscodes2022!

Huge amount of bond market funds or shunt stock market Chinese stock market funding sources are gradually enriching China's high-quality assets or rising on the eastern horizon

A well-known person said that on April 28, 2024, the Shanghai Composite Index broke the annual line and closed at 3119.Fabspinsnodepositbonuscodes2022.69 points, A shares traded 1.Fabspinsnodepositbonuscodes2022.22 trillion. Last Friday, foreign capital entered the market on a large scale of 22.4 billion, a record high. Today, the inflow of foreign capital is 10.8 billion, and the inflow of 102.2 billion in March is much higher than that of the whole of last year. A foreign-funded securities firm set up an ambitious target for A-shares, in sharp contrast to the previous theory of "China cannot invest". Hong Kong stocks have a rare six-company anode strong trend, and today they even touch 18000 points, foreign capital may somersault more, and China's stock market may form a strong internal and external force. It is a pity that the bottom has been stolen by foreign investors again.

The signs of the shift of foreign capital are very obvious. The stock markets of Europe, America, Japan and India have all set record highs, while A shares hit a low of 2635 points on February 5, 2024, with a huge contrast. After the previous strategy of "selling China and buying India" was a great success, recently began to reverse operation, its public opinion has also reversed. All because China's high-quality assets are becoming more and more attractive, they have to turn.

At present, the shortage of domestic assets is becoming more and more obvious. due to the previous stock market downturn, the bond market is super bull market, the issuance of stock base is difficult, and the issuance of debt base is smooth and even feverishly sought after. Huge amount of money pursues the bond market. On April 23, 2024, the 50-year treasury bond yield has reached 2.5660%. Perhaps it has already been overdrawn in the future, but it is a pity that there are too few people to remind the risk. The bond market has accumulated more and more risks and created huge bubbles. It is the right time for fixed income and rebalancing of equity assets.

Today, the bond market continues to plummet. Perhaps the bubble began to burst on April 23. Do not think that there will not be a bubble in the bond market. Do not think that the bubble in the bond market will not burst. Do not forget the fact that the world's top pensions halved in US debt not long ago, and the trend of debt bull stocks may have been reversed. The reversal of the trend in China's stock market may have occurred at 2635 on February 5, 2024. The bond market may also have appeared on April 23, 2024, marked by a 50-year bond yield of 2.5660%.

With the continuous strengthening of China's active stock market policy, Huijin Company is determined to protect the market with an endless stream of real money and silver, and insurance companies have also set up 50 billion giant funds, index funds continue to expand, and even a number of 100 billion-level funds have emerged. coupled with the resultant force of foreign somersaults, with the bursting of the bond market bubble, a large number of funds flowing into the bond market or some of them began to flow into the stock market.

With the Shanghai Composite Index courageously breaking the annual line and the gradual emergence of the profit effect of the stock market, the previous difficulties in issuing a large number of bond funds and stock funds will be reversed, and the sources of funds in the stock market will become more and more abundant. The center of gravity of high-quality assets will gradually rise, and the rise of Chinese high-quality assets on the eastern horizon will not be too far away.

Today, the market has broken through 3100 points. compared with 3100 last year, the center of gravity of high-quality assets has already reached a big level. Of course, the center of gravity of overvalued five types of stocks has gone down a big step, and high-quality assets have already changed hands a long time ago. a number of super funds have already been quietly lurking in China's stock market, reflect on whether it is right to be bearish or bullish below 3100 points.Fabspinsnodepositbonuscodes2022? Of course, those who are bullish on China's high-quality assets are the big winners. What did the short-sellers achieve at 3100? Although they won temporary applause, they made retail friends give up good stocks at the bottom and even withdraw from the stock market. It's actually a proper negative effect. It's just that most people think that bears are good people.

In the future stock market frenzy, people who withdraw from the stock market will re-enter the market at the next "Earth Top". It goes on and on. To get rid of this cycle, we must first recognize who is good and who is bad, and then buy stocks. Those who send warmth in cold winter and cool in midsummer are good people, not the other way around. In fact, only a very small number of people in the stock market are right.

In the long run, we still have a high level of education, cheap and high-quality engineer dividends, a complete industrial chain, and huge production potential. China's economy has contributed more than 38% of global economic growth over the past decade, even if the epidemic has reached 40% in three years. With the accelerating pace of globalization and the unswerving pace of RMB internationalization, China's contribution to global economic growth is expected to continue to increase. China's most competitive and high-quality leading listed companies will stand out, which will promote the long-term development of China's stock market. This is confident.

This article is only a personal point of view, coupled with my experience and level are very limited, the accurate judgment of the past is not equal to the future, the market error may also last for a long time, and the right will take a long time to achieve. It is only the words of one family, which is of no importance, only for those who contribute more to society than those who respond to appreciate it after dinner. It must not be used as a basis for operation. Investors need to think independently, judge independently and make independent decisions, and bear their own benefits and risks. Remember to be a good man and get a good return for buying good stocks. Investment should be done according to one's ability. Hope that readers will enter the ranks of a small number of winners as soon as possible and enter the bright road of being a good person and buying good stocks and getting good returns as soon as possible!