Chapter 723: What supports the rise in stock prices is expectations, not the fulfillment of expectations!(2/2)
"Mr. Fang is referring to..." Mou Zhengxing was a little confused.
Fang Xinsheng said: "The biggest potential positive expectation for the main line of 'big finance', which is changing from a hazy period to a clear period, is the central bank's monetary policy shift.
As long as this expectation is positive, it can be made clear.
Then, there will be a huge loosening of funds on a macro level.
What this will bring to the market will not be 100 billion or 200 billion in incremental funds, but will most likely be trillions of incremental funds.
This incremental capital group is compared with what is brought about by the implementation of the "Shanghai-Hong Kong Stock Connect".
That is the difference between a river and a small pond.
The reason why the line of "big finance" is so strong and radical is that at the same time, everyone's expectations for a comprehensive bull market in the market are becoming more and more firm.
The fundamental reason is the current market.
There are already many institutional groups and various major financial groups.
It is expected that in the short to medium term, the central bank will make a decision to shift monetary policy, with a high probability of loosening monetary policy and cutting interest rates and reserve requirement ratios beyond expectations.
This is the most important expectation and speculation logic that supports the continued bullish trend of the market.
This is also the fundamental reason why in the past half month, and even in the second half of the year, blue-chip stocks with heavy weight on the market's main board, as well as leading stocks in various industries, have far outperformed small and mid-cap concept stocks.
So, let’s analyze from this logical line.
Not only can we not say that the positive market expectations supporting the core main lines of "big finance, big infrastructure, military industry, and technology growth" have been realized, but we can say that all the positive expectations are in the midst of extreme fermentation, and their strong upward trend
, and it is far from the time when expectations are realized and adjustments are reversed.
There are many financial groups who have not carefully analyzed the market or carefully sorted out market news.
at this time.
I feel that by taking advantage of the favorable implementation of the 'Shanghai-Hong Kong Stock Connect', 'China Securities 500 Index Futures', and 'A50 Index Futures', we can seize the opportunity to switch the main line market by doing a 'high-low switch'.
Capturing the excess profits from both ends can timely harvest the "Southern System" funds flowing in through the "Shanghai-Hong Kong Stock Connect" channel.
In fact, it is just a stupid act of being smart and not recognizing the essential changes and trends of the market.
But...
Such a wave of falsehoods.
In the main line field of 'big finance', the profit-making capital groups whose holdings are not firm are allowed to take profits and lighten their positions on a large scale, and at the same time, they use the low-level main line's rising and falling trend to catch a wave, but it will also help the market outlook.'
Big Finance's main line market continues to break upward.
At the same time, it will also help the development of market outlook.
Within and outside the market, active major financial groups are further gathering in core main areas such as ‘big finance, big infrastructure, military industry, and technological growth’.
In general, the market trends of the two cities today are as follows.
Although the process was a bit unexpected, the result... was slightly beyond expectations."
"The central bank's interest rate cuts and reserve requirement ratio cuts..." After listening to Fang Xinsheng's series of in-depth analysis of the market conditions of the two cities, Mou Zhengxing finally understood and said, "This expectation can really be realized in the short to medium term, or before the end of the year.
Can it really hit the ground?"
Fang Xinsheng said with a smile: "I don't know, but as long as the market has this expectation, and the expectations become more and more clear, wouldn't it be enough if everyone's expectations are more and more consistent? You know, what supports the rise in stock prices is the increasing
The expectation is getting stronger and stronger, rather than the final fulfillment of the expectation. As long as there is an expectation and everyone agrees with the logic of the expectation, it does not matter whether it can be fulfilled in the end." If you like Rebirth of the Investment Era, please collect it: (www.
Chapter completed!