Unexpected "interest rate cuts" have stimulated the stock market to rise sharply. Do you dare to blog?

Author:Daily Economic News Time:2022.08.22

In the generation of Z, Brother Z is the most realistic.

Today, the A -share market has a lot of views.

The central bank announced the interest rate cut, which stimulated the A -share market to rise strongly, ending the soft and weak trend of nearly two weeks. Does this open the window that starts the broader market again?

In terms of individual stocks, Yingfang Wei, which has been suspended for more than two years, resumed the listing, rising 488%, and the A -share "undead bird" again appeared a myth of wealth overnight.

Wealth overnight

Let's talk about Ying Fangwei first, maybe the dull market needs such crazy to stimulate everyone's numb nerves.

On March 19, 2020, after Yingfang Wei completed the last trading day before, the company was implemented for three consecutive years of losses (2017 to 2019). It has been waiting for more than two years.

For investors who have unfortunately bought a suspension of listed stocks, many times waiting are futile, or even desperate. In the end, it is waiting to terminate the listing, and the bamboo basket is empty. But for some lucky people, what may be waiting for is the wealthy overnight.

According to the announcement of Yingwei, the company achieved a profit in 2020, the company applied to the Shenzhen Stock Exchange for the resumption of listing, and was approved by the Shenzhen Stock Exchange. The company's shares were officially resumed today.

Today, Yingfang Wei's recovery transactions have not disappointed investors who have been waiting for two years. The stock price directly opened by 389%, and the trading was temporarily suspended twice during the market, up 488%, and there was no white time in two years.

According to public information, the main business of Yingfang Micro Company includes the R & D, design and sales, and electronic component distribution of integrated circuit chips. The company conducts chip research and development and design business with the wholly -owned subsidiary Shanghai Yingfangwei and Shaoxing Huaxinke, the holding subsidiary of Shaoxing; it will conduct electronic component distribution business through the holding subsidiary Huaxinke and World STYLE. In the first half of 2022, Yingfang Micro achieved operating income of 1.264 billion yuan, a year -on -year decrease of 7.24%; the net profit of home mother was 5.7418 million yuan, an increase of 657.6%year -on -year.

What Brother Z wants to discuss is that as an ordinary investor, is it needed to gamble a chance to get rich overnight?

To be honest, seeing such an increase, everyone is full of envy and jealousy, without hate. However, everyone knows how big the potential income is to take a big risk.

Obviously, this is a gambling. The gambling is that Yingfang micro can re -achieve profitability, and then usher in the opportunity to restore listing. Similar to Yingfangwei, because of continuous operational losses, listed companies will either improve profitability through their own operations or resume listing through reorganization. Or, it is to resume the failure of the listing, and eventually delist completely.

In fact, the biggest charm of the A -share market lies in the myth of the crow to become a phoenix, and it is the huge uncertainty about the future. Historically, this chance of getting rich overnight will appear every few years. For example, another company, which is also daily, today, Changhang Phoenix. The company was suspended at the end of 2013. After the reorganization was successfully reorganized at the end of 2015, it resumed the listing on the first day of listing. The old shareholders waited for 2 years. Rich.

Therefore, the opportunity must be there, but it depends on how you go to the blog, what kind of mentality, and what kind of strategy.

As far as Brother Z ’s speculative experience for more than ten years, such a good opportunity has only been blocked once, it is still the stock market that was changed. Listed companies have suspended the transaction for nearly 3 years due to the restructuring of the stock reform, and the stock price rose several times when the transaction was finally resumed. At that time, because there was no possibility of delisting, it was almost risk -free of great benefits. However, the gambling of listed companies has never been involved.

If you really want to participate, I think you must first evaluate your risk tolerance. If you have a strong ability, you can use 20,000 to 30,000 or up to 50,000 yuan to fight before the company suspension (according to your total assets, it must not be more). In fact, there are many speculators with such a mentality. Taking Yingfang Micro as an example, the transaction has been suspended significantly before listing, and the turnover of tens of millions of yuan per day, and the stock price continues to rise, indicating that many people go to gamble on it to return to the market.

At this time, the mentality is actually a bit like buying lottery tickets. If it succeeds, the stock price rises 5 times, 20,000 may change 100,000, 50,000 will change 250,000, which is also a very considerable income. However, once it fails, you can only recognize the compensation. Ten thousand yuan is a tuition fee. You cannot complain about anyone, you cannot scold the company, and you cannot scold the market. May gambling!

In addition, when choosing the object of gambling, Brother Z believes that there is not much need to study in advance, because what will happen in the future, for me and other ordinary investors, it is impossible to accurately grasp it at all.

Therefore, summarizing, getting such a chance to get rich overnight can only be a small amount of simplicity and rude speculation, and must be prepared for being "destroyed" by "group destroying". Only in this way, no matter such a result, you can accept it. Another point, Brother Z hates risks, of course, is of course a resolute respect for value investment.

Unexpected interest rate reduction

Next, let's talk about the unexpected interest rate cut today.

Today, the People's Bank of China suddenly reduced the one -year loan market quotation interest rate (LPR) from 3.70%to 3.65%, and the five -year loan market quotation interest rate (LPR) was reduced from 4.45%to 4.3%.

What is the impact of this time? To put it simply, if 1 million loans are lending, a total of 30 years will reduce 31,800 yuan. This is the asymmetric interest rate cut, which is definitely good for the stock market. Today, the market rebounds obviously, which is also a positive response to this news. Some private equity institutions even believe that the interest rate cut may bring a wave of strong markets to the market. The Shanghai Index is expected to see 3,700 points or even 4000 points. Now, it is the starting point of this round of market. Take a look at the trend of the recent reduction of loan interest rates. In November 2014, the central bank adopted asymmetric interest rate cuts. Since then, the stock market has ushered in the big bull market in 2015.

However, there are also brokers' views more cautious. For example, the Everbright Securities Strategy Team pointed out that in the short term, the market usually performs poorly within a week after LPR landing. Historically, before the decline of LPR, the market usually performs well, and most of the time, the occurrence of this phenomenon may be related to investors' expectations of liquidity to relax liquidity. But when the LPR landed, the performance of the stock market was relatively poor. In the long run, the impact of LPR reduction on the market mainly depends on the landing situation of wide credit. From a long -term perspective, the performance of the stock market will eventually return to the fundamental aspect. If the wide currency can be successfully transmitted to wide credit, then the stock market will usually have better performance. For example, in the early 2020 period of 2020 It is difficult to perform well, such as the situation in early 2022.

According to Brother Z, the interest rate cuts in different macro backgrounds cannot simply copy the past market. Under the environment of interest rate hikes around the world, the interest rate cut from the central bank in my country can be said to be more expected, so for the broader market, it may have a more profound impact.

(Risk reminder: Equity funds are high -risk varieties, and investment needs to be cautious. This information does not serve as any legal documents. All information or opinions in the information do not constitute the final operation suggestions of investment, law, accounting or taxation. The content in the middle of the operation is made to make any guarantees. In any case, I am not responsible for any loss caused by any of the content caused by any content in this information. my country's funds have a short operation time and cannot reflect the development of the stock market development. All stages. The performance of fixed investment past does not represent future performance. Investors should fully understand the difference between the fund's regular quota investment and zero deposit and other savings methods. Period quota investment is a simple and easy to guide investors to make long -term investment and average investment costs. The investment method. But regular fixed investment cannot avoid the risks inherent in fund investment, cannot guarantee investors to obtain benefits, nor is it an equivalent financial management method for savings.

Before investing in the fund, please read the fund's legal documents such as the fund contract and the recruitment manual, and comprehensively understand the fund's risk income characteristics and product characteristics. On the basis of the situation and listening to the appropriate opinions, judge the market rationally, and make investment decisions carefully according to factors such as their investment goals, periods, investment experience, asset status and other factors, and independently bear investment risks. The market is risky, and you need to be cautious to enter the market. The fund manager reminds investors '"buyers' self -responsible" principles. After investors make investment decisions, the investment risks caused by the fund operation status, fund shares listed transaction price fluctuations, and fund net value changes shall be responsible for themselves. )

Daily Economic News

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