Full screen bull market: opening an account, transferring money, selling real estate and speculating in stocks are all here
It feels like weekends are redundant
Last week, A-share volume soared, two consecutive trading days trading more than 1 trillion yuan. Staged a strong short market, the Shanghai index directly broke through 3000 points and stabilized at 3150 points. The whole market became restless!
This weekend, whether micro-blog tiktok or WeChat, the bull market discussion is full of social platforms. Everyone is waiting for the opening on Monday.
It is said that this weekend, aunts and uncles are very busy. They only do three things: opening an account, transferring money, and buying a computer!
Even the video on the tiktok is more numerous.
Many investors said that the bull could not run away
Some people even said that the bull market is coming, and they feel that the weekend is unnecessary.
Some said that the side of the fried shoes have come to the stock market.
Others started selling houses and stocks
The number of new accounts opened by major securities companies soared by 34%
10 times benchmarking capital allocation appears again
The hot market also showed that new investors entered the market, and major media reported that the number of accounts opened by securities companies increased by 30% month on month.
China Securities News learned from Guotai Junan that Guotai Junans online account opening rose by more than 30% month on month in June, among which the post-90s account opening proportion is the highest, reaching 30%. Junhong app increased by nearly 10% month on month. In addition, China Securities Jun learned from CITIC Securities that the number of new accounts opened by the company in June increased by about 30% month on month.
The number of daily accounts opened by CITIC Securities increased by about 30% month on month in July, while online accounts opened by Guotai Junan in June increased by more than 30% month on month, the Financial Association reported. In the first half of this year, the number of accounts opened by Haitong Securities in the first half of this year increased by more than 40% over the same period last year, while the number of accounts opened by Changjiang Securities in the first half of this year increased by about 30% compared with the same period last year. Whether it is month on month increase or year-on-year changes in the first half of the year, account opening data have a big increase.
3. In April and may, nearly 5 million new investors were added. Among them, new investors in April and may exceeded the same period last year. According to China settlement data, the number of new investors in May 2020 was 1214100, an increase of 5.34% year-on-year compared with 1152600 in May last year; the number of new investors in April 2020 was 1.6404 million, an increase of 7.14% compared with 1.5311 million in April last year.
New investors in the first five months of this year
And the original investors in the field are more bold financing stocks. According to the associated press, ten times the level of capital allocation. Different from the previous wechat, microblog, etc., which cleaned up the online funding advertisements, such information now appears again, searching for the word account opening and popping up a lot of small capital allocation advertisements. The slogan of ten times leverage can be found everywhere to publicize the so-called one price limit income of 110%, and even present trading funds of up to 1000 yuan.
Private equity calls for registered bull, growth bull, breaking through 4300!
Starstone investment will: the long-term bull market of growth stocks is coming
As we said at the beginning of the year, we think that the long-term bull market of growth stocks is coming. At this time in the first half of the year, we may be skeptical, and now it is becoming a reality. Growth stocks are going up very fast.
Why did the long-term bull market of growth stocks come? According to Jiang Huis analysis, there are three major reasons: first, the quality of listed companies has been greatly improved; second, the income of shareholders is also very good now. From these two aspects, the stock market is entering a virtuous circle. Third, in the process of Sino US trade friction, Huawei not only withstood the pressure of the United States, but also performed well in controlling the epidemic. The Chinese people have become extremely confident, and the stock market can better reflect this confidence.
There are three main reasons why Jiang Hui is optimistic about the market in the second half of the year
First, global liquidity is loose, and China is moving from a broad currency to a broad credit.
Second, economies are recovering in turn. It is expected that Chinas economy will lead into recovery in the second half of the year. In the first quarter, the GDP growth rate will be - 6.8%, which will return to positive growth in the second quarter, and may recover to about 6% in the third quarter. At the same time, domestic demand is also good. In the second half of the year, with the start of international and domestic economic cycle, Chinas economic recovery can be expected.
Third, in the long run, the trend of industry concentration and industrial upgrading has not changed. In the first half of the year, the performance of science and technology stocks and pharmaceutical stocks was good, which was the embodiment of industrial upgrading and engineer bonus. At the same time, he said, there are also opportunities for traditional industries, and its general trend is industry concentration. In the past few years, the companies in traditional industries ranked at the bottom of the list have all stopped production or changed production. The trend of industry concentration is very clear, and the market share of the top several companies has been increasing. The novel coronavirus pneumonia exacerbated the process of industrial concentration, and only the market share and capacity utilization rate of leading enterprises are expanding and bargaining power is also rising.
Linyuan: A shares have entered the bull market cycle, breaking through 4300 points!
Lin Yuan said that now all kinds of indicators and market performance are in the bull market. In the early stage of the bull market, we firmly judge that a shares have entered the bull market cycle, which is more firm than the judgment of the early bull market two months ago. The bull market comes in turn, and most stocks cant catch people. This is the bull market. This is the characteristic of a bull market. Bull and bear markets operate in the opposite direction. The real bull market began, surpassing the Shanghai Stock Exchange 4300-4500. Now is the market interpretation of the end of the bear and the beginning of the bull market. At the beginning of the bull market, companies with large market value tend to continue to rise. Lin Yuan thinks.
At the beginning of the bull market, leading companies will continue to create new heights. The bull market will only rise sharply in the medium term. At the beginning of the bull market, it must be focused on the head companies. Second tier and third tier companies will also perform in the midway, but the sustainability needs to be observed. The economic and enterprise benefits are all negative factors, and the enterprise benefits have been reflected. Many stocks are constantly falling, falling out of things with stage investment value, and there are many risks not exposed. Therefore, it is necessary to avoid them. At present, it is not the time to grasp the black horse. We believe that the current judgment of the market is far greater than that of individual stocks. The judgment of the market is ranked first, bull market or bear market, then the industry, and finally individual stocks. Lin Yuan said.
What to buy in the second half of the year? Lin Yuan said that the investment direction in the second half of the year is very clear. Before that, we only invested in medicine, which is the investment strategy of bear market. But now that the market has changed, we have also made adjustments and are no longer limited to consumer medicine. We will break through 4300 points and make phased layout for good companies in the market. The main line of investment mouth will not give up. It is suggested that we do not waste this wave of bull market. Now is the early stage of bull market and it is the time for investment. The bull market is inseparable from the securities companies, and put them in a very important position.
Shennong investment Chen Yu: the stock market has entered the bull market, the history said: registered bull
Chen Yu, general manager of Beijing Shennong Investment Co., Ltd., said that this round is registered bull, and to see the direction is to do!
Wish a long bull. Source: Chen Hequn, editor in charge of China fund daily_ NB12679