In the past few days, many people have left messages in the background asking me what I think of the Shanghai Uncle who has become popular recently?
My first reaction was the old stock god role played by Mr. You Benchang in the TV series "Prosperity", but then I thought it was wrong. Since it was said to be popular recently, it should be a new Internet celebrity. I searched online and found an old man from Shanghai, known as Shanghai Uncle, who has recently gained attention for posting some explosive opinions.
Including but not limited to, he believes that the index will rise to more than 3,300 points by the end of July, A-shares should rise to more than 10,000 points in the future, and the market will hit the daily limit one day at the end of July.
He believed that Shanghai Belling would rise in the near future, which turned out to be correct and made him quickly famous.
He believes that CITIC Securities should rise sharply, with a target price of 700 yuan, while the current price is less than 20 yuan.
That's probably it. The viewpoint is really explosive, so it is particularly eye-catching. Even the most optimistic analysts dare not see CITIC Securities at 100 yuan, but directly at 700 yuan. This spreads faster on the Internet.
You know what, CITIC Securities really reached the upper limit for a few minutes during the early call auction, which shows that there are a lot of funds involved in speculation. Although it was suppressed by selling orders later, the trading volume was also very intense. I saw that the daily trading volume of this stock was only 700-800 million some time ago, and today the trading volume was nearly 7 billion, making it the stock with the largest trading volume in A shares.
If this uncle had not fired at a large-cap stock like CITIC Securities, but a second-tier brokerage with a smaller circulating market capitalization, this wave would probably have been successfully capped. It should be said that his recent remarks do have a great influence on A-shares.
Who is this Shanghai uncle? The publicly available information is that he is a 30-year stock investor. Some say he is very wealthy, but he doesn't look like that... because his dental health in the video is worrying. You can pay attention to real rich people, they basically take dental care very seriously.
In addition, most of his online videos are of him participating in outdoor stockholder salons in Shanghai. Today is the Great Heat of the 24th solar term. Recently, Jiangsu, Zhejiang and Zhejiang have been experiencing extremely hot and humid weather. The temperature in Shanghai is around 40 degrees. You can imagine what kind of stockholders are willing to gather outdoors to talk about stocks in this kind of weather. They are probably the heaviest participants in A-shares. It is certain that they are bullish.
In any case, I think it’s harmless for everyone to use traffic to amplify the views of this Shanghai uncle. The A-share market as a whole is too timid right now, so it’s good to have these optimistic seniors come out and shout out.
……
The central bank updates the LPR data on the 20th of every month. It had been flat in the past few months, but this time there was finally a change. The 1-year and 5-year loan rates were both lowered by 10 bp, or 0.1%.
Although this is a positive, it is lower than expected, because the rumored version I heard last week was 15-20 bp, but the official result was discounted. House prices continue to fall, CPI is weak, and stock market liquidity is worrying. How can we say that the country still maintains a cautious monetary policy under such circumstances?
Probably because the interest rate cut was lower than expected, the dividend sector collapsed directly this morning. China Shenhua fell as much as -5%, China Yangtze Power fell as much as -2.9%, and the banking sector fell by 2%. However, by the close of trading, Shenhua and China Yangtze Power had basically recovered, and only the banking sector was still in the pit.
This differential treatment has a profound meaning. It shows that although the market is not satisfied with the extent of this interest rate cut, it is confident that interest rates will continue to be cut in the future. Therefore, some people dumped their shares in Shenhua and Changdian, but there were also others who took over. As the interest rates continue to be cut in the future, the interest rate spread profits of banks will become thinner, so the treatment will be worse.
Although the central bank is using the debt sell-off to scare everyone, the general trend of the market is there, and anyone with a discerning eye can see that interest rates will be cut later. The logic behind grabbing government bonds and grabbing high-yield stocks is actually the same. Experts from the Financial Times said that this is shorting the RMB and China. If there is an investment product that is bullish on China and can make money, everyone will definitely grab it.
In fact, we ordinary people don’t care what to sing. The key is to make money.
Today's transaction volume is 650 billion, and the market median is +0.27%. It is another scenario of falling in the morning and pulling back by the national team in the afternoon. However, compared with last week, there are fewer buy orders today, and I only made a little profit in the last half hour. Therefore, the 9-day rising streak of the CSI 300 was terminated.
……
Biden officially announced his withdrawal from the race last night. This is big news, but not surprising. Ever since his defeat in the TV debate with Trump, many people have been saying that Biden is indeed too old and should consider stepping down. But at that time, Biden was unwilling to admit defeat and wanted to fight back. The fatal blow came from the assassination of Trump during his speech, which caused Trump's approval rating to soar. This may have made Biden truly realize that the situation was hopeless. Since then, many sources have said that the old man is planning to give up.
Now that they have officially given up, the Democrats may nominate Harris to save the situation, but given Harris' popularity, she has no chance of competing with Trump. The Democrats should have realized this.
The funniest thing these days is Zuckerberg, who has been actively licking Trump one after another, praising and supporting him in various ways. He stabbed Trump in the back in the election four years ago, when the results of the two sides were very close. Trump has always held a grudge and publicly said that if he came to power, he would investigate Facebook and send Zuckerberg to jail. Is it really useful for him to start licking Trump now?
That's all. I saw a piece of social news today that was quite shocking to my worldview. Maotanchang Middle School in Lu'an, Anhui Province, has set up more than 100 classes, with nearly 200 students in each class. This year, there are more than 20,000 students in total. Moreover, the tuition fee of this middle school is not cheap, averaging 10,000 to 20,000 per student. This tuition fee can collect more than 200 million yuan.
You may be shocked at what kind of school this is. It is a nationally renowned school for repeating students. It is said that there are no Internet cafes or entertainment in the whole town. The pillar industries are all to serve this middle school and the huge number of parents who come here to accompany their children. It is the southern version of Hengshui Middle School, but compared to Hengshui Middle School, Maotanchang's unique skill is that it is particularly good at training poor students. It is said that there is a set of methodologies to help poor students get into undergraduate programs.
Just imagine how spectacular and exciting it would be to have 200 students in a middle school classroom.
