I heard the good news when I woke up today. Pan Zhanle won the 100m freestyle final with a world record-breaking performance. This was really like a bolt from the blue. I woke up with a start.
Domestic media usually report good news but not bad news. Many netizens may not know what happened to the Chinese swimming team recently. A few months ago, an internal whistleblower revealed to European and American media that 23 Chinese swimmers tested positive for quelling. This incident caused a big uproar in the international swimming world. The doping testing organization WADA was criticized for shielding the Chinese team. They also suffered huge pressure. In order to avoid suspicion, they conducted very strict doping tests on Chinese athletes at the Paris Olympics. Gao Min had complained on Weibo before, saying that the Chinese athletes had to undergo seven tests a day, which seriously affected their rest.
Then, a few days ago, Qin Haiyang performed poorly, and Zhang Yufei also failed to defend her title. You know, the pressure from inside and outside is full. Some people say that this is the life and death moment of the Chinese swimming team. This statement is exaggerated. If the Chinese swimming team really messed up, they will go back to settle the accounts and replace them with a new group of people next time, but the careers of some people in the team may really be over.
It was under this extreme pressure of being trapped both internally and externally that the 19-year-old Pan Zhanle emerged and won this gold medal with a perfect performance. The young man has a bright future! Although the Chinese team will win many more gold medals in the future, I predict that Pan Zhanle will be a unique top 1 in this area. He will take over Sun Yang's ecological niche and become a popular star in Chinese sports.
By the way, Xiao Pan is from Zhejiang, Wenzhou. Half of the Chinese swimming world is made by people from Zhejiang.
Some readers have asked me before why people in Zhejiang are so good at swimming. One reason is that the natural conditions are good, there are many water systems and the climate is warm, so there are many people in Zhejiang who can swim. The second reason is that the economic conditions are good, there are many swimming pools and they are willing to invest. Once swimming enters professional training, the cost is not cheap. My son is taking a one-to-many swimming class now, which costs more than 300 yuan per class, two classes a week. This is just a hobby training. If you really want to become a professional, the cost will at least double.
Zhejiang people don't have superpowers, at most they can count money
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Today, the A-share market traded 780 billion yuan, which was 120 billion yuan less than yesterday, but still significantly higher than the previous average of 600 billion yuan. The market median fell slightly by 0.15%, and the net outflow of foreign capital in the northbound channel was 5.7 billion yuan.
Yesterday's 19.5 billion net inflows solved the mystery. Most of them were bought by real foreign investors, and domestic securities firms accounted for a small proportion. This is strange. Why did foreign investors rush into the market yesterday to support the stock market? There is no reasonable explanation yet, but it seems to be an accident because they started to sell again today.
Many people are worried that yesterday was just a flash in the pan, and that A-shares will fall into a long period of decline. Frankly speaking, this is not impossible, but at least today's trend is not so pessimistic. A small adjustment with shrinking volume the next day after a big positive line is very common in technical charts. As long as there is another positive line tomorrow or the day after tomorrow, it will be fine. If the next two trading days are negative lines, it is probably really out of business.
I won’t draw any extra cakes. In the past two years, I made a lot of wishes, but all of them failed because I was bullish. Now I just want to screw it. I will just keep a position and go with the flow. Whatever happens, that’s fine.
1. Poly Development has negative news. Taikang Life Insurance and its concerted actors have reduced their holdings of the company's shares to 4.99%. A-shares have various trading restrictions on important shareholders, and the threshold for identifying important shareholders is 5%. Taikang Life Insurance previously held 7.345% of the shares, and now it has been reduced to 4.99%. After that, it is completely free like retail investors and can sell whenever it wants. They didn't run when the price was high before, but now Poly has been cut in half and they are starting to clear their positions and sell off. These insurance funds are also incomprehensible.
2. The liquor sector was hit hard again today, and basically lost all the gains of yesterday. The main decline of liquor has not yet shown signs of exhaustion. Those who want to buy at the bottom or cover their positions should be cautious, at least do not catch the falling K-line. Those with heavy positions should pay attention to the risks. The recent trend is obviously bad news, and the funds that have been grouped together are running away.
3. I looked at the historical trend statistics of M1 and housing prices and found that housing prices will peak or bottom half a year after M1 peaks or bottoms. Currently, M1 is trending downward and there is no sign of bottoming out.
4. Guangdong allows the use of provident fund to pay down payment when purchasing a newly built house. Note that this is not a provident fund loan, but a provident fund down payment. This is another policy innovation.
