Lin Yuan shouted: Now is a good time to buy stocks-Private equity direct stores

Lin Yuan shouted: Now is a good time to buy stocks-Private equity direct stores

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Recently, Lin Yuan, Chairman of Linyuan Investment, stated during a live broadcast that now is a good time to buy stocks. Two days ago, Dan Bin, the chairman of Dongfang Port, also shouted in supportAStocks. Data shows,173The 'smart money' worth billions of yuan will once again buy at the bottom of the broad base this weekETF。

Private equity giants shout in supportAthigh

Yesterday evening, Lin Yuan broadcasted live at the Private Placement Network Performance Center, which was very lively. Many investors who had made reservations in advance were also unable to enter the live room due to overcrowding.

Lin Yuan stated that the cumulative increase in the US stock market is too large and there is a risk of adjustment at any time. This epidemic is just the "trigger" for adjustment, even if the US stock market adjusts again in the future30%It's normal, but to determine if the bear has left, we still need to pay attention to the future6Monthly trend.

The current time is a good time to buy stocks, and the current position is likely to be in the future24The low point of the month. ”Lin Yuan believes that currentlyAThe probability of a stock being in the early stages of a bull market is65%The logic behind it is supported by experienced judgment and data. Once the peripheral market stabilizes,AStocks will continue to follow the path of the early bull market.

Two days ago, Dan Bin also stated in a live broadcast that he is2020Overall optimistic for the year. The epidemic has only conducted a stress test within China, and its impact on the economy is also slowing down. Currently, the main focus is on whether European and American countries, mainly the United States, can control the epidemic as soon as possible like China.

173Billions of funds go against the market and buy at the bottomETF

Affected by the decline in peripheral stock markets, the first two trading days of this weekAThe stock has experienced a significant decline. Northbound funds hit a single week net outflow last week417.95After reaching a historical record of billions of yuan, outflows continued this week, with net outflows in the first two trading days180.46RMB100mn

Northbound funds are close30Performance per trading day




Data source:WindAs of3month17day

Although northbound funds flowed out, a large amount of funds went against the market to buy at the bottomAthighETF——3month17Day,AthighETFNet inflow against the market trend100.31Billion yuan, with a total net inflow of approximately in the first two trading days of this week173.05RMB100mn Compared to early-stage technologyETFDifferent from being highly sought after, the main broad-based indices this weekETFThe effect of attracting money is also very obvious.




WindData display,3month17Daily main broad-based indexETFContinue to make money, Huatai Bairui Shanghai and Shenzhen300ETFNet inflow approximately23.35Billion yuan, Huaxia Stock Exchange50ETFSouthern Zhongzheng500ETFNet inflow separately11.90RMB100mn11.01Billion yuan, E Fund Growth Enterprise MarketETFNet inflow9.92RMB100mn

In addition, some technology related categoriesETFContinue to receive funding favor, Huaxia Guozheng Semiconductor ChipETFNet inflow5.06Billion yuan, GuotaiCESsemiconductor industryETFHuaxia Zhongzheng5GCommunication ThemeETFThe net inflow of funds also exceeded4RMB100mn

AShort term or sustained high volatility of stocks

For the future, Guoshou Security Fund believes that due to the intertwined effects of multiple internal and external factors, the global macroeconomic outlook is even more uncertain, with significant fluctuations in the global market. Moreover, it is highly likely that this significant volatility will still be difficult to confirm whether it will end, and domestic financial market volatility will also be affected, with fluctuations amplified. Considering the more effective handling of the domestic epidemic, better control of potential downward risks, and more ample policy space, it is expected that the market will continue to follow the fundamental trend and actively improve in the future.

Overall, the short-term impact of overseas epidemicsAStocks have an impact, butAThe stock reaction will be relatively stronger. But currently, due to the uncertain turning point of external risks, the market is still in the left side layout period. In terms of direction, external demand is further uncontrollable, and we still need to return to domestic demand, or even fully return to domestic demand.

ICBC Credit Suisse Fund stated that against the backdrop of ongoing uncertainty in the short-term spread of overseas epidemics, it is expected thatAThe high volatility of stocks will continue. Overall, although the short-term macroeconomic situation is facing some downward pressure, liquidity is relatively loose. At the same time, with the gradual implementation of reform and opening-up policies, it is expected that the equity market will mainly focus on structural investment opportunities, but it is necessary to be prepared for market fluctuations.