Qi Xinyun:A股上证强势拉升!中芯国际却在崩溃的边缘！我还有有机会吗？

　　Qi Xinyun:A股上证强势拉升!中芯国际却在崩溃的边缘！我还有有机会吗？
　　
　　首先说一下我个人的观点，以下只是鑫韵个人观点，投资者可以按照自己的意愿行事的，鑫韵不能拦着，只是我个人更关注其他方面的；今天上证高开太多了，这点我不喜欢；本身多头就不是很强，一下子高开这么多，对多头的消耗太大；我更希望市场能稳稳当当的，不急不躁的上涨，这种急于表现自己很强的走势，往往是：中有不足，形于外；

　　

Secondly, the main force driving the Shanghai Stock Exchange today is the military industry, which is relatively niche. They are like some securities in the early stage, and with luck, they can seize a small short-term opportunity to leave the market. However, if they want a midline, they still need to continue to pay attention, but personally, they do not have much significance; So for the military industry that performed outstandingly today, I will only take a personal look;
　　

　　7month20Day,AStocks surged! The Shanghai Composite Index has risen2.6%Another day of losing the index. The Shanghai Composite Index rebounded and rose2.62%; Growth Enterprise MarketVType reversal;AThree major shareholdersstock market index今日集体高开，开盘后一度震荡走低，创业板指翻绿，随后金融股集体走强，带动股指震荡走高。截至午间收盘，上证指数涨2.62%Shenzhen Composite Index Rising1.74%Growth Enterprise Market Index Rising0.47%. On the market, most industry sectors rose, with securities firms, insurance, building materials, steel, non-ferrous metals, coal, banks and other sectors leading the way, while the brewing and healthcare sectors fell.

　　

On the market, cement stocks led the rise, with Jidong Cement Conch Cement collectively rising the limit, securities stocks pulling up, and Founder Securities Western Securities rising the limit. Military industry stocks, steel stocks, and other stocks ranked among the top performers. Insurance stocks also surged, with China Life Insurance raising its limit and Ping An Insurance exceeding its limit5%The regulatory authorities issued a document encouraging mergers and acquisitions of securities firms' funds, causing the securities sector to fluctuate and rise sharply6%Founder Securities opened quickly, with Guohai Securities and Western Securities providing assistance, while CITIC Securities surged8%。
　　
Baijiu, biomedicine and duty-free stores were among the top decliners in the sector through this mobilization. As of closing, the Shanghai Composite Index has risen2.6%Shenzhen Composite Index Rising1.74%Growth Enterprise Market Index Rising0.47%; Half day transaction volume between two cities7400One billion. What surprised me was that insurance stocks continued to strengthen, with China Life Insurance raising the limit and Xinhua Insurance exceeding the limit9%China People's Insurance Corporation has exceeded the limit7%China Taibao has exceeded its limit6%, China's Ping An has exceeded the limit5%。

　　

　　消息面上，7month17日，银保监会发布了《关于优化保险公司权益类资产配置监管有关事项的通知》。《通知》发布中表示，险资配置权益类资产最高可占到上季末总资产的45%，其中中国人寿、太保寿险、泰康人寿、新华人寿、人保财险、太平财险等行业大中型公司投资权益类资产的比例上限由原来的30%Increase to35%。
　　
　　有人声称称，长期角度来说，根据银保监会披露数据，截至2020Q1，保险公司权益类资产余额为4.38万亿元，占保险资金运用余额的22.57%。其中，长期股权投资1.95万亿元，占比10.05%；股票1.54万亿元，占比7.95%；股票型及混合型基金0.54万亿元，占比2.76%；即股票（含基金）在权益类资产中大概占一半。假设未来三年保险资金运用余额按每年10%增长，新规之下权益类占比提升至24%、26%、28%、30%四种情形，则理论上分别对应每年股票市场的增量资金2900100 million3700100 million4500100 million5300One billion.

　　

　　而中芯国际再度跳水；难怪有股民说：越来越像中石油
　　
Recently launched SMIC International20The stock price plummeted again as the market opened low and rose low. As of press release, the stock has plummeted more than6%, transaction exceeded80100 million yuan, with a turnover rate exceeding11%。7month16Recently, SMIC International was listed on the Science and Technology Innovation Board, with a maximum of95Yuan, the largest increase on the day246%The company's market value was once as high as6783RMB100mn The next day, the stock made a significant correction and fell sharply7.07%。
　　
From the highest on the first day of listing95element/Stocks, until today70multielement/Stocks, the decline has been significant25%Left and right. On the other hand, the Hong Kong stock market, SMIC International, has fallen8%. No wonder some netizens commented that SMIC is becoming more and more like PetroChina.

　　

　　可能你最近的投资有些差强人意，自己操作判断不好行情，遇不到专业的人士去指导，造成自己不断地亏损，自信心也在一点一点的消逝。其实做投资亏损是很正常的事情，没有人能够在投资之中做到全胜，短暂的亏损长期的盈利才是正轨！不要被暂时的亏损所击倒，人生无论哪一个阶段都可能会遇到挫折，挫折有时并不可怕，重要的是你会不会被挫折打败，能不能在挫折中总结经验，走出挫折。此时此刻你看到鑫韵的文章，看到这句话，说明你我之间存在缘分。你愿伸手，鑫韵定会帮助你走出亏损的阴影。
　　
Editor in charge: Qi Xinyun
　　
　　V-Letter official account: Qi XinyunV-Letter:qxy3356

　　

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