The sudden change in wind direction has benefited these stocks, causing a shortage of money

It is said that this holiday is peaceful, but in fact, I think some things are bigger.

Let's take a look at these messages first:

4month25

4month27Today, an industrial company named Guizhou Guilong issued a transaction5periodAAUnexpectedly, the interest rate of corporate bonds at level X is as high as7.8%；

4month29On the same day, Jiahe Fund issued a notice: Jiahe Ruijin Dingkai failed to meet the effective conditions of the fund contract, and the fund contract is temporarily not effective.

Not to mention3Since the end of the month, the "One Bank, Three Meetings" have successively issued multiple policies intensively, and the People's Bank of China has launchedMPAAssessment, China Banking Regulatory Commission10day7Intensive landing of individual documents, severe punishment by the China Securities Regulatory Commission on several companies, and release by the China Insurance Regulatory Commission39Measures to clarify the nine key areas for risk prevention and control in the insurance industry

Everything points to one point: the tightening of funds is like a choking point for the market. Without funds, if you want to play, you need to change your mind. For those large cap stocks, there is currently a lack of motivation to tinker, but life has to go by. Therefore, if you don't have the money to do weight, you will inevitably return to the theme and individual stocks. This is the eternal truth of the market.

So May's style may still have to lean towards themes, so which themes have the opportunity? Obviously, the the Belt and Road is a big topic. In addition, it is possible to make a comeback in the small and medium market. Fortunately, these have been introduced to you. If you need to see it, you can check it through my official account's Twitter.

At the beginning of May, I wish everyone finds their favorite red May. Follow concept enthusiasts (WeChat)ID： GNAHZ007）Dig deeper and expose more thoroughly.

Finally, let me reiterate to you that Lao Gai's official account (the individual stocks involved in it are used for personal interest research, not as investment advice, you earn, it is your blessing, don't thank me, you compensate, it is also your luck. I am willing to communicate with you more and seek solutions.