At around 10 a.m. over the weekend, Fang Hong posted a dynamic blog post on his personal Weibo account. This was his first time expressing his views on the A-share market since the second half of this year.
The Weibo posts posted before this basically did not directly comment on the stock market. They were either related to technology or people's livelihood. They talked about education bursary funds, looking up at the stars, medical care, semiconductors, etc.
It just didn’t talk about the A-share market.
As the end of the year approaches, Big A has gone beyond the shock predicted by K God at the beginning of the year in the first half of the year and the breakthrough in the second half of the year. Looking back now, it has perfectly realized K God's prediction. Now it is fulfilled. Hundreds of millions of fans and investors are
Looking forward to God K’s next strategy.
The original text posted by Fang Hong on Weibo today:
[The themes of the capital market this year are nothing more than the following: monetary easing, value return, One Lu, One Belt, two integrations, and the wave of mergers and acquisitions.
In the first half of 2014, the pain of industrial upgrading was obvious, macroeconomic pressure increased, and monetary policies turned to targeted easing. The central government first released liquidity through targeted RRR cuts to support the development of small and micro enterprises, agriculture, etc., while prohibiting flows to the real estate market.
and other industries.
In the second half of 2014, the monetary policy completely shifted to a state of comprehensive easing. Yesterday, it was announced again to cut the reserve requirement ratio and interest rates, and the risk-free interest rate dropped, laying the foundation for the bullish trend of Big A. From the market point of view, the GEM index has entered a volatile adjustment this year, and with
The value-focused CSI 300 Index continued to rise.
In terms of industry, the concept of Yilu Belt and Supply Measurement reform has emerged, and industries such as finance, cement, infrastructure, and construction have attracted much attention. With expectations of valuation restoration superimposed, funds have flowed from high valuation concepts to low valuation sectors. Restructuring, mergers, and acquisitions have brought to the market
There is more room for imagination, and stocks with the concept of mergers, acquisitions and restructuring are even more popular.
There are a lot of private messages asking me which industry sectors I am optimistic about. I am optimistic about everything mentioned above. Not only am I optimistic about it, Qunxing also holds stock assets in these industries. This has long been a famous brand and I have been buying and buying.
I almost forgot one of the most important sectors. What I am most optimistic about this year is the non-bank financial industry, which is the securities companies. Everyone who knows it already knows that we have already heavily invested in the securities companies, so feel free to do whatever you want!]
Fang Hong’s Weibo post surprised investors of all walks of life. Not only did he firmly see the market outlook as a bull market, he also rarely bluntly stated that he was bullish on specific industry sectors, among which he emphasized the non-bank financial securities sector.
This time Fang Hong publicly commented on the stock market, which can be said to be unprecedentedly optimistic. He also named many industry sectors and directly named the securities companies as the best this year. Since the bull market is going to be a bull market, the securities companies as the standard bearers must perform well.
Because the upper management wanted to protect the exchange rate and needed A-shares to go up, Fang Hong came out to speak out, and he said it so straightforwardly that there was no need to interpret it.
Now the stock investors are really excited. This weekend is not only about the benefits of RRR cuts and interest rate cuts, but K Shen Rui commented on Big A that the market outlook is going to be a bull market. Everyone doesn't believe what Da Xiao said, but everyone believes in K God's words.
.
As for many small and medium-sized investment institutions that have no access to the news, they analyzed that it must be unusual for Fang Hong to go long at this time. He is the founder of Qunxing Capital, and his access to information is not comparable to that of small and medium-sized investment institutions.
Looking at Fang Hong's speeches on the stock market in recent years, all of them hit important nodes, such as when the market index crashed to more than 1,800 points.
The most important thing is that people from these small and medium-sized investment institutions firmly believe that if Fang Hong wants to maintain his current undefeated "super god halo", since he dares to say it out, it will definitely rise and be awesome.
, even if Qunxing Capital raises the price, it must bring Big A into the bull market stage, otherwise this "super god halo" will be broken.
Therefore, the next A-share market trend will definitely be bullish.
The logic of the game is precisely because many smart people have analyzed and thought so, so they will enter the market to grab funds. Precisely because of the entry of these people, A-shares will inevitably go up, and in turn, it will verify Fang Hong’s prediction.
correctness of the judgment, thus forming a cyclic self-feedback.
At the same time, the comments on Fang Hong’s latest Weibo post were also extremely popular.
[It’s so obvious and straightforward. If you still can’t make money, you really have to find your own problems.]
[Brothers, stop riding your bicycles and stop delivering takeaways. God K is telling the cow to come back as soon as possible!]
[Rush, rush, stud, all-horse stud!]
[God K finally talked about the stock market.]
[Are the cows really coming?]
[If you don’t believe in Da Xiao, why don’t you believe in God K? When has God ever made a mistake in judgment?]
[I came out last Friday and my thighs were swollen!]
[The RV is sold and the entire stud is sold. Anyway, I already have a plan (meaning the battery car and takeout vest have been purchased)!]
[Hahaha!]
[Don’t be a coward, stud, full stud, if you win, the villa is close to the sea, if you lose, go directly to the sea!]
[Follow God K’s steps and you’ll be done!]
[The only way to relieve worries is to get rich suddenly!]
…
God K’s market appeal remains as strong as ever, and he is the envy of many investment institutions. His blog post directly ignited the emotions of hundreds of millions of retail investors, and lowering reserve requirements and interest rates have no such effect.
This is confidence, confidence more valuable than gold.
Everyone has not forgotten that in the first ten days of this month, Fang Hong posted a Weibo post about the "wealth fund". After that, the A-share market started a short squeeze the next day, and the market index was pushed up by more than 5 percentage points.
This time, Fang Hong publicly expressed a rare view of being extremely optimistic about the A-share market, which was regarded by many as a strong signal. After all, he is the founder of Qunxing Capital, and the information he has access to is not ordinary people, and ordinary institutions can compare it.
of.
After the weekend weekend, on Monday, November 24, the A-share market opened. In the morning, the call auction market index jumped sharply upward and opened higher. The Shanghai Stock Exchange Index opened 1.85% higher at 2532.88 points, setting a new high for the year.
During the collective bidding stage, it reached the 2,500-point integer mark in one fell swoop, and broke through the previous high of 2,532.23 points. This previous high was surprisingly the high point hit by Fang Hong’s Weibo post.
From the perspective of industry sectors, the brokerage sector was the strongest one. Today, the call auction sector index jumped 6.65% at the opening, which stunned countless people.
Is this the terrifying appeal of God K?
Retail investors are really just hitting wherever the K God points their finger?
At 9:30, the market officially entered the opening continuous bidding stage. The market opened high and moved high.
Thousands of retail investors rushed in screaming, running into the market with empty funds. The brokerage sector directly led the rise of the two markets, and a large amount of funds poured into this sector like happy beans.
Only about twenty minutes after the market opened, at 9:53, major market software pushed messages:
[The securities sector set off a daily limit surge in early trading, and the sector index closed its daily limit!]
The daily limit of the brokerage sector has driven the market index to 3.79%, and it continues to rise.
Many investors were stunned for a while and called him a good guy.
The securities sector was directly pushed to the daily limit. It was repeatedly confirmed that it was not the daily limit for individual stocks, but the direct daily limit for the sector index. Dozens of brokerage stocks in the sector had their daily limit blocked. This was the first time for many investors to see this scene.
…
(Ps: The recently updated chapters have been swallowed a bit frequently, sweat...)
