The weekend is expected to focus on the situation in the Middle East as long as possible, and my personal judgment is very simple, there is no real large-scale war, it will be turn-based, it seems that in Romance of the Three Kingdoms turn-based games will be used. Depending on global demand and secondary inflation expectations, it should not be a big problem. Expectations from war will be shortened.

From my personal point of view, Kokujo is still very positive. If you can't see who is good information, it is always clear who is unfavorable information. It turns out that the sponsor colluded with the queue company and came directly to sell the company, but now it cannot be played. It turns out that before the IPO raid, dividends already came a money circle, but now it is not playable. It turns out that you cannot pay dividends for twenty or thirty years. But now, if you don't dividend, go out. Originally, buybacks were used to incentivize shareholders, but now they have to count and buybacks are canceled. It turns out that the real devil stock, quantitatively pseudo, is on the board, and now they can no longer play. People play for suckers is unfavorable information, and those who pocket is unfavorable information, then market liquidity is restored. The four words of rest and rehabilitation are the direct embodiment of the first stages of the nine articles of the country.
If we can predict it, it is not difficult to find. At present, many votes held by the public sale are in the long-term interest for the nine articles of the country. And people hold this cycle for quite a long time. If the public sale does not pursue rising and falling prices, or cannot be sold, it may only take half a year for the current public sale product to be positive. When people make money, redemption is no longer a problem, but there may be a net inflow.
Giving citizens money is the first step, the willingness of citizens to invest money is the second step, and the resonance of saving and industrial development of residents is the third step.
For the short term, it is possible that some microcap stock products will be cut off, quantitative products, high-frequency will adjust their strategies, and allocation funds will reduce lower stock allocations. We need to pay attention to the inflow and outflow changes of ETFs 50, 300, 500, 1000 and 2000, and this trend change remains clear.
From a trading point of view, after nine national articles came out, they continued to abandon the market, which could only have a stake in the previous IPO wealth creation era. If the amount is large, it is best not to net sell during the last few trading days and everyone who understands understands.
From a trading point of view, apart from the basic configuration, my private trading framework is PPI + CPI, A-share production assets are the longest, so PPI trading is smooth. I've been mentioning the chemical industry in the middle of the water for a long time, and the past two weeks have not been bad, we've done this in 18 years, brushing chemical prices and then making comparisons. In fact, Hong Kong stocks tumbled in dividend stocks, and foreign investors looked at consumption, first of all, Hong Kong stocks. So my core in Hong Kong stocks is CPI trading, buying dividends and submitting CPI expectations.
In the direction of the exit, it is still necessary to dismantle the structure. Looking at the data, it seems that there are not many opportunities, but it is necessary to follow the overseas replenishment structure, and the direction of the overseas replenishment structure is good, and the efficiency and growth rate are really good.
I'm out on weekends and I haven't talked long about what zones I see less. If the increase or decrease is large, it will soon be revealed and for a long time to pay attention to changes in performance and expectations.
It's very long ahead and I'll talk about something new tomorrow morning. Typos don't change.