1.The slowdown in GDP growth has long been expected, and it is also intentional by the government. Some people even think that its purpose is to pave the way for a soft landing of the real estate industry and help it develop healthily.
2. Although there is no sign of foreign investment in A-shares, there are indications that all parties are fully prepared for new capital to enter the market. From the entry of pensions into the market to QFII expansion, although there are still rumors after twists and turns, it should be a matter of time before more new funds enter the market, which is also one of the directions of the future market.
Shareholders reduce their holdings every year. In fact, the landlord can also pay attention. Since the beginning of this year, the number of major shareholders has also increased a lot, and the confidence of major shareholders in their own companies has also been fully reflected.
4.IPO, refinancing, international board, this is still relatively recognized, but a capital market without issuing any new shares will not be a healthy market. Now the IPO is indeed a bit turbulent, and there are indeed many companies going public, and the international board is indeed going to be on sooner or later. This also shows from the side that the entity companies and the entity economy have made unprecedented development in China, and the macro economy has fundamentally improved, so there are so many IPOs, so there is appropriate panic about these blood sucking machines.
Actually, I think the valuation is relatively low. Take Omar Electric, a small-cap stock newly listed today, with a price-earnings ratio of 12, 3 times, and it is a new stock, which will not fall too much anyway. Besides, there are many such companies. Of course, there are also some companies that are overvalued, and their stock prices have soared only by concept speculation, but I don't think these companies will have a directional impact on the market trend.
6. Short selling mechanism is not the mainstream, and most investors are not familiar with short selling. Moreover, if a company continues to make profits, I believe that even if it can be short, investors should not be short.
In addition, from a macro perspective, the darkest moment has passed, and most companies are actually making profits. Once the financial real estate and other stocks rise, it will definitely drive small and medium-sized stocks to rise one after another, thus driving the broader market to rise.
Maybe my analysis is not necessarily correct, just a family statement, welcome to communicate at any time.