For example, SARS fried medicine
Development zone, local stock
. .
Question 2: Why does China stock market love to speculate on concepts? The so-called concept hype is the opposite of value investment, that is, there is no valuation and performance support, and only one story is used to support the stock price. For concept hype, this paper does not make moral judgment, but tries to objectively analyze this phenomenon. I think the concept speculation has its rationality and inevitability in China stock market, and the specific situation should be screened. First of all, concept hype often has inherent rationality. In the final analysis, concept hype is the possibility of success in gambling. Not all the concept hype ended up with nothing. In fact, some concept hype is often justified. For example, when Internet stocks were hyped in 2000, some of the hyped statements did come true later, but the successful companies were not the ones that were hyped at that time. Conceptual hype is actually an impulse similar to entrepreneurship at best. Especially in the period of bad economy, * * *, the industry is trying to find new economic growth points, and naturally there will be various investment impulses. Investment impulse exists not only in the stock market, but also in industry. In industrial investment, a large amount of investment is also doomed to waste. The attraction of a good concept is that although the possibility of success is small, it is possible to succeed after all. A good concept theme is often that the market cannot be falsified, that is, no one can say: this will definitely not work. You can believe it won't work, but you can't prove it won't work. Typical examples are Chongqing beer and hepatitis B vaccine. Some people think this can be achieved. If it is realized, the market will be great. People who don't believe can only not participate, but you have no proof that it will fail. If it weren't for a paper announcement by a listed company, the concept of Chongqing beer vaccine could be speculated for several years. Secondly, some people use the concept of speculation to make waves. It is equivalent to opening a small gambling game through concept hype. Some even know that this thing is not reliable and is speculating. This is purely a stupid money game. The duration of concept hype depends on the size of concept theme. Some are too far-fetched, and the market will soon lose interest. No matter who participates in the concept hype, we should pay attention to this. Even the so-called main fund, regardless of the subject matter prospect, will die quickly if dragged in. After all, the market is becoming more and more rational now. Last week, after the number of concept stocks nearly doubled, a common market in the 1990s appeared, which showed that some "main participants" were at their wits' end. This shows that relying solely on financial strength, not taking advantage of the trend, will also be passive. . In 2006, the stock market changed into a bull market, and the concept of value investment was deeply rooted in people's hearts. Investigating listed companies became the standard action of institutional investors, which made the actual controllers and management of listed companies become the center and industrial capital become the boss. They control profits at will and manipulate stock prices through profit manipulation. In this case, what Public Offering of Fund did, what they called value investment, made the fund a tool for takeover. Being fooled many times, everyone finally didn't believe anything. One of the biggest advantages of concept hype is that it doesn't need to trade with listed companies. Just talking about money, telling stories and operating according to the rules of chip movement. The recent two concept hype, the cultural media and the concept hype of Wenzhou financial reform, made me feel deja vu. These hype methods are no strangers to those of us who experienced the peasant era in the 1990s. This can be said to be a short-term retrogression in the development of China's securities market. Regarding concept hype, there are several reminders: pure concept hype often cannot stand the test of time. In the frenzied atmosphere, people regard small probability events as high probability success events, or people tend to think that successful enterprises can be found. This is a misunderstanding of people's cognition. After all, it takes a long time for a new industry and a new thing to see benefits, and stock investors are the most impatient. Therefore, time is not a friend of conceptual hype. Be sure to quit before the story is finished. Another reminder is that the market keen on concept speculation will not be a bull market. The so-called concept speculation means that the stock sought after by the market has only one story to tell, and there is no performance support, which is different from value investment. There must be stocks in the bull market, and the performance will continue to rise, with a huge increase, which is conducive to speculation. In the bull market, leading stocks should have great appeal and be well-founded, which can attract OTC funds to enter the market continuously. Of course, the concept hype can also be a prelude to the bull market. The clown before the protagonist's appearance makes a noise and enlivens the atmosphere. The skills of participating in conceptual hype will be discussed later.
Question 3: Why does China stock market love to speculate? Because there is less investment and more speculation in China stock market.
Question 4: When is the best time to speculate on stocks and a concept? The best time to fry a concept is before it is realized. |||| Iron ||, it won't happen before it is built |||||||||||||||| As for when the leading stock will start, it is a derivative of this opportunity, not the key.
Question 5: What does stock trading mean? Stock trading is to buy low and sell high to earn the difference. This is the same as speculative funds, but investment funds are generally long-term investments. As long as you trust the manager and team of a fund, you can buy and hold it for a long time and earn dividends from the fund. There are many concerns about stock trading, in short, it is to buy and sell the difference. Maybe the difference between them will be negative and the performance will be lost. This is the fact that people who make money in the stock market are far lower than those who lose money.
Question 6: How to treat all kinds of "concept" hype as hot money hype?
Question 7: What does "speculation on the map" mean in stocks? It is a regional concept, such as the current free trade zone.
Question 8: What do you mean by roasted seeds and nuts? Roasted seeds and nuts are also called cross-selling. They are all bought from cheaper purchase channels, not formal channels, because if you go through formal channels, you have to pay the national tax on electronic goods, that is, licensed goods. The quality of roasted seeds and nuts is the same as that of licensed goods. Whether there is a warranty depends on the brand. Remember, buying a computer depends on the serial number of the machine itself, the serial number on the warranty card and the serial number on the packaging box. As long as they are the same, there will be no problem with the machine.
Question 9: What does Buffett mean by his concept? 20 14 Buffett's influence on the A-share market still exists. The concept of Buffett's investment will be diluted, leaving only speculation.
The Buffett concept is coming again!
On February 24th, the A-share market fell, but Guangbo shares (002 103. SZ) rose against the trend and attracted the attention of many investors. The reason is that the strength of the stock is difficult to get rid of Buffett, and it is also stained with the light of "stock god".
Tracing back to Buffett's influence on the A-share market in recent years, in the past six years, the "stock god" has gradually taken root in people's hearts. Today, a concept of hot speculation has been formed, and even the A-share market will inevitably speculate when it comes to "Ba".
"It's a pity that Warren Buffett's most precious value investment concept has not been spread, but has been diluted by the concept speculation of hot money. This is the sorrow of A shares." On February 24th, a famous sunshine private equity fund manager in Shanghai expressed his feelings to the reporter of 2 1 Century Business Herald.
Who is chasing Buffett?
On February 24th, amid negative voices, there were rumors in the market, and foreign media reported that Warren Buffett planned to acquire SmileMakers, an e-commerce company for children's educational toys, and the transaction was expected to be completed in mid-April this year.
Mapping to A shares, Guangbo shares are mined. Some market analysts pointed out that the company is a leading enterprise in China's paper products and stationery industry, and has established a strategic partnership with the world stationery giant Staples, the parent company of SmileMakers.
With the label of "Warren Buffett", the sharp rise of Guangbo shares is logical. In addition to Guangbo shares, affected by the above news, other cultural and educational toy stocks related to SmileMakers and similar industries in the A-share market also performed well. Such as Huawei (002502. SZ) also closed at the daily limit, and Qi Xin Stationery (00230 1. SZ) closed up 7.53%, and Xinghui Car Model (300043. SZ)。
In fact, the Buffett concept appeared on February 2 1 day. As Buffett announced the day before yesterday that he would invest in BNSF Railway Transportation Company, the company would buy railway tankers on a large scale, which caused the share price of railway locomotive companies in the American market to soar and spread to A shares. Some listed companies that manufacture tankers also reported that their share prices rose, such as Southern Huitong (000920. SZ) rose by 7.61%on that day; On February 24th, Yulong Fuel (603003. SH) rose 7.45% against the trend and once had a daily limit.
"From this point of view, Buffett's influence on the A-share market still exists in 20 14 years." Liang, a professional investor, pointed out to the reporter of 2 1 Century Business Herald on February 24th that it was expected that the concept of stock god would be used by hot money.
After-hours trading information on February 24th did not disclose trading data of Guangbo, Huawei and Yulong Fuel. However, judging from the recent trading information before, they are all favored by Shenzhen and Shanghai hot money.
Review the previous rounds of Buffett's concept, from BYD (002594. SZ), Dayang Chuangshi (600233. SH) and Zongshen Power (00 1696. SZ) to Jifeng Agricultural Machinery (300022. SZ), solar cable (002300. SZ) and so on.
Pursuing Buffett is just speculation.
It should be pointed out that the characteristics of hot money speculation are that it comes quickly and goes quickly. Taking 20 13 as an example, Buffett's concept stock speculation has appeared many times, which is reflected in solar energy, lithium batteries, new materials, wind power and other industries; In April and May last year, due to Buffett's fourth visit to China, photovoltaic and other related concept stocks once performed abnormally. Unfortunately, this is just a flash in the pan. These concept stocks fell sharply with the market in June 2065438+2003.
Previously, Buffett's strong BYD performance also proved this point. Under the favorable * * * of "the stock god is bullish", the stock was "looted" by hot money after listing, and the daily limit continued. However, from the second and third quarters of 20 12, both financial data and stock price performance entered the adjustment channel, and the maximum decline in the interval was halved.
A number of private investors interviewed said that the pursuit of Buffett by mainland investors dates back to 2007. At that time, China Petroleum (60 1857. SH) listed on the A-share market, and once climbed to the high price of 49 yuan per share, but Buffett continuously reduced his holdings of H shares of PetroChina bought four years ago. & gt
Question 10: What is the concept of speculation? This has a lot to do with policies, so we should pay attention to practical policies. . . .
For example, SARS fried medicine
Development zone, local stock
. .