I want to ask you a question in the festive atmosphere: is it consumption or investment for girls to buy fashion bags?
Seeing this question, someone must say: Niu Yanjun, are you stupid to buy stocks and ask such a question from first-year primary school students - you have to spend money to buy bags, of course!
However, I'm afraid what happened today will subvert the investment view of our investors.
The news is roughly like this: yesterday, Louis Vuitton (LV), the world's largest luxury brand, officially announced a price increase worldwide today, which is its fifth price increase in nearly a year.
Why should price increases be linked to investment? Some articles said that the price of LV increased by 10% ~ 20% in some bags this time. Reviewing the price increase of LV in recent years, it can be found that the brand increases the product price on average 2 ~ 3 times a year, and the increase is basically controlled within 20%
contempt from "with bags" beauty (picture source: LV official website)
That is to say, if you buy a classic LV bag and leave it unused, it may rise by more than 33% after a year, based on the lowest increase of 10%. If calculated according to the increase of 20%, the appreciation will exceed 70% a year later. Even Buffett can't match the speed of making money. Girls' financial intelligence is powerful!
You see, you can make so much money by buying a bag for a year. It can be said that you can kill at least more than 80% of the stocks and funds in the A-share market in the same period. You don't have to pay all kinds of handling fees. Can you just treat it as consumption?
Speaking of this, Niu Yanjun can't help thinking in turn: we buy stocks and funds and think we are investing. The result is more like a consumption behavior of "spending money to buy stimulus"~~
OK, make complaints about the consumption after the Tucao is finished, today, there is a sudden collapse of a 10 billion yuan consumer share. P align = "center" > Leshan Giantstar Farming&Husbandry Corporation Limited(603477) daily K-line diagram
Leshan Giantstar Farming&Husbandry Corporation Limited(603477) today, it opened high and went low. At one time, it fell more than 9.9% and approached the limit. However, as of the close, the decline narrowed to 8.7%, with a total market value of 10.6 billion yuan.
It is worth noting that from the daily K-line chart, Leshan Giantstar Farming&Husbandry Corporation Limited(603477) is a real "cross year bull". Starting from December 8 last year until February 11 this year, it reached a new high of more than four years, doubled in two months, and accelerated after the beginning of the year of the tiger.
Today Leshan Giantstar Farming&Husbandry Corporation Limited(603477) suddenly fell from a high level. Some analysts believe that it is affected by the news released by the National Bureau of statistics that the year-on-year increase of national CPI in January fell below the "1" range, while others believe that it is the reason to follow the decline of pork concept sector.
Niu Yanjun believes that Leshan Giantstar Farming&Husbandry Corporation Limited(603477) when the stock price is high, there are signs of institutional collapse, which needs to be vigilant.
According to the statistics of Hithink Royalflush Information Network Co.Ltd(300033) on February 11, among the top five seats bought by Leshan Giantstar Farming&Husbandry Corporation Limited(603477) in the past three trading days, there were as many as four institutional seats, with a cumulative net purchase of 170 million yuan. However, among the top five seats sold, there are also two institutional seats, with a cumulative net sales of 160 million yuan, and the signs of institutional turnover are more obvious. From the perspective of hot money, the selling amount is also relatively large. We need to pay attention to whether today's decline will be the beginning of short-term correction.
On the other hand, Niu Yanjun noticed that the first doubled stock in the year of the tiger may have appeared
Zhejiang Construction Investment Group Co.Ltd(002761) daily K-line diagram
With the recent strength of the infrastructure sector, Zhejiang Construction Investment Group Co.Ltd(002761) has once again reached a double limit. Starting from February 7, the first trading day of the year of the tiger, Zhejiang Construction Investment Group Co.Ltd(002761) has successfully achieved seven boards in eight days, with a maximum increase of 106% during the period, successfully doubling!
However, although Zhejiang Construction Investment Group Co.Ltd(002761) is so strong, Niu Yanjun thinks it should also be paid attention to. Pay attention to whether there are new strength funds to take over and change hands.
According to the statistics of Hithink Royalflush Information Network Co.Ltd(300033) on February 15, when Zhejiang Construction Investment Group Co.Ltd(002761) failed to close the daily limit yesterday, the top three seats sold net 150 million yuan, 57 million yuan and 52 million yuan respectively, and the turnover rate also reached a high 43%. From the situation of opening and sealing back today, I'm afraid there are new actions for hot money. You can pay attention to the dragon and tiger list later.
Finally, although individual stocks generally rose today and the Shanghai index also left an upward gap, many investors may be more worried about the problem of insufficient capacity
daily K-line chart of Shanghai Stock Index
Indeed, today's stock index traded only 275 million hands, lower than yesterday, and even the same as January 26, the lowest level in nearly 10 months. It is said that the rise depends on the volume, which can really make people too optimistic about the rebound.
However, Niu Yanjun suggested that we should think in the opposite direction: after a continuous decline in the previous month and a half, the rebound contraction is a good thing, which means that the early hold up sector shipment has not been triggered, the market sentiment is still tangled, the chips are relatively stable, and there may be room for the rebound of the index. If it is really after a continuous and large-scale rebound, we should be vigilant!
