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A well-known person said that the long-standing strategy of "saving Hong Kong stocks first and then A shares" seems to have been adopted recently. recently, Hong Kong stocks have been unusually strong. Hong Kong stocks rose 444 points on May 2, 2024, resulting in a trend that stunned the bears. Hong Kong stocks were successfully rescued and stepped into a strong, even unusually strong.
From 14794 on January 22, 2024 to 18207 on May 2, 2024, Hong Kong stocks rose 3413 points, or more than 23%, and successfully entered a bull market. The low of January 22, 24 formed a perfect double-bottom structure with 14597 on October 31, 2022, and returned to the index level of 27 years ago, that is, 1997, and its valuation level also returned to the region near the all-time low, which has been fully adjusted, even excessive.
In the early stage, foreign investors showed incisively and vividly that they were bearish and shorted in Hong Kong stocks, and their means did everything possible. Foreign investors began to backhand long from January 22, and it was equally ferocious. at the same time, public opinion on the short side was changed into public opinion in many ways, and it was equally resolute to sing more and do more, and its attitude was reversed overnight. There is no transition in between, which is very doubtful of its purpose.
A-shares reversed from 2635 o'clock on February 5, 2024, and were postponed for 14 days. Hong Kong stocks took the lead in rescuing the market before starting to rescue the market.
The strength of Hong Kong stocks is very conducive to the stabilization or even strengthening of A-shares, including the linkage effect of AH and the reasons for the interconnection of funds between the two places, and more importantly, the large inflow and outflow of foreign capital and the influence of public opinion. We should seriously study the coping strategies and pay attention to the right to speak. We must attach importance to the cultivation of our own independent voice, which is very commendable. Absolutely can not follow the lead of foreign investment, foreign capital often determines its public opinion position because of its operational direction.
A small suggestion is that in the future, we should set up a fund to deal with the large inflows and outflows of foreign capital, cultivate our independent voice, and expose the purpose behind the deliberate shorting of foreign capital, so as to avoid repeating the same mistake. At present, foreign investors sing more public opinion and enter the market in large numbers, which is conducive to the bull run of Hong Kong stocks and beneficial to A shares, which is welcome and welcomed.
In the long run, we still have a high level of education, cheap and high-quality engineer dividends, a complete industrial chain, and huge production potential. China's economy has contributed more than 38% of global economic growth over the past decade, even if the epidemic has reached 40% in three years. With the accelerating pace of globalization and the unswerving pace of RMB internationalization, China's contribution to global economic growth is expected to continue to increase. China's most competitive and high-quality leading listed companies will stand out, which will promote the long-term development of China's stock market. This is confident that Chinese assets, which have been suppressed for a long time, will eventually be elated, starting with Hong Kong stocks. Of course, all this is limited to good stocks, which has to be stated repeatedly.
This article is only a personal point of view, coupled with my experience and level are very limited, the accurate judgment of the past is not equal to the future, the market error may also last for a long time, and the right will take a long time to achieve. It is only the words of one family, which is of no importance, only for those who contribute more to society than those who respond to appreciate it after dinner. It must not be used as a basis for operation. Investors need to think independently, judge independently and make independent decisions, and bear their own benefits and risks. Remember to be a good man and get a good return for buying good stocks. Stay away from overvalued five types of stocks and invest according to your ability. Hope that readers will enter the ranks of a small number of winners as soon as possible and enter the bright road of being a good person and buying good stocks and getting good returns as soon as possible!
