In addition to a line of three meetings, there is also bad news!

The highly anticipated two sessions will open this week! According to the historical tradition of A-shares, the so-called two-party market has reached the time node of "from ruin". After all, from the lowest point on the eve of the Spring Festival, the market of the two sessions has risen by nearly 200 points.

3300 points is definitely a high threshold, enough to make some funds daunting! As a lesson from the past, the last time the Shanghai Composite Index broke through this point, Chairman Liu threw out the famous goblin theory and severely cracked down on barbarians until the market reached 3050 points.

This time, at the weekend press conference, President Liu threw out the theory of "calmness": smooth sailing, and reform and stability complement each other. Without a stable market environment, no reform can be promoted, and even the pace of reform that has been taken may be reversed.

"Calm" translates into market language, that is, the stock market should not go up and down, the fluctuation should not be too violent, and the amplitude should not be too large. Xuan Changneng, assistant to the chairman of China Securities Regulatory Commission, once gave quantitative indicators: the daily rise and fall should not exceed 2%, the seasonal amplitude should not exceed 10%, and the annual amplitude should not exceed 15%.

Obviously, after the Spring Festival, the stock market rose a little fast, with a maximum of 3,264 points (last week), which is just a stone's throw from the previous high of 330 1 point. It is also reasonable to withdraw some funds in advance. What's more, the weekend is full of all kinds of bad news, which can be summed up in one sentence: the three parties will join hands to "deleverage" and the self-circulating game of the financial industry "Qian Shengqian" is coming to an end.

The China Insurance Regulatory Commission imposed high-profile penalties on Baoneng, Evergrande and Yao Zhenhua 10 years, and the insurance funds did not dare to make waves in the short term; The China Banking Regulatory Commission has changed coaches, Guo Shuqing has returned to the financial system, and the commercial banking system with the most water discharge is about to usher in a stormy regulatory reform; Not to mention the CSRC, the appearance of liuhong's tie team last weekend actually mentioned two things: the issuance of new shares and strict supervision.

The central bank, which is in charge of the three meetings, is also taking the lead in drafting guidance for the asset management industry, unifying the leverage ratio of various financial products, unifying regulatory standards, and prohibiting nesting at different levels. The dozens of leveraged loans made when Baoneng acquired Vanke will not appear again in the future! Of course, it will also affect some products allocated to the stock market.

Today, the Shanghai Stock Exchange fell by 0.76%, which is also a big drop in the near future, and it is the first time that it has fallen below the 10 line since this round of rebound, which will at least cause psychological pressure to the technical personnel trading on the right.

On the surface, the market is depressed and lacks hot spots. The only environmental protection sector that benefited from the two sessions did not rise. Today, there was the first increase, but there was no daily limit. SHEN WOO's fresh environment and energy conservation increased significantly; SF Holdings' strong third board turned into a demon stock, driving the whole logistics sector to a red disk. Wei Wang's net worth soared by 654.38+0.5 billion a day, getting closer and closer to the goal of being the richest man. With the help of small fans, chairman Wang surpassed Ma in one fell swoop today and squeezed into the top three in the country.

Foreign media reported that Ant Financial Service 360 will be approved for direct A-share listing, and related concept stocks rose sharply: Zheng Jun Group and Hefu Urban Construction, which participated in Ant Financial Service, had daily limit; Several stocks that participated in 360 last week started ahead of schedule. Most of them rushed back today, which made it cheaper for insiders and rat warehouses.

Yi Yun Electric, a popular stock, recorded on Friday, which is a good thing. Today, it was spiked by the daily limit and fell with the entire high-transfer plate. Near noon, Stone, a special stock for resumption of trading, also fell, while Sunbird, the leader in the integration of national defense and civil technology, which closed in early trading on Friday, opened slightly higher and directly fell, and the market closed down. The atmosphere on the plate was destroyed by various immortals. In terms of Zhuang stocks, Yabaite directly blocked the daily limit, followed by Chaoxun Communication, which also dealt a great blow to market sentiment.

The number of stocks plunged increased significantly, with nearly 40 stocks falling more than 5%. In the early stage, heavyweights such as Julius Rigging and Han Jing were all in a downward position, with a big decline. Today is February 2, and the dragon looks up. But today, it seems that the leader of this A-share has not been lifted. ...

?

Regarding the market outlook, Blade is not pessimistic, and the big rising logic is still established (not detailed), and the adjustment is only caused by the flight of speculative funds. Don't worry about the "two sessions" mentioned at the beginning of the article. Last year, I was hit in the face. At that time, I only fell for one day after the opening of the two sessions, and then continued to rise by more than 200 points ... Today I fell to the 10 line, which is likely to be adjusted in one step. Even if you are a little more pessimistic, around 3200 on the 20th is the limit of short-term adjustment. After washing the vegetables, the market closed at 3300 points again.

For the stock market, there is also bad news today: real estate sales in third-and fourth-tier cities are suddenly hot! The reason why it is not good is because it weakens the logic of "the transfer of property market funds to the stock market" to a certain extent. The central government strongly suppressed, and the sales volume in first-and second-tier cities dropped sharply, while the sales volume in third-and fourth-tier cities unexpectedly rose, which was very obvious after the Spring Festival. A friend went to Baoding and Tianjin to buy a house these days. Is it a prelude to a new round of rising house prices?

Especially around hot core cities. For example, Yangzhou, Taizhou and Maanshan around Nanjing, Baoding in Langfang around Beijing, Suzhou and Wuxi around Shanghai, Dongguan and Huizhou around Shenzhen, Zhangzhou and Quanzhou around Xiamen and Taian around Jinan. High-speed rail is too convenient now. Blade saw a news that anonymous white-collar workers live in Cangzhou and go to work in Beijing by high-speed train every day. First take the high-speed train for 50 minutes, then take the subway for 30 minutes. It seems that time is acceptable.

It's just too hard running around! Especially when you are old, you can't afford it, but it's better than carrying a heavy mortgage! For example, "the 34-year-old employee was dismissed by Huawei" got into trouble overnight, which triggered a discussion about the middle-aged crisis on the Internet.

The so-called middle-aged crisis, in general, is like this: there are old people in the world and young people in the world. Life with car loans and mortgages looks beautiful, but once you are unemployed, it is difficult to maintain your original quality of life for a long time. After the "golden rice bowl" that I thought was very safe fell down, I found that life was not as beautiful as I thought.

But is there really a "golden rice bowl" Working as a worker in a large state-owned enterprise in Northeast China decades ago was a dream of many people. Who would have thought that there would be overcapacity, state-owned enterprise reform and laid-off workers? In the 1990s, taxi drivers were highly respected, and their monthly income was higher than that of ordinary white-collar workers. Now?

Blade believes that this is no longer a society based on seniority, nor is it an era in which seniority becomes more valuable as you get older. Middle-aged people were defeated by young people, because the technological revolution was too fast, and middle-aged people did not accumulate advantages (Ali, Tencent and Baidu, non-state-owned companies that are at the forefront of the world, are basically under 28 years old). This is true for mental workers, especially for manual workers. No matter how hard you try, you can't be faster than the machine. When the machine production line replaces labor, these middle-aged migrant workers will only be kicked out, and all this is already happening.

After the stock market crash, the property market began to be hot. We all witnessed the crazy growth of first-tier cities, followed by the compensatory growth of second-tier cities. At this time, many people paid down and bought millions of houses with loans for 30 years. In case of a midlife crisis, how can such a loan be repaid? Who says house prices will keep rising?

I still remember a very popular joke at that time: after the loose monetary policy, A, who owns some assets, spent all his savings and finally bought the house of middle class B; Middle-class B bought the school district of elite C for children to go to school; Elite C has a lot of money to invest, and worried about depreciation, he bought the high-end mansion of Regal D in the core area of first-tier cities.

D sold the house, took tens of millions of cash and immigrated. As a result, foreign exchange reserves dropped sharply, RMB depreciated, foreign exchange control was introduced, and then house prices were suppressed in a high-profile way ..........................................................................................................................................

There has never been a golden rice bowl. The biggest constant in the world is always changing. The only thing we can do is to grasp the direction of life and work, constantly learn and improve ourselves, and respond to and adapt to changes at any time.

The same is true for stock trading. The market style is changing every day, so it is necessary to adjust the strategy in time. Times have changed, and carving a boat for a sword is not enough.