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on september 24, china’s new bull market unexpectedly arrived. how much can you earn in a week?brother mao’s friends who do options have made dozens of times their profits. of course, this thing is too risky and not suitable for ordinary people.but at noon that day,brother mao also reminded everyone that if you don’t know what to buy, go to a brokerage first. moreover, the general trend of this round is that hong kong stocks will start first, and then a-shares will explode.

but on september 30, some people still asked, can they buy it? all i can say is that if you ask this question, you will basically not be able to earn this amount of money.

it’s understandable. in the past two years, many people lost 80% or 90% of their accounts. the bull market came overnight, and many people were unprepared, from financial to psychological.

in terms of reaction, foreign capital is still leading the way. more than 450 billion yuan of funds have been withdrawn from the bond market and all-out attacks on china. there is no strategy. they just buy chinese assets.on september 30, many foreign investors who had been fat on a-shares were selling in large quantities. the reason is very simple. we are going to have a short holiday and it is impossible for funds to leave the bull market for such a long time.

a-shares are not open, but hong kong stocks are open for business.

the hong kong stock market was closed on october 1st and opened normally on the 2nd, and then it went crazy.

the hang seng index rose 6.2%, and the hang seng technology index rose 8.53%.

individual stocks are even crazier, with 26 stocks rising by more than 100% in a single day. china financial investment management rose by more than 730%, and once rose nearly 10 times during the session. in addition, huarong financial holdings and capital venture capital both rose by more than 400%, and many stocks rose by more than 200% in a single day.

among them, mainland property stocks contributed more than half, with 13 stocks closing up more than 100%. among them, ronshine china finally rose by more than 397%, greenland hong kong rose by more than 172%, agile group rose by more than 160%, and shimao group rose by more than 153%.

what's going on? it’s a rush to raise funds, and foreign capital is “grabbing money” across the board in china.

it can only be said that foreign investors understand this round of bull market better and act more decisively.

our short article today is to explainwhat is the reason for this bull market?

from a peripheral perspective, the united states controls the faucet of global funds. we often say that it harvests the whole world. in fact, it is just to be more vivid. all u.s. policies must be based on its own comfort and keeping the united states first. if we can start from other he is also very happy to see the country collect money to help him tide over difficulties, so he doesn't care if he accidentally hurts his younger brother. if he can hit his second brother, he will be happier.

at the earliest, everyone expected an interest rate cut in march, but there was no reduction. it was predicted that interest rates would be cut in june, but there was no reduction either.

to be honest, we are quite uncomfortable because the policy space has been compressed. more importantly, the stock market is very miserable and chinese assets have been suppressed too hard.

but i definitely know myself best,in may 2023, gjd began to gradually buy stocks, and the following year was a long period of building positions, buying from 3400 points to 2800 points.

in this process, foreign capital cannot stand it anymore. they have risk control. if they fall to a certain extent, they will have to cut their flesh. isn’t blackrock’s famous saying “you can’t finish it no matter how much you buy”.

in fact, after 2019, a large number of core assets in our stock market are in the hands of foreign capital and public funds.however, after this wave of decline in the past two years, foreign capital could no longer stand it. a large number of public offerings were redeemed, and the moral integrity of star fund managers fell to the ground.gjd got enough low-price chips! ! !

it is very important to understand this.

with these bargaining chips, will it increase the price of chinese assets, and then we will benefit the most?

the logic is very simple, but this requires certain external conditions, mainly to see when the united states cuts interest rates.

starting from february this year, there was a round of launch of a-shares, which lasted until the end of april. it felt like they were betting that the united states could not bear it and could cut interest rates at any time. as a result, the united states persisted and did not drop, so from may to september 19, the united states before the interest rate cut, our stock market fell another 10%, which was very painful. in fact, it was not only uncomfortable for retail investors, but also for gjd.

fortunately, the united states finally couldn't hold it in anymore, and china's opportunity came. originally, everyone thought it would come up with a grenade-level favorable policy, but it turned out to be a nuclear bomb-level policy.

why? we must seize the window period.

this is the first time in history that bank funds are allowed to trade in stocks! think about it, if foreign capital and public equity had the biggest bargaining chips, would such a policy be issued? wouldn't that be using your pension to give them gifts?

but it is completely different now. a large number of chips are in the hands of gjd, and most of the remaining ones are real relatives and good friends. so who will benefit the most from the stock market boom at this time?it’s definitely not foreign capital, public funds, or those who send their money to the united states to earn interest.

what's more, when prices rise, it will have a siphon effect on foreign assets. with a lot of money coming in, the country will benefit the most.

this is the underlying logic of this bull market.

many people say that this is a one-week bull market or one-month bull market, and some people persuaded people to clear their positions on september 25. i can only say that these people really understand who is the big winner behind this.

therefore, foreign capital is really powerful, and it is very strong in error correction. it was short squeezed before, but now it immediately turns around and goes long. if a shares are not open, they will rush to buy hong kong stocks.this is the logic why hong kong stocks preceded a-shares in this round of bull market. because their funds are not restricted and their trading rhythm is in line with international standards, it is easier for hot money to come in.

this round of bull market is not a technological bull driven by revolutionary technology, nor an industrial bull driven by industrial changes, nor is it a capital bull driven by amplification.this is a big policy bull market,moreover, it is a bull market that has been endorsed by the central bank. it is difficult to put it in more direct terms, but everyone understands it.

the biggest feature of this bull market so far is that there are too many people scolding the market because there are too many shortfalls.

in the past two years, too many people have saved their money in fixed deposits for five years. too many people have taken their money to hong kong to buy cross-border wealth management links. more money has gone directly to the united states. those who buy houses buy houses, and those who speculate in stocks are the worst. they also have to deposit it in the bank, so the money basically missed the market trend in the past week.

for many people, the national day golden week is a time to raise money.

for most people, this is a relatively rare opportunity that only comes once or twice in a lifetime. people around me have already won 5 million with 50,000 yuan.therefore, there will definitely be a lot of retaliatory buying after the holidays. there is really no doubt about this round of bull market. i predict that in the two or three years of u.s. dollar interest rate cuts, a-shares will rise.

but!

the probability of losing money in the bull market is also very high, because there is a demand to stop profits when taking profits. more importantly, the big policy has released 800 billion funds dedicated to the stock market.come on, there is a high probability that the previous bottom position will be profit-taking, the stock price will fall, and then the bottom will be bought.

the first stage of the bull market is a flood of water on the street. if you are quick and have a big pot, you will receive more water, such as a brokerage firm.

but in the second stage, there will be corrections and fluctuations, but more funds will come in. this stage will test technology more, and it is also the time when it is easiest to sell big bull stocks and big monster stocks.