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[introduction] actual exploration of "stock investors" in third- and fourth-tier cities: this national day, there is a lot of discussion about the stock market!

china fund news reporter wu jun

the market has experienced continuous surges in the past two weeks, with the shanghai stock exchange index climbing from around 2,700 points to more than 3,300 points, and on september 30, it hit a daily trading volume of 2.6 trillion yuan. as the stock market picks up, mr. fund went home during the national day holiday and interviewed relatives and friends in a third- and fourth-tier city in his hometown to find out their views on the stock market and their current investment status.

overall, most friends admitted that stocks and funds have recovered some of their capital recently, but they currently have no intention of entering the market and are still in a wait-and-see state. some investors have recently increased their positions, optimistic about the sustainability of the market, and believe that the market is still at a low level; there are also old investors who are looking for investment targets during the holidays and wait to see the market trend after the holiday before making a move.

stocks went from losing 10% to making around 10%

add positions in liquor, pharmaceutical, gem and other funds

xiao zhang, born in the 1990s, works in research and development at a consumer electronics company in his hometown. he said that he opened an account and entered the market in 2016, and he can be considered an old stock investor. previously, when the market fell to 2700 and 2800 points, he bought some traditional chinese medicine stocks and consumer stocks with better fundamentals at the bottom. he initially lost more than 6,000 yuan, but as the market picked up in the past two days, the stocks have recovered their capital. , and the floating profit is about 10%. at the same time, the fund he bought also lost 20% from the original loss, and now it has basically recovered its capital.

"recently, stocks have risen, but i still hold my position. at the same time, i have also added positions in some stock funds. liquor is the most purchased, as well as medicine, gem, etc. because i feel that the market is still at the bottom, and it is more appropriate to buy at this position. "xiao zhang told mr. fund.

regarding the market outlook, xiao zhang believes that the market can continue, "this may be the starting point of a big bull market. because there is a large inflow of funds, the transaction volume suddenly increases, which is rare in recent years. if there is a large inflow of funds, it cannot be just a short-term investment." . hong kong stocks have also risen sharply in the past two days, and foreign investors may also be stepping up their efforts.”

but xiao zhang also bluntly said that he believed that the short-term market would not rule out a correction, because some investors would sell their stocks after making profits. "the correction may be very fast and be completed within the session. i prefer medium and long-term investment. i will not sell it in the short term and will wait, unless the stock is really overvalued."

xiao zhang said that currently, half of his family's asset allocation consists of buying stocks, funds, gold, etc., with the intention of holding them for a long time; the other half is working capital, which is used for family expenses.

he also told fund manager that recently there have been an increase in the number of friends chatting about stocks and funds in the wechat group. “some may be getting back their capital after being stuck before, and some are planning to ‘get on the train’ now because of the current buying price. it may be lower than the cost of their car. after all, the market has been down for three years.”

all the original positions were "cut off"

consider looking at the market and buying some securities, etc.

lao fang, a retired worker, used to work in a township enterprise. he also had many years of stock ownership experience. he originally preferred to buy liquor and other targets because there was stable profit growth every year and the stock price performance was also good. usually he will hold the shares for a few months and make a small amount of money.

however, due to the continued downturn in liquor stocks in recent years, he cleared all his positions some time ago. "liquor stocks such as maotai and wuliangye fell so hard before that they were blocked. they had no choice but to sell them. unexpectedly, they have risen again recently. the market trend this time is particularly sudden. the positive line on monday was so long. this time it is expected to be after the holiday. it’s still a big positive line,” lao fang said.

he told the fund manager that he currently has no position. looking at such a good market, he must have the idea to enter the market. “at the beginning of the year, the market rose from more than 2,600 points to 3,100 points, and then fell back to 2,700 points. however, in the past few days, it has suddenly dropped. at more than 3,300 points, i estimate that if this bull market really starts, the market will definitely last for several months. if it is really a bull market, just buy it now.”

regarding the investment direction, lao fang said that he is more optimistic about brokerage stocks, because if the bull market comes, the market value of brokerage firms is expected to rise a lot, and now there are expectations of restructuring in brokerage stocks. “there is an uncle on douyin who has been recommending a certain company. it’s just brokerage stocks, but it’s hard to tell if it’s not nonsense. in addition, if the bull market really comes, the sector will rise in rotation.”

regarding the market outlook, lao fang said frankly that according to the current situation, the market should not end so soon, but there may be a correction, and it is impossible to keep rising. if it rises for another week, a lot of private funds may enter the market, because real estate, gold, etc. are not easy to invest in now.

in addition, lao fang also told the fund manager that he used his own funds to buy stocks and would never increase leverage, because he had a friend who used financing to buy stocks. the highest valuation was 140 million yuan, and the position was later liquidated. , only more than 20 million yuan is left.

can't make money beyond cognitive level

not considering entering the market in the short term

xiao lin, who was born in the 1980s, is a stock investor who has opened an account for 10 years. however, because he was heartbroken by the big a-shares before, he was too lazy to invest and operate. therefore, in the past two years, he mainly bought public funds, including etfs, pension fofs, etc.

"the stock market has been rising sharply every day in the past few days. although the fund is also rising, it is obviously not as good as the market and has not recovered its capital." xiaolin told fund manager that many friends around him were lamenting this bull market, but it was very difficult to ask. few people add to their positions.

looking forward to the market outlook, kobayashi said that even if the market rises again after the holidays, he will not choose to enter the market at this time because he is worried that the market rally will not have enough stamina. "at present, it seems that the enthusiasm of the entire market has not been mobilized, and the short-term market may be in trouble." the correction allows those who want to sell to sell and those who want to buy to buy, so that the market can continue to rise. it is impossible for me to make money beyond my cognitive level, but as long as i control myself, i can avoid losing a lot. ”

in addition, mr. fund also interviewed many relatives, classmates and friends in his hometown. most of them knew that the stock market has performed well recently through watching the news, but they have no idea of ​​entering the market in the short term.

xiaoyan, who was born in the 1980s, told fund manager that she had sold out all the funds she had bought before and had no plans to buy any more in the future. “i have been paying tuition fees for the past few years. i have no choice. i really don’t have the talent. i haven’t watched the stock market for a long time. i’m busy with work and don’t have time to pay attention. i don’t even remember my stock account now.”

xiaofang, who was born in the 1990s, said that the stock fund she bought a few years ago has recently recovered. from a loss of more than 6,000 yuan before, it is now losing more than 3,000 yuan. "on september 30, this fund earned more than 1,000 yuan in a single day, which is too exaggerated." . the market is too volatile, so i won’t invest again. i’ll make some money after the fund returns, and that’s about it.”

xiaojie, who was born in 1995, used to like short-term operations and frequently trade funds, but she bluntly said that she has not bought funds or stocks for a long time recently. "the stock market has risen sharply recently. i missed it and i don't know if there is another opportunity."

in addition, zhang lin (pseudonym), who works as an account manager at his hometown bank, told fund manager that he has been in a short position since the beginning of this year and has not taken advantage of this market trend. "because i wasn't optimistic about the market before, i didn't buy it. now customers mainly buy some financial management and agency asset management products in the industry. not many buy funds because their risk tolerance can't be hurt."

(the above content was interviewed by fund manager during the national day holiday and is intended to reflect the thoughts of ordinary investors amid market changes. the views on the market, investment targets, etc. mentioned in it do not constitute investment advice. investments are risky, and you must enter the market. cautious.)