Getting The "A Shares" Chips Is Very Important.

"Those who do not seek the overall situation are not enough to find a corner". The so-called "strategy, winning a thousand miles away", the real investment, we are looking at the whole world, do the overall situation, do a big trend, instead of staring at a city, not a stock model; without Zhang Liang, the ten Liu Bang plus Hanxin is not Xiang Yu opponent. Without Liu Bowen, the separatist warlords of Zhu Yuanzhang and Chen Youliang and Zhang Shicheng will not be essentially different.

The strategic need to go up to the temple is to curb the A share bubble, ease capital outflow, construct a closed loop of funds, set up the capital of Hongkong, export renminbi, build an international financial system with Chinese characteristics after the Second World War after World War II, and go to the grass-roots demand for hot money (avoid the A stock bubble, retain the fruits of the A share bull market, seek better opportunities for capital maintenance and increase of value for money, and follow the policy arbitrage opportunities). There are only one goal: to do more "Hong Kong A shares".

Release 5 trillion public offering fund south, release 10 trillion insurance assets south, even thousands of shares and fox frequently appear on the GEM board to the end. These are just the beginning. To do more "A shares in Hong Kong" is a big game at the strategic level of the temple, only to succeed, not to fail, not to end up, but to follow the policy dividend.

This is a red line that must be clear and clear. Otherwise, you may liberate international friends, but sacrifice yourself. The original base of the market is, of course, the coveted valuation of Hong Kong stock. However, the low valuation is only a necessary condition. The Hong Kong stock market is a free market, like the buses. The essence of this market is also a sufficient condition for the current historical market. It is a key link in the strategy of the temple level to divert capital flows, to build a closed loop of funds, to provide Hongkong with the bottom line, to export renminbi all over the world, to compete for capital pricing power, and to build an international financial system with Chinese characteristics after the Second World War. At this time, these bullets with national sentiments and historical responsibilities are taking over rather than merging. You count on these bullets to buy long and buy Henderson, to buy AIA, to buy China Mobile, and to liberate the "international friends" of Goldman Sachs and Goldman Sachs (you dare to buy them, he really dares to sell them). Many chips are, do not believe you try?

"Hong Kong A share" market and opportunity have just begun, far from the hot stage. At this stage, do not hold a meeting, do not discuss, do not research, do not make models, do not analyze the fundamentals (the fundamentals are things after the valuation is fixed to a certain stage). At this stage, do one thing: grab the "A shares" chips is the top priority of all the current strategies. Always remember that this market is a systemic opportunity for "A shares", not a systemic opportunity for "Hong Kong stocks". Obviously, "Hong Kong A shares" are scarce, with limited mobile chips, which are scarce varieties. If you slow down, you will find that mobile chips are rapidly disappearing. A simple sentence: first buy, then study.

Of course, the A share of Hong Kong stocks is not a simple speculation and game like the gem, but a natural extension and inevitable result of "Sinicization of Hongkong", "RMB exchange rate" and "RMB internationalization". At this time, we continue to embrace the only line of value. foreign capital This is the way to look at and find opportunities for Hong Kong stocks in such a way to dominate Hongkong's capital market pricing power. Too simple and too naive: will be too pale, monotonous and lifeless after Hong Kong's simple "dividend rate" and "dividend rate".

In other words, in the future, you must adjust to the logic and flexibility of A shares, which is the time for foreign capital to pay tuition fees.

In fact, even if "Hong Kong A shares" as a whole rose by more than 60%, the A shares still have a huge cost performance advantage. There will be no accident in the future, and the turnover of Hong Kong stock market will be over 300 billion (currently 60 billion).

Therefore, do not let the past "Hong Kong stock market" die hard "undervalued" inertia thinking to control your judgment and behavior. For foreign capital under the banner of value, the Hong Kong stocks maintain a long-term undervalued value: it can be used as a substitute for currency, free access and demand, and it is not too expensive to come back any time.

Now it is different: it is time for foreign investors to restore their true colors in the Chinese capital market, and it is time for "A shares" to reflect their due value. You need to adjust your profit expectations as soon as possible. If you are lucky enough to buy high quality "port A shares" and they increase by more than 30% in the short term, don't worry, they may just start.

　　 Hong Kong stock market It's not a cocktail party full of flowers. Hong Kong stock has a lot of experienced capital veterans (foreign capital), there are a lot of complex derivatives that are short of money, and there are a group of "thousand passengers" and "thousand shares" which are in a rough line and fish in troubled waters. It can be said that risks are everywhere.

But it is not without. avoid The way. It's good to stick to some simple principles. For example, not with foreign capital PK. Foreign capital is really rich, and playing with them is not a big deal. But I do not play with you, do not match your opponent, let you alone defeat, let you cry to the corner, this can always be, for example, resolutely do not play with the old: as long as there are thousands of suspects, do not touch. Better kill one thousand by mistake than let go one.

Of course, there is also the most simple way to get the hang of it: recognize the main line of "Chinese blood" and recognize the brand of "Hong Kong A shares".

On this topic, many members of the Grand Union have been selflessly contributing a lot of good ideas and targets, so the commentator here will not talk much about it, just a few reminders: first, do not just stare at the absolute stock price, which is a few cents a few cents, say no problem is difficult; the two is to find accurate A, rather than simply do the AH price difference, the idea of AH price difference is too simple, primitive, rough, and is doomed to be difficult to endure. The three is to look at the background of powerful shareholders, such as CEC, Alibaba, Lenovo, millet, FOSS, Pan Ocean, Tencent, etc. Many people ask how Alibaba's companies are skyrocketed. How many of the Tencent are not moving? Don't worry. When did Ma Huateng show his weakness when he was competing with Ma? Southern China City, such a "Hong Kong A share" ticket, all you need is just a little patience.