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今日市場意外大漲超過百點，五大重要指數的漲幅全部在4%以上！雖然說領導講話很重要，但是考慮到週末借殼上市的週期大幅縮短，而且保險公司這樣的大傢伙又又發行新股，市場漲了一天，融資都就雞血而來，預期裡，市場能飄紅就不錯了。
沒承想，國家還是有實力的，在北上資金流出的情況下，上證居然還能狂拉了上百點，同時出現超過4%以上的漲幅，重可喜的是，真是喜大普奔啊，所有的塊板都是上漲的，真的是所有的，包括我自己弄著看看的所有板塊！估計今日絕大多數的股民的賬戶都上漲了。
當然，最奇葩的還是券商板塊，這個板塊內的所有個股都漲停了，連帶的板塊的漲幅都漲停了，這可真是絕無僅有的極端行情。當然，如果長城證券今日掛牌上市的話，整個板塊的漲幅就將突然10%了！
順便說一句，有意思的是，參股東莞證券的錦龍股份也漲停了，但是同樣參股東莞證券的東莞控股卻沒有漲停。不知道東莞是不是有點背？因為今日看到有人在問：李大霄同學到底是哪個證券公司的呢？為啥大霄這麼有名，還是研究所所長，人家老能說對，這研究水平很高啊，為啥他好像沒有在上市券商裡頭呢？
確實有點奇怪，這麼多證券公司都上市了，擁有李大霄這麼高商譽的東莞證券這麼多年就是上不了市！從這家公司能培養出這樣的網紅所長就可以知道，這樣的券商從企業文化上來講，是很有包容性的。應當也是判斷力較強的券商吧，畢竟兼聽則明啊。
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今日雖然說是普天同慶，個股雞犬升天。但是冷靜思考下來，真正吃到大利好的，到目前為止，其實只有一個板塊！那就是券商！
從券商的三大盈利來源分析。最大頭的經紀業務，這個最直接了！不管啥利好，只要是利好，能刺激股價上漲，就能直接刺激交易，就能直接增加券商的經紀業務收入！今日的成交量超過了此前成交量的一倍，如果這個勢頭能維持，第四季度的日子就能迅速改善。
第二，最新的政策又打開了券商投行盈利的大門。雖然市場不好，新股相對比較難發（上週因為跌得快下2400點了，就只敢發了一家），投行的業績必然受影響。但是現在政策說了，IPO被否不要慌，你在二級市場隨便挑個殼吧，6個月以後就可以申請借殼上市！這真是柳暗花明又一村啊，借殼重組是可以融一筆配套收購資金的，反正只要是能上市，券商就算沒有白乾。投行的春天來了。
第三塊，市場一漲，想要融資的人也多起來了。要爆倉不得不強平的人少了，這樣券商還是有質押利息可以收的，也不用擔心強平減少了一個大客戶。
第四塊，也很重要，近期不少公司提出回購方案，這都是公司級別的出手，目前大多數的回購金額都在1個億以上，這樣，以後減持也要通過公司，而且修改回購監管要求是降低的，這樣公司可以經常增持回購，等於是股災帶來了很多經紀業務的大客戶。
當然，今日保險公司也漲得很好，人家也是有利好的，進入股市投資好像也容易一些了，但是這個事，我總感覺保險公司不能這麼快就忘了寶能的下場吧？而且因為寶能，證監會與當年的保監會以加強監管為名，出臺了很多制約保險公司買入A股的措施，這些措施要是沒解除，保險公司估計也沒啥積極性。到時候，你又說人家的資金來路不正，又要人家強制清倉，掙這點錢還不夠煩的呢，而且保險姓保，只要把老百姓那百分之三的收益保住就行了，賺那麼多錢幹啥？
所以，如果倉位較輕，又不知道買啥好的投資者，不妨藉著券商類基金做個短線。尤其是槓桿類的分級B,注意是短線哦。
畢竟個稅抵扣方案出來了，也算是個間接的小利好，所以消費類板塊也可略加關注。
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平點金基已關聯訊飛快讀基金小程序~
雙語閱讀~
Make it clear! Good is it!
Today's market unexpectedly rose more than 100 points, and the five major indexes all rose more than 4%! Although the leadership speech is very important, considering that the cycle of backdoor listings has been greatly shortened, and the big guys such as insurance companies have issued new shares, the market has gone up one day, and the financing has come from the blood. In anticipation, the market will be red.
Not bad. Without thinking, the country still has strength. In the case of capital outflows in the north, the Shanghai Stock Exchange can still pull hundreds of points, and at the same time, it has more than 4% increase. The most gratifying thing is that it is really a big rush. All the boards are up, it's really all, including all the pieces I've got to see! It is estimated that the accounts of the vast majority of investors today have risen.
Of course, the most amazing thing is the brokerage sector. All the stocks in this sector have been up and down, and the growth of the associated stocks has been increasing, which is really the only extreme market. Of course, if Great Wall Securities is listed on the market today, the entire sector will suddenly increase by 10%!
By the way, what's interesting is that Jinlong, which is a shareholder of Dongguan Securities, has also increased its daily limit, but Dongguan Holdings, which also shares in Dongguan Securities, has no daily limit. I don't know if Dongguan is a bit back? Because today I saw someone asking: Which securities company is Li Dazhao in the end? It’s so famous for being a big man, or the director of the institute. People can say yes, this level of research is very high. Why does he seem to have no listed company?
It's a bit strange, so many securities companies are listed, and Dongguan Securities, which has such a high reputation as Li Dazhao, can't get on the market for so many years! From this company can cultivate such a network red director can know that such brokers are very inclusive in terms of corporate culture. It should also be a broker with strong judgment. After all, it will be clear.
Today, although it is said that it is a common day, a stock of chickens and dogs will rise to heaven. But calmly thinking about it, the real taste is good, so far, there is only one plate! That is the brokerage!
Analysis of the three major sources of profit from brokers. The biggest brokerage business, this is the most direct! Regardless of the good news, as long as it is good, can stimulate the stock price rise, you can directly stimulate the transaction, you can directly increase the brokerage business income of the brokerage! Today's volume has more than doubled the previous volume. If this momentum can be maintained, the fourth quarter will be able to improve rapidly.
Second, the latest policy has opened the door to the profitability of brokerage investment banks. Although the market is not good, new stocks are relatively difficult to make (because they fell 2,400 points last week, they only dared to send one), and the performance of investment banks will inevitably be affected.
But now the policy says, IPO is not to panic, you just pick a shell in the secondary market, you can apply for a backdoor listing after 6 months! This is really a village in the dark, and the reorganization of the backdoor is a kind of financing for the acquisition. Anyway, as long as it can be listed, the brokers will not be able to do it. The spring of investment banking is coming.
In the third, the market has risen and the number of people who want to raise funds has increased. There are fewer people who have to be forced to break the position, so the brokers still have the interest on the pledge, and there is no need to worry about the reduction of a big customer.
The fourth piece is also very important. Recently, many companies have proposed repurchase programs. These are all company-level shots. At present, most of the repurchase amounts are more than 100 million. In this way, the company will pass the company after the reduction. The revision of the repurchase regulatory requirements is reduced, so that the company can often increase the repurchase, which is equivalent to the large number of brokerage business customers.
Of course, today's insurance companies have also risen very well, and people are also good. It seems that it is easier to enter the stock market. But this thing, I always feel that insurance companies can't forget Baoneng's end so soon.
Moreover, because of the ability, the China Securities Regulatory Commission and the China Insurance Regulatory Commission in the name of strengthening the supervision, introduced a number of measures to restrict insurance companies to buy A shares.
If these measures are not lifted, the insurance company estimates that there is no enthusiasm. At that time, you said that people’s funds are not in the right direction, and they have to be forced to clear their positions. It’s not enough to make this money, and the insurance surname is guaranteed, as long as the three percent of the people’s income is saved, earning then How much more money?
Therefore, if the position is lighter and you do not know the investors who buy well, you may wish to make a short-term loan through the brokerage fund.
親愛的讀者：
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