Read gold game-note 001

1. pressure line

2. Fundamentals

 

1. pressure line

The pressure line exists. On the one hand, there are a lot of covers at a certain point. On the other hand, the reason is that sophisticated investors know that the rise of the stock index will not trigger, but will encounter resistance in this pressure line. Therefore, they will throw off the low suction rate for short-term use, the resistance encountered in the pressure line is amplified.

 

2. Fundamentals

The stock market is determined by market expectations. However, it is expected that the policy has a great impact, but in the final analysis, it is still determined by the trend. The current trend is that inflation has occurred and will continue.

Rising house prices and rising resource prices all reflect this trend. The current drought in Southwest China has affected water and electricity usage, and on the other hand, the demand for coal has been strengthened. In addition, the price of its own resources is rising, so recently I am optimistic about coal stocks, small water conservancy and hydropower equipment stocks. The expected impact on real estate stocks is suppressed, and financial stocks are also affected. The performance of real estate stocks is very good and is bullish recently.

 

Rising resource and asset prices are the trend of the times. The rise in iron ore price seems to be detrimental to the steel industry and may not be a bad thing. Now, the frequency of extreme weather is even higher. If the weather does not change, it is a rare disaster for centuries. This is a reminder of nature to protect the environment. The rise in asset prices is a good thing if we can speed up the improvement of production efficiency and the change in economic development modes, reminding us to save energy.

The root cause of the crazy rise in house prices is the land policy. It is expected that the behavior of the real estate agent to wipe the ball (such as the master data center) will be strictly managed. The adjustment of land finance is not an overnight task. In the short term, real estate agents will become increasingly sad, while house prices will maintain a steady trend. To prevent inflation, more and more state-owned assets will be listed, making the financial market more available than needed.