Kaizhong and Shenglan were listed today. Sure enough, both of them opened at 130 and hit the daily limit at 157.3 at the end of the trading day. They will definitely continue to rise tomorrow.
The circulation of both convertible bonds is about 200 million yuan, which is not large. Judging from the number of closed boards, tomorrow's victory over Blue to 02 should be higher, just depends on whether there is a chance to continue to hit the daily limit. Both of them are likely to open, and it should be a good choice to rush to the higher level tomorrow.
The bond market fell sharply today, with the 30-year treasury bond yield reaching 2.1%. I wonder if it was affected by the draft opinion a few days ago.
I feel that the increase in redemption fees within half a year will have a great impact on bond funds. After all, although the returns of bond funds were not very high in the past, it was very convenient for investors to enter and exit large amounts of funds. If this is really the case in the future, there will definitely be a lot of funds that will consider leaving in the long run.
The market fluctuated slightly today, and the ChiNext rebounded, but the convertible bonds continued to be weak, with the equal weight index falling by 0.76%, with a median of 130.9, killing valuations for two consecutive days. If we look at the forward-looking trends of convertible bonds in recent times, will our Big A have to adjust and adjust again?
The recent trading volume has been reduced, and it is also a reflection of the cooling down. Without incremental funds coming in, it is not easy for the index to continue to surge upward, which does not include funds like ours that we will consider equity-based take-profit at any time when we see that the situation is wrong.
If we say sideways fluctuations like the previous two years, we definitely don’t have to worry. After the fluctuation, the future is likely to move upward, which is nothing more than a matter of time. At worst, we will buy more and more as we fall.
The current big A is different from the one before September last year. Many sectors and indexes are already at relatively high levels. After the current sideways fluctuation, the probability of the index going up and down has become 55. At this time, you must be more careful when making targets or increasing positions, and screening has become more important.
From the space point of view, we currently believe that this round of market has not yet been completed. In terms of time, we cannot be considered very short but not long, so we will follow it for a few months and take a look first, and there is no need to rush to stop profit.
......
Today I accompanied the third-grade kid to write essays. I guess who he is in the first unit of composition. I made 200 words for me in more than an hour. It was really a mouthful of blood. If I could write it for him, I would like to do it myself. I also said that I want to be a writer in the future, so I should write my diary first.
The recent school season, several friends came to me to complain, and I said I wanted to complain too...
Everyone washes and sleeps, good night.
