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鼠年股市"风水局"!港股大吉,三大板块走牛概率最高

Stock market “Feng Shui Bureau” in the Year of the Rat! Hong Kong stocks are doing well, and the three major sectors have the highest probability of bullish growth

券商中国 ·  Jan 18, 2020 08:03

The mystery is also mysterious, the door of all wonders!

People who have been working in the secondary market for many years believe that predicting stocks is often tantamount to "fortune-telling". Therefore, there is also a kind of investors who use metaphysics to analyze the stock market in the capital market. Some securities firms also use the analytical system such as the five elements and gossip to release corresponding research reports every year. Recently, two securities companies have announced the viewpoint of "fengshui" investment in the year of the Rat.

They believe that the year 2020 of the lunar calendar is the year of Gengzi and Geng is gold, so it is also called the year of the Golden Rat. In this year, the overall performance of the stock market should not be too poor, while the performance of Hong Kong stocks may be even better. Infrastructure, real estate and its industrial chain, medical and health stocks are expected to have a better performance.

Let's look at the details!

What will happen to the stock market in the year of the Rat?

According to Anxin International, the year of Boxer: White rat (golden mouse), Nayin: dirt on the wall. Gengzi is the land of thick virtue, the terrain is Kun, and the gentleman carries things with virtue. Can overcome the water, not afraid of the trees to harm. Because the wood to the son is a broken place without strength. In the year of Gengzi, the clay is the cloud. Wugui turns the fire into the sun, so it is the day of the sky. It is the land of Qi passing through Fuxu emptiness. If you get heavy land resources, then the water is not strong, the weak encounter officials and ghosts without punishment, then decline to protect themselves. In the same house of soil and water, the son is the blade, extreme and opposite, flourishing in Hai and declining in the son, Yang comes out and Yin lurks.

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From the perspective of domestic economic trend, Geng is gold, representing finance, money, metals and other industries related to economy and finance, while water represents mobility. Therefore, judging from the image of Gengzi, 2020 will be a year of abundant liquidity in the domestic economy. This liquidity represents not only increased liquidity in the stock market, but also a looser monetary policy. The main monetary policy in 2020 will be to cut interest rates, and regulations or policies will be introduced in the stock market to change the valuation system of the stock market and promote the development of the stock market. Therefore, although there are twists and turns in the stock market in 2020, it will not be too bad.

From the perspective of the international political situation, Geng is the West and Zi is the North, while the Boxer shows the flow trend of gold and water, and Zishui consumes the spirit of Gengjin, so in terms of the trend of international policy, the strength of the Western countries will be weakened. the strength of the northern countries will be strengthened. So in terms of contradictions such as those between the United States and Russia, there will be concessions from the West to Russia in 2020. The fact that the son is the water and the gossip also shows that in 2020, Western countries will mainly focus on solving existing problems, and will also invest their main funds in solving problems, easing international and domestic conflicts, rather than investing in economic development.

From the perspective of domestic policy, in domestic policy, the proportion of entertainment consumption will increase, and in capital investment, more capital will be invested in entertainment consumption.

On the whole, 2020 will be a relatively loose year in monetary policy, and there will be policies with abundant monetary liquidity, such as interest rate cuts, and it will also be a more suitable year for investment, whether it is the domestic stock market or the precious metal market. are relatively suitable for investment.In terms of policy and investment, it will be more inclined to life and entertainment products, and investors will also increase investment in such products.Anxin International believes that although the year of the Rat is supported by wealth stars, it is not very prosperous, speculation is not as strong as the year of the Pig, it is not suitable to rush for quick success and quick profit, and medium-and long-term investment is relatively safe.

Citic CLSA, which released the CITIC CLSA feng shui index in the 26th year, said it sent away the native pig and welcomed the golden mouse. As the "head of the family and the head of the heroes", the mouse full of vitality joined hands with trusted mouse gang friends to step onto the stage to welcome the arrival of a new cycle of the zodiac. The trembling of last year is gone, and the air is filled with peace.

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Worldly forces and celestial bodies outside the human field of vision exert influence on fortune, wealth and market ups and downs. Instead of predicting market targets, we measure our beloved Hang Seng Index country Chicken based on monthly wealth scores (2020 begins at a little after 5: 00 p.m. on February 4, when the sky is dry and the earth is the son. The relationship between the branches of heaven and earth and the five elements of yin and yang is very close, each branch is accompanied by five elements (gold, wood, water, fire, earth), and also has the attribute of yin and yang. In this way, we can get the eight-character map of the coming year, and combine it with the eight-character map of the Hang Seng Index (November 24, 1969). The pattern, trend and relative performance. On the mouse's wealth figure, earth and gold live in harmony, which bodes well for the Hang Seng Index and is expected to be a golden patch in late spring and early summer.

Which plates will perform better?

Anxin International believes that from the perspective of the five elements, the power of gold next year is mediocre, and the financial industry may continue to be regulated, but it can be operated if short-term policies are released. Wood is not bad. Education, construction and environmental protection have better prospects than in previous years, worthy of medium-and long-term investment; water is very weak, tourism, transport and logistics and other industries are slow, but less sudden impact than in previous years. The fire is not very hot, and the pharmaceutical, chemical and technology industries seem to be reshuffled, and there will be a new world to stand out. Only the land is very prosperous, and the infrastructure and real estate industry chains (including property, home furnishings, and so on) are profitable and there is a lot of room for development.

However, Citic CLSA's forecast is somewhat different from that of Anxin International. They believe that soil-related industries such as real estate and resources should do well, but may slow slightly from August to November. In October and November, the gold element is weak and the fire element is dominant, so finance and banks should be vigilant. Fortunately, the wood is positive on the pentagram this year, so the Medical and Health Unit is expected to make some gains (which is completely different from that of Anxin International). Fire-related industries are expected to rise in early summer, but the best time to invest in the technology and utility sectors is October and November.

Citic Lyon said that the best location of real estate fengshui may be in the northwest, where not only eight white left auxiliary stars patronize, but also the five elements belong to the earth, like a fish in water in the year of the Golden Rat. Do not engage in construction in Zhengbei. You are too old to live here, and you can't afford to annoy him.

Cows, dragons, monkeys and chickens share good luck with mice this year. Sheep, snakes and dogs all have their own moments of glory, but horses, tigers, rabbits and pigs need to pay attention to their health, wealth, love and career, and avoid mousetraps.

In fengshui, all industries can be divided into five elements. Every year, the five elements of wood, fire, earth, gold and water dance with each other. Some elements always dominate, while others sometimes explode. Competent feng shui masters will assess the relative advantages of each element at a particular time; even the weakest elements will come to the fore and just need to be in the right place at the right time. When the element distribution is the most balanced, the portfolio performance is the best, so investors can adjust their investments to maximize returns. Among the five elements, wood gives birth to fire, fire produces earth, earth produces metal, gold water, aquatic wood, and water are also the basic components of life; in turn, fire goes out when it comes into contact with water, fire can melt metal, metal can cut trees, and trees grow by absorbing soil nutrients, and soil can guide the trend of water, so water.

Citic Lyon said that native gold is born, while the five elements in the year of the Rat are gold. Harmony between the two will allow prosperity in all Turkish-related industries throughout the year, but may slow slightly from August to November. Leather manufacturing, gem search and identification, consulting and real estate agents are expected to prosper; wood absorbs some of the nutrients from the soil, but does little good for itself, and worries about the impact of gold. Fortunately, the wood genus is positive on the eight-character map this year, so some benefits can be made. Florists, orchards and creative businesses are likely to do well, especially in March and late summer. Religion and the publishing industry may not be plain sailing; the gold element in the figure is not strong, but the earth can help it, and industry can cope with it as long as it does not conflict with the fire. In October and November, gold is weak and popular, so lawyers, civil servants, archaeologists and managers should be vigilant. The best periods for related industries are April / May and September / October; fires can melt metals and are likely to cause trouble at different times. There was a rally in the technology and utilities sector in early summer, but the best time is October and November. There is no flood on the figure, but the rats themselves are water, which can hinder industries from oil to telecommunications, coffee and light bulbs. In addition, there is basically no water on the figure, but Jinshengshui will promote tourism and casinos. June, July and the end of the year are the best. Tourism and shipping are likely to decline slightly, while logistics and fisheries are expected to see a steady flow of goods, and this year's philosophy degree is quite good (which is also quite different from that of Anxin International).

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What is the accuracy?

Citic Lyon has repeatedly reminded that the feng shui index is only for recreation after dinner, do not follow the script, so as not to end up in prison. The forecast of Citic Lyon's fengshui report runs counter to the trend of the market. In the report on the year of the Dog, Citic Lyon believes that after the volatility in the first half of the year, the Hang Seng Index will wind its way forward, regain its uptrend in the second half of the year and record a full-year high at the end of the year. In the end, however, the performance of the Hong Kong stock market was all the way down in the shock.

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As for the trend of the Hang Seng Index in 2019, Citic Lyon's forecast is generally OK, but there are also some mistakes. They had expected significant volatility throughout the year, but overall, the Hang Seng Index was expected to have a chance to perform well in May, June and December this year. In terms of the sector, Chen Shuting, an assistant analyst at Citic Lyon China Internet and Telecommunications Industry Research Department, said that due to the fire this year, science and technology stocks should perform well, and telecommunications, oil by-products and public utilities have a bright future. The dependent territory industries, including construction and real estate, will do well at the end of the summer, while tourism, painting, logistics, hotels and various shipping industries will also take advantage of the wind in the second half of the year.

According to the Anxin International report, they pointed out in the 2019 report that the year was "full of anger and organic in danger". According to their statistics, last year, the performance of individual stocks in the industry, including electronics, communications, catering and tobacco, were all good. In addition, under the monetary easing policy, infrastructure real estate also showed some performance. judging from the top 20 gains in the Hong Kong Stock Exchange in 2019, 13 are related to fiery land. Therefore, from this point of view, they should have made some correct predictions.

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The translation is provided by third-party software.


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