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Capital market is like this, there is no reason to speak. For the competition of Vanke, you can't say who is right and who is wrong. At least the reason why Vanke was favored by everyone was still related to the quality of the company. Vanke is a good company, which we all admit. As a good company, everyone will fight for it. But in terms of the rules, without destroying the company's governance, and keeping the company's good expectations, it is a process of learning, running in and discussing. Therefore, from this point of view, the battle of Vanke is not over.
However, policy orientation is one thing, and market reality is another.
In fact, Everton is worth paying attention to recently, because the team has included Jerome, Alan, dukule and other strong reinforcements, the strength of which is unexpected. In addition, the manager is Ancelotti, which can really improve the team's ranking and naturally become the top four team in the new season. Ronaldo has played for Porto, Monaco, Real Madrid and has been loaned to Bayern Munich. He is experienced enough and his strength is recognized. Watford's dukule is also familiar with the Premier League, so it doesn't take much time to adapt.
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We should pay special attention to the thunder of individual stocks, ignoring the details of the market strength, because the small cycle cycle is relatively fast. When the market is strong, individual stocks can't help but continue to thunder. When the market turns into a weak position, Lei will further intensify. The harm of capital allocation to the market is huge, because of the product attribute of capital allocation, high leverage and low threshold, and the people who use capital allocation are not long-term users, which is essentially different from financing. Some of the financing will precipitate, and they will stay in the stock market for a long time. In the long run, the people who use capital allocation will die. Originally, these people can stay in the stock market without capital allocation (even if they are trapped in a short time, they may be unscrambled in the future). However, their money is actually made by the funding companies. I firmly resist capital allocation because it is like a thief in the stock market, and there is no bottom line. Its essence is usury.
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