网赚之家

关闭

当前位置:首页 > 挂机网赚» 正文

基金,亏损今天,投资者个个都冰冰!





今日股市大跌,与国庆期间出现的三个巨大利空有密切的关系。如此大而猛烈的下挫,令全国股民与这几天因为偷税漏税而被迫交出巨额罚款的范冰冰一样,共同经历了一个个人资产大幅缩水的国庆节!而股民比冰冰还冤的是,冰冰的钱是交给国家,进入财政了,还能为公共福利作为国庆献礼,而股民亏损的钱,根本不知道亏给了谁!当然像工业富联这样新股跌破发行价的,从大面上说,股民的钱就是亏给了工业富联这些新上市公司,但是每个股民的钱具体是亏给了谁,还真搞不清楚。

真是同为天涯沦落人,相逢何必乐其祸?

先从数据上对比一下,网上有范冰冰2004到2017年这13年的总收入,总计是11个亿,这次罚款将近9亿元,不考虑资产增值部分,本金只剩下2亿元了,今年损失了过去十多年来8成的收入!而股民与基民呢?

先看一下场内的基金今年以来的表现:

下图是截止今日收盘,场内基金今年以来的亏损排名:


(数据来源:通达信)

怎么样,你就算是做一个良民,老老实实买个基金,只要你不幸买中了上述基金,资产损失的幅度也跟范冰冰相差无几吧?

简单来说,场内268只分级基金,今年以来下跌的有165只,看着也才一半,但是考虑到其实包括了A、B两类以及部分在场内挂牌的母基金,所以真正的权益类的基金估计也就140只左右,换句话说,大面上,如果你不是买的分级A这种接近固定收益类的基金的话,那么今年是百分之百的亏损了。

如果不考虑加杠杆的分级B基金,当然亏损幅度会小一些。比如场内的ETF类基金,都是跟踪指数的,总共184只基金,只有19只基金不亏损(包括了货币基金),也就是只有10%的基金不亏损,其它9成ETF基金今年以来都是亏损的。

今年以来ETF类基金亏损排名表:


(数据来源:通达信)

基本上,只要你买的是以深市为主的指数类基金,基本上亏损超过20%是没问题的。

或许你会说,从这个表上看,投资者亏损的幅度比范冰冰差远了。但问题是,冰冰这个亏损是一次性计提的,只要她以后不漏税,那就不会再有几倍的罚款了。但是投资者,只要一天不出来,亏损就不能说是终结了。

最后看下今年以来股票的跌幅榜:投资这些股票的人,估计比冰冰还惨,因为这些股票从去年就开始跌了,累计下来的跌幅很可能超过8成了,而且还是苦海无边,不知道啥时候会止跌,或者是啥时候能打开跌停板,能够出逃。

比如ST长生,因为造假而停牌,如果要退市,那么从之前几家公司退市前的表现来看,相当的不乐观。目前的价格不一定能稳住。


(数据来源:通达信)

事实上,目前有三大利空因素,短期内基本无法消化,所以投资者短期内恐怕还要面临账户资金缩水的局面。

一个就是范冰冰案的余波。谁能相信整个影视界搞阴阳合同的只有范冰冰一个人?!偷税漏税的公司只有一个范冰冰工作室?今日的消息说,江苏省负责对其征税的部门要追责。这样一来,全国各地的税务部门,估计都要仔细身上的皮!容嬷嬷的鞭子指不定哪天就打到自己身上了。

所以,各地严查税收的情况可以预期了。这么多影视上市公司,除非都是完好无瑕的,否则,不需要多,如果过几天、哪怕是过几月再来一单,投资者也会努力用脚投票。就好比今日的华谊,明明在投资者互动平台上表态了,说是:与合作演员签署的合同均合法合规,依法及时缴纳相关税费。但是今日股价还是大跌了5.82%。

因为是不是合法合规地缴纳了税,这不是公司自个儿说了算的,那是要税务局查过以后才能定论的。难道范冰冰会对外公开说自己少交了税?

更何况A股上市公司的诚信度,很多话都让人不敢信。

如果上市公司的税收情况都开始要问责了,估计要补交的税少不了,这从国家层面来说,当然可以说是国庆好事,但是对投资者来说,如果要被罚好几倍的税额,那肯定不是啥好事。

所以,这事引发的对企业的影响没有完。

第二:马云在国庆节期间再次“减负”。这事实在太蹊跷了,如果马云先生年事已高,或者说在过去的投资过程中出现过啥重大差错,那么接连放权不难理解,可是这个正当年的、非常有号召力的企业家,不但在公司内,就是在国际上也非常有声望的企业家,却在当打之年退位退权。分解自己的权益结构,还是令人生疑的。人家巴菲特、李嘉诚都快90了,年龄上可以给马云当爷爷的人还干得欢着呢,怎么马云就这么想当老师?如果这么喜欢当老师,当初为啥辞职下海做生意,说不通啊。

如果这么大的企业家都想着早早的退了,其他的企业家会不会也掂量掂量一下,自己还要不要继续干下去呢?

所以,像智飞生物,拿到了默沙东代理的疫苗,现在一针难求,公司业绩持续爆发式增长 新产品不断获批等利好。在这样的情况下,二股东居然还抛出了减持9600万股的方案。事实上,近年来,上市公司控股股东因为质押以及个人原因而减持公司股票的案例不断增多。

很多报道也显示,不少中小企业辛苦十几年,不如炒房收益高,所以,企业家在当前这个环境下,是否还有心劲把企业的经营业绩做上去,是开始打退堂鼓还是要继续努力奋斗,是非常令投资者担心的。

第三:国庆期间,美国的二当家发表了对中国的怨言,虽然被人形容为怨妇,但是确实比较形象,先是抱怨一番不识好人心,然后也是一番分手后绝对要给点厉害模样看的表态。这意味着两国经贸关系有可能进一步紧张。加上美国与其它主要经济体的的协议比较顺利,这样看上去,中国企业的出口将面临非常不利的环境。如果企业的经营业绩不乐观的话,光靠央妈放松银根,那也是治标不治本的,无法令投资者重建信心。

平点金基已关联讯飞快读基金 小程序~

双语阅读~

Today, investors are all Fan Bingbing!

Today's stock market crashed, and has a close relationship with the three huge negatives that emerged during the National Day. Such a large and violent decline has caused the nation's stockholders to experience the National Day of a sharp decline in personal assets, just like Fan Bingbing, who was forced to surrender huge fines for tax evasion in the past few days!

 The stockholders are even more embarrassed than the ice, the ice and ice money is handed over to the country, into the financial, and can also be a public welfare for the National Day, and the loss of the stockholders, do not know who the loss! Of course, new stocks like Industrial Fulian fell below the issue price. From the big picture, the money of the stockholders was lost to the newly listed companies of the Industrial Fulian, but the money of each shareholder was specifically given to whom the loss was made. Not sure. 

It’s really the same as the end of the world, why bother to meet?

First, compare the data. On the Internet, Fan Bingbing’s 13-year annual income from 2004 to 2017 is a total of 1.1 billion. The fine is nearly 900 million yuan. Regardless of the asset appreciation, the principal is only 200 million yuan. This year, we lost 80% of the income in the past ten years! And the stockholders and the basic people?

Let’s take a look at the performance of the funds in the market this year:

The chart below shows the loss rankings of the fund since the close of the day:

(Source: Tongda letter)

How about you, even if you are a good citizen, honestly buy a fund, as long as you unfortunately bought the above funds, the extent of asset loss is almost the same as Fan Bingbing?

To put it simply, there are 268 grading funds in the market. There are 165 stocks falling this year, and only half of them are watching. However, considering the fact that they include A and B and some of the parent funds listed on the market, the real equity category The fund is estimated to be around 140. In other words, if you are not buying a fund with a fixed income category of Grade A, then this year is a 100% loss.

If you do not consider the leveraged B-fund, the loss will be smaller. For example, the ETF funds in the market are all tracking indicators. A total of 184 funds, only 19 funds are not losing money (including the money fund), that is, only 10% of the funds are not losing money. The other 90% ETFs have been this year. It is a loss.

The ETF fund loss ranking table for this year:

(Source: Tongda letter)

Basically, as long as you buy an index fund based on Shenzhen Stock Market, it is no problem to lose more than 20%.

Perhaps you will say that from this table, the loss of investors is far worse than Fan Bingbing. But the problem is that the ice-ice loss is a one-time provision. As long as she does not evade taxes in the future, there will be no more than a few times fine. 

But investors, as long as they don’t come out one day, can’t be said to be the end of the loss.

Finally, look at the decline in stocks since the beginning of this year: the people who invested in these stocks are estimated to be worse than the ice, because these stocks have fallen since last year, the cumulative decline is likely to exceed 8, and it is still boundless, I don’t know. When you stop, you will stop falling, or you can open the daily limit board when you are able to escape.

For example, ST Changsheng, because of fraud, suspended, if you want to withdraw from the market, then from the performance of the previous companies before the delisting, it is quite optimistic. The current price may not be stable.

(Source: Tongda letter)

In fact, there are currently three major negative factors that cannot be digested in the short term, so investors may face a situation in which account funds will shrink in the short term.

One is the aftermath of Fan Bingbing's case. Who can believe that only Fan Bingbing is a person who engages in yin and yang contracts in the entire film and television industry? 

The company that evades tax evasion is only one Fan Bingbing studio? Today's news said that Jiangsu Province is responsible for the taxation of its departments. In this way, the tax authorities across the country are estimated to be careful! The whips of Rong Rong may have hit him on a certain day.

Therefore, the situation of strict investigation of taxation in various places can be expected. So many film and television listed companies, unless they are all in good, otherwise, do not need much, if a few days, even if it is a few months to come again, investors will try to vote with their feet. Just like today's Huayi, it clearly stated on the investor interaction platform that it is: the contracts signed with the cooperative actors are legal and compliant, and the relevant taxes and fees are paid in time according to law. But today the stock price has fallen by 5.82%.

Because it is legally and compliant to pay the tax, this is not the company's own decision, it is only after the tax bureau has checked it. Is Fan Bingbing publicly saying that he has paid less taxes?

What's more, the integrity of A-share listed companies, many people are afraid to believe.

If the tax situation of listed companies begins to be held accountable, it is estimated that the tax to be paid is indispensable. This is of course a national good in the national level, but for investors, if you want to be fined several times. That is certainly not a good thing.

Therefore, the impact on the business caused by this incident is not finished.

Second: Ma Yun “reduced the burden” during the National Day. This fact is too embarrassing. If Mr. Ma Yun’s age is already high, or there have been major mistakes in the past investment process, then it is not difficult to understand the successive decentralization, but this very year’s very charismatic entrepreneur, Not only in the company, but also in the international are also very prestigious entrepreneurs, but in the year of the fight to retreat. Decomposing your own equity structure is still questionable. People's Buffett and Li Ka-shing are almost 90 years old. People who can give Ma Yun as a grandfather still have a good time. How does Ma Yun think of the teacher? If you like to be a teacher so much, it wouldn’t make sense to do business for the resignation of the sea.

If such a large entrepreneur wants to retire early, will other entrepreneurs also take a chance to do it, and do they still have to continue?

Therefore, like Zhifei Bio, it has obtained the vaccine of Merck's agent. Now it is hard to find a single shot. The company's performance continues to grow explosively and new products are continuously approved. The stock price has reached new highs. Under such circumstances, the two shareholders actually thrown a plan to reduce the holding of 96 million shares. In fact, in recent years, the number of cases in which the controlling shareholder of a listed company has reduced its shareholding in the company due to pledge and personal reasons has been increasing. Many reports also show that many small and medium-sized enterprises have been working hard for more than ten years, which is not as high as real estate speculation. Therefore, in the current environment, entrepreneurs still have the strength to do business performance, whether to start to retreat or to continue to work hard. It is very worrying for investors.

Third: During the National Day, the United States’ second-ranking family issued a complaint against China. Although it was described as a blame, it is indeed a more vivid image. First, it complains about not knowing the good heart, and then it is definitely a great deal after breaking up. 

Look at the appearance of the appearance. This means that the economic and trade relations between the two countries are likely to be further strained. In addition, the agreement between the United States and other major economies is relatively smooth, so it seems that the export of Chinese companies will face a very unfavorable environment. If the business performance of the company is not optimistic, relying on the mother to relax the monetary policy, it is also a temporary solution, and it is impossible for investors to rebuild their confidence.


亲爱的读者:

为了给大家提供更好的投资公募基金的相关咨询服务,我们将建立紧密的、喜欢基金知识的基金小密圈。

我们将以公平客观的态度为广大读者提供基金交易最急需的知识,最稳健的投资策略,并及时对各基金品种做出点评,为读者寻找中长期大概率能够实现正收益的优秀基金品种。

为了提升小密圈质量,同时也为了维持运营成本,我们设置了一定的门槛。

现在您只需发送50元红包,就可获得无限次提问相关基金问题的机会(相同的问题仅限一次)。

 我们期待您的加入!

上一篇:外籍,眼科5年手术近千例外国人摘掉老花镜 新视界中兴眼科成立国际部
下一篇:返回列表

猜你喜欢


澳门,创业澳门与内地双创交流合作开

澳门,创业澳门与内地双创交流合作开

新华网澳门10月8日电(王晨曦)澳门青年创业孵化中心获批成为“国家备案众创空间”并于8日举行揭牌仪式。科学技术部副部长张建国在仪式上致辞表示,希望澳门青年创业

创业者,资本12岁开始创业,李丽金如何

创业者,资本12岁开始创业,李丽金如何

“越面对越有力量。面对困难迎难而上,你会发现全宇宙都在给你力量。”采访中,原链资本创始人李丽金多次向创头条记者强调,这句话她不只时常和创业者说,也时常用来勉励

传媒,判决剧星传媒追回5269万元广告

传媒,判决剧星传媒追回5269万元广告

10月8日,剧星传媒发布公告称,公司与四川玖玖爱食品有限公司的诉讼问题已有新进展,二审法院判决支持剧星传媒的诉讼请求。公告显示,终审判决结果为,四川玖玖爱食品

中国,创新“第一动力”的时代交响—

中国,创新“第一动力”的时代交响—

新华社北京10月8日电 题:“第一动力”的时代交响——中国科技创新实现历史性重大变化新华社记者陈芳、董瑞丰、胡喆从一曲“东方红”到“天宫”游太空,从国产航母下水

  • 微信公众号
  • QQ交流1群
  • 手机版访问
二维码