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各位好
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注册机构在开设管理内地投资者的投资账户时
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需采取三项额外措施
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第一项关闭
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使用可移或伪造文件开立的投资账户识别
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从2023年1月起
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或经管局指明的任何其他时段内
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曾使用可疑或伪造文件开立的客户投资账户
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有关文件包括身份证明文件
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第二关闭林洁仪不动投资账户就是僵尸户
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具体指由内地投资者持有的投资账户
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抱歉为散户说话
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声音多了
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声音有点沙
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而该账户截止到2026年5月22日
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均无任何资产结余
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就是零零账户僵尸户
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且在参考日期起计计前12个月内
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无由客户展开的活动
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就是12个月无交易僵尸户
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第三新开立投资账户时
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需向该内地投资者取得书面声明
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确认
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所有用以支持投资活动及相关结算的资金
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均来自中国内地以外的合法来源等
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香港这个投资账户
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应该跟近期的港股的下行有一定的关联
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但不是毒死香港的投资渠道
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我们有港股通是通畅的
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我们有跨境理财通是通畅的
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我们对港股的QD是通畅的
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三个渠道是非常通畅的
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海量的南下资金已经超过3万亿
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这个我觉得没有必要对港股产生恐慌
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这是第一个说明的
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只不过港股今年以来是全球最大的IPO
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它会有一些压力
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所以才从2026年1月29日
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恒生指数2万8鉴定回落到2万4
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现在2万5
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那么恒生科技是从2025年10月2号调整
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6715点
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调整到4619点
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调整了30%多
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这个我觉得也是一个
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因为IPO的量有点大
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或者是新进来的优质资产分流了原来的资金
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也跟这个规范账户不无关系
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但是我觉得因为港股有全球
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相对比较低的估值优势
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好东西也没有必要因为这个规范账户引发恐慌
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这个是要说明的
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另外一个角度
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隔夜的美股
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道指是不动
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纳指还继续涨9.3%12分
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日本暴涨1.96%
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韩国暴涨2.21%
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还是出现了一个非常强烈的上行
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布油92
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一切看油
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我们这个油已经回落了
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一切看美债收益率是4.96
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成功的回到五以下了
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风险警报
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这个是有所减少
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但IPO的风险减警告还没有减轻
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太空探索技术公司还有两个大模型即将上市
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固然它会带动相关的板块活跃
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但是也有分流资金的嫌疑
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或者是刺破泡沫的可能性
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因为美股很长时间没有听过大型IPO了
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那这样的一个大规模的融资
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它将会对美股产生压力
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这个是有这个概率的
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另外一个角度
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不如新股的那些高高在上的过高估值的股票
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它会有重新的平衡的可能
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这个也不得不防
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但我说的高估的五类股票
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它非常有可能会因为不断的好东西上涨
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他就会回到它应有的位置
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因为世界上没有任何一个法律规定
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证券交易所不能扩容
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随着越来越多的新技术
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新东西进场
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那么原来虚高的我说的五类股票
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高估的五类股票就会面临越来越大的泡沫
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爆破的风险
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因为很多人还不知道五类股票是什么
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这个请看我这个小书
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拿到书的粉丝朋友们
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也要可以将书中的内容
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分享给那些还没有拿到书的投资人
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港股今天的表现
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可能是开户恐慌可能告一段落了
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或者是账户清理规范恐慌
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9.36分
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港股上涨0.69%
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恒科是上涨0.99%
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可能规范账户的恐慌告一段落
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因为我们的渠道是畅通无阻的
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去美国的渠道有所限制
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但港股我们是没有什么问题的
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每股吸引了全球17.5万亿美元
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那我们吸引外资才4万亿人民币
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外资进场会源源不绝
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我们成功召开了深交所的全球投资者大会
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加上美元兑离岸人民币
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19:38分报6.77260
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创3年以来的新高
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人民币的国际化步伐正在快速的推进
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外资对中国资产的重新认知
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有可能还会不断的对中国资产产生新的认知
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所以余钱好股也不要恐慌
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因为如果手头的股票足够让外资青睐
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那我觉得未来它还是会从我们的手中抢走的
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这个时候还是要没有必要
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那么轻易的放手去抢好股
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外资将要会从我们的手中抢走的
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这是第一个急钱差股
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谁的外资都不要的
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上市公司都不要的
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我说的高估的五类股票要小心
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要小心
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杠杆也去掉
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辞职炒股的赶紧回上班
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退学的赶紧回上学
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快高考了
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我觉得有一些虚高的股票
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有些光炒作的
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我觉得先考上大学再说
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祝曾生学子高考顺利
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赶紧回上学
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吵什么吵
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考上大学再说吧
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啊银行可能要谈一谈券商今天是不是有点表现
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保险这些外资都流口水了
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当然在前几年买的不要追高
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这三金融三傻不是每个人都能买的
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很多人说我买了还不行
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我没有说现在买啊
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我只是说26352689买的还可以看一看
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因为未来他们还是会从我们的手中
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有优秀的抢走好东西的咯是吧
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那我在前3年或者前20年买的
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我为什么要卖呢
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假如是我的话
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不是让你现在买是吧
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是前3年或者是前20年
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26352689买到的
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那我觉得如果是我的话
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我的好东西外资还没买呢
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我的好东西险资将来要进厂了
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我的好东西
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养老金是会从我手中抢走的咯
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我的好东西
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当然如果我的不好东西
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昨天我们讲了一个故事
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一群小学生在打比赛是吧
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后面还有泰森要进场
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这要怎么打
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一帮路人甲
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群众演员
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1万个人在演戏
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突然要来个巨石星
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要分走80%
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那还怎么演
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泰森有没有来太空探索技术公司就要来了
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巨星有没有要来两个大模型
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Open ai
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还有美国人工智能公司就要来了
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我那个路人甲
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我那个小学生在那里
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泰森来了三
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而且三个泰森一起来
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关键是三个泰森来了之后
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后面还有没有泰森
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有可能是冒号啊
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不是句号
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这就是我对小学生打比赛的担忧
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那我的好东西
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我比泰森还要厉害
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那我怕什么是吧
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来吧干一场吧是吧
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那如果我不如泰森的小学生
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幼儿园的那回上课去吧是吧
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不要打比赛了是吧
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回上班去
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别做梦了
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辞职炒股再见
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做个好人
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做个好人
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星星之火也能温暖他人
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做个好人
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做个好人
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人心定能换得人心
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坦坦荡荡
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不亏良心