Unsurprisingly, there was a second drop in the short side. The valuation, concept and logic dived together. The education and training sector lay flat. What is even more shocking is that the education ETF 513360 has the second valuation limit, the education and training sector. The despair is evident.
What is even more unexpected is that the large financial sector represented by bank brokers has also joined the diving ranks along the way, and only some chips and military sectors are struggling for a while. All the reasons are pale, and the decline is real, so what are the factors that triggered the two-day sharp decline? I think it can be summarized as the following points:
First, the "double reduction" policy is officially implemented. The attitude of cutting off capital to interfere with my country's education is decisive. Capital has fully understood the policy and has no illusions. A decisive exit is the only way out for capital, so the US stocks plummeted and then spread to Hong Kong stocks. Then transfer to A shares.
Second, the policy of double reduction makes northbound funds feel jealous. It is a normal practice to wait and see if the northbound funds lighten up, and there will be insufficient funds to receive orders in the short term. As a result, the disk surface was under pressure and the decline was obvious.
Third, the Sino-US Vice Ministers' talks in Tianjin yielded few results. China will no longer pay for the US economy this time. On the contrary, in order to protect its own interests, it may continue to reduce its holdings of US debt. It is imperative for the Fed to shrink its balance sheet, and US stocks are not far from the crash.
Fourth, Jiangsu's new crown epidemic has repeated. The spread of delta virus is obviously strong, and people have doubts about the effectiveness and defense capabilities of the vaccine. Worries about the economy have obviously increased.
What will happen in the second half of this week? I think in the second half of this week, the market will try to repair, and some stocks that have been mistakenly killed due to panic are expected to be repaired. We will wait and see whether the old hotspot is active again or the new hotspot takes over smoothly.
.
