Today is September 25th. The short rest time always passes quickly. There is no particularly good news released on the weekend. There is only endless negative news. The Chinese stock market has no way out. Can the defense battle of 3,000 points next week be won? Just now, three major news came out of the securities market. Among them, the world has set off a new round of " interest rate hikes ", but China has remained silent. What does it mean? I am posting an urgent message to remind everyone. Next, I will analyze my views objectively. I hope that after reading it, I will be able to understand and no longer be confused.
1. A new round of "interest rate hike" has been set off in the world. Debt crisis comes one after another?
Interpretation: This week, the Federal Reserve raised interest rates by 75 basis points, directly triggering a global wave of interest rate hikes. On September 22, the Bank of England, the Swiss National Bank, the Norwegian Central Bank, the Bank of South Africa, the Bank of the Philippines, the Bank of Vietnam, the Bank of Indonesia, and the Bank of Qatar announced interest rates. It is not difficult to understand that these countries follow up on interest rate hikes to avoid a large amount of capital outflow and trigger further expansion of domestic inflation. On the other hand, even if the RMB continues to depreciate, the central government has not introduced substantial policies, which has made people think deeply.
We know that China's monetary policy has always been known for its prudentty. The central government will not intervene until the critical moment. The reason why it has not taken action now shows that the central government has confidence in the market's own adjustment. Therefore, we don’t have to worry. When it is absolutely necessary, the central bank will definitely take action in time. At present, as long as our stock market can withstand pressure and get out of independent market conditions, we have super strong ability to withstand risks, which is very rare.
2. Northbound funds sold more than 6 billion yuan this week, focusing on reducing their holdings in the battery and brewing industries, increasing their holdings in semiconductors for more than 1.3 billion yuan
Interpretation: Northbound funds are called smart money, and their every move has attracted much attention from the market. Judging from the flow of this week, they are only slightly outflows to show their caution about the Fed's interest rate hike. This amount of funds is simply negligible compared to the total amount of funds they flow into A shares . In addition, they are now favoring semiconductor , and they are really good at copying. The battery and brewing industry still has a lot of room for decline compared to semiconductor and medical sectors.
3, 150 billion yuan lifting of bans is coming before the Torrent Festival, the leading meat products industry leader has the greatest pressure to lift the ban
Interpretation: In addition to new listed stocks, in the last week before the National Day (September 26-30), 80 listed companies in will usher in the lifting of restricted shares in A-share market. Based on the latest closing price, the total market value of the lifted ban reached 149.697 billion yuan. From the perspective of time, September 26 is the peak of lifting the ban. On that day, 31 listed companies collectively lifted the restricted shares, with a total market value of 85.954 billion yuan, accounting for 57.42% of the total market value of the lifted ban in one week.
I have to say that once these stocks are lifted, it is very embarrassing! Sell it, the stock price has fallen to this point, and it is a bit reluctant to let it go; if you don’t sell it, the market looks bad, what if the losses are greater? So, don’t think that lifting the ban will put pressure on the market, it is not certain whether they will sell it.
future market outlook
Every time we are adversity, we will create a small number of winners and a large number of losers. This is how the 28 law of wealth comes from, which is consistent with the capital market's law of one profit, two draws and seven losses. If it is broken one day, society will be in chaos, because no one will serve, the stock market will close, because 10% of the loss cannot fill 70% of the returns.
Every time you panic, there are all kinds of reasons for being bearish. No matter how you analyze and use data to prove it, it cannot change the fear of human nature; and every time you are crazy, the reason for being bullish is always the same. No matter how you prompt risks, it cannot change the greed of human nature. It’s still the old saying that you can’t wake up a person who is pretending to be asleep at any time.
episode has come to this point. There is no need to say much. You have to walk the path you choose even if you kneel down. I will walk the entire journey alone, and the situation will survive and die with the market!
Capital market, come and go freely, and everyone can rest assured angels!
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