withstood the impact of the plummeting US stock market , but A stock capsized in the gutter today! They were beaten directly in the first half and only improved slightly in the afternoon. Why did A shares fall today? Two reasons. These two reasons can be easily understood if you carefully observe the main sectors leading the decline today.
The first one was the coal and gas supply sectors that fell first. The reason is that the price of natural gas in Europe fell by 20%, which caught traders off guard. Prior to this, European natural gas prices continued to rise, with single-day increases of more than 10% not uncommon, constantly setting new historical highs. In the recent A-share market , new and old energy sources have been hotly speculated, including new energy sources such as wind, solar, and storage, and traditional energy sources such as coal, oil, and natural gas. The logic supporting the speculation is the European energy crisis. Now that natural gas prices have come down, coal has naturally plummeted, and new energy construction is no longer urgent. However, the current sharp fall in natural gas prices in Europe has reached a peak? It’s still a short-term adjustment, it’s hard to say right now. The Russia-Ukraine crisis is not over, and anything is possible.
The second is the drag on consumer stocks such as food and beverages. The reason is the concern about the resurgence of the epidemic. Recently, the number of confirmed cases of the new crown in China has increased again, and the epidemic has rebounded. The market is worried that the rebound of the epidemic in autumn and winter will suppress consumption and put additional pressure on the already sluggish economy.
It can be seen from the recent ups and downs in the market that the market's nerves are a bit too sensitive, and the wind is like rain. But clearing away the fog, there is one essence behind all the appearances, and that is dishwashing. You should be able to feel that the fluctuations of stocks and stocks have increased recently, with large fluctuations, all for the purpose of washing the market.
The overall logic of the market recently is worry + no main line. What are you worried about? Worried about the pressure of domestic economic recovery, worried about the Federal Reserve raising interest rates again , worried about the epidemic rebounding again in winter... and so on.
But what I want to tell you is that you are not afraid of the floating clouds covering your eyes, just because you are in this mountain. Break out of short-term thinking and think from a higher perspective. The most difficult period of the epidemic has passed. Shouldn't this small rebound now amplify the impact?
The development of new energy is an irreversible trend. Although the European energy crisis has stimulated speculation, wouldn't we have developed without the energy crisis?
has no main line because many growth tracks have been overpriced. Real estate has been golden for 20 years, and Vanke and A have increased 100 times. During this process, there must have been times when Vanke A was hyped up and then adjusted to a short-term slump. Wasn’t it still 100 times higher in the end? I think there is no need to be frightened by the small difficulties in front of us. Our goal is the stars and the sea!
In the short term, although the index has fallen, bulls still have a bottom line. Every time it reaches the half-year line, it will pull up under support. The current market weakness is mainly due to the lack of hype and low popularity. As macd is gradually adjusted technically and a package of policy measures continues to be exerted, the probability that will continue to fall sharply against is low, and a counterattack may come at any time.
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