is another day of sharp decline. The market was still good in the morning, and investors are thinking about happy to welcome the weekend. I changed my face in the afternoon. fell sharply in the late trading session, and GEM fell by more than 2%. I really can’t complain!
Nearly 3700 companies fell today, fell by more than 5%, with nearly 500 companies rising and falling median -2.08%! It is the day with the highest money loss effect in the near future. The worst , Shanghai Stock Exchange 50, actually had 9 consecutive negative news. Banks and securities companies took the lead in smashing the market. They are really a scumbag. They can’t do anything, and they are the first to smash the market.
The culprit today was foreign capital. It sold 11 billion in the afternoon, with a net outflow of 8.9 billion throughout the day and a net outflow of 22 billion this week. Last weekend, Wall Street collectively sang A shares . Aigujun reminded that it is a routine, and it is true!
and these funds went to to buy the bottom US stocks, and it rose sharply tonight. Do you think it’s annoying? Of course, there is no need to worry that they won’t come back. When Big A falls a few more days, they will definitely come back to buy the bottom. They are all fence-bearers.
In short, Aigujun was very depressed this week. He didn’t have to pay for it for a day. It’s really evil. But I have survived it, and now I think about it is a small matter. The stock market has abused me thousands of times. I treat her like my first love. I cannot lose my confidence in the market !
1, China Banking and Insurance Regulatory Commission : Commercial banks should strengthen the management of loan funds and take measures to monitor the purpose of loans
China Banking and Insurance Regulatory Commission issued a notice to strengthen the management of loan funds. Commercial banks shall fulfill the responsibility of entrusted payment of and ultimately pay the loan funds to transaction objects that meet the purpose agreed in the borrower's contract. Commercial banks should independently and completely retain account flow information such as loan fund issuance, principal and interest recovery, actively strengthen loan fund management, and take effective measures to monitor the purpose of the loan to ensure the safety of loan funds.
Comments: In the past, the regulatory authorities investigated the flow of loan funds, and everyone would think of real estate. But the real estate market is quite bad this year, so investors are a little panicked and think it is a bad news; they say that the regulators need to investigate the "operating loan entry into the market"!
Aigujun believes that does not rule out a small proportion of "operating loan funds". Some time ago, the bank was eager to release the money, and the interest rate was not high! stock market is also hot, and some people can make some money to play stocks, but they can't ban it.
But overall, most of the funds in the stock market do not have leverage , and few people use loans to trade stocks, sell houses to trade stocks...! It's not that exaggerated yet, so it has little impact on actual liquidity, so there is no need to panic.
2, China Evergrande : The liquidation petition for the company has been withdrawn or released
China Evergrande announced on the Hong Kong Stock Exchange that the liquidation petition for the company (or liquidation order, if any) has been withdrawn or released, and the appointment of any liquidator has been removed (regardless of temporary or not). The company is taking appropriate measures to comply with the resumption of trading guidelines and relevant listing rules! The company will make further announcements on the latest developments in resuming trading.
Comments: This round of cuts supply to owners, many of them are Evergrande disks, how to solve this dilemma. The company made a big move tonight, and the liquidation petition was revoked. Is this aspiration to resume trading? wants to use the reverse blood transfusion of the capital market to extend Evergrande's life to overcome the difficulties. Before
, this system can be reversed, and that system can be taken over. But why can’t Evergrande? First, there are too many debts, and second, there are also many properties under construction. This is a big trouble, especially in the current public opinion environment. Can Boss X leave so easily? We must finish the building. This also gave Evergrande a glimmer of hope to see if it can be grasped.
In the current real estate market, real estate developers have turned the risk to banks. Too many unfinished buildings have also affected everyone's confidence in buying a house. This is a situation of losing more! Therefore, we must find a way to break the deadlock and let real estate soften, otherwise the pressure will be too great. If the real estate stocks are now falling again today.Institutions have also voted with their feet, and many fund companies have lowered the valuation of real estate stocks to as low as 30% off . Although the downward cuts are all , Hong Kong stock real estate companies, and they are not so cruel to A-shares; but pessimism will be transmitted, so please avoid it first.
3, Danbin increases positions! The net value fluctuations of multiple products have intensified. The data shows that the net value fluctuations of many products managed by Danbin have increased significantly, indicating that they may have increased their positions. Previously, relevant insiders also revealed that some products have made certain adjustments to the position of and recently! During the previous roadshow, Dan Bin emphasized when talking about the future market that there may be a "home run" opportunity this year by the third or fourth quarter, just like at the end of 2018, there may be a major investment opportunity.
Comments: media has dug out again, but the net value of Bin's products fluctuated significantly, and the only explanation is that it has increased its positions significantly. The news of made investors a little panicked, mocking that the market is about to reach its peak in the short term! is mainly because of the fact that the reputation this year is not good. The previous wave of reverse operations has been "investigated".
After all, when it is time to increase your position in A-shares, reduce your position and reduce it to the lowest point. I started buying again at the end of June. If the market adjusts again, I will buy at the top of the stage again! In a word, , if you sell it at 3,000 points, you will add it to 3,300 points. Do you think you can’t understand it?
But in fact, there is no need to be too harsh, there will always be things to sell flying. People have always emphasized before that they are optimistic about the market in the third and fourth quarters and will have a chance to "home run"! It is normal to increase positions now. From the perspective of regaining reputation, the more determined he increases positions, the more correct his politics will be. This may be an opportunity to save himself.
Daily chat:
Federal officials stated that they will not consider the one-time rate hike 100 basis points for the time being. After hearing this, the European and American stock markets went crazy and started a retaliatory rebound! , but the Chinese stocks listed in the list of index fell 2%, and A50 is also green. Is this a good role model to learn from Big A?
Our financial stocks fell sharply, Bank of the United States stocks rose sharply, Citigroup rose nearly 9%, it really is the opposite. Unfortunately, I, Big A, have been fooled by financial weight. I can't be so pessimistic next week, and the institutions are also a group of fencemen!
Actually, it is really not easy to be a stock investor. All kinds of weird things this week, US inflation explosion, domestic loan cuts, central bank reverse repurchase tightening, interim performance tips, and day Qi Lithium Industry , BYD and other accidents. Someone lost to Friday on Monday, and the stock holding experience is really bad.
But I have survived it. Tomorrow is another wonderful weekend. Will next week be a week of great prosperity! If you have confidence, everything will come back.
