1. The Shanghai Stock Exchange recently issued a reminder letter to member units, requiring them to further do a good job in the first programmatic transaction report.
For those who have not fulfilled the management responsibilities of programmatic transaction reporting in accordance with the provisions of the "Reporting Notice" after December 29, corresponding regulatory measures or disciplinary actions will be taken in accordance with the "Shanghai ** Exchange Trading Rules", "Shanghai ** Exchange Member Management Rules", "Shanghai ** Exchange Disciplinary and Regulatory Measures Implementation Measures" and other provisions.
The smashing should be caused by the liquidation of quantitative trading, especially the **!Regulation, regulation, as soon as you say these two words, you will be angry. You're in charge of a ball!I know that one of the major loopholes in the current market is quantitative trading, and I have to dare to make this decision if I suspend it. Regulation, there will always be loopholes to drill!There is also a method, which is to specifically draw out the ** of quantitative trading, and stipulate that you can only play these, and let quantitative traders play by themselves, it is all a law!
Second, the three-year closed period** maturity redemption was accused of the cause of the sharp fall What views are really presented in the misread CITIC Research Report?
The three-year closed period of redemption is due to be the cause of the big fall, no need to misread, this is true, immediately a lot of the closed period of ** are due, but this part of the holders are basically losing 30%-40%, after the liberation they must be sold, so the company has to sell a large number of ** to deal with the redemption, which is also the reason why the new energy photovoltaic liquor has been falling, the funds are constantly selling, can it not fall, in addition to the current A shares are ** can not go, otherwise you see that everyone has to run!
3. Completed before the 29th!Regulatory agencies are required to do a good job in the programmatic transaction report and will be punished if they are not completed, and the market value is less than 5 billion yuanA number of quantitative institutions responded.
There are market rumors that "quantification should be reformed, and the ** with a circulating market value of less than 5 billion yuan cannot be added to the ** pool after quantification, that is, it cannot be bought." In response, a number of quantitative private placements responded: "I didn't receive this news, it's a rumor." Dalong thinks that this is "basically a reaction to try, whether to increase or decrease the intensity and then see, or directly ban quantitative trading."
Fourth, Goldman Sachs, Nomura, and Morgan Stanley have spoken: The valuation of A-shares is at a historically low level, and they are concerned about the opportunity for the market to overshoot next year.
As A-shares continue to be **, valuations are getting cheaper and cheaper, and this ** has not come to an end. On the other hand, there is no sign of improvement now, but the worst-case scenario is like this, once the real estate problem is solved, the market is not so pessimistic, and optimism may regain dominance, and it will usher in a wave of over-falling*** But it is really hard to say when it will come, and the divergence between fundamentals and sentiment at this stage will make investors particularly uncomfortable.
Fifth, Germany canceled the subsidy for electric vehicles ahead of schedule, and the industrial chain may be affected.
Originally, Europe launched new energy subsidies, on the one hand, to achieve carbon neutrality and achieve independent and controllable energy, but what I didn't expect was that the subsidy for new energy had an impact on the traditional automobile industry. As a big automobile country, Germany naturally wants to take the lead in canceling subsidies, which will affect China's new energy industry chain, the original industrial chain is facing the problem of overcapacity, and now Germany cancels subsidies, and other European countries may also follow suit, which can be described as worse. The direction of new energy is the direction of many institutions' heavy positions, as long as the industry does not improve, it is difficult to say that the big A is **.