1. The relevant person in charge of the CFFEX: "The stock index ** is only allowed to carry out hedging transactions" is untrue.
Equity index** assumes that only hedging is allowed, which will significantly reduce CFFEX's revenue. Without the option of short selling, the trading volume will be greatly reduced, and the handling fee will also be greatly reduced, which is a large enough loss for CFFEX.
Now there are such rumors in the market, and investors hate the stock index, which occupies the capital market funds, and the spot market has played a guiding role, especially under the bear market conditions, it has amplified the bear market effect and enhanced the momentum of shorting. It is still necessary to close certain trading mechanisms at the right time.
2. The IPO market in 2023 will tighten significantly, but the stock index will still fall endlessly.
As of December 19, there will be 304 IPOs in the A** field in 2023, a decrease of 121 from 2022, raising 349.6 billion yuan, a decrease of 237.2 billion yuan from a 40% decline in 2022, even if it is amortized to each quarter, it is equivalent to nearly 75 in a quarter, nearly 25 in a month, and almost one per day.
Third, in the absence of a liquid market, the rise and fall of stock prices have nothing to do with the fundamentals of performance, no matter how high-quality companies can not bear passive selling, these days Yunnan Baiyao, Gree and other high-quality white horses are like this logic.
The only active funds in the market are afraid of the selling pressure of ** and northbound funds, and they are even more afraid of quantitative harvesting;Therefore, it can only be tossed on small-cap stocks, and this wave of ** on the Beijing Stock Exchange is this logic. Before the holiday, the probability of the post-holiday is greater!
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.
In the past, domestic brokerages were bullish, and now they have begun to promote the views of foreign institutions, the main reason is that no one believes in domestic institutions, they are all superficially said to be one set, and to do is another, the biggest typical of which is that CITIC ** sings long every day, but he secretly shorts;Second, foreign capital has been withdrawing recently, and now it may be more convincing to let foreign capital speak for itself.
Now the focus is on foreign institutions are recommended to pay attention to the opportunity of the market to fall next year, is there no opportunity this year?It's a bit cold, I hope they're wrong!
To be honest, A-shares have fallen for more than 2 years, and this year is the world's highest in the case of a new high**, to put it simply, A-shares are now rising at a low level is certain, but this time it will take longer than any previous time to get better, roughly estimated to take a few years to get better, as long as there is patience, you can still return to profit, I am confident.
* Now it is a line away from the 2900 point support, and after the fall is to 2800 points, although it is falling every day, but there is no plan to do anything to cut meat at this lowest level, absolutely impossible, and so on to wait until it rises up and then run, cheer each other up!As long as I don't sell it, I'm not a leek!