Foreign capital to launch a financial war! The four major news we are facing today are coming across

Mondo Culture Updated on 2024-02-04

Foreign capital to launch a financial war! Today's four major news is in full swing (24)!

First, foreign capital to launch a financial war! After more than half a year of singing and declining, foreign investment banks have collectively changed their faces and began to sing more about China! I'm afraid someone is going to jump out and say it, isn't that good news? Don't rejoice too soon, let me say, this is essentially a financial war. See the conspiracy behind this! Entering 2024, foreign investment banks represented by Goldman Sachs, Morgan, and Nomura have begun to sing more about China**. Everyone should know very well what they have said in the past year, and this process of resistance cannot be avoided.

Second, the U.S. stock technology has reached a new high, why has the technology stocks of A-shares become what kind of situation has happened recently. At this time, I was thinking, if the authoritative funds are not bought in the special valuation this time, and all the funds in it will be invested in the science and technology index and the gem index, what kind of result will it be, although I have no way to be sure that the rescue of the gem will be effective, but as long as the funds are invested in the relevant companies in the field of science and technology, at least they can be consistent with the world's mainstream, and the consensus effect of funds should be able to play some positive roles. Because technology is a growth industry, it has expectations, and it is where the value of the future lies.

The logic of supporting the upward trend is expectations, when a sunset industry says that the profits are very stable, and can not represent the trend, the expectation of funds is naturally not so strong, so the upward imagination space is also narrow, this is why institutional funds prefer science and technology, and this is essentially a reference to the global mainstream ideas. In this case, even if the special valuation counterattacks again, the center of gravity of the market is still moving downward, which fully shows that these groups are unable to fundamentally rescue A-shares, and the future A-share stabilization sign still depends on whether the technology field can appear, which is very critical.

Third, the market has suffered serious blood loss, ** has been reported, the last 5 years of net financing + refinancing + stamp duty and other taxes and fees of more than 20 trillion, the earliest time in the company will be publicly offered can be traded funds, the last ten years have not been announced, such as 2016 is a total market value of 90 trillion total market value, can be traded funds is 30 trillion, the market was very active at that time, this time may be 10 trillion, a** field is currently lacking live chips, this is the stock of capital game.

4. CITIC**: The current pledge risk is controllable as a whole!

Previously, there were market rumors that the staking scale is very large, and a considerable part of it has reached the liquidation standard and will be forced to liquidate. At present, CITIC has come out to refute the rumors, presumably to ease the market panic. The current problem with A-shares is that investors have no confidence.

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