Today is 2On Wednesday 28, ** although it only fell by 191%, but how miserable it may be is beyond many people's imagination. There are countless floors in the sky, and I believe that many ** were buried alive and miserable.
Today's ** plunge, two reasons and two signals:
Two reasons are:
1) Country Garden was required to liquidate and take the road of Evergrande.
2) Quantitative tightening, no leverage allowed.
Two signals: 1) Real estate is not stable, and ** dare not rise.
2) Quantification is still the mainstream of A-shares.
Conclusion: real estate is unstable, not rising, this is the macroeconomic logic, if the real estate skyrockets, the money in all industries will flow to, the management is simply impossible to fully supervise, the current economic environment, the most lacking is the investment outlet, as long as the **rise, just like a group of vampires smell blood, desperately will squeeze over, even if it costs a lot.
All brokerages and public and private placements have quantitative trading, to put it bluntly, there are big data computers to help analyze and operate, why use manual? Moreover, the information exchange of major brokerages, the data sharing of all active accounts, and the stripping of **, that is not a pinch, in this unequal market, T+1 will only kill**. Quantification can only exist in the T+0 market, American things are only suitable for U.S. stocks, not A-shares, China is a lot of people, like to take advantage of poor information, poor resources to harvest, human nature is so, can not be changed.
At present, A-shares do not have the conditions to go bullish. At least until these two signals are clear, it is possible to get out of **.
Disclaimer: Personal opinion, for reference only.