The public offering is accused of shorting the market! The four major news in the early hours of this morning hit in full swing (25）！
1. The central bank is responsible**: in the face of the "snowball" crisis: what is the impact?
The Financial Times, the head of the central bank, said that since mid-January, rumors of "liquidation" have brought the "snowball" products that were popular two years ago back to the market. And become the center of attention. Can the product "snowball" compensate for the impact of the market downturn? Further, what is the current risk of concentrated "snowballing" shocks? What will be the impact on the market in the future? "The risk is manageable. It is the consensus of industry analysts. They generally said that the recent volatility and ** of the A** field have a low correlation with the "snowball" effect and the future impact of the stock index. Reflected in the trend of the spread, it is estimated that the impact of the current "snowball" on the market is quite limited. Hear what they have to say. No one notices that no matter how bad the fall is, in their eyes it will always be controllable, there will be no impact, there will be no problems.
Second, the public offering is accused of shorting the market!
The public offering is accused of shortening the market! Public issuance** refinancing, borrowing and shorting the market, the four major companies still need to verify to see the truth.
They don't need to prove it. They will certainly not admit that it was their short selling that caused the ** of A-shares.
Conservative "investors are on the rise!" From the point of view of the distribution of investors' risk appetite. Investors with a secondary (stable) risk appetite accounted for 3395%, the largest number. Among them, the number of investors with primary risk appetite increased by 2 from the beginning of the year02 percentage points. The simple understanding is that most investors are relatively stable and conservative, and do not have an aggressive investment style.
3. The U.S. Bureau of Labor Statistics released the non-farm payrolls data for January as scheduled.
According to the latest data released by the U.S. Bureau of Labor Statistics, 35 new non-farm payrolls were added in January30,000, close to the expected 18Twice as many as 50,000, the December 2023 figure has also been revised up significantly to 3330,000, and the unemployment rate remained at 37%。Wages accelerated from a month ago, rising at the highest pace since March 2022.
The non-farm payrolls data far exceeded market expectations, and strong non-farm payrolls data will affect the Fed's interest rate policy The day before, the Federal Reserve announced that it would keep the interest rate unchanged in February, and it is understood that the rate cut may be after the release of the non-farm payrolls data last night, which has been further verified, and the current market analysis shows that the probability of a rate cut at the Fed's March meeting is about 20%. Maintaining high interest rates is clearly good for the dollar. The U.S. dollar index was sharply sized** last night, closing at 1039. 085%。The international** tends to move in the opposite direction of the U.S. dollar index. After 9:00 last night, it was sharply**, and finally**15 dollars, a decrease of 0.73%。
Fourth, the darkest hour will finally pass, and the warm breeze of February is blowing slowly.
The essence of the recent accelerated market regulation is the release of the risks of some financial products, after the rapid regulation this Friday, the concentration time of these products has passed, and the impact on the market has become more controllable. Today's market needs to make more people understand that this is a long-distance race. It's not about who runs the fastest, it's about who runs the farthest. At present, the market has entered the stage of passive cleaning. Three large-scale strikes during the year further cleared the risk. The impact on the current a** field is more reflected in emotions. It is expected that the subsequent market fundamentals and** will improve significantly.
Now that the market has basically passed the panic moment, most of the funds choose to stand still, and even often flow against the trend. Once the risk** is forced to end the passive sell-off, a new gold pit will inevitably emerge as the risk clears. In such a passive and volatile environment, investors can only wait for the rainbow after the storm, and from the historical data, February is the month with the highest probability of the whole year.