Is it a leading indicator, or is it leveraged to close a position? This week s A share trend is a bi

Mondo Finance Updated on 2024-02-03

**Smashed to this part, it is said that the major financial sectors have changed careers to do psychological massage, and a lively and massage advertorial will also be posted, let's make do with it, what ideas do you have, welcome to leave a message after reading.

This week, the comprehensive valuation of the whole market has fallen to the second-lowest in the history of A-shares on a monthly basis, and it is only in October 2008, the month of the lowest point of the financial crisis.

The Shanghai Stock Exchange was established in 1990, the Shenzhen Stock Exchange was established in 1991, and 34 years later, in 2024, A-shares are about to reach its lowest valuation in history.

Half of the price-to-book ratio is about to fall below 15 times, a great change unseen in 30 years, it turned out to be true.

At present, I think there are two possibilities, the first is that because it is a leading indicator, it's a sign of some problems.

The second is that all kinds of leveraged funds such as financing, snowballs, and pledges are forced to sell or close positions.

If it is the first type, it is more complicated, it is inconvenient to go deeper, and the surface understanding is that real estate is not good, housing prices cannot be maintained, the fertility rate is also falling, and exports are not improving, etc., these are all visible.

But if it is the second type, is the ultra-low price brought by the explosion of leveraged funds a once-in-a-decade trading opportunity?

So what is the force that dominates the second type, and only by figuring out this can we falsify it, so that we can follow it and seize the opportunity that occurs once in a decade.

No one knows what kind of opportunity is a once-in-a-decade opportunity, but the most basic certainty is that even if it is not a "trend opportunity", it will be a "trading opportunity".

This is similar to the over-fall**, how deep the fall is, how high the bullet is, like squatting and jumping, but in short, the core that causes the second type is still the first one.

But even if I myself tend to the second option after thinking about it, I still follow my own pace, and slowly focus on the goal *** will not be a lot **.

I believe that most people expect the second type, if the first type appears to be muddy, everyone will have a hard time, and next year will be even more difficult.

Or both, for example, most people lack confidence in politics and economics, lack of trust, and even disappointment, in the investment market, confidence has always been more valuable than **.

However, assuming that there are all, no matter how bad the expectation is, the decline will be reflected or over-fallen, right? Those who close positions, those who are desperate to clear their positions and leave, are almost the same, right? Do the relevant departments have to work overtime on weekends? Whatever you say next week, you have to show everyone some determination and effect, and let's talk about a good year first.

This article is only a record of personal opinions, not the basis and recommendation of investment, and you buy and sell at your own risk. Investment is risky and should be traded with caution.

The original code word is not easy, I hope you will pay attention to like it after reading it to show encouragement!

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