Breaking the game A shares: Lie flat, five major news is coming in the early hours of this morning!
Recently, the A** market has fallen sharply one after another, and the volatility of the market often affects people's emotionsThere's no need to be too anxious。As long as you don't use excessive leverage, margin trading, or borrowing into the market, the most important thing now is to calm down and not check your account too often. Market volatility is normal, but as long as you don't over-leverage, the risk is manageable. It doesn't make much sense to keep an eye on the market now, so it's better to turn your attention to other aspects and let yourself relax.
1. A-shares fell for five consecutive days this week, and the weekly declines of the Shanghai and Shenzhen indices reached respectively. 06%, the largest weekly decline in nearly five years, in the past 10 years, the Shanghai Composite Index has only 18 weeks of weekly declines of more than 5%, so this week's decline level I believe is more surprising to everyone. Entering 2024, A-shares will continue to spiral** down, and market pessimism will continue to spread. Under the central bank's RRR cut and targeted interest rate cut last week, A-shares once started a strong ** last week, but failed to continue to rise, and fell again this week, showing that market sentiment fell to the freezing point, and the rise only created a larger **space.
Second, now everyone is calling for a quick rescue of the market, and the failure to save it does not mean that the shareholders have no confidence, but that the rescue method is wrong. Lack of confidence, need real money**, but also be sincere, IPO, refinancing, and re-discipline are all policy highlights, and they are all hypocritical. Professor Wu Xiaoqiu made it very clear about the short-term and long-term measures, the most important thing at the moment is to stop the bleeding and stabilize, and what is needed is a combination of punches. It is necessary not only to suspend the IPO but also to enter the market with real gold, but also to immediately stop all short selling, to increase the punishment of illegal fraud, to do more mandatory dividends, and to increase the intensity of delisting.
3. As of February 1, 2024, the balance of refinancing securities in the whole market reached 88.9 billion yuan, while the balance of securities lending and borrowing was 65.5 billion yuan, accounting for 421%。This data reflects the activity of the margin market and the degree to which market participants are concerned about the current institutional adjustments. The adjustment of the refinancing system from T+0 to T+1 is expected to have a positive impact on the market order. First, it helps to reduce excessive speculation in the market, as investors cannot borrow and repay in the same trading day, which can encourage investors to pay more attention to the value of long-term investments. Second, extending the settlement cycle can give all market participants more time to digest and respond to market information, reduce information asymmetry, and improve market transparency and fairness.
Fourth, the recent sharp fluctuations in the A** field are worrying, and the market is anxious. According to online news, the public offering** can be shorted through refinancing. The news spread quickly through the market, and investor confidence took a serious hit. Perhaps in order to calm market sentiment, CSI issued a notice requesting a test on the suspension of refinancing loans to prepare for the stability of the market. However, this initiative may not have an immediate effect. First of all, the moratorium on refinancing borrowing** is only a gradual process, and there will be a transition period that will need to be undertaken. Secondly, the timing of the test will also have to wait for several weeks, and the real pause may be delayed until the end of March, which will bring more uncertainty to the market.
Fifth, the more "deep V" ** falls, the more you buy. The data shows that northbound funds were net **23 on February 2600 million yuan, with a net inflow of funds for 4 consecutive days. This week's northbound funds totaled a net of **993.8 billion yuan. Some private equity people said that these signals can be seen that some investors have begun to choose to gradually "**In addition to the above positive signals,**The reporter noticed that in recent days, with the continuous decline of the A** field, the topic of "two integrations" and the pledge risk of major shareholders has become the focus of the market.