Interpretation of the reasons for the market crash! The four major news shocks in the early hours of this morning hit (131）！
One: This year, 451 listed companies have repurchased their own **, and 371 listed companies are also considering repurchasing their own **. Among them, some enterprises such as home appliances, new energy, and pharmaceuticals ranked first in terms of repurchase amount or quantity.
There are many reasons for these companies to buy back**, such as giving bonuses to employees, raising stock prices, allowing employees to own**, etc. Some companies also do this to protect the company's value.
In addition to share repurchases, shareholders of 11 listed companies also took the initiative to promise not to **company**. Involving these shareholders is also a sign of confidence in the market, showing that they have confidence in the company's prospects, and also helping to stabilize market expectations and reduce selling pressure.
Second, there are four main reasons for the market to be sharply **: first, rumors of Trump's global tax proposal; Second, the Hong Kong court issued a liquidation order for China Evergrande at noon, and the real estate industry began to adjust; Third, the WuXi AppTec incident is still fermenting, leading to the decline of the pharmaceutical industry; Fourth, country M wants to cut off the main access to critical AI training services.
3. Generally speaking, the first is the suspension of restrictive lending, and the GEM and the Science and Technology Innovation Association are the main positions for securities lending, so the overdraft sellers hurry up to sell in order to be able to **and repay**. Low cost**. Another snowball fight ended temporarily because of the addition of Guo Jia's team. But the bears are not over yet, and they can continue to use the GEM and the Science and Technology Innovation Council to break the snowball.
Guo Jia's team currently has limited funds. At present, it is important to protect central enterprises and state-owned enterprises. The GEM and science and technology innovation will be a little inadequate. This is also the reason why the bears are rampant.
Fourth, the State-owned Assets Supervision and Administration Commission of Zhuhai Municipality launched a new round of restructuring and integration actions. Many municipal listed companies will be integrated and restructured.
Zhuhai SASAC launched a new round of restructuring and integration actions: Huafa Group integrated Jiuzhou Holding Group and fully supported Huafa Group to hit the "Fortune 500 Company"; The Comprehensive Transportation Group, Zhuhai Port Group and Aviation City Group will establish a new company, Zhuhai Communications Holding Group, to strengthen the supporting role of municipal enterprises in the field of transportation and logistics in Zhuhai. Sino-Ocean Group will integrate the resources of the maritime industry such as Aviation City Group, Agricultural Control Group, Gree Group, Jiuzhou Holdings and so on. The Group will support the Ocean Group in building a marine resources development platform in Zhuhai.
There is a lot of good news about the reform of state-owned enterprises, but the market is too weak. If the market performs well, this direction will be the main line. Last year's direction was on tech stocks. This year's focus is expected to shift to the direction of state-owned enterprise reform. After all, this will boost the valuation of public companies. The consolidation of public enterprises will be the trend of the times. The reason why U.S. stocks are growing well is because the market is mainly **large**, such as Tesla, Microsoft, Apple, Nvidia, etc. Their record highs have sparked a long-term bull market in the United States. Learn.
In the game of existing funds, if the GEM cannot take advantage of the good news to strengthen, but continue to probe the bottom, it will form a phenomenon of ignoring the good news and continuing to be the best, which is unfavorable to the bears. Long-term stability. Once some of the weighted sectors rise first and then fall, then there may be emergencies, and it is not ruled out that the three major indices will continue to fall back to the previous low.