At noon, just look at the FTSE A50 directly rose, up more than 5% intraday! Looks like something is happening!
Sure enough, shortly after the opening of the afternoon market, a certain club announced the suspension of securities lending business, and the existing securities lending performance only decreased but did not increase, which is a very clear way to curb short selling. Quite straightforward, but also simple and brutal. But there also seems to be a bit of a one-size-fits-all flavor.
You must know that securities lending business is stipulated by law, as long as it is not illegal, it can be implemented, but at present, it is a bit too arbitrary to say that it will be stopped?
And what Angkor is worried about is that now that he has been collectively beaten with a stick, will he no longer pursue his previous mistakes, and will those records of malicious short-selling be erased?
Angkor still hopes that this matter will not be so easy to pass, and malicious short-selling must be strictly investigated.
As for the current **, Angkor's attitude is to be happy to see it, but not to hold out much hope.
At noon, I said that the Shanghai Composite Index, estimated that the activity space in the days before the holiday, is in the range of 2700-2803, and the current highest point of this wave is 280293, what a coincidence, 2803 just didn't pass!
However, let's give ** a little more time. Maybe the bears are making the last struggle, maybe the bears' aftermath is still there.
In short, let's pay attention to whether 2803 can be recovered, and confirm it, and then judge the direction of **.
Judging from Angkor's understanding, the Shanghai Composite Index must stand firm at 2803 points to ensure the validity of 2635, that is, if it stands firm at 2803, then 2635 is likely to be a recent low, or a low for the whole year.
However, if 2700 is lost again, basically this ** will be like this!
It can be said that we have seen that from yesterday to today, some substantial benefits have begun to be released, and Angkor also wants to ask, what did you do earlier? The bears in recent days, so to speak, have made a lot of money, and now they have stopped, a little late.
But let's make amends.
Hong Kong stocks performed quite well today, with the Hang Seng Tech Index surging 65%, which is more sensitive to policy. If Hong Kong stocks can continue to perform well, it may also lead to the arrival of a round of A-shares. It's just that Angkor still has a little doubt in his heart.
Judging from the trend of the sector, medicine, animation, semiconductor equipment, artificial intelligence, etc. performed well today.
Semiconductors have finally ushered in a large **, but this can only offset part of the limit of the past few days.
Moreover, today's ** drug rose first, which was driven by the two giants of U.S. stocks, Novo Nordisk and Eli Lilly.
This illustrates a problem, that is, innovative drugs and artificial intelligence all belong to overseas mapping, that is to say, the subdivision direction of our A-shares is following the US stocks, and now it is constantly distancing, which is an obvious fact.
Therefore, some of the switching actions that Angkor is doing are actually hoping to focus on the most optimistic direction and the market that is most worthy of increasing investment, I hope you can understand.
As for whether A-shares can be sustained, whether they can give us a little comfort three days before the festival in a row, we can only take one step at a time, Angkor is relatively cautious, probably because it was hurt too deeply.
Overall, Angkor will stick to the noon speaking strategy:
1. Minus a little bit of Hong Kong stock technology and medicine**;
2. Minus a little bit of A-share technology**;
3. Add a little bit of technology, consumption, medicine, real estate and other directions of U.S. stocks!
The above is for reference! Analysis
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