市场钱那么多,为什么股市还要下跌

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Author: Cold feet (Xiao Lei see the city Contributing Writer)

On Monday, A-shares fell, and the Shanghai and Shenzhen stock markets fell more than 2.5% in a single day. As a result of the obvious volume increase in the previous two trading days, it also caused various financial reviews and investors to re-enter Fall into short-term pessimism. But I think that the Shanghai index has returned to the 3,000-point integer mark, but it is a good opportunity to buy A shares again.

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A-shares suddenly saw a large decline on Monday, mainly because the US non-farm payrolls data was good last Friday night, triggering market speculation that the US Federal Reserve's interest rate cuts may be delayed, resulting in a slight decline in the entire stock market. The decline in A shares is only an extension of this inertia.

From the perspective of domestic information, the China Banking Regulatory Commission interviewed some trust companies to require these trust companies to control business growth, improve risk management and control, and specifically strengthen risk prevention and control in real estate trusts. Because according to the latest financial data monitoring, it is found that some real estate trust business growth rate is too fast and the increase is too large.

This matter is understood by the market as the size of the trust may be compressed and tightened, which affects the investment scale of the trust assets in the stock market to a certain extent. For example, the collective correction of the White Horse stocks in the stock market on Monday is one of the main reasons for the decline in A shares.

However, this incident also reflects from the side that the current Chinese market currency is very abundant. On the one hand, China's CPI data in March, April and May are obviously higher, and it is expected to remain above 2.5% in June. The price of meat, eggs, fruits and vegetables is obviously higher than that of the same period of last year. The price levels of education, medical care and tourism have also maintained a steady and small increase. The real reason behind this is that the central bank has taken the initiative to reduce the RRR, plus tax cuts and increases. The market after the basic income level of residents is inevitable.

xx充裕的流动性流动性不仅推高了CPI水平,而且在房地产市场仍然保持严格监管的背景下,允许更多的资金通过信托和债券涌入。这导致中国银行业监督管理委员会突然采访信托公司,以警告风险并限制对房地产行业的过度投资。

客户端视图)

另一方面,中国外汇管理局公布,6月份外汇储备较上月增加182.3亿美元,达到31192.3亿美元,而中国连续7个月增持黄金。 6月份,当人民币兑美元小幅升值时,中国外汇储备规模仍在扩大,表明国际资本正在加速进入中国市场。这将在一定程度上推高中国资产的价格。幸运的是,人民币将继续升值的预期可能会暂时减缓资产价格的上涨。然而,很显然国内资金松动,国际资本涌入,中国资产价格面临强劲的上涨预期。

不难理解,目前A股市场目前的调整主要受外部临时事件的短期影响,如欧美股市下跌带来的情绪拖累,由科学和技术的集中销售以及个别股票风暴引起的流动性问题。矿井后的板块调整等。当然,蓝筹股连续上涨后的技术性修正也将影响短期市场表现,如平安,贵州茅台,招商银行等。

但是,我认为中国市场的流动性非常充裕,这是股市保持上涨趋势的最重要基础和最有力的保证。个股表现将继续。强者将继续保持强势。对于那些受益于较高通胀预期的优质蓝筹股,行业领先股票和生产股票,投资者应利用一切机会调整价格并等待新的价格。圆形市场投资情绪回升后的市场估值水平上升。因此,聪明的投资者应该意识到,A股的每次回调都是购买优质股票的好机会。

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