Zheng's eyes look at the risk aversion, A -share fluctuation adjustment

On Tuesday, A -share plummeted, and the turnover was abnormally enlarged. The turnover of the two cities reached 118.1 billion yuan. The closing of the Shanghai Composite Index fell 2.26%to 3186.27 points, and the Shenzhen Composite Index fell 2.92%to 2138.17 points; the GEM Composite Index fell 2.84%, and the 50 index of science and technology innovation fell 0.48%. The decline in the science and technology board is small because several heavy stocks of the Science and Technology Board happened to go strongly, such as Sino -Micro Corporation, Tianhe Light Energy, Crystal Energy.

From the perspective of the market, the military stocks performed strongly. Agricultural and technology stocks are also relatively strong. The vast majority of sectors and individual stocks have fallen, and titanium pink powder, large infrastructure, education and other declines are relatively large. The cause of A shares is obviously well known, and this reason also causes the other Asia -Pacific securities market to decline.

For some disturbing news this week, investors can also be understood by some hedging moves, but I personally feel that it is not necessary if the reaction is over. It is impossible for investors to encounter "the matter of this matter" when they participate in the stock market. It is always impossible to calm down. Therefore, of course, it must be prepared for the stock market, and it is best to cultivate a little "calm" mentality.

Usually the more mature investors, the less emotions should fluctuate. Although the market atmosphere was a bit tense on Tuesday and the turnover of the large market was significantly released, the northbound funds sold only 2.311 billion yuan in net net. Personally, I believe that the Beijing Fund will be relatively mature, at least more mature than many A shares.

The central bank also shows a certain degree of "calmness". The central bank announced on Tuesday that in order to maintain the banking system reasonable and abundant, it launched an inverse repurchase operation of 2 billion yuan on August 2, with interest rate bidding, with a bid interest rate of 2.10%. Due to the expiration of 5 billion yuan on the same day on Tuesday, the central bank's open market achieved a net recovery of 3 billion yuan.

Tomorrow's A -share trend may still be a little shocking. Investors can temporarily wait and see, but in case of irrational killing of stocks again, the light -lighter may consider low purchase. If investors are worried that the so -called sharp air in the past two days, I think there will be risks of holding shares. I think this understanding cannot be wrong, but it is somewhat devoted -from a broad sense, stocks and cash are all "chips". If investors have reasons to think that this chip is risky, why do you think that chip is risky? Isn't these two chips on the same ship?

After the A -share market has undergone this wave of shocks, it will generally forget the so -called sharp air in these two days. The high probability of the market will continue the previous rhythm operation, that is, the sideways sorting the pattern. Investors are taken for granted this week, but then they should still focus on the performance prospects of listed companies. For this month, they have to stare at the interim.

As far as most investors are concerned, they generally hold relatively low stocks, such as some consumer stocks with greater suppression of epidemic prevention work. Such stocks may not have obvious actions, but because of their low positions, it should be safer to hold such stocks.

In most cases, when investors can really see a significant reasons for a certain increase in certain types of stocks, the stock price often rises too much, so it is not realistic that investors are not suitable for everything. You have to bear some vagueness.

The market is strong in the market. The fundamentals of such companies are indeed good, and the disadvantage may only be "relative position". If investors can always dynamically evaluate the matching of their profit and stock price, and believe that they also have this assessment ability, then they can naturally participate.

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