Zheng's eyes look at the market | A shares plunge, the new and old tracks are clear

A -share plummeted this Thursday. As of the close, the Shanghai Composite Index fell 1.16%to 3199.92 points. It seems that the Shanghai Index does not seem to have a big plunge, but it is obviously a big plunge from other stock indexes. The Shenzhen Main Board's Shenzhen Composite Index fell 2.34%, the GEM Composite Index fell 3.24%, and the Shanghai City's science and technology 50 index fell 3.03%.

On Thursday, the A -share market was characterized by strong traditional stocks, such as finance, real estate, electrical appliances, etc., while new track stocks, especially new energy stocks, fell collectively. The performance of banks and insurance sectors in traditional stocks appears to be relatively stronger, and most varieties turn red, so the Shanghai Index fell less.

Bank stocks may be related to some industries. The four major banks overnight announced that the interest rates of personal deposits were reduced, and the interest rates of multiple varieties, including current deposits and regular deposits, had different levels of fine -tuning. This benefit is also applicable to real estate stocks, but it may be relatively indirect. After all, the factors that people pay attention to buying a house will be much more complicated, mainly because of the trend of house prices, and the risk -free yield is only one of the factors that consider.

According to Xinhua News Agency, September 15th, the General Office of the State Council recently issued the "Opinions on Further Optimizing the Institutional Trading Cost of the Systems of Market Anthology".

The importance of this document may be no less than those of those explicit or hard stimulus policies. Personally, the soft things may be more important. Taking the annual inspection of the car as an example, if the public feels less troubles, the willingness to consume is naturally improved, and this improvement is long -term.

Northern Fund's net outflow of 4.133 billion yuan. In terms of related markets, Hong Kong stocks closed up 0.44%on Thursday, which looked slightly stronger, but if considering the fall of 2.44%the day before, its strength is not so obvious. Besides Support. In terms of U.S. stocks, after the plunge the previous day, US stocks were slightly stable on Wednesday, and the three major US stock indexes rebounded slightly when they closed. The Federal Reserve will raise interest rates for 75 base points next week, and the market has digested.

A shares of A shares may not be over -interpreted on Thursday. Due to some news factor for bank stocks rising, and there are also some news factor for new energy declines, such as nuclear power investment in some regions overnight.

From the perspective of A shares, it is often easy to produce seesaw effects. It can even be said that almost every bank stock rises, corresponding to the decline in the remaining popular sectors, which has almost become a curse. In addition, the trend of the two barrels of oil in the early years was also incompatible with the Kenhe plate, and the old shareholders believed that they had experienced it.

If the message surface is relatively calm, the waves of the broader market may stop quickly, and the seesaw effect of the material section may only be temporary phenomenon.

However, despite this, investors may still avoid the overall variety of cumulative increases or "crowded", because the market is still relatively weak after all.

Recently, I have also suggested that investors mainly focus on new track stocks with relatively high positions. It was just that I did not expect that there were rarely a decent rebound in the Ningde era, and Gree, Ping An of China, and Vanke rarely called back when they rose.

On Friday, the large disk will rebound. After investors may return to God, they realize that the killing and falling on Thursday is a bit overly. From the perspective of a longer -term trend, I believe that the operation of the stock market will be relatively stable this autumn, at least the surface of the stock index will not be too big.

In the evening of Thursday, the offshore RMB exchange rate finally broke 7. The fluctuation of the exchange rate seems to be empty, but in turn, it belongs to the "boots landing". It does not necessarily suppress it on Friday. Investors may wish to look at it with ordinary hearts.

Daily Economic News

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