First, the funds in the venue today are generally rational, which is conducive to some funds;After the closing of A shares, there are two phenomena:The more optimistic everyone is about the market outlook and the more highly consistent their emotions are, the less easily the top funds will be sold. On the contrary, the market calmly looks at the ups and downs and the funds begin to sell more.
First, the Hang Seng Index continued to fall;Therefore, today's adjustment of the Hang Seng Index is mainly to make up for the decline, because since yesterday, all China asset prices have been cashed back.However, this has little impact on us, because the way we operate now is to hold shares until they rise. If they don't rise in their own hands, they won't chase after them and toss them back and forth.
Second, the offshore RMB suddenly depreciated and once fell below the 7.28 mark;At the moment when the market opened higher yesterday, the number of daily limit stocks in the two cities was not as much as today. Today is indeed more in line with the trend of slow cattle:The best way is to hold shares appropriately, and it is not necessary to do that kind of continuous daily limit. Now, consumption, technology, pro-cyclical color, etc., many of these trend stocks are still relatively low, which is always the direction of policy support.