Today's sharp drop is more due to the mixture of many bad news during the National Day holiday. Before Big A ushered in the first trading day after the holiday, there was a lot of external news. The external market, especially the Hong Kong stock market,
The decline was severe, and the benefits of the final RRR cut failed to offset these negative effects.
After the sharp decline, various "Zhuge Liang" came out to analyze the reasons for today's flash crash of Big A. They believed that Big A's flash crash today was mainly due to the following bad news.
The first is that Hong Kong stocks had their worst performance in ten years during the holidays, which caused Big A to face pressure to cover losses after the market opened today.
It is true that the Hong Kong stock market is so depressed during the holidays. The market in Big A is closed due to the National Day holiday. The Hong Kong stock market was not traded on October 2 to October 5 except for the National Day holiday. However, it fell every day during these four days.
, recording the largest weekly decline in the past eight months and the worst performance in the past decade.
Secondly, the situation of the trade war is still unclear and there are constant twists and turns. In particular, a recent news from foreign media that may be designed into computer motherboards once again caused waves, and caused the Hong Kong stock prices of Zhongxing Communications and other companies to plummet.
However, as soon as the report came out, Apple and Amazon immediately issued statements to sternly refute it, which is a typical example of using the news to create sudden panic and cut leeks.
Another is that the Federal Reserve has strengthened its expectations of raising interest rates, which has been negative for global capital markets. In September, the Federal Reserve raised interest rates as scheduled, and the word "loose" was deleted for the first time.
The Federal Reserve has achieved the doji's effect of shrinking money, which has also increased the pressure on other countries around the world, especially emerging market countries and regions, to raise interest rates, which has exerted negative pressure on global capital markets.
…
At first glance, the various review analyzes after the crash are well-founded, logically clear, and very hard-hitting.
However, there are no eggs.
Being wise after the fact is like a pig beforehand.
After the closing of the last trading day before the holiday, many people shouted that Tiansheng Holdings would hit the key integer mark of a total market capitalization of 3 trillion. It only needed to rise by +1.65% today to create unprecedented history and glory for Big A.
.
However, today it plummeted by more than 6 percentage points, and one Ashin evaporated directly. I didn’t know how to make things right for a while, but this didn’t bother the big Vs. After a little reflection, the big Vs found the reason.
The reason why Tiansheng Holdings failed to hit a market capitalization of 3 trillion was that the market was too consistent.
In addition, the blame is once again passed on to northbound funds. The reason is that today northbound foreign investors are also selling off Tiansheng Holdings on a large scale for 976 million. Even today's plunge is attributed to northbound funds, because today northbound foreign investors set the largest order since the beginning of this year.
With daily net outflows, many voices believe that northbound funds brought Big A to collapse.
…
As time goes by, entering Tuesday, the second trading day of the week arrives as scheduled.
At the opening of the market today, Big A's performance can be described as half-dead. The market was calm and calm. There was no sharp drop or sharp rise.
The entire market is lifeless and has no passion.
The ones that should have run already ran away yesterday, but those that didn't ran were completely locked up and simply lied down and pretended to be dead. The market atmosphere dropped to freezing point. The trading atmosphere for individual stocks and investors in the two cities was extremely dull, and the total trading volume of the market was shrinking to the extreme.
But in this market atmosphere, Tiansheng Capital's OTC funds are continuing to enter the market, but there is not much movement.
It is worth mentioning that if the funds of Tiansheng Capital are excluded, the short-term energy in today's market will definitely be better than the long-term energy. However, Tiansheng Capital is buying the bottom on a large scale and has single-handedly held up the entire market.
As for the market, the market can't fall below 2,700 points.
This is reflected in the sideways fluctuations on the market, because Tiansheng Capital's funds will catch it if it falls. With its extremely strong OTC liquidity, it can support the entire market in the short term without any pressure at this position.
The trading volume of Big A today is only 250 billion, and Tiansheng Capital can theoretically use trillions of liquidity. If you think about it, it is no exaggeration to say that you can buy up Big A.
After today's close, the market rose slightly by +0.17%. The total trading volume of the two cities is only 235.5 billion. Compared with the daily trading volume of trillions in a few years, this number can only be regarded as a fraction.
Tiansheng Capital bought less than 30 billion today, which is less than yesterday. Because there is really little trading volume in the two cities, it is difficult to achieve an effective exchange of hands without actively pulling up and launching a big market.
Good things come in time.
…
Wednesday, October 10th, the third trading day of this week was still quite satisfactory. Today the market rose slightly by +0.18%. The pattern closed a red cross star on the K-line chart. Compared with many days, the trading volume in the two cities was just higher.
2 billion.
The market trend in the past two days has made many investors want to sleep. There are no hot spots or explosive points, and they have no interest in even watching the market.
However, Big A’s stock investors have not yet realized the seriousness of the problem, nor have they realized that exciting things are about to happen tonight.
At this very moment, in Lu Ming's office at the headquarters of Tiansheng Capital.
"A total of 27.5 billion funds were invested today, and the market sentiment continues to be sluggish. This is the increase in positions of the main core targets." Assistant Han Qiulin briefly reported orally, and placed the materials he brought on Lu Ming's desk.
"What is the current situation of the U.S. 10-year Treasury bond yield?" Lu Ming asked casually, and immediately picked up the materials to take a look.
The 10-year Treasury bond yield in the United States is the anchor of capital prices in the North American market and even the global market. As a bond issued and endorsed by a beautiful country, the 10-year Treasury bond yield is a comprehensive microcosm of global capital costs.
Han Qiulin reported in an orderly manner: "As your previous prediction is almost consistent, the rise in U.S. bond yields during the National Day period continued to expand. The highest increase in the 10-year Treasury bond yield exceeded 3.248%, and has now reached the highest level since 2011."
The surge in the country's 10-year government bond yields often means an increase in the cost of capital in the global market. In other words, for other assets, bonds will become attractive due to rising yields, and the stock market will often
will face downward pressure.
At the same time, the country's 10-year Treasury bond yield is the most important benchmark pricing in the global capital market. Therefore, the surge in its yield will not only affect the North American stock market, but also the stock markets of other countries or regions, including Big A.
of.
Han Qiulin couldn't help but look at Lu Ming and added: "If the market really goes according to your previous prediction, then the U.S. stock market may face downward pressure at any time in the near future."
Lu Ming leaned back in his chair comfortably and said slowly: "As long as our long positions are closed with profits, the rest depends on when the big short sellers on Wall Street will show their strength."
Tiansheng Capital has now completed the long-to-short position, and the profits from the long positions have been fully eaten. The next step is to prepare to take the profits from the short positions. The harder you hit, the more you will earn.
However, for the external market, especially the US stock market, Tiansheng Capital cannot play a leading role. In the Wall Street market, the leadership cannot be grabbed, and there is no way to grab it. The funds of Tiansheng Capital are diving funds, so just follow the market rhythm.
Making money steadily, wouldn't it be more delicious if you don't take away a piece of chicken feather and a trace of cloud besides the money?
Finally, the time came to night, and the peripheral markets in the Western Hemisphere opened as scheduled during the day...
