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A股终于调整了!
Sou Hu Cai Jing·2025-08-26 12:26

Market Overview - A-shares have finally adjusted, providing relief to investors who were anxious about missing out on the bull market [1] - The trading volume in the two markets was 27,098 billion, a decrease of 4,671 billion, which is a 15% drop compared to the previous trading day [2] Sector Performance - The real estate sector experienced a one-day rally, while the agricultural products sector saw increased interest, indicating a shift of funds towards undervalued stocks [3] - The market's adjustment may cause some investors to question whether the bull market is over, but the current adjustment is minor and may not lead to significant declines [3] External Influences - A potential "black swan" event is emerging with Trump's announcement regarding the impeachment of Federal Reserve Governor Cook, which could impact market stability [4][5] - Trump's demand for the Federal Reserve to lower interest rates could threaten its independence, which has historically led to market volatility [5] Dollar Dynamics - The underlying logic of the global bull market this year is tied to the continuous weakening of the dollar, with any rebound in the dollar leading to market adjustments [8] - Despite potential negative news, if the dollar does not break new lows, it may experience a rebound, which could have implications for market sentiment [6] Technical Analysis - Major indices remain stable, but short-term adjustments are expected, typically lasting 1-2 trading days [11] - Attention should be focused on the gap created by a potential jump in the market on Monday [11]