Group 1 - The risk period for speculative sectors has not yet passed, with some concept-driven sectors still facing significant policy pressures despite overall market enthusiasm [3] - Popular sectors such as commercial, aerospace, and satellite attempted to rally but were ultimately pushed back down, indicating underlying instability [3] - Recent data shows that speculative leveraged funds, including margin trading, are currently in a net selling state, with a notable net sell of 13.9 billion yuan yesterday, reflecting a cautious approach to risk amid policy signals [3] Group 2 - The article suggests that the capital market may be influenced by European insights into American vulnerabilities, although specific impacts are not detailed [1]
欧洲摸到了美国的软肋？如何影响资本市场？
Hu Xiu·2026-01-21 12:37