全球资产定价中心

Search documents
阿牛智投:趋势还在吗?
Sou Hu Cai Jing· 2025-06-20 02:41
Group 1 - A global capital market turmoil is emerging, with the Middle East situation affecting global markets, leading to a 2% drop in the Hang Seng Index [1] - The A-share market is influenced by the Hong Kong market, which in turn is affected by the US market, creating a cycle that impacts trading volumes and market direction [3][4] - The US stock market, valued at $70 trillion, benefits from volatility, as wealthier investors are less affected by emotional trading, allowing them to profit during market fluctuations [4] Group 2 - The A-share market experienced a decline of 1.74%, with over 4,600 companies falling, although there was a brief rebound in sectors like chips and robotics before a shift towards oil and gas [5] - The Chinese market is reportedly well-protected against external shocks, with a strategic design that mitigates risks from geopolitical tensions, such as the situation in Iran [6] - The market's ability to recover and attract global capital is contingent on the performance of key indices like the Shanghai Composite and the CSI 300, which need to show strength to draw foreign investment [3][6]