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“降准降息”如期而至,指数为何高开低走
Sou Hu Cai Jing· 2025-05-07 09:14
Group 1 - The market has been anticipating a "rate cut and reserve requirement ratio reduction," and recent statements from the central bank have fueled these expectations [1] - Following the news of a press conference by the State Council, the FTSE China A50 index futures opened significantly higher, indicating strong market sentiment [1] - On the opening day of May, the Shanghai Composite Index opened at 3354 points, up 38 points from the previous close, reflecting positive market momentum [5] Group 2 - The three major indices showed slight increases, with the Shanghai Composite Index rising by 0.64%, the Shenzhen Component Index by 0.19%, and the ChiNext Index by 0.4% [5][6] - The trading volume in the Shanghai and Shenzhen markets reached 965.8 billion, an increase of 116.5 billion compared to the previous trading day, indicating heightened market activity [5] - Various sectors experienced rapid rotation, with military stocks seeing significant gains, while the film industry faced corrections [5] Group 3 - The Shanghai Composite Index successfully broke through the downward gap left on April 3, indicating strong bullish momentum in the market [7] - Despite a slight bearish appearance, the market showed active trading and significant capital inflow towards the end of the trading day, suggesting ongoing investor interest [7][9] - Future market performance will be crucial, with expectations for continued positive developments in the A-share market throughout May [9]
今晚的就业数据崩了
猫笔刀· 2024-08-02 14:18
这个场面我之前有预警过,照理说美元降息,流动性宽松是资本市场利好,但由于这一次美元降息拖的时间太久,资本市场抢跑严重,降息的预期已经都 打进股市里,现在利好兑现了反而要小心有资金砸盘抢跑。 现在降息的确定性越来越高,美股的回调也越来越明显,Buy on the rumor, sell on the news本来就是华尔街的一句名言,这不算什么稀罕事。 这里我吐槽一下,sell on the news传到a股就变味了。人家美股那边的news都是公开消息,机构和散户接触到的内容和时间都是差不多的,我们这边因为各 种内幕泄漏,卖出的都是第一时间公开的消息。看似一样,其实很不一样。 美股这一波是周线级别的回调,到目前为止纳斯达克从最高点累计回撤了将近10%,说少不少说多也不多,这种基于利好兑现的止盈看起来更像是技术性 回调,而不是战略性的反转。 …… 今天a股虽然跌了,但相比起全球市场普跌的幅度已经算是相当顽强了。 日本今天-5.8%,台湾-4.4%,韩国-4%,这些个都是过去一年来表现很强劲的股市,今天都遭遇了重创。 它们在运行逻辑上大都是唯美股马首是瞻,纳斯达克昨晚-2.4%,今晚眼瞅着也不太好,目前盘前交易跌2 ...