亚太股市巨震普遍反馈钱不好赚了，A股何时反弹，4100个待涨一堆问题等着。和讯投顾张平分析，亚 洲股票市场全面调整，不是亚洲啊美国也这样，为啥？美联储说是不降息？现在这个市场是倒逼着美联 储必须降不降给你来个样看看，啊俗称叫死给你看。所以呢呃美联储降息有预防式降息，因为它基数 大，呀4%对吧？基数大的情况下，降一丢丢啊很管用，叫预防式的，而不是等事情发生恶化之后再 降。现在还没降，就是倒逼他降。另一方面呢就是亚洲市场巨震，原因就不多说了，啊懂的都懂，啊我 也用一句这个话。啊另一个呢较上证指数呢三天调整，这个呢应该是我在第一天调整，我说应该调整周 期就是三天，今天是尾盘有勾头，预估呢呃整个调整周期要到5个交易日，这一次呢回踩整踩到上一次 啊39啊22这个位置的低点。今天最近到了3926，有人说能撑住吗？老缪认为啊得露一下，而且这个区域 上应该是以震荡为主，原因是它到今天为止这个收盘3939，已经踩到了之前高点3936之上，虽然没有踩 漏，但是说实话这位置是真不能漏。39361漏这位置进入箱体震荡了，也就是之前这个突破这个型，就 正式进入到m之后的反复波动期。 那么第四季度这种紊乱的风格，应该说大家已经感受到有宽 ...

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Group 1 - The core viewpoint is that the market is not entirely rational, and this irrationality is part of its appeal. Adjusting one's mindset to understand the market can prevent feelings of resentment and jealousy, as bubbles are an inevitable part of the market [1] - Li Bei from Banxia Investment suggests buying the CSI 500 index futures to indirectly participate in the technology boom, despite the current market structure and style not being her area of expertise. She has still managed to outperform the CSI 300 index this year [1] - Lin Yuan expressed that holding stocks from the Sci-Tech Innovation Board is a passive operation rather than an active strategy, due to the market capitalization requirements for new stock subscriptions on the Shanghai Stock Exchange [1] Group 2 - Lin Yuan mentioned that investing in the Sci-Tech Innovation Board has been a source of distress for him, as he regrets buying stocks without selling them, leading to sleepless nights [1]

Core Viewpoint - The market is characterized by irrational elements, which contribute to its appeal, and understanding this can help investors adjust their mindset and avoid negative feelings towards market fluctuations [1]. Group 1: Market Insights - Li Bei from Banxia Investment discussed the concepts of "old stocks" and "small stocks," emphasizing that market adjustments are necessary for a better understanding of its dynamics [1]. - The current market structure and style are not aligned with Li Bei's expertise, yet she has managed to outperform the CSI 300 index this year [1]. Group 2: Investment Strategies - Li Bei has chosen to indirectly participate in the technology boom by buying CSI 500 index futures [1]. - Lin Yuan expressed that holding stocks from the Sci-Tech Innovation Board is a passive strategy due to the market capitalization requirements for new stock subscriptions [1]. - Lin Yuan admitted to experiencing significant stress from investing in the Sci-Tech Innovation Board, indicating regret over his decisions and sleepless nights due to market volatility [1].

Market Overview - The market was relatively calm today, with the leading sector being dividends and the lagging sector being small-cap stocks like the CSI 2000, indicating a cooling effect on market risk appetite [2][4]. Company-Specific Insights - Shanghai Construction Group experienced a significant drop, hitting the daily limit down with over 600 million in sell orders. This follows a period of excessive speculation, where its single-day financing net purchases ranked fifth in the entire market despite its market cap being only 30 billion [4][5]. - The stock's previous five limit-up days saw a surge in trading volume, with over 16 billion in total trading in the last two days, leading to a dramatic reversal [6][13]. Fund Flow and Investment Strategies - Despite the cooling measures, enthusiasm for trading remains high, with industry-themed funds seeing a net purchase of over 10 billion, marking a new high since 1993. This indicates a shift in capital towards specific sectors, particularly the brokerage sector, which saw net purchases exceeding 5 billion [15][17]. - The recent market trend began on June 23, with only 8 out of 64 trading days showing net selling from financing accounts, highlighting a strong buying sentiment until a recent shift to net selling of approximately 2.8 billion [13]. Global Market Influences - A significant development is the Bank of Japan's decision to start selling its ETFs at a rate of 330 billion yen annually, which could have implications for global markets. The total value of ETFs held by the Bank of Japan is approximately 80 trillion yen, accounting for about 8% of the Japanese stock market [22][25]. - The challenge of exiting such a large position without causing market disruption is a key concern, as it could lead to substantial selling pressure if not managed carefully [25][26].

Group 1 - The core viewpoint of the article highlights the anxiety surrounding the recent IPO acceleration policy announced at the Lujiazui Forum, particularly in light of the 44% decline in the new stock index over the past four years, which has served as a lesson in risk for investors [1][2] - The fear of IPO expansion is rooted in the stark contrast between the slight decline of the Shenzhen Composite Index and the significant drop of 44% in the new stock index since 2020, indicating that the burden of the past four years of IPO activity has fallen on secondary market investors [2] - Interestingly, new stocks often perform exceptionally well in the initial phase of IPO reboots, akin to promotional sales in retail, suggesting that initial enthusiasm can lead to temporary price increases before stabilizing [4] Group 2 - A contrarian perspective suggests that after adjustments in IPO pacing, new market hotspots tend to emerge within three months, driven by the natural flow of new capital seeking investment opportunities [5] - The article emphasizes the importance of understanding institutional behavior through quantitative data, which serves as a direct communication tool for engaging with the market [7] - Observations indicate that stocks with potential often show active institutional behavior at lower levels during periods of volatility, suggesting a calculated approach by institutional investors before significant price movements occur [9] Group 3 - A notable trend in the current market is the increase in institutional lock-up behavior despite overall index adjustments, indicating that large funds are preparing for the next market rally [10] - The essence of investing is framed as a probability game, where the use of quantitative tools can help mitigate information asymmetry, allowing investors to better understand institutional strategies and uncover potential opportunities amidst perceived market risks [12]