Author: Cold feet (Xiao Lei see the city Contributing Writer)
On Monday, A-shares fell, and the Shanghai and Shenzhen stock markets fell more than 2.5% in a single day. As a result of the obvious volume increase in the previous two trading days, it also caused various financial reviews and investors to re-enter Fall into short-term pessimism. But I think that the Shanghai index has returned to the 3,000-point integer mark, but it is a good opportunity to buy A shares again.
A-shares suddenly saw a large decline on Monday, mainly because the US non-farm payrolls data was good last Friday night, triggering market speculation that the US Federal Reserve's interest rate cuts may be delayed, resulting in a slight decline in the entire stock market. The decline in A shares is only an extension of this inertia.
From the perspective of domestic information, the China Banking Regulatory Commission interviewed some trust companies to require these trust companies to control business growth, improve risk management and control, and specifically strengthen risk prevention and control in real estate trusts. Because according to the latest financial data monitoring, it is found that some real estate trust business growth rate is too fast and the increase is too large.
This matter is understood by the market as the size of the trust may be compressed and tightened, which affects the investment scale of the trust assets in the stock market to a certain extent. For example, the collective correction of the White Horse stocks in the stock market on Monday is one of the main reasons for the decline in A shares.
However, this incident also reflects from the side that the current Chinese market currency is very abundant. On the one hand, China's CPI data in March, April and May are obviously higher, and it is expected to remain above 2.5% in June. The price of meat, eggs, fruits and vegetables is obviously higher than that of the same period of last year. The price levels of education, medical care and tourism have also maintained a steady and small increase. The real reason behind this is that the central bank has taken the initiative to reduce the RRR, plus tax cuts and increases. The market after the basic income level of residents is inevitable.