Title: A-share market dynamics four consecutive issues: favorable supervision, reduction of U.S. bonds, market outlook and Shenzhen-Hong Kong cooperation
Hi, dear investors, today let's talk about the exciting news in the A-share market recently. Sit tight and let's get started!
First of all, I have to talk about the good news of the "Regulations on the Supervision and Administration of Non-bank Payment Institutions". See, the government has refined the classification and approval process of payment business, and has drawn a clear scope of activities for non-bank payment institutions. Small-amount, convenient payment services are their main purpose. But don't think they're just going to be able to do things casually, it's no joke to ban other businesses without approval, liquidate loans, and so on. Needless to say, it restricts non-bank institutions from mixing in the loan market, and the listed companies in the banking and Internet finance sectors are gratifying.
Next up is China's reduction in U.S. Treasury bonds. You see, Mr. Yu Yongding has come out to speak - the interest rate on US bonds is falling vigorously, and the hegemony of the US dollar poses a threat to foreign exchange assets. As a result, "orderly reduction" has become a strategy to avoid risks. In other words, it is much safer to turn the paper wealth in your hands into real material assets.
Let's talk about the outlook for the A-share market. Mr. Yang Delong predicts that A-shares will rise back to 3,000 points - that sounds exciting, right? But the reality is a bit skinny: the failure to stand above 3,000 points for three consecutive days makes the string in people's hearts tight. Nevertheless, let's not forget that China's policy benefits are being released little by little, and the GDP target of 5% is steadily advancing. As long as more funds and bailout measures are in place, there is still hope for the return of 3,000 points. However, at this time, patient capital is rare, and investors' confidence has been tested.
Finally, let's talk about the cooperation agreement between the Shenzhen and Hong Kong stock exchanges and its possible impact on the A-share market! After the Shenzhen and Hong Kong exchanges sign the cooperation agreement, the Hong Kong stock market can be directly displayed in the data center of the Shenzhen Stock Exchange! Do you think that when the performance of the global stock indexes is quite good, the introduction of Hong Kong stock information may attract more attention and more funds flow to the Hong Kong market. This is of course also an important impact on A-shares.
All in all, from the above four aspects, finding a balance between optimism and prudence is the master's move. Whether it is the policy environment, the international economic situation or the cooperative relationship between markets, each link affects the future direction of A-shares.
That's the end of today's interpretation of the "quartet" of the A-share market. Investment is risky, and you need to be cautious in your choices! Everyone should not only remain enthusiastic, but also do not forget to rationally analyze the possible impact behind each piece of news. See you tomorrow!