A-shares and Hong Kong stocks rose sharply on Friday.
Quite a few people are inexplicable and don't know what's going on.
Yesterday I shared my community's review, and the main reason for the surge is the common needs of the two great powers.
The U.S. needs hot money to flow out of the country to cool U.S. equities and then inflation. Because the pricing power of inflation is now hot money overseas, it is useless to raise interest rates.
We also need the repatriation of hot money from overseas, which will lead to an increase in asset prices and CPI, and repair household balance sheets.
Therefore, it is a win-win situation to pull up Chinese assets.
There are a lot of details to be interesting in this game.
1. Aunt Ye brought the nine articles of the country
This statement is not accurate, the national nine articles were not formulated by Aunt Ye, but her arrival was the catalyst.
After she came, didn't Kunkujo come out immediately?
Why is it in a hurry to release at this time?
Because the system problem has to be solved, otherwise how can foreign capital be confident and bold to buy the bottom?
Didn't all the foreign investors say that they had bought themselves as major shareholders? And the original major shareholders ran away with the money.
Second, the waiting of CSI 300
The CSI 300 has been fluctuating like an old dog for a long time at this position, and the volatility is extremely low.
In addition to the national team wanting to summon more high-quality teammates to join, I'm afraid it's also waiting for an important guest, right?
No, it should be a group of guests.
The large inflow of northbound funds of 22.4 billion yuan on Friday is ironclad evidence.
The national team understands very well that retail investors, floating funds, and funds are unreliable.
Because they are all fragile funds, they cannot become the foundation of the CSI 300.
So he deliberately lowered the volatility of the CSI 300 and drove them to the side of the small and micro market.
Then, when the time came, the country was a thunderbolt from the sky. Many people were wiped out.
3. Bugo's gift
Bu Ge visited China on Friday, and A-shares and Hong Kong stocks rose sharply.
It was as if a guard of honor was welcoming him.
No, you can't say that, it should be that Bu Ge brought a group of foreign capital to play music. to show its sincerity.
After all, we also need to pull the stock market and stabilize the property market now.
Speaking of the property market, foreign investors were also inexplicably bullish on the day.
This play is really well acted.
Anyway, it means that I hope that China's assets will stabilize and recover.
Fourth, the honor guard plays music
Brother Bu is so sincere, we can't be stingy.
As a result, some mysterious domestic capital went on a frenzy to buy.
The rise in China's assets is also a gift for the United States now.
Especially for Dengo.
Because if he wants to be re-elected, he has to bring inflation down.
There is also a very special member of the honor guard, called a broker.
The timing was very coincidental, that is, the day before Bu Ge's visit to China, it was suddenly announced that a brokerage company was going to merge and acquire.
As a result, the brokerage rose sharply the next day.
In the eyes of retail investors, the sharp rise in brokerages is a bull market.
Let's welcome Bugo with a bull market.
The specs are high enough.
It's also a dance of tired brokers.
Fifth, the bond market has collapsed
The stock market is rejoicing, and the bond market is bleeding.
Yang Ma began to crack down on bond market speculators on Wednesday.
On Wednesday and Thursday, long-term bonds fell sharply.
This preparation is well done.
On Friday, the official show began.
The bond market plunged without warning.
This day's decline is not exactly what Yang Ma called.
Instead, some people redeemed the bond base and the cargo base and increased their positions in the stock market.
It is estimated that this group of people is mainly institutional.
What are the institutions?
It's a question worth savoring.
The largest turnover of ETFs on the day was Yinhua Rili.
This turnover is almost in time for the eve of the Spring Festival.
Of its holders, 76% are institutions.
Most of these institutions are asset management companies, banks, private equity, and even Ping An.
Interesting, interesting.
Their actions may be giving us some kind of hint.
Sixth, the beginning of the story
In addition to the above five details, many people may not realize that the San Francisco Consensus at the end of last year was the beginning of all stories.
After the San Francisco meeting, Yang Ma wrote the adjustment of the price level into the KPI.
A lot of people don't take this sentence to heart.
As the community knows, I emphasized this sentence at the time.
You can think about it, what are the most important things to do to pull CPI?
Don't think that pulling CPI is empty talk and unrealistic.
We really should take it seriously.
Otherwise, when the stock market rises inexplicably, you enjoy the taste of stepping into the short, and at the same time look confused, not knowing what is happening.
Some people also say conclusively: If the economy is bad, the stock market will not rise, if the property market is bad, the stock market will not rise, and if the Federal Reserve does not cut interest rates, the stock market will not rise.
It's important to remember: cause and effect are often reversed!
Most people shout like a slip of the tongue every day, and there is a high probability that they are wrong!!
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