Recently, Marco Polo's IPO suddenly pressed the pause button, but the real estate market ushered in a series of major moves! While the U.S. stock market hit a record high, Hong Kong stocks also rose sharply, but the performance of A-shares was unpredictable, and the big dive at the end of the market almost made the entire market close in the green. What kind of story is hidden behind all this?
Last night, when the U.S. stock market once again broke its historical record and became the focus of global attention, the Hong Kong stock market not far away also rose sharply, showing the vitality of the Asian market. Back in China, the performance of the A-share market is a different story. In yesterday's intraday session, A-shares were originally like a rainbow, but at the end of the day, there were sudden violent fluctuations, almost all the day's gains were spit out, and finally remained in the red with a slight advantage.
In this market environment, investor sentiment can be said to be very mixed. On the one hand, 2,800 companies saw their shares rise, and the median increase in the market reached 0.22%, which would have been a good sign. On the other hand, the trading volume is less than 850 billion, indicating that the overall activity of the market is not high. What is even more remarkable is that the net purchase amount of foreign capital reached 6.067 billion, showing the confidence of external investors in the A-share market, but there was an outflow of 6.7 billion yuan from domestic capital, showing the uncertainty and anxiety of domestic investors.
Against this backdrop, today is also a special day, the 100th day of the new village chief's tenure. In the past 100 days, the Shanghai Composite Index has risen by 10.26%, which is a good performance. Such results should make everyone's account grow, but the reality is that many people find that although they have earned the index, they have lost money, and it feels like they have suffered a "bull disaster".
At the same time, the performance of Hong Kong stocks has been more eye-catching. Today, the Hang Seng Index surged 1.59% to hit a new high in the rally, in stark contrast to the performance of A-shares. This difference has made many investors begin to wonder, and they feel more and more unable to understand the trend of A-shares.
In this environment, real estate stocks suddenly became hot. Today, real estate stocks ushered in the tide of daily limits, accounting for almost half of the daily limit list. Not only real estate stocks, but also the entire real estate chain has been active, whether it is selling cement, selling steel bars, selling shovels, or pasting tiles, each link has found its own place in this wave of market. All this heat seems to be preparing for the big move that is coming.
In fact, there is news that the government is about to introduce a series of new policies to support the real estate market. These policies may include lowering mortgage interest rates, providing tax incentives, easing restrictions on land use rights, etc., with the aim of stimulating further development of the real estate market. As soon as the news came out, the market reacted very positively, especially for those real estate companies that have performed poorly recently.
Just when the market was discussing the future of real estate, another piece of news also attracted widespread attention, and Marco Polo's IPO suddenly announced that it was suspended. As one of the well-known real estate developers in China, Marco Polo's IPO has always been regarded as a bellwether in the market. The postponement of the IPO came as a surprise to many expectant investors and market analysts, and sparked speculation about the company's future direction.
With all this and that uncertainties, the overall sentiment in the market is surprisingly optimistic. Judging by the number of individual stocks that have risen, the market remains dynamic. The outflow of domestic capital is worrying, but the blessing of foreign capital seems to have injected a shot in the arm into the market. In this complex and volatile environment, many veteran investors are choosing to wait and see, while some risk-taking investors are seizing every possible opportunity.