The weekend news is really boiling, and the entire market has been swiped by the king of the property market, after all, this king is really unprecedented! Therefore, investors are talking about it, is the A-share bull market really on the verge of breaking out?
The reason for this is that this Friday, real estate stocks collectively broke out to usher in the rising tide, and the real estate index can soar by more than 7%, far exceeding the market and investors' cognition; After all, there must be internal reasons for the sudden outbreak of real estate stocks, and it was not until the weekend that the property market Wang Bang came out to make everyone suddenly realize, it turned out that the real estate stock surge on Friday was stimulated by the power of the following four property market combinations.
1. The down payment for the first house has dropped to 15%, while the down payment for the second house has dropped to 25%, and the down payment ratio for the purchase of a house is as low as the highest in history;
2. Cancel the lower limit of the interest rate policy for commercial personal housing loans for the first and second houses at the national level;
3. The central bank decided to reduce the interest rate of provident fund loans by 0.25% to 2.85% to further reduce the cost of provident fund loans;
4. 300 billion yuan of re-lending to support state-owned enterprises to purchase commercial housing, to achieve the best measure of commercial housing destocking.
The above four points are the king of the weekend property market, reducing the down payment ratio, reducing the loan interest rate, canceling the lower limit of the housing loan interest rate and destocking of commercial housing, etc., after the combination of the property market is good, can it really ignite the big bull market?
In the face of the power of the property market combination boxing, there is no doubt that the property market constitutes a major benefit, but at this moment the property market environment is not what it used to be, no matter how much the property market combination is good, it can only temporarily stimulate the rise of real estate, and it only plays a role in "returning to the light" for real estate; Therefore, it can be concluded that Wang Zhan's good news must not ignite the big bull market of real estate, let alone ignite the big bull market of A-shares, so rationally look at the good news of the real estate combination on the weekend.
As for whether A-shares will accelerate their rally tomorrow? I believe that many investors have already answered this question, and they are still cautious about the trend of A shares tomorrow, thinking that the probability of A shares opening high and going low tomorrow is greater, and it is unrealistic to want to accelerate the rise, and the reasons for not accelerating the rise are as follows.
The first point: the real estate combination has been cashed out in advance on Friday, and the good news has become negative after the good news is cashed, so it is inferred that it is not excluded that tomorrow's real estate will open high and go low, attracting a group of chips to follow the good news to come in to take over; The superimposed short-term real estate sector has indeed risen greatly, and from a technical point of view, there is a demand for a pullback, so beware of the main force to lure more with the help of the good.
The second point: tomorrow's A-shares will not be able to meet the conditions and momentum to accelerate the surge, because of lack of funds and confidence; For example, A-shares collectively closed up on Friday, but the volume of the Shanghai and Shenzhen stock markets was less than 890 billion, and no 1 trillion could not support the continuous rise of A-shares; In addition, investors lack confidence in going long, and the wait-and-see atmosphere is strong, as the so-called no confidence is no motivation.
The third point: At present, A-shares are at the end of the phased market, and this round of phased rise is not from the perspective of time cycle or growth space, and then A-shares need a wave of phased adjustment to release risks. It can be inferred from this that the more A-shares rise, the heavier the upper selling pressure will be, and if the upper selling pressure chips are not completely released, it will inevitably become an obstacle to the accelerated rise of A-shares.
To sum up, the power of the original weekend real estate combination is only so, which can only stimulate the short-term surge in real estate, and will inevitably return to the adjustment trend after the real estate surge, which cannot ignite the big bull market; Once the short-term real estate sector is extinguished, it will put huge pressure on A-shares, and it is impossible to accelerate the rise of A-shares.
Friendly reminder: look at the real estate benefits rationally, see the light of the good has become negative, please investors savor. #头条创作挑战赛#