Specifically, on this macro level, there are two places that deserve everyone's attention today: on the one hand, China's Ministry of Commerce has once again applied to join the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP). It should be said that China's latest efforts to pursue a double cycle of "going out" and strengthen the international cycle and global economic balance are very worthy of affirmation, and it is also a positive for Evergrande Automobile to also have a decline of 23.37%. Because the big guys in the Hong Kong market, especially Liu Luanxiong, the second shareholder of China Evergrande, have reduced their holdings. It shows that the major shareholders have admitted to the planting and have no hope for the stock price to recover. To a certain extent, it is also a basin of cold water for market investors. Although domestic financial institutions have already expressed their positions, the Evergrande incident has little impact on themselves. But Shui Pi thinks investors will be relatively cautious.
In particular, northbound funds yesterday in Ping An, China Merchants Bank is still quite strong, mainly worried that the bank is affected by the bad debts of the entire real estate sector, although mainland investors know that this impact is limited, but Hong Kong stock investors would rather believe in it than believe in none, which is the difference between the two places.
Therefore, the performance of Hong Kong stocks today is also quite bad, especially after 2:30 p.m., there has been a dive, indicating that the shock of Hong Kong stocks is not over, and the impact of Evergrande is still fermenting.
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