Since the beginning of this year, the central bank has repeatedly reminded the interest rate risk of long-term treasury bonds, each time prompting a sharp fall for a few days, and then slowly repairing new highs, as of noon today, the price of treasury bond futures hit a new high, the long-term treasury bond interest rate is only about 2.2%, while the CSI 300 dividend yield is more than 4%, the CSI All A dividend yield is more than 3%, the stock market and the bond market yield has doubled, why many people are still singing short and short the stock market, long bonds, the reason is not complicated, the financial market is linked together, The bond bull market exacerbated the bear market in the stock market, and now it is easy to short and the returns are abundant, taking today as an example, the CSI 500ETF index hit a new low, and the CSI 500ETF options contract closed at noon collectively soaring by more than 50%, the highest double, taking advantage of the downward trend of the market, smashing with a few spot ETFs, and then using put options to obtain windfall profits, which is just a huge gain for a day today, how much has the accumulated short earned since this round of adjustment? It is difficult to change this situation and expect domestic institutional investors to contribute, at this time, a team once again shot the CSI 500, the gem, the science and technology innovation board index to burst the short-selling force, the market will live immediately, and it can also stimulate a large number of wait-and-see funds to follow the trend into the market, this action should not wait too long, the short term appears at any time, now is not the time to consider whether to stop loss, is to consider whether to increase positions, who may run the fastest in the new round of rebound. Photovoltaics, securities, semiconductors, lithium batteries, and innovative drugs all have the leading conditions.
