空头砸盘，实为“逼宫”！

今天，3000点又跌破了，超4700股下跌，又是一幅“死给你看”的架势，都快跟春节前一样了。

对于今天下跌的原因，其实没有一个明确的解释（利空因素）。

有媒体出来说，是因为：一是美元走强，日元走弱，人民币走低；二是ETF期权结算日。

这两条理由，都很牵强。

大家普遍可以接受的理由是：涨多了！

这两天，领跌的就是此前涨的多的票，以AI概念为首。

这些都是表面原因，哨兵要讲的是深层次的原因。

上周六，哨兵在《监管强势出手，剑指中信证券！》中分析过：新一轮的严监管已经开始，从公募，到券商，再到会计师事务所。

昨晚，证监会又放出消息：

发行审核领域，就是IPO的过程中的问题。

此前，哨兵一直讲，IPO才是A股最核心的问题所在，这里面的水太深了。

现在，终于要正式对IPO中存在的问题，进行调查处理了。

对于严监管，哨兵此前讲过：对于散户来说，都是乐于见到的；但对于机构，他们可不愿意见到，他们会想各种办法阻挠的。砸盘，就是他们的手段之一！

所以说，今天的砸盘，从深层次来看，就是某些人在向监管层施压、在示威、在“逼宫”！

春节期间，哨兵写了一篇《从2024年1号罚单说起，展望接下来的动作！》，分析了监管的动作，目前正在一步步的应验。

为了说话的方便，还是以《北平无战事》为例，来分析，大家代入一下角色，就会明白。（如果没看过剧、不了解人物和剧本，只用看下面加了颜色的文字即可明白大概的逻辑）

今天时间有限，简单的聊几句，不能深聊，周末再详细的分析。

当曾可达带着调查组到北平之后，被调查的一方，是如何的阻挠的？

归结起来就是一招：把局势搅乱、把水搅混、把各方都搅进来，让事情难以解决，让调查的人投鼠忌器，最后不了了之。

1、把事情闹大。扬子公司把1000吨粮食，既卖给民调会，也卖给军方，然后闹出抢粮、抓人的大戏，事情闹大之后，作为调查方的五人调查小组被直接解散了。

2、转移焦点。用某党作为借口，转移焦点，掩盖他们贪腐的问题。

对于他们的挣扎，必然会引来调查方的强力反击，陈继承就先被撸下去了。

对于广大市民和学生，能不能领到救济粮，命运都不是掌握在自己手里，只能看“神仙打架”的结果……

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