含辛工作室
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新国九条的真实影响是什么?
核心结论:本次“国九条”旗帜鲜明强调加强监管和防范风险,全面落实“长牙带刺”、有棱有角,最核心的观察是立足于融资市向投资市明确转向后构建良好的股市生态环境,这是A股步入中期牛市的制度基础。相较于前两次“国九条”推出后不久,资本市场出现较为明显上涨,可以明确地讲:本次“新国九条”在眼下构成诱发大盘指数新一轮大行情的直接要素还有待观察。 而“新国九条”政策真实影响最大的是:具备价值偏好的监管行为对于结构风格领域或许意味着微盘股投资价值的大幅下降(中证2000指数作为中小盘投资价值下限),意味着红利时代开启(市场开始从发现高股息到创造高股息阶段),意味着新一轮“漂亮50”定价正在孕育之中(从融资市转
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锐叔论市 探底过程已经完成?
技术面预示短线震荡概率较大,预计后市或有反复,震荡之后有望进一步反抽。 《投资者网》特约国金证券财富领航员 毛锐 周四早盘三大指数开盘涨跌不一。开盘之后,指数经过短暂震荡后开始持续攀升,深成指领涨。午后,指数冲高回落,震荡下行至尾盘才又有所回升。最终,上证指数、深成指、创业板指分别以涨0.59%、涨1.31%、涨0.95%报收。盘面上,涨停股(剔除ST)75家,显示市场情绪较高;个股涨跌比4399:593,个股平均涨幅2.28%,赚钱效应显著,两市成交额9322亿,较前一交易日增量4.88%。北上资金净流入逾23亿元。 在昨天的早评中,锐叔预计后市会有一个探底回升的过程,结果市场几乎连惯性下探
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US DOLLAR CLAWS BACK AFTER TUESDAY’S MELTDOWN
The US Dollar in the green with markets bracing for Fed Minutes. Markets are suddenly entertaining a possible rate hike by the Fed in the next three months. The US Dollar Index trades back above 104 and is salvaging the weakness from Tuesday. The US Dollar (USD) is in the green
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EUR/GBP AIMS TO SURPASS 0.8700 AS ECB LAGARDE SEES INFLATION TOO HIGH FOR SO LONG
EUR/GBP eyes fresh upside above 0.8700 as ECB Lagarde sees inflation risks skewed upside.Eurozone’s headline and core inflation are seen softening to 4.5% and 4.8% respectively.The BoE unexpectedly paused interest rate hikes last week amid potential slowdown risks. The EUR/GBP pair gathers strength
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EUR/USD seesaws near 1.0800 as ECB hawks lack acceptance, Lagarde’s speech, US Factory Orders eyed
Share: EUR/USD fades week-start rebound as full markets return. ECB’s Lagarde, Bundesbank President Nagel fail to impress policy hawks despite defending restrictive measures. Mixed concerns about Fed’s next moves, market’s cautious optimism also prod the Euro traders. ECB President Lagarde’s speech,
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WTI PRICE ANALYSIS: OIL PRICE DROPS BELOW $80.00 WITHIN IMMEDIATE BEARISH CHANNEL
WTI crude oil extends the week-start retreat within a fortnight-old bearish channel.Downside break of rising support line from Wednesday, looming bear cross on MACD also favor energy sellers.Oil price recovery needs validation from 100-SMA and US data to recall commodity buyers. WTI crude oil remain
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PLAN STOCK 22/8/23
#Overview Thị trường tiền tệ hôm qua không có nhiều sự thay đổi trong biên độ, dù rằng Lợi suất trái phiếu Chính phủ Mỹ kỳ hạn 10Y vượt ngưỡng 5% (mốc cao nhất từ tháng 11/2007) nhưng USD lại suy yếu so với nhóm G7. Mỗi JPY là giảm vì tương quan trực tiếp với LSTP. Chứng khoán Mỹ thì phục hồi
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Phân tích giá EUR/JPY: Tăng lên mức đỉnh từ năm 2008 trên 158,00, xu hướng tăng tiếp theo có vẻ khó xảy ra
EUR/JPY tăng lên mức đỉnh kể từ tháng 9 năm 2008. Việc phá vỡ mức kháng cự đã hình thành trong 5 tuần, chỉ báo RSI không quá mua và tín hiệu đường MACD tăng ủng hộ phe đầu cơ giá lên. Đường xu hướng tăng d
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