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This Week'S Stock Market Highlights: 100 Billion Financing, The Two Directorate Crash.

2013/11/3 23:39:00 27

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100 billion financing. The two Directorate crash is .
 > a href= "//m.pmae.cn/" > market < /a > the most ferocious shorts are financing positions. According to reports, in early January of this year, early May and early October, the balance of financing and buying broke through 100 billion, 200 billion and 300 billion respectively. And correspondingly, the market just completed 2, 5, and three important heads in October, which is the contribution of the financing market. 
 the biggest problem now is that it is not only bought out of the financing disk, but also sold at the bottom. For example, 1849 is the bank's stock financing flat. The reason is very simple. Last December - January this year, the most ferocious thing was the banking stocks, so as early as the beginning of January, 100 billion of the financing plates, a large proportion will buy bank shares. In December, the financing market in June was just the half year repayment period of the financing. Therefore, the December financing plate must be liquidated in June, becoming the most resolute force for the empty banking stocks in June. More undue financing, if it falls to the bank stock loss line, must also be liquidated. For example, people's livelihood, Pudong fat largest decline of nearly 40%, enough to trigger stop loss. 
 > the same a href= "//m.pmae.cn/" > crash > /a > October again, the main character of the financing flat is changed into media plate and GEM board. In view of the sharp rise in bank stocks after 50%, the adjustment began in early February, so as early as the beginning of May, the 200 billion financing buying disk, even if removed by the beginning of January, 100 billion to buy bank shares, the remaining 100 billion of the financing plate is likely to enter the leading media block at that time and the growth of small and medium-sized boards. What's more, 4,5 is the two small board that will soon hit a new high this year. In October, November is the day when 4,5 has to enter the gem and small board 100 billion. It can be understood why the opening of the October media plate plummeted, why the GEM board in the middle of the 10 month saw a one-way decline, as of Friday November 1st is still creating a new low adjustment, why almost cut Huayi light that day fell 6%. I am afraid that not only is it due to be closed, but there are more undue financing, because the drop line must be closed. 
 the curtain call before the withdrawal of stability fund is .
In the face of the craziness of the October P, the bulls were unable to resist. On the one hand, it was due to the boom in the medium and small board of the media board, the profit margin was too large and the financing position was too high. On the one hand, the limited funds were limited, and limited funds were reluctant to enter the high risk media board. The mysterious fund that undertook the maintenance of stability was already in a state of retreat, unwilling to go to war, and only a small amount of intervention in the heavyweight stabilization index to postpone the special meeting. That's why the roller coaster 10.292093 is different from the 6.251849 roller coaster. 
 mysterious funds only have special period to deal with special events to maintain the responsibility of "a href=" //m.pmae.cn/ > Social < /a > stability. When mysterious funds are stable, they also have the central bank's reverse repurchase coordination, and also use A share and Hong Kong stock linkage to rebound. 
 but the withdrawal of mysterious funds has been decided, which is related to the great changes in the background of the 1849 market entry in June. 
 first, the domestic economy has no worries about the hard landing in the two quarter. In September, PMI, October PMI continued to rise and the three quarter GDP7.8 showed that there was no need to maintain stability in the steady economic growth. 
 secondly, the withdrawal of QE from the US debt crisis has greatly delayed the withdrawal of foreign exchange, and foreign exchange has increased by hundreds of billions of dollars. There is no need for mysterious funds to stabilize A shares, snipe QE exit and snipe capital flight. 
 again, the market has already been less than 6 months short of money, liquidity is relatively loose, and even the central bank has ceased to reverse repurchase hedge foreign exchange growth pressure and future inflationary pressure. 
 finally, the market is stable at 2100-2150, and the spancript has been delivered to the third plenary session. As for lPO, because time is not yet determined, there is no way to maintain stability.