A-Share Market Cap Dips Below 7T Yuan, Interest Rate Cut Accelerates
The total market value of A-shares has fallen below 70 trillion, with the turnover of both markets being less than 500 billion.
Today's turnover on the Shanghai and Shenzhen markets is 496.6 billion, a decrease of 14.9 billion compared to the previous trading day.
Overall, individual stocks are hard to come by, with more gains than losses, and more than 3,400 stocks across the market are rising.
Today, the total market value of the Shanghai and Shenzhen markets is 69.12 trillion, continuing to hover below the 70 trillion platform, and the Shenzhen market has even broken through the 25 trillion platform today.
Why is the transmission speed of interest rate cuts accelerating, and why is the M2 of 300 trillion still coming in to scoop up the bottom?
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Another wave of interest rate cuts by small and medium-sized banks is coming: the decline in three-year and five-year terms is greater, and some banks have cut deposit interest rates three times within the year.
For example, the deposit listed interest rates of Liucheng Rural Commercial Bank in Guangxi have been adjusted three times this year, with the initial rates for three-year and five-year fixed deposits being 3.25% and 3.35% respectively, and now both have been reduced to 2.60%.
With such low deposit interest rates, the market funds are still unwilling to invest in stocks.
The total market value of A-shares is now less than 70 trillion, while the total scale of M2 outside the market exceeds 30 trillion yuan.
A large amount of funds are still looking for opportunities to spin around, and there is no desire to enter the stock market, which is really worrying.
The bank's annual rate is only about 3%, and there is no courage to exceed this expectation for a long-term good stock?
At present, it is indeed the case, buy the rise and not the fall.
A-shares urgently need significant good news to stimulate, the sustained low market, the global release of water, the domestic stock market is just over-sold, and such a dollar conversion opportunity is scared by the market without confidence and direction.
Several Shanghai and Shenzhen 300 ETFs have seen a surge in transactions in the afternoon, with Huatai Baorui Shanghai and Shenzhen 300 ETF's transactions exceeding 5 billion yuan, and Yifangda Shanghai and Shenzhen 300 ETF's transactions exceeding 2.5 billion yuan, and the transactions of Harvest Shanghai and Shenzhen 300 ETF and Huaxia Shanghai and Shenzhen 300 ETF have also increased significantly.
Large funds are still mainly sweeping up ETFs to protect the market, and such actions are currently only conducive to stability, not conducive to stimulating market activity.
Next, if only the strategy changes, it can stimulate the market to rise earlier.
Now the market is thinking about rising, and the rise is also urgent, but in action, everyone is watching, you look at me, I look at you, and it's not good to study the value of undervalued leading stocks.
Next month, the world's big bull market!
The Federal Reserve has started a wave of interest rate cuts, and A-shares can awaken funds to exceed 20 trillion yuan.
Public and private funds of 50 trillion, M2 scale of 300 trillion.
The world's largest!
China, the United States, and India are all in the bull market, and the market is not short of money, but it lacks the awakening plate.
What can be awakened now?
I think T+0 can awaken finance more.
Because the real estate market is somewhat low at present, and no one dares to be optimistic about the real estate plate.
New energy, now the domestic car sales are still good, but the foreign market is not good.
It needs to be stimulated by technical breakthroughs, and it needs some time, and it's okay to be a little late.
Looking at the non-ferrous plate, it is only the gold that is more favorable, and the coal is temporarily stable.
So if the overall market wants to awaken, there are only two directions, the awakening of the plate, the awakening of the securities market.
From the perspective of market value investment, the awakening of the leading stocks of each industry is the direction that is more clear at present.
After all, in the market of value investment, the theme story can't rise for a long time, and it's not easy to stabilize after rising.
Only when the leading stocks of each industry are strong, the index can rise with confidence.
The market has changed, but the global wave of interest rate cuts is in front of us, and I believe it won't be too far away from dawn.
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