A-share reappearance, substantial adjustment, long-term good market trend unchanged

category:Finance
 A-share reappearance, substantial adjustment, long-term good market trend unchanged


Major sectors of the market showed a general decline trend, with tourism, semiconductor, securities, hotel catering, health care and other sectors falling first.

It is worth noting that there are some positive factors in the market after the adjustment. Yesterday, six science and technology innovation board funds were issued at the same time, being sought after by funds. On July 23, the balance of the two financial institutions exceeded 1.4 trillion yuan after five years. In addition, transactions in the two markets have remained active, which has been maintained at more than 1 trillion yuan for several consecutive days.

What do market volatility experts think

Regarding the recent market fluctuations, Lei, deputy general manager of Xingshi investment and chief research official Lei, pointed out in an interview with the Securities Times reporter that geopolitical conflicts and other black swan incident events may cause certain disturbance to the market in the short term, but it will not change the long-term trend of the market.

Fang Lei believes that in the medium term, the market will enter the performance verification period, and enterprises with real performance support may enjoy the dual drive of performance and valuation. In the long run, the achievements in the transformation of domestic economic structure are beginning to emerge. A new development pattern with domestic large cycle as the main body and domestic and international dual cycle promoting each other is gradually forming. The superimposed capital market reform is accelerating, and the long-term trend of A-share market has not changed. Yang Delong, chief economist of Qianhai Kaiyuan, believes that the large adjustment of A-share market is related to both internal and external factors, and the market itself has the demand for adjustment. This round of market rise is too rapid, the increase is large, accumulated a large number of profit, unilateral rise is difficult to sustain. But the bull market trend has formed, and will not change much. Holding high-quality stocks is the best strategy to deal with market fluctuations. According to Yang Delong, there have been obvious signs of periodic adjustment in the market recently. For example, the positions of stock funds are generally higher than 90%, and the 88 curse reappears, indicating that the adjustment is based on the internal requirements of the market. Hou Anyang, chairman of Shangshan Ruoshui, believes that the core of investment is to see the companys profits. If the stock price of blue chip stocks falls rapidly in the short term, it is usually an opportunity for admission. Source: Securities Times editor in charge: Guo Chenqi_ NBJ9931

Fang Lei believes that in the medium term, the market will enter the performance verification period, and enterprises with real performance support may enjoy the dual drive of performance and valuation. In the long run, the achievements in the transformation of domestic economic structure are beginning to emerge. A new development pattern with domestic large cycle as the main body and domestic and international dual cycle promoting each other is gradually forming. The superimposed capital market reform is accelerating, and the long-term trend of A-share market has not changed.

Yang Delong, chief economist of Qianhai Kaiyuan, believes that the large adjustment of A-share market is related to both internal and external factors, and the market itself has the demand for adjustment. This round of market rise is too rapid, the increase is large, accumulated a large number of profit, unilateral rise is difficult to sustain. But the bull market trend has formed, and will not change much. Holding high-quality stocks is the best strategy to deal with market fluctuations. According to Yang Delong, there have been obvious signs of periodic adjustment in the market recently. For example, the positions of stock funds are generally higher than 90%, and the 88 curse reappears, indicating that the adjustment is based on the internal requirements of the market.

Hou Anyang, chairman of Shangshan Ruoshui, believes that the core of investment is to see the companys profits. If the stock price of blue chip stocks falls rapidly in the short term, it is usually an opportunity for admission.