A brewing stock market at the end?

Rare 108 basis points rate cut! However, this important measure "full house applause", Thursdays and Fridays A-share Duolu flee the performance of the panic, but people feel the slightest cold. In this ultra-expected led by the game behind what? Trade data show no clear cut interest rates before the hunters set, "11.7" since the profit is also a bargaining chip is still in the process of honor, "108" brought about a significant high is only open to the speculative rush out of funds to create a must Good opportunity. Looking in December, "the end market," it will be 4 trillion and sharply cut interest rates to stimulate the positive, carrying funds to do the will of the high net worth and the outbreak of this? Big "bite" will make a comeback? So far this year, all have a good exception, the market is "big market." However, the central bank to cut interest rates sharply accident apparently upset the large deployment of capital. The rate cut before, in a lot of big Jiancang stage. An interview with reporters Wednesday rhodium-tin investment, he said his position was on November 18 fell into three, and before that he was a warehouse full operation. Shenzhen Yang Yongxing short-term experts also said that at present, less than two percent of the positions in the operation. According to the data TOPVIEW estimates, the large increase in funds to buy about 180 billion yuan this year, is also a 4th market in large investment of up to one. However, from November 20 onwards, began to decline in major positions, last Friday, has large positions in only 14% shareholding 64,800,000,000 shares. However, a price cut so large a little hot money "unable to sit still." After Thursday's close, the Shanghai Stock Exchange and the Shenzhen Stock Exchange trading of public information display, Ningbo, "death squads" hot money, and so took the opportunity to cut interest rates, and other good reached the estate of the plate. However, in the past, "11.7" in the market, hot money Fanjiangdaohai-operation, have been locked in a number of individual investors, while some bodies lying in ambush in the relevant section, waiting for the good of the ship to cut interest rates. Indeed, a large cross in the past day, down by profit-taking hit. Property stocks in early trading limit of the most open, to act as a real return to the "death squads" killer. Of course, the hot money from these characteristics, may not stop there. Zhancang resort and has always been that they must strictly abide by the discipline. There are those who believe that private, large stocks Jiancang need about 200 billion market for some time, if not decline, it is estimated that their blood will soon be a bargaining chip to come out. The "death squads" have any grudges against them will also have been reported, this time taken suffer, revenge will come at a later date. In that case, capital of the focus will drop to where? Yang Yongxing said that the 4 trillion out of the investment, interest rates have dropped so much. The concept has not yet come out of margin trading and securities lending, stock index futures, interest rates, as well as Disney, which may become the hot hot money speculation. In addition, the Central Economic Work Conference on some issues may also be the object of speculation floating capital. Rhodium-tin said that the market expansion is likely to remain the trend of having one of the major obstacles for him, however, may be even greater. As if the resumption of IPO, can take advantage of a fried speculation that he's good at the new shares. Why not master hunters shot? Cut interest rates sharply to make "courageous" hot money big deal, with different prices in the past, the transaction data from the point of view, the "master hunters" figure was difficult to find. Hunters have always been good at the insurance fund and QFII seems to be still in the "11.7" prices fulfilled the process. 4 trillion in insurance funds to stimulate economic program before the introduction of positive five trading days in a row in a net buying. From November 10 to November 26, the net outflow of insurance funds of about 2,870,000,000 yuan. QFII seats on the same period in the secondary market and the large two-way exchange market hunters, but from November 10-26 are sold a net of up to 1,270,000,000 yuan. Hunters are the main home to cut interest rates regardless of the good? Analysts believe that there are only two possible, prior to the first substantial cut of uncertain information; Second, the economic outlook is not very good. In fact, the news of a substantial rate cut as early as last Thursday has been in a group of reporters Financial, a source sent "to cut interest rates 81 basis points", then a lot of people did not think too much margin. And over the weekend, the insurance fund also "try to cut interest rates positive" move, funded insurance (T Class) seats in the net last Friday to buy more than 250,000,000 yuan, the same day is the largest net buying of a class of funds. The aim is clear, and that is to cut interest rates. However, the rate cut was not fulfilled last weekend and last weekend the management of a person's freedom of speech, also appears to be sent immediately or will not cut interest rates sharply. As a result security in the capital this week for the first three trading days to sell on a large scale, which this week sold a net amount of up to three 1.4 billion. However, the surprising thing from happening again, Wednesday night to cut interest rates sharply on the reality that security funding hard to come by "reverse engineering" food for thought indeed. In addition, has always been good at "digging news," the QFII, and why has not this points to share? Goldman Sachs Gao Hua's study seems to answer this question. The bank said that given the industry fundamentals remain difficult, but also the prospects for macroeconomic uncertainty, it is still too early to buy a lot. However, this also led to another problem, and that is "hot money." The industry believes that the large rate cut in the face of economic and RMB assets of foreign capital in both directions, or constitute a panic. This is because super-strength may be cut due to the expected deterioration in the economy, and its findings may lead to international short-term capital outflow. Guangdong Academy of Social Sciences, deputy director of the Institute of Industrial Economy, "outside the abnormal flow of funds" Li You-hwan, head of the Task Force believes that a substantial rate cut and the RMB exchange rate is the link between, but this is not a "hot money" out of the main reason , The economy is really worried about them. According to monitoring data show that hot money is currently out of a situation as a whole. He said: "The characteristics of international hot money and domestic private capital similar to that in the economy are not clear before it is common practice to retain cash. At present, foreign capital for China's exports to see some of the very empty, save for the domestic economy is also 'Loss', not quite sure as to where the money will flow to where and how the effect. In this case, Wu Jin' pocketbook 'than anything else. " Can leveraging market funds at the end? Investors stampeded into capital-funded and non-QFII obvious signs of hunters, for the purchase of chips, all at the same starting line, this fund should be "music" instead. From the perspective of the game, this time to cut interest rates arising from the effects of the market does turn the "music". "The scramble to raise the wind" does not run through the day Thursday, the fund will be satisfied with their own price on'd like to pick up a bargaining chip; if having a "fight hot money" situation, but also not easy to throw out good chips. It can be said that in the good-intensive to break some of the routine deployment of speculative capital, but also to fund the initiative has brought. TOPVIEW data show the day before to cut interest rates, the Fund is the largest number of positions. Wednesday on fund buying over the net 500,000,000 yuan; Thursday of publicly traded exchanges of information also showed that Jidong Cement, FAW Xiali, and other stocks have been a number of institutions to buy the figure. Fund to do more when it seems that way. In that case, "the end market," it will be 4 trillion and sharply cut interest rates to stimulate the positive, carrying funds to do the will of the high net worth and the outbreak of this? Some of the funds from the public statements, after the rate cut, good bond fund managers are mostly built letter, CITIC, the rich and Soochow, and other bond funds have a greater chance of that. As for the stock market were comments are: to reduce the financial costs of listed companies, its performance would be helpful, real estate or bottomed out in advance, but the bank "neutral-negative" and reflected in the economy, there are longer Delay. It is clear from the remarks of the Fund, can not be read out at the end of the stock market to do more reliable information. Fellow broker some of the thinking may be able to help determine the market. Tai-ying, director of the Institute of the Securities Xiao Li said that the rate cut will not change the direction of the economy, but prevent the economy from falling too helpful. Despite the sharp decline in interest rates can raise the level of stock valuation, it is still too early to complete. China Merchants Securities (Hong Kong) Asia researcher Xie Xuan said that the rate cut to stimulate the economy of China, but a short period of time is difficult to make up for declining external demand and tight from the previous macro-economic policies on the negative impact, it is difficult to change rapidly declining trend in economic growth . The need to reverse the stock market with the basic macro-economic situation uncertain, the continuing loose monetary policy and investor confidence returned to normal, and other factors, see the current less than perfect. Since the stock market can not be reversed, therefore, has been advocating for the "value investing" funds, to do more significance, perhaps not so big. Do conclude that "the end of the year prices" may as well come to nothing. However, there are two noteworthy phenomenon. First of all, by rough statistics, to enter this century, A shares closed in December of the year seems to be the only Line in 2002; in the U.S. and Hong Kong stocks closed in December of the year Line also rare; Second, some of the funds this week, Chong Canggu really well Such as Wuliangye, Tebian Electric, Suning Appliance and so on, was stronger than the market. This makes the end market is also looking forward to it. However, when prices surged up, God knows the size of the non-sight will not reduce opportunity, quiet for a few months of the IPO is not going to take the opportunity to restart it? A unit can not always seem to make people worry.