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ipc2006
2021-07-27

A major emergency! China's stocks, bonds and foreign exchanges were suddenly attacked by air, and a rumor turned out to be the main reason for the decline?

市场跌得太惨了！继周一暴跌之后，周二市场再遭暴击。除科创板指数较强之外，其余指数全线杀跌，上证指数收盘失守3400点，前期热门板块全线回调。从盘面上看，香港市场是引发市场暴跌的主要原因。恒生科技股

A major emergency! China's stocks, bonds and foreign exchanges were suddenly attacked by air, and a rumor turned out to be the main reason for the decline?

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":809277398,"tweetId":"809277398","gmtCreate":1627375610314,"gmtModify":1703488681525,"author":{"id":4087693924266930,"idStr":"4087693924266930","authorId":4087693924266930,"authorIdStr":"4087693924266930","name":"ipc2006","avatar":"https://static.tigerbbs.com/cf0d042b38ce7de19820aaf0a3820e36","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>?</body></html>","htmlText":"<html><head></head><body>?</body></html>","text":"?","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/809277398","repostId":1190808833,"repostType":4,"repost":{"id":"1190808833","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1627374492,"share":"https://ttm.financial/m/news/1190808833?lang=en_US&edition=fundamental","pubTime":"2021-07-27 16:28","market":"hk","language":"zh","title":"A major emergency! China's stocks, bonds and foreign exchanges were suddenly attacked by air, and a rumor turned out to be the main reason for the decline?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190808833","media":"券商中国","summary":"市场跌得太惨了！\n\n继周一暴跌之后，周二市场再遭暴击。除科创板指数较强之外，其余指数全线杀跌，上证指数收盘失守3400点，前期热门板块全线回调。从盘面上看，香港市场是引发市场暴跌的主要原因。恒生科技股","content":"The market has fallen so badly! Following Monday's plunge, the market suffered another crit on Tuesday. Except for the strong science and technology innovation board index, the rest of the indexes fell across the board. The Shanghai Composite Index closed below 3,400 points, and the popular sectors in the early stage pulled back across the board. From the disk point of view, the Hong Kong market is the main reason for the market plunge. The Hang Seng Technology Stock Index once plummeted by more than 9%, and the State Enterprise Index and the Hang Seng Index both fell sharply. So, what caused the plunge, and who was shorting the market?Many Hong Kong fund managers said that foreign capital has been selling Chinese assets one after another recently. There are three main reasons for this: First, the previous allocation of consumption positions is relatively high, but the current market valuation system has changed; Second, institutions' concerns about the policy of double reduction of education and training have not weakened, and have fermented; Third, the United States said that Chinese companies listed in the United States must disclose potential policy risks, otherwise they may violate the law. The market is worried that the United States will launch a formal investigation into the information disclosure of Chinese companies.This afternoon, the market even reported that the United States may restrict the investment of American funds in China, and American funds are rapidly realizing their assets. However, this rumor has not been confirmed.Judging from today's market, in fact, chip stocks once performed very strongly. However, in the end, there was a systematic dive in the market, and white horse stocks were smashed across the board. So, when will the market stabilize? Will such a continuous decline lead to systemic risks?Chinese assets hit by air strikesToday's market can be described as terrible. What is more lethal than Monday is the afternoon dive, which is tantamount to saying that all the funds for bargain hunting in the morning are buried. The Shanghai Composite Index closed down 2.49% and fell below 3,400 points, and the ChiNext Index fell more than 4%;<a href=\"https://laohu8.com/S/300750\">Ningde era</a>Heavy volume fell by more than 8.3%. The heavy volume turnover of the two cities exceeded 1.5 trillion yuan, a new high for the year.<img src=\"https://static.tigerbbs.com/03f456a1ae6d03db439e5723d1515a30\" tg-width=\"684\" tg-height=\"302\" referrerpolicy=\"no-referrer\">In early trading today, the market was acceptable. Led by stocks such as chips and non-ferrous metals, the market rebounded rapidly. Semiconductor chip stocks bucked the market and strengthened, leading<a href=\"https://laohu8.com/S/SMI\">SMIC</a>It once hit the 20% daily limit, photoresist, gallium nitride, etc. were all red, and the Science and Technology Innovation 50 Index once rose 4%, and it also followed the market in the afternoon. As of the close, the previous strong stocks of lithium battery and photovoltaic were buried across the board, while liquor and big finance continued to plummet. Individual stocks showed a general decline pattern, with more than 3,000 stocks in the two cities turning green, with a turnover of 1.5 trillion.The RMB also changed. After the A-share market closed, the offshore RMB plunged more than 200 points against the US dollar, falling below the 6.51 mark, a new low since April.<img src=\"https://static.tigerbbs.com/e099e3b8b35bbcc715dc1612a5943a3b\" tg-width=\"977\" tg-height=\"322\" referrerpolicy=\"no-referrer\">The Hong Kong market is even worse. The Hang Seng Index fell more than 5% and fell below 25,000 points, and the Hang Seng Technology Index once fell 9.9%.<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>It once fell by more than 10%, the largest single-day drop in more than 10 years;<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It fell more than 8% and fell below the issue price of HK $176.<img src=\"https://static.tigerbbs.com/f5db902bf3ee1e5ace590fa646e5d897\" tg-width=\"647\" tg-height=\"283\" referrerpolicy=\"no-referrer\">The A50 also continued to plummet. After the A-share market closed, A50 continued to fall, with a range of up to 6%.<img src=\"https://static.tigerbbs.com/a02bfb18e79f97ac8cd864e4946a6790\" tg-width=\"729\" tg-height=\"327\" referrerpolicy=\"no-referrer\">The bond market also suffered heavy losses.<img src=\"https://static.tigerbbs.com/8831170b4a93ebc06f5cd3b602aaf9f5\" tg-width=\"620\" tg-height=\"423\" referrerpolicy=\"no-referrer\">So, what exactly happened? In the afternoon, a rumor will suddenly spread from the periphery. The United States may restrict the investment of American funds in China, and some American funds are already selling Hong Kong stock assets on a large scale. However, this news has not been officially confirmed. Some Hong Kong fund managers said that it was true that American funds sold Hong Kong stock assets, but they did not see any news restricting American funds' investment in China.In addition, there is news that several foreign investors have liquidated their positions and are selling Chinese assets with their eyes closed. These holdings include Chinese concept stocks, Hong Kong stocks and A shares.Can Chinese assets hold up?The short-selling power in today's market may mainly come from two aspects: First, foreign capital. Wind data shows that northbound funds sold a net of 4.172 billion yuan throughout the day, and the cumulative net sales in the past three trading days exceeded 21 billion yuan; The second is leveraged funds. The sell-off of many stocks is obviously too leveraged. Judging from the current market sentiment, there is indeed some panic. But in the past, panic often means opportunity.First of all, from a fundamental perspective,China's economic fundamentals are still the best and most stable in the world. Moreover, after experiencing a comprehensive RRR cut, the monetary level is also loose. Today, the market plummeted, and A shares saw a trading volume of 1.5 trillion yuan. The market is not short of money.Secondly, from the perspective of market valuation,After a wave of adjustments, the overall valuation of the A-share market is obviously lower than the peripheral level. Wang Chunying, deputy director and spokesperson of the State Administration of Foreign Exchange, said at the press conference of the State Council Information Office that at present, the P/E of Chinese stocks are low compared with developed markets and most emerging economies, so the investment value is still relatively high. Bonds also have relatively good investment returns. For example, the yield of ten-year Treasury Bond is stable at around 3%, which is significantly higher than the bonds of countries with zero or even negative interest rates.Third, from the perspective of market structure,Currently at the beginning of a new technological cycle. This new technology cycle is a cycle of \"carbon neutrality as the center and new energy and new energy vehicles as the main direction\". Judging from the past pattern, when a new technology cycle started, the market had a relatively solid bullish foundation, just like the mobile internet cycle a few years ago, the commodity cycle after 2005, and the Internet cycle beyond.<a href=\"https://laohu8.com/S/002500\">Shanxi Securities</a>It is believed that combined with consensus expectations, the relative position of the overall market P/E and expected ROE is similar to that of last year's epidemic, and the valuation and point are at a reasonable position. Investors do not need to panic, and some themes have been killed by mistake. In the medium term, the technology industry continues to maintain a high growth rate, and the overall fundamentals of A shares are strongly supported.Wanhe Securities said that the current strong regulatory policy is expected to have a short-term fluctuation impact on market sentiment, but in the medium and long term, profit promotion is still the main logic. In this context, mid-cap growth stocks have a high probability of mid-term reports. Expectations will have a more direct impact on the market.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A major emergency! China's stocks, bonds and foreign exchanges were suddenly attacked by air, and a rumor turned out to be the main reason for the decline?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA major emergency! China's stocks, bonds and foreign exchanges were suddenly attacked by air, and a rumor turned out to be the main reason for the decline?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n券商中国 \n2021-07-27 16:28\n</div>\n</a>\n</h4>\n</header>\n<article>\nThe market has fallen so badly! Following Monday's plunge, the market suffered another crit on Tuesday. Except for the strong science and technology innovation board index, the rest of the indexes fell across the board. The Shanghai Composite Index closed below 3,400 points, and the popular sectors in the early stage pulled back across the board. From the disk point of view, the Hong Kong market is the main reason for the market plunge. The Hang Seng Technology Stock Index once plummeted by more than 9%, and the State Enterprise Index and the Hang Seng Index both fell sharply. So, what caused the plunge, and who was shorting the market?Many Hong Kong fund managers said that foreign capital has been selling Chinese assets one after another recently. There are three main reasons for this: First, the previous allocation of consumption positions is relatively high, but the current market valuation system has changed; Second, institutions' concerns about the policy of double reduction of education and training have not weakened, and have fermented; Third, the United States said that Chinese companies listed in the United States must disclose potential policy risks, otherwise they may violate the law. The market is worried that the United States will launch a formal investigation into the information disclosure of Chinese companies.This afternoon, the market even reported that the United States may restrict the investment of American funds in China, and American funds are rapidly realizing their assets. However, this rumor has not been confirmed.Judging from today's market, in fact, chip stocks once performed very strongly. However, in the end, there was a systematic dive in the market, and white horse stocks were smashed across the board. So, when will the market stabilize? Will such a continuous decline lead to systemic risks?Chinese assets hit by air strikesToday's market can be described as terrible. What is more lethal than Monday is the afternoon dive, which is tantamount to saying that all the funds for bargain hunting in the morning are buried. The Shanghai Composite Index closed down 2.49% and fell below 3,400 points, and the ChiNext Index fell more than 4%;<a href=\"https://laohu8.com/S/300750\">Ningde era</a>Heavy volume fell by more than 8.3%. The heavy volume turnover of the two cities exceeded 1.5 trillion yuan, a new high for the year.<img src=\"https://static.tigerbbs.com/03f456a1ae6d03db439e5723d1515a30\" tg-width=\"684\" tg-height=\"302\" referrerpolicy=\"no-referrer\">In early trading today, the market was acceptable. Led by stocks such as chips and non-ferrous metals, the market rebounded rapidly. Semiconductor chip stocks bucked the market and strengthened, leading<a href=\"https://laohu8.com/S/SMI\">SMIC</a>It once hit the 20% daily limit, photoresist, gallium nitride, etc. were all red, and the Science and Technology Innovation 50 Index once rose 4%, and it also followed the market in the afternoon. As of the close, the previous strong stocks of lithium battery and photovoltaic were buried across the board, while liquor and big finance continued to plummet. Individual stocks showed a general decline pattern, with more than 3,000 stocks in the two cities turning green, with a turnover of 1.5 trillion.The RMB also changed. After the A-share market closed, the offshore RMB plunged more than 200 points against the US dollar, falling below the 6.51 mark, a new low since April.<img src=\"https://static.tigerbbs.com/e099e3b8b35bbcc715dc1612a5943a3b\" tg-width=\"977\" tg-height=\"322\" referrerpolicy=\"no-referrer\">The Hong Kong market is even worse. The Hang Seng Index fell more than 5% and fell below 25,000 points, and the Hang Seng Technology Index once fell 9.9%.<a href=\"https://laohu8.com/S/00700\">Tencent Holdings</a>It once fell by more than 10%, the largest single-day drop in more than 10 years;<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>It fell more than 8% and fell below the issue price of HK $176.<img src=\"https://static.tigerbbs.com/f5db902bf3ee1e5ace590fa646e5d897\" tg-width=\"647\" tg-height=\"283\" referrerpolicy=\"no-referrer\">The A50 also continued to plummet. After the A-share market closed, A50 continued to fall, with a range of up to 6%.<img src=\"https://static.tigerbbs.com/a02bfb18e79f97ac8cd864e4946a6790\" tg-width=\"729\" tg-height=\"327\" referrerpolicy=\"no-referrer\">The bond market also suffered heavy losses.<img src=\"https://static.tigerbbs.com/8831170b4a93ebc06f5cd3b602aaf9f5\" tg-width=\"620\" tg-height=\"423\" referrerpolicy=\"no-referrer\">So, what exactly happened? In the afternoon, a rumor will suddenly spread from the periphery. The United States may restrict the investment of American funds in China, and some American funds are already selling Hong Kong stock assets on a large scale. However, this news has not been officially confirmed. Some Hong Kong fund managers said that it was true that American funds sold Hong Kong stock assets, but they did not see any news restricting American funds' investment in China.In addition, there is news that several foreign investors have liquidated their positions and are selling Chinese assets with their eyes closed. These holdings include Chinese concept stocks, Hong Kong stocks and A shares.Can Chinese assets hold up?The short-selling power in today's market may mainly come from two aspects: First, foreign capital. Wind data shows that northbound funds sold a net of 4.172 billion yuan throughout the day, and the cumulative net sales in the past three trading days exceeded 21 billion yuan; The second is leveraged funds. The sell-off of many stocks is obviously too leveraged. Judging from the current market sentiment, there is indeed some panic. But in the past, panic often means opportunity.First of all, from a fundamental perspective,China's economic fundamentals are still the best and most stable in the world. Moreover, after experiencing a comprehensive RRR cut, the monetary level is also loose. Today, the market plummeted, and A shares saw a trading volume of 1.5 trillion yuan. The market is not short of money.Secondly, from the perspective of market valuation,After a wave of adjustments, the overall valuation of the A-share market is obviously lower than the peripheral level. Wang Chunying, deputy director and spokesperson of the State Administration of Foreign Exchange, said at the press conference of the State Council Information Office that at present, the P/E of Chinese stocks are low compared with developed markets and most emerging economies, so the investment value is still relatively high. Bonds also have relatively good investment returns. For example, the yield of ten-year Treasury Bond is stable at around 3%, which is significantly higher than the bonds of countries with zero or even negative interest rates.Third, from the perspective of market structure,Currently at the beginning of a new technological cycle. This new technology cycle is a cycle of \"carbon neutrality as the center and new energy and new energy vehicles as the main direction\". Judging from the past pattern, when a new technology cycle started, the market had a relatively solid bullish foundation, just like the mobile internet cycle a few years ago, the commodity cycle after 2005, and the Internet cycle beyond.<a href=\"https://laohu8.com/S/002500\">Shanxi Securities</a>It is believed that combined with consensus expectations, the relative position of the overall market P/E and expected ROE is similar to that of last year's epidemic, and the valuation and point are at a reasonable position. Investors do not need to panic, and some themes have been killed by mistake. In the medium term, the technology industry continues to maintain a high growth rate, and the overall fundamentals of A shares are strongly supported.Wanhe Securities said that the current strong regulatory policy is expected to have a short-term fluctuation impact on market sentiment, but in the medium and long term, profit promotion is still the main logic. In this context, mid-cap growth stocks have a high probability of mid-term reports. Expectations will have a more direct impact on the market.\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/43a80d3c243281d07a84f22c9d68a498","relate_stocks":{"000001.SH":"上证指数","HSTECH":"恒生科技指数","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190808833","content_text":"市场跌得太惨了！\n\n继周一暴跌之后，周二市场再遭暴击。除科创板指数较强之外，其余指数全线杀跌，上证指数收盘失守3400点，前期热门板块全线回调。从盘面上看，香港市场是引发市场暴跌的主要原因。恒生科技股指数一度狂跌超9%，国企指数、恒生指数皆跌幅巨大。那么，究竟是何原因导致了暴跌，是谁在做空市场？\n有不少香港基金经理表示，最近外资在陆续卖出中国资产。其原因主要有三条：一是前面配置消费的仓位较高，但目前市场的估值体系发生了变化；二是机构对于教培双减政策的担心并未减弱，而且有所发酵；三是美国方面表示，在美上市的中国公司必须披露潜在的政策风险，否则可能违反法律。市场担心，美国会就中国公司信息披露问题展开正式调查。\n今天午后，市场更是传出，美国可能会限制美国基金在中国的投资，美国基金正快速变现资产。不过，这一传闻未获得证实。\n从今天的盘面来看，其实芯片股一度表现非常强势。然而，最后也跟随大盘出现系统性跳水，白马股更是全线被砸。那么，市场何时才能企稳？如此连续杀跌是否会引发系统性风险？\n中国资产惨遭空袭\n今天的市场，可谓惨不忍睹。比周一杀伤力更大的是午后的跳水，这等于是说把上午抄底的资金全都埋进去了。上证指数收跌2.49%失守3400点，创业板指跌超4%；宁德时代放量大跌超8.3%。两市放量成交超1.5万亿元，创年内新高。\n\n今日早盘，市场尚可。市场在芯片、有色等股票的带领之下，快速反弹。半导体芯片股逆市走强，龙头中芯国际一度触及20%涨停，光刻胶、氮化镓等全线飘红，科创50指数一度大涨4%，午后同样跟随大盘跳水。截至收盘，前面强势股锂电、光伏全线被埋，白酒、大金融继续暴跌。个股呈现普跌格局，两市超3000股飘绿，成交达1.5万亿。\n人民币亦出现异动，在A股收盘之后，离岸人民币兑美元兑美元跳水逾200点，跌破6.51关口，创4月以来新低。\n\n香港市场更是惨不忍睹。恒指跌超5%失守25000点，恒生科技指数一度跌9.9%。腾讯控股一度跌超10%，势创逾10年最大单日跌幅；阿里巴巴跌超8%，跌破176港元的发行价。\n\nA50也继续大跌。在A股收盘之后，A50持续杀跌，幅度高达6%。\n\n债市也遭重挫。\n\n那么，究竟发生了什么？午后有一则传闻会突然从外围传出。美国可能会限制美国基金在中国的投资，有美国基金已经在大举抛售港股资产。不过，这则消息并没有官方证实。有香港基金经理表示，美国基金抛售港股资产此事属实，但并未看到限制美国基金在中国投资的消息。\n此外，还有消息传出，有几个外资爆仓，正闭眼抛售中国资产。这些持仓包括中概股、港股和A股。\n中国资产能否撑住？\n今天市场的做空力量可能主要来自两个方面：一是外资，Wind数据显示，北向资金全天净卖出41.72亿元，近三个交易日累计净卖出超210亿元；二是杠杆资金，很多股票的杀跌明显太有杠杆的性质。从目前的市场情绪来看，的确有一些恐慌。但从以往的情况来看，恐慌往往意味着机会。\n首先，从基本面来看，中国的经济基本面依然是全球最好，最稳健的。而且，在经历了全面降准之后，货币层面也偏于宽松。今天市场大跌，A股更是出现了1.5万亿的成交量。市场并不缺钱。\n其次，从市场的估值来看，在经历一波调整之后，A股市场的整体估值明显要低于外围水平。国家外汇局副局长、新闻发言人王春英此前在国新办发布会上表示，目前，中国股票的市盈率与发达市场以及大多数新兴经济体相比，都是偏低的，所以投资价值还是比较高的。债券也有比较好的投资回报，比如十年期国债收益率稳定在3%左右，显著高于实施零利率甚至负利率国家的债券。\n第三，从市场结构来看，目前处于一个新技术周期的起点。而这个新技术周期是“以碳中和为中心，以新能源和新能源汽车为主打方向”的周期。从以往的格局来看，在一个新的技术周期启动时，市场有较为坚实的走牛基础，一如数年之前的移动互联周期，2005年之后的大宗商品周期，以及再往前的互联网周期。\n山西证券认为，结合一致预期来看，市场整体市盈率和预期ROE相对位置和去年疫情时相似，估值和点位处于合理位置，投资者不必恐慌，部分题材存在被错杀的情况。中期来看，科技行业持续维持高增速，A股整体基本面支撑较强。\n万和证券表示，当前强监管政策预期对市场情绪会带来短期波动影响，但从中长期来看，盈利推动依然是主要逻辑，在此背景下，中盘成长股中报预喜概率较高的预期则会对市场带来更直接的影响。","news_type":1,"symbols_score_info":{"000001.SH":0.9,"HSI":0.9,"HSTECH":0.9}},"isVote":1,"tweetType":1,"viewCount":2155,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}