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编辑笔记上周四,沪指突破5300点以后,市场看空气氛骤然浓厚起来。而进入到本周,随着央行一项项紧缩政策的出台,市场的神经也一点点绷紧。本周二,8月CPI数据公布,市场随即大幅下跌。虽然沪深两市在随后的三天里都一直保持涨势,但最终也没能收复全部失地,由此可见当前市场的谨慎心理。值得注意的是,上周末的种种利空传言中,最终落实的紧缩政策都源自央行,而资本市场的直接监管部门则尚未有何明显动作。央行执行紧缩政策的决心是巨大的,并且正如市场所预期,周五央行再次宣布加息。而正是对于加息的预期使市场在最近三天里保持谨慎,但仍有个股表现较好。
Editor’s note Last Thursday, the Shanghai Composite Index broke through 5300 points, the market bearish atmosphere suddenly thick together. Into this week, with the introduction of a central bank tightening policy, the market’s nerves are also a little tight. This Tuesday, August CPI data released, the market fell sharply. Although both the Shanghai and Shenzhen stock markets kept their gains in the ensuing three days, they eventually failed to regain their all lost ground. This shows that the current market is cautious. It is noteworthy that last weekend’s bad news rumors, the final implementation of the austerity measures are derived from the central bank, while the direct supervision of the capital market has yet to be any significant move. The determination of the central bank to implement austerity measures is enormous, and as the market expected, the central bank announced another rate hike on Friday. And it is precisely the expectation of raising interest rates that the market remains cautious in the last three days, but there is still a stock that performed better.