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2021-06-01

$SOS Limited(SOS)$Bitcoin Miners in Sichuan, China get government backinghttps://www.asiacryptotoday.com/bitcoin-miners-sichuan-china-government/?amp&fbclid=IwAR3dgWrJsVWwlML_uuT0sj6xtPuvkKlzQPbNMgN7xO_mysE3UOwGTFOHpbY

2021-04-27

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The epidemic suddenly broke out in Thailand, and the epidemic went vigorous in Southeast Asia. What should A shares do?

2021-04-07

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href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>Bitcoin Miners in Sichuan, China get government backinghttps://www.asiacryptotoday.com/bitcoin-miners-sichuan-china-government/?amp&amp;fbclid=IwAR3dgWrJsVWwlML_uuT0sj6xtPuvkKlzQPbNMgN7xO_mysE3UOwGTFOHpbY","listText":"<a href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>Bitcoin Miners in Sichuan, China get government backinghttps://www.asiacryptotoday.com/bitcoin-miners-sichuan-china-government/?amp&amp;fbclid=IwAR3dgWrJsVWwlML_uuT0sj6xtPuvkKlzQPbNMgN7xO_mysE3UOwGTFOHpbY","text":"$SOS Limited(SOS)$Bitcoin Miners in Sichuan, China get government 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m","text":"m","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377365180","repostId":"2130139345","repostType":4,"repost":{"id":"2130139345","kind":"highlight","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":1619486388,"share":"https://ttm.financial/m/news/2130139345?lang=en_US&edition=fundamental","pubTime":"2021-04-27 09:19","market":"us","language":"zh","title":"The epidemic suddenly broke out in Thailand, and the epidemic went vigorous in Southeast Asia. What should A shares do?","url":"https://stock-news.laohu8.com/highlight/detail?id=2130139345","media":"券商中国","summary":"疫情就像雨后的春笋，一个接一个地钻了出来！","content":"<p>While the epidemic in India was still at its height, Thailand suddenly broke out.</p><p>On April 26th, local time, Thailand's COVID-19 Epidemic Management Center revealed that there were 2,048 new confirmed cases of COVID-19 in a single day in the country, including 2,038 local cases and 10 imported cases, with a total of 57,508 confirmed cases; There were eight new deaths, bringing a total of 148 deaths.</p><p>Thailand's National Stability and Security Council revealed to the media,<b>At present, the Thai government is discussing whether to take \"city closure\" measures on Bangkok, the capital of Thailand</b>In order to contain the further spread of the COVID-19 pandemic. This measure may be discussed and decided at the meeting of Thailand's COVID-19 Management Center on the 28th.</p><p>According to the Associated Press,<b>In rare speech to the U.N., U.S. Vice President Harris says it's time to prepare for the next Covid</b>。</p><p>It may be worried about both the pandemic and inflation. The A-share market was particularly sluggish on Monday. In particular, large-cap heavyweights plunged in the afternoon, and the core asset plate evaporated 340 billion yuan in a single day, of which<a href=\"https://laohu8.com/S/300750\">CATL</a>A sharp drop of nearly 6%. At the same time, basic metals rose across the board, copper prices rose by more than 2%, international copper reached a record high, and Shanghai copper reached a new high in nearly 10 years; Most of the black series rose, with iron ore rising by more than 4% and hot coil rising by more than 3%.</p><p><b>This means PPI may still not be low in April, while the current market still faces four things:</b></p><p>First, the May Day holiday is approaching, and the two financing will decline according to the usual practice. Last Friday, it was reduced by more than 4 billion yuan; Second, there is still no news of the high-level meeting in the first half of the year, and it is not clear how to set the tone of the economy; Third, the census report has not yet been released. Although the market expectation is relatively low, there are still some worries; Fourth, the external market changed suddenly. From the perspective of the external market, due to abundant liquidity, the stock market has not fallen because of the re-outbreak of the epidemic. But<b>There was a rare scene in the U.S. stock market. According to<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Data last week showed its clients had their biggest outflows in five months and the fifth-largest on record, with retail investors the only net buyers.</b></p><p><b>Pandemic hits Southeast Asia</b></p><p>In the past two days, the epidemic in India has continued to rage. According to a report by the Times of India on April 26th, the number of confirmed cases in COVID-19 in India continues to increase. According to the epidemic model, Indian experts predict that the COVID-19 epidemic in India will reach its peak in May, and the average daily increase in cases will reach 440,000 in the next 10 days. Professor Zhang Wenhong said<b>A bigger outbreak is yet to come</b>。</p><p>Just as the pandemic spreads in India, the third country in Asia to swipe the screen comes, and that is Thailand. On April 24th, local time, the number of newly diagnosed cases in Thailand was close to 3,000, setting a new high for 10 consecutive days.</p><p>In response to the epidemic, the Bangkok Municipal Government of Thailand announced that 31 types of places and activities in the city will be closed from April 26th, and people will wear masks when going out. Government spokesman Pang Sa Gong said that on the same day, Mayor General Asha Yun presided over the meeting of the Bangkok Infectious Diseases Committee and made the above resolution, asking the public to cooperate to prevent the continuous expansion of the epidemic in Bangkok.</p><p>Pangsakorn said that Bangkok had previously closed high-risk places throughout the city, but due to the continued spread of the epidemic, the infectious disease committee issued stricter epidemic prevention rules. The epidemic prevention ban came into effect from April 26 for a period of 14 days. The National Stability and Security Council of Thailand revealed to the media that the Thai government is currently discussing whether to take \"lockdown\" measures on Bangkok, the capital of Thailand, to curb the further spread of the COVID-19 epidemic. This measure may be discussed and decided at the meeting of Thailand's COVID-19 Management Center on the 28th.</p><p>On April 25th, local time, Thai medical workers launched a signature campaign on the website to ask Thai Deputy Prime Minister and Minister of Health Anutin to resign. The reason is that since the outbreak of COVID-19 epidemic in Thailand, especially since the third round of outbreak at the end of March this year, Anutin has not taken enough response measures, resulting in a surge in confirmed cases, and Anutin should take the leadership responsibility for this. Anutin expects the outbreak to return to normal within 3 months.</p><p><b>The pandemic in India and Thailand has put Southeast Asian countries on edge. It seems that a \"war epidemic\" is about to start around China, and the situation of anti-epidemic and epidemic prevention has become severe. This also means that the prospects for economic recovery are not optimistic.</b></p><p><b>A Shares Sell Down Alone</b></p><p>Strangely enough, the stock markets of Thailand and India did not fall sharply. The Thai stock market is still up slightly.</p><p><img src=\"https://cdn-news.jin10.com/09e826f9-c0da-4df5-ab47-e16cdfd9a43a.png\" tg-width=\"932\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p><p>The Indian stock market has seen a volatile rebound in recent trading days.</p><p><img src=\"https://cdn-news.jin10.com/5b627b55-a8aa-4c80-bb96-235698b9d5bf.png\" tg-width=\"934\" tg-height=\"372\" referrerpolicy=\"no-referrer\"></p><p>However, the A-share market suddenly plunged. A shares continued to weaken on Monday afternoon, with the Shanghai Composite Index closing down 0.95% at 3441.17 points; Shenzhen Component Index fell 0.89% to 14,224.45 points; The GEM index fell 0.84% to 2,969.4 points.</p><p>From the perspective of funds, the turnover of the two cities exceeded 900 billion yuan, and the actual net purchase of northbound funds was 3.2 billion yuan, but the net outflow was obvious in the afternoon.</p><p>From a structural point of view,<a href=\"https://laohu8.com/S/000725\">BOE A</a>CATL,<a href=\"https://laohu8.com/S/601318\">Ping An of China</a>、<a href=\"https://laohu8.com/S/600036\">China Merchants Bank</a>The heavy volume of equal heavyweights may be the main reason for the heavy volume of the market, and the whole core asset sector evaporated about 340 billion yuan in a single day.</p><p><img src=\"https://cdn-news.jin10.com/5b2009ec-95d5-409a-a5ec-8d3e70600427.png\" tg-width=\"603\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p>According to a source,<b>Heavyweight stocks killed down, mainly because some funds wanted to cash in earnings before the holiday</b>For example, the smashing party in CATL may be a fund from East China.</p><p><b>What is the market worried about?</b></p><p>Actually,<b>Judging from the recent disk, there is an obvious feature: there are fewer and fewer main lines, and the continuity of the main line is weaker and weaker.</b>For example, recently, the clearer main line is only small and medium-sized medicine and ST stocks, while others such as liquor and technology stocks are intermittent. In addition, the pattern of most stocks has gone downward.</p><p>From the perspective of the financial situation, it is also very pessimistic. Wind data shows that on the 26th, the main funds in Shanghai and Shenzhen stock markets had a net outflow of 17.302 billion yuan throughout the day. Among them, the net outflow of the main funds of GEM was 1.109 billion yuan, and the net outflow of the main funds of CSI 300 was 7.058 billion yuan.<b>This is the fifth consecutive day of net sales of main funds.</b></p><p>Then, in the absence of obvious fluctuations in the external market and the continuous decline in the the US Dollar Index,<b>What are investors in the A-share market worried about?</b></p><p>Judging from the recent futures market, we may see some reasons. On the 26th, basic metals rose across the board, copper prices rose by more than 2%, international copper reached a record high, and Shanghai copper reached a new high in nearly 10 years; Most of the black series rose, with iron ore rising by more than 4% and hot coil rising by more than 3%. If we go at this pace,<b>PPI Expectations Can't Be Low in April</b>。</p><p>Previously, the Financial Committee had said that it should pay attention to the trend of commodity prices, which also means that,<b>Currency is easy to tighten but difficult to loosen</b>。 The trend of Treasury Bond is also confirming this point. On the 26th, Treasury Bond futures closed down across the board, with the 10-year main contract falling by 0.24%, the 5-year main contract falling by 0.14% and the 2-year main contract falling by 0.05%.</p><p>Of course, for now,<b>There are three major variables in the expectation of A-share market</b>。</p><p>Previously, the market once thought that the usual high-level meeting held in April would not tighten the policy statement, but the meeting seems to have been postponed, causing worries; In addition, the census report has still not been released. Although the market has expectations for this, it may be afraid that something lower than expected will happen; In recent trading days, on the eve of the long holiday, financing customers have the need to pay back money and hedge. Before the long holiday, the market generally fluctuates to a certain extent. On the whole, the market is in a stage of quite high entanglement. On the one hand, there is the epidemic situation, on the other hand, there is inflation expectation, and there is a dynamic policy game in the middle. This is too difficult for many investors to operate. Therefore,<b>An avoidance-based strategy may have to dominate the market for some time.</b></p><p><b>Early Warning Signs in U.S. Stocks</b></p><p>Actually,<b>A shares may also be worried about sudden changes in the periphery</b>。 Although U.S. stocks are still strong recently, the variables are also increasing.</p><p>The S&P 500 has gained 87% since its March 23, 2020, low, its best 12-month gain since the 1930s. As of March, investors continued to ramp up their efforts to pour money into the stock market, borrowing a record $823 billion from their portfolios, according to the Financial Industry Regulatory Authority.<b>US stocks also hit record levels of leverage</b>。</p><p>As of early April, more money has flowed into global equities in the past five months than in the past 12 years, exceeding $100 billion, according to Bank of America's global research division. According to the Financial Times, aunts (mainly retail investors) now trade almost as much as all hedge funds and mutual funds combined.</p><p>However, there are data that show,<b>Institutional investors, company insiders and hedge funds are all selling off</b>。 Bank of America data last week showed its customers had their biggest outflows in five months and the fifth-largest on record. Retail investors are the only net buyers.</p><p>The S&P 500 has not lost more than 5% this year. Sam Stovall, chief investment strategist at CFRA, said the S&P 500 is down at least 5% every 177 trading sessions, but now it's been 211 days since that.</p>","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>The epidemic suddenly broke out in Thailand, and the epidemic went vigorous in Southeast Asia. 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What should A shares do?\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<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-04-27 09:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>While the epidemic in India was still at its height, Thailand suddenly broke out.</p><p>On April 26th, local time, Thailand's COVID-19 Epidemic Management Center revealed that there were 2,048 new confirmed cases of COVID-19 in a single day in the country, including 2,038 local cases and 10 imported cases, with a total of 57,508 confirmed cases; There were eight new deaths, bringing a total of 148 deaths.</p><p>Thailand's National Stability and Security Council revealed to the media,<b>At present, the Thai government is discussing whether to take \"city closure\" measures on Bangkok, the capital of Thailand</b>In order to contain the further spread of the COVID-19 pandemic. This measure may be discussed and decided at the meeting of Thailand's COVID-19 Management Center on the 28th.</p><p>According to the Associated Press,<b>In rare speech to the U.N., U.S. Vice President Harris says it's time to prepare for the next Covid</b>。</p><p>It may be worried about both the pandemic and inflation. The A-share market was particularly sluggish on Monday. In particular, large-cap heavyweights plunged in the afternoon, and the core asset plate evaporated 340 billion yuan in a single day, of which<a href=\"https://laohu8.com/S/300750\">CATL</a>A sharp drop of nearly 6%. At the same time, basic metals rose across the board, copper prices rose by more than 2%, international copper reached a record high, and Shanghai copper reached a new high in nearly 10 years; Most of the black series rose, with iron ore rising by more than 4% and hot coil rising by more than 3%.</p><p><b>This means PPI may still not be low in April, while the current market still faces four things:</b></p><p>First, the May Day holiday is approaching, and the two financing will decline according to the usual practice. Last Friday, it was reduced by more than 4 billion yuan; Second, there is still no news of the high-level meeting in the first half of the year, and it is not clear how to set the tone of the economy; Third, the census report has not yet been released. Although the market expectation is relatively low, there are still some worries; Fourth, the external market changed suddenly. From the perspective of the external market, due to abundant liquidity, the stock market has not fallen because of the re-outbreak of the epidemic. But<b>There was a rare scene in the U.S. stock market. According to<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Data last week showed its clients had their biggest outflows in five months and the fifth-largest on record, with retail investors the only net buyers.</b></p><p><b>Pandemic hits Southeast Asia</b></p><p>In the past two days, the epidemic in India has continued to rage. According to a report by the Times of India on April 26th, the number of confirmed cases in COVID-19 in India continues to increase. According to the epidemic model, Indian experts predict that the COVID-19 epidemic in India will reach its peak in May, and the average daily increase in cases will reach 440,000 in the next 10 days. Professor Zhang Wenhong said<b>A bigger outbreak is yet to come</b>。</p><p>Just as the pandemic spreads in India, the third country in Asia to swipe the screen comes, and that is Thailand. On April 24th, local time, the number of newly diagnosed cases in Thailand was close to 3,000, setting a new high for 10 consecutive days.</p><p>In response to the epidemic, the Bangkok Municipal Government of Thailand announced that 31 types of places and activities in the city will be closed from April 26th, and people will wear masks when going out. Government spokesman Pang Sa Gong said that on the same day, Mayor General Asha Yun presided over the meeting of the Bangkok Infectious Diseases Committee and made the above resolution, asking the public to cooperate to prevent the continuous expansion of the epidemic in Bangkok.</p><p>Pangsakorn said that Bangkok had previously closed high-risk places throughout the city, but due to the continued spread of the epidemic, the infectious disease committee issued stricter epidemic prevention rules. The epidemic prevention ban came into effect from April 26 for a period of 14 days. The National Stability and Security Council of Thailand revealed to the media that the Thai government is currently discussing whether to take \"lockdown\" measures on Bangkok, the capital of Thailand, to curb the further spread of the COVID-19 epidemic. This measure may be discussed and decided at the meeting of Thailand's COVID-19 Management Center on the 28th.</p><p>On April 25th, local time, Thai medical workers launched a signature campaign on the website to ask Thai Deputy Prime Minister and Minister of Health Anutin to resign. The reason is that since the outbreak of COVID-19 epidemic in Thailand, especially since the third round of outbreak at the end of March this year, Anutin has not taken enough response measures, resulting in a surge in confirmed cases, and Anutin should take the leadership responsibility for this. Anutin expects the outbreak to return to normal within 3 months.</p><p><b>The pandemic in India and Thailand has put Southeast Asian countries on edge. It seems that a \"war epidemic\" is about to start around China, and the situation of anti-epidemic and epidemic prevention has become severe. This also means that the prospects for economic recovery are not optimistic.</b></p><p><b>A Shares Sell Down Alone</b></p><p>Strangely enough, the stock markets of Thailand and India did not fall sharply. The Thai stock market is still up slightly.</p><p><img src=\"https://cdn-news.jin10.com/09e826f9-c0da-4df5-ab47-e16cdfd9a43a.png\" tg-width=\"932\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p><p>The Indian stock market has seen a volatile rebound in recent trading days.</p><p><img src=\"https://cdn-news.jin10.com/5b627b55-a8aa-4c80-bb96-235698b9d5bf.png\" tg-width=\"934\" tg-height=\"372\" referrerpolicy=\"no-referrer\"></p><p>However, the A-share market suddenly plunged. A shares continued to weaken on Monday afternoon, with the Shanghai Composite Index closing down 0.95% at 3441.17 points; Shenzhen Component Index fell 0.89% to 14,224.45 points; The GEM index fell 0.84% to 2,969.4 points.</p><p>From the perspective of funds, the turnover of the two cities exceeded 900 billion yuan, and the actual net purchase of northbound funds was 3.2 billion yuan, but the net outflow was obvious in the afternoon.</p><p>From a structural point of view,<a href=\"https://laohu8.com/S/000725\">BOE A</a>CATL,<a href=\"https://laohu8.com/S/601318\">Ping An of China</a>、<a href=\"https://laohu8.com/S/600036\">China Merchants Bank</a>The heavy volume of equal heavyweights may be the main reason for the heavy volume of the market, and the whole core asset sector evaporated about 340 billion yuan in a single day.</p><p><img src=\"https://cdn-news.jin10.com/5b2009ec-95d5-409a-a5ec-8d3e70600427.png\" tg-width=\"603\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p>According to a source,<b>Heavyweight stocks killed down, mainly because some funds wanted to cash in earnings before the holiday</b>For example, the smashing party in CATL may be a fund from East China.</p><p><b>What is the market worried about?</b></p><p>Actually,<b>Judging from the recent disk, there is an obvious feature: there are fewer and fewer main lines, and the continuity of the main line is weaker and weaker.</b>For example, recently, the clearer main line is only small and medium-sized medicine and ST stocks, while others such as liquor and technology stocks are intermittent. In addition, the pattern of most stocks has gone downward.</p><p>From the perspective of the financial situation, it is also very pessimistic. Wind data shows that on the 26th, the main funds in Shanghai and Shenzhen stock markets had a net outflow of 17.302 billion yuan throughout the day. Among them, the net outflow of the main funds of GEM was 1.109 billion yuan, and the net outflow of the main funds of CSI 300 was 7.058 billion yuan.<b>This is the fifth consecutive day of net sales of main funds.</b></p><p>Then, in the absence of obvious fluctuations in the external market and the continuous decline in the the US Dollar Index,<b>What are investors in the A-share market worried about?</b></p><p>Judging from the recent futures market, we may see some reasons. On the 26th, basic metals rose across the board, copper prices rose by more than 2%, international copper reached a record high, and Shanghai copper reached a new high in nearly 10 years; Most of the black series rose, with iron ore rising by more than 4% and hot coil rising by more than 3%. If we go at this pace,<b>PPI Expectations Can't Be Low in April</b>。</p><p>Previously, the Financial Committee had said that it should pay attention to the trend of commodity prices, which also means that,<b>Currency is easy to tighten but difficult to loosen</b>。 The trend of Treasury Bond is also confirming this point. On the 26th, Treasury Bond futures closed down across the board, with the 10-year main contract falling by 0.24%, the 5-year main contract falling by 0.14% and the 2-year main contract falling by 0.05%.</p><p>Of course, for now,<b>There are three major variables in the expectation of A-share market</b>。</p><p>Previously, the market once thought that the usual high-level meeting held in April would not tighten the policy statement, but the meeting seems to have been postponed, causing worries; In addition, the census report has still not been released. Although the market has expectations for this, it may be afraid that something lower than expected will happen; In recent trading days, on the eve of the long holiday, financing customers have the need to pay back money and hedge. Before the long holiday, the market generally fluctuates to a certain extent. On the whole, the market is in a stage of quite high entanglement. On the one hand, there is the epidemic situation, on the other hand, there is inflation expectation, and there is a dynamic policy game in the middle. This is too difficult for many investors to operate. Therefore,<b>An avoidance-based strategy may have to dominate the market for some time.</b></p><p><b>Early Warning Signs in U.S. Stocks</b></p><p>Actually,<b>A shares may also be worried about sudden changes in the periphery</b>。 Although U.S. stocks are still strong recently, the variables are also increasing.</p><p>The S&P 500 has gained 87% since its March 23, 2020, low, its best 12-month gain since the 1930s. As of March, investors continued to ramp up their efforts to pour money into the stock market, borrowing a record $823 billion from their portfolios, according to the Financial Industry Regulatory Authority.<b>US stocks also hit record levels of leverage</b>。</p><p>As of early April, more money has flowed into global equities in the past five months than in the past 12 years, exceeding $100 billion, according to Bank of America's global research division. According to the Financial Times, aunts (mainly retail investors) now trade almost as much as all hedge funds and mutual funds combined.</p><p>However, there are data that show,<b>Institutional investors, company insiders and hedge funds are all selling off</b>。 Bank of America data last week showed its customers had their biggest outflows in five months and the fifth-largest on record. Retail investors are the only net buyers.</p><p>The S&P 500 has not lost more than 5% this year. Sam Stovall, chief investment strategist at CFRA, said the S&P 500 is down at least 5% every 177 trading sessions, but now it's been 211 days since that.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-news.jin10.com/f314c2ff-484f-43d0-83d1-b502cb8bfa42.jpg/lite","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130139345","content_text":"印度疫情还在高潮的时候，泰国突然大爆发了。当地时间4月26日，泰国新冠疫情管理中心透露，该国单日新增新冠肺炎确诊病例2048例，其中本土病例2038例，境外输入10例，累计确诊达57508例；新增死亡病例8例，累计死亡148例。泰国国家稳定与安全委员会向媒体透露，目前泰国政府正在讨论是否对泰国首都曼谷采取“封城”措施，以遏制新冠疫情进一步蔓延。这一措施可能会在28日举行的泰国新冠疫情管理中心会议上讨论，并做出决定。据美联社消息，美国副总统哈里斯罕见地向联合国表示，是时候为下一次新冠疫情做准备了。可能既是担心疫情，又担心通胀。A股市场周一走势特别低迷。特别是大盘权重股午后大跳水，核心资产板块单日蒸发3400亿元，其中宁德时代大跌近6%。与此同时，基本金属全线上涨，铜价涨逾2%，国际铜创历史新高，沪铜创近10年新高；黑色系多数上涨，铁矿石涨逾4%，热卷涨逾3%。这意味着4月份的PPI可能仍然不会低，而当前的市场仍面临着四件事：一是五一长假将至，两融按惯例将会下降，上周五就减了40多亿元；二是上半年的高层会议仍未有消息，对于经济如何定调亦未明晰；三是人口普查报告仍未出台，虽然市场预期比较低，但仍有所担心；四是外围市场突变。从外围市场来看，由于充沛的流动性，股市并未因为疫情的再次爆发而杀跌。但美股市场出现了罕见一幕。据美国银行上周的数据显示，其客户的资金流出量创五个月最大，并且是有记录以来的第五大流出量，散户是唯一的净买家。疫情在东南亚发威这两天，印度疫情持续发威。据《印度时报》4月26日报道，印度新冠肺炎确诊病例持续增加，印度专家根据疫情模型预测，印度新冠疫情将在5月达到峰值，未来10天平均日增病例将达到44万例。张文宏教授表示，更大的爆发还在后面。就在印度疫情蔓延之际，亚洲第三个刷屏的国家来了，那就是泰国。当地时间4月24号，泰国新增确诊人数接近3000例，连续10天创造新高。为了应对疫情，泰国曼谷市政府宣布，4月26日起关闭市内31类场所和活动，且民众外出一律戴口罩。政府发言人蓬萨功表示，当天由市长阿沙云警上将主持曼谷传染病委员会会议，并做出上述决议，要求市民务必配合，防止曼谷疫情持续扩大。蓬萨功说，此前曼谷已关闭全市高风险场所，但由于疫情持续扩散，传染病委员会颁布了更严格的防疫规定。防疫禁令从4月26日起生效，为期14天。泰国国家稳定与安全委员会向媒体透露，目前泰国政府正在讨论是否对泰国首都曼谷采取“封城”措施，以遏制新冠疫情进一步蔓延。这一措施可能会在28日举行的泰国新冠疫情管理中心会议上讨论，并做出决定。当地时间4月25日，泰国医护工作者在网站上发起签名活动要求泰国副总理兼卫生部长阿努廷辞职。理由是自泰国新冠疫情暴发、尤其是今年3月底第三轮疫情暴发以来，阿努廷未采取足够应对措施，导致确诊病例激增，阿努廷应为此负领导责任。阿努廷预计，疫情将在3个月内恢复正常。印度和泰国的疫情让东南亚国家开始紧张起来。似乎，一场“战疫”就要在中国周边打响，抗疫和防疫形势变得严峻起来。这也意味着，经济复苏的前景并不乐观。A股独自杀跌比较奇怪的是，泰国和印度的股市并未出现大跌。泰国股市依然小有上涨。印度股市最近几个交易日则出现了震荡反弹的行情。然而，A股市场却突然跳水。周一午后A股持续走弱，上证指数收盘跌0.95%，报3441.17点；深证成指跌0.89%，报14224.45点；创业板指跌0.84%，报2969.4点。从资金面的情况来看，两市成交额突破9000亿元，北向资金实际净买入32亿元，但午后净流出较为明显。从结构上来看，京东方A、宁德时代、中国平安、招商银行等权重股放量杀跌可能是市场放量的主要原因，整个核心资产板块单日蒸发约3400亿元。有消息人士透露，权重股杀跌，主要是因为节前有部分基金想兑现收益，比如宁德时代的砸盘方可能就是来自华东的某只基金。市场在担心啥？其实，从最近的盘面来看，有一个很明显的特征：主线越来越少，主线的持续性越来越弱。比如最近，较为清晰的主线就只有中小市值的医药和ST股，其他如白酒和科技股都是间歇性的行情。而除此之外，大多数股票的形态已经向下。从资金面的情况来看，亦非常不乐观。Wind数据显示，26日沪深两市主力资金全天净流出173.02亿元。其中，创业板主力资金净流出11.09亿元，沪深300主力资金净流出70.58亿元。这已经是连续第五天主力资金净卖出。那么，在外围市场并未出现明显波动，美元指数持续走低的情况之下，A股市场的投资在担心什么？从最近的期货行情来看，可能看到一部分原因。26日，基本金属全线上涨，铜价涨逾2%，国际铜创历史新高，沪铜创近10年新高；黑色系多数上涨，铁矿石涨逾4%，热卷涨逾3%。若按这个节奏走下去，四月份的PPI预期低不了。而此前，金融委曾表示，要关注大宗商品价格走势，这也意味着，货币易紧难松。国债的走势也在印证这一点，26日，国债期货全线收跌，10年期主力合约跌0.24%，5年期主力合约跌0.14%，2年期主力合约跌0.05%。当然，就目前而言，A股市场的预期存在三大变数。此前，市场一度以为，四月份惯常召开的高层会议不会在政策表述上有所收紧，但会期似乎已经推迟引发担忧；另外，人口普查报告依然未予公布，市场对此虽有预期，但可能害怕低于预期的事情发生；而最近几个交易日处于长假前夕，融资客有还钱避险的需求，长假前市场一般都会出现一定的波动。综合来看，市场处于一个纠结度相当高的阶段。一方面是疫情，另一方面是通胀预期，中间还夹杂动态的政策博弈。这对于许多投资者来说，操作的难度太大。因此，以避为主的策略可能要主导市场一段时间。美股出现预警信号其实，A股也可能在担心外围的突然变化。虽然近期美股依然强势，但变数也在增大。标准普尔500指数自2020年3月23日低点以来已经上涨了87%，这是自1930年代以来最好的12个月涨幅。金融业监管局（Financial Industry Regulatory Authority）的数据显示，截至3月，投资者继续加大向股市投入资金的力度，从其投资组合中借入了创纪录的8230亿美元。美股杠杆率水平也创出历史新高。根据美国银行全球研究部的数据，截至4月初，过去5个月里流入全球股票的资金已超过过去12年的流入量，超过了1000亿美元。据《金融时报》报道，现在大妈们（主要指散户）的交易几乎相当于所有对冲基金和共同基金的总和。然而，有数据显示，机构投资者、公司内部人士和对冲基金都开始抛售。美国银行上周的数据显示，其客户的资金流出量创五个月以来最大，并且是有记录以来的第五大流出量。散户是唯一的净买家。标准普尔500指数今年以来没有过跌幅超过5％的时候。CFRA首席投资策略师Sam Stovall表示，标准普尔500指数每177个交易日至少下跌5％，但现在这样的日子已经过了211天。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343577787,"gmtCreate":1617739500649,"gmtModify":1704702441139,"author":{"id":"3573630780609517","authorId":"3573630780609517","name":"Nicholas1988","avatar":"https://static.tigerbbs.com/2a317ab2fd6f487bf7361ef0bf668f1b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573630780609517","idStr":"3573630780609517"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343577787","repostId":"1165568659","repostType":4,"repost":{"id":"1165568659","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617722419,"share":"https://ttm.financial/m/news/1165568659?lang=en_US&edition=fundamental","pubTime":"2021-04-06 23:20","market":"us","language":"zh","title":"Liandai Technologies US IPO opens up 175% on first day","url":"https://stock-news.laohu8.com/highlight/detail?id=1165568659","media":"老虎资讯综合","summary":"4月6日讯，中国手机制造商联代科技美国IPO首日开盘上涨175%，报11美元，此前给出的IPO发行价为每ADS 4美元，发行价指导区间为4-5美元。此前，美国市场已经出现7笔通信类IPO，其中43%的","content":"<p>On April 6th, Liandai Technology, a Chinese mobile phone manufacturer, opened 175% on the first day of IPO in the United States to $11. The previously given IPO issue price was $4 per ADS, and the issue price guidance range was $4-5.</p><p>Previously, there have been seven communication IPOs in the US market, of which 43% of the stocks fell on the first day of IPOs-two companies' share prices opened higher on the first day, three closed broken, and three are currently trading above the IPO issue price.</p><p><img src=\"https://static.tigerbbs.com/491af831bcaa21b13d4bead18e3d1c44\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>Liandai Technologies US IPO opens up 175% on first day</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\">\nLiandai Technologies US IPO opens up 175% on first day\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-06 23:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On April 6th, Liandai Technology, a Chinese mobile phone manufacturer, opened 175% on the first day of IPO in the United States to $11. The previously given IPO issue price was $4 per ADS, and the issue price guidance range was $4-5.</p><p>Previously, there have been seven communication IPOs in the US market, of which 43% of the stocks fell on the first day of IPOs-two companies' share prices opened higher on the first day, three closed broken, and three are currently trading above the IPO issue price.</p><p><img src=\"https://static.tigerbbs.com/491af831bcaa21b13d4bead18e3d1c44\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165568659","content_text":"4月6日讯，中国手机制造商联代科技美国IPO首日开盘上涨175%，报11美元，此前给出的IPO发行价为每ADS 4美元，发行价指导区间为4-5美元。此前，美国市场已经出现7笔通信类IPO，其中43%的个股都在IPO首日下跌——2家公司股价首日高开、3家收盘破发、3家目前交投于IPO发行价上方。","news_type":1,"symbols_score_info":{"UTME":0.9}},"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":119702732,"gmtCreate":1622562382026,"gmtModify":1704186445225,"author":{"id":"3573630780609517","authorId":"3573630780609517","name":"Nicholas1988","avatar":"https://static.tigerbbs.com/2a317ab2fd6f487bf7361ef0bf668f1b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573630780609517","authorIdStr":"3573630780609517"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>Bitcoin Miners in Sichuan, China get government backinghttps://www.asiacryptotoday.com/bitcoin-miners-sichuan-china-government/?amp&amp;fbclid=IwAR3dgWrJsVWwlML_uuT0sj6xtPuvkKlzQPbNMgN7xO_mysE3UOwGTFOHpbY","listText":"<a href=\"https://laohu8.com/S/SOS\">$SOS Limited(SOS)$</a>Bitcoin Miners in Sichuan, China get government backinghttps://www.asiacryptotoday.com/bitcoin-miners-sichuan-china-government/?amp&amp;fbclid=IwAR3dgWrJsVWwlML_uuT0sj6xtPuvkKlzQPbNMgN7xO_mysE3UOwGTFOHpbY","text":"$SOS Limited(SOS)$Bitcoin Miners in Sichuan, China get government backinghttps://www.asiacryptotoday.com/bitcoin-miners-sichuan-china-government/?amp&fbclid=IwAR3dgWrJsVWwlML_uuT0sj6xtPuvkKlzQPbNMgN7xO_mysE3UOwGTFOHpbY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/119702732","isVote":1,"tweetType":1,"viewCount":4611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343577787,"gmtCreate":1617739500649,"gmtModify":1704702441139,"author":{"id":"3573630780609517","authorId":"3573630780609517","name":"Nicholas1988","avatar":"https://static.tigerbbs.com/2a317ab2fd6f487bf7361ef0bf668f1b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573630780609517","authorIdStr":"3573630780609517"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343577787","repostId":"1165568659","repostType":4,"repost":{"id":"1165568659","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1617722419,"share":"https://ttm.financial/m/news/1165568659?lang=en_US&edition=fundamental","pubTime":"2021-04-06 23:20","market":"us","language":"zh","title":"Liandai Technologies US IPO opens up 175% on first day","url":"https://stock-news.laohu8.com/highlight/detail?id=1165568659","media":"老虎资讯综合","summary":"4月6日讯，中国手机制造商联代科技美国IPO首日开盘上涨175%，报11美元，此前给出的IPO发行价为每ADS 4美元，发行价指导区间为4-5美元。此前，美国市场已经出现7笔通信类IPO，其中43%的","content":"<p>On April 6th, Liandai Technology, a Chinese mobile phone manufacturer, opened 175% on the first day of IPO in the United States to $11. The previously given IPO issue price was $4 per ADS, and the issue price guidance range was $4-5.</p><p>Previously, there have been seven communication IPOs in the US market, of which 43% of the stocks fell on the first day of IPOs-two companies' share prices opened higher on the first day, three closed broken, and three are currently trading above the IPO issue price.</p><p><img src=\"https://static.tigerbbs.com/491af831bcaa21b13d4bead18e3d1c44\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>Liandai Technologies US IPO opens up 175% on first day</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\">\nLiandai Technologies US IPO opens up 175% on first day\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-06 23:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On April 6th, Liandai Technology, a Chinese mobile phone manufacturer, opened 175% on the first day of IPO in the United States to $11. The previously given IPO issue price was $4 per ADS, and the issue price guidance range was $4-5.</p><p>Previously, there have been seven communication IPOs in the US market, of which 43% of the stocks fell on the first day of IPOs-two companies' share prices opened higher on the first day, three closed broken, and three are currently trading above the IPO issue price.</p><p><img src=\"https://static.tigerbbs.com/491af831bcaa21b13d4bead18e3d1c44\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165568659","content_text":"4月6日讯，中国手机制造商联代科技美国IPO首日开盘上涨175%，报11美元，此前给出的IPO发行价为每ADS 4美元，发行价指导区间为4-5美元。此前，美国市场已经出现7笔通信类IPO，其中43%的个股都在IPO首日下跌——2家公司股价首日高开、3家收盘破发、3家目前交投于IPO发行价上方。","news_type":1,"symbols_score_info":{"UTME":0.9}},"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377365180,"gmtCreate":1619497894140,"gmtModify":1704724949555,"author":{"id":"3573630780609517","authorId":"3573630780609517","name":"Nicholas1988","avatar":"https://static.tigerbbs.com/2a317ab2fd6f487bf7361ef0bf668f1b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573630780609517","authorIdStr":"3573630780609517"},"themes":[],"htmlText":"&nbsp; m","listText":"&nbsp; m","text":"m","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377365180","repostId":"2130139345","repostType":4,"repost":{"id":"2130139345","kind":"highlight","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":1619486388,"share":"https://ttm.financial/m/news/2130139345?lang=en_US&edition=fundamental","pubTime":"2021-04-27 09:19","market":"us","language":"zh","title":"The epidemic suddenly broke out in Thailand, and the epidemic went vigorous in Southeast Asia. What should A shares do?","url":"https://stock-news.laohu8.com/highlight/detail?id=2130139345","media":"券商中国","summary":"疫情就像雨后的春笋，一个接一个地钻了出来！","content":"<p>While the epidemic in India was still at its height, Thailand suddenly broke out.</p><p>On April 26th, local time, Thailand's COVID-19 Epidemic Management Center revealed that there were 2,048 new confirmed cases of COVID-19 in a single day in the country, including 2,038 local cases and 10 imported cases, with a total of 57,508 confirmed cases; There were eight new deaths, bringing a total of 148 deaths.</p><p>Thailand's National Stability and Security Council revealed to the media,<b>At present, the Thai government is discussing whether to take \"city closure\" measures on Bangkok, the capital of Thailand</b>In order to contain the further spread of the COVID-19 pandemic. This measure may be discussed and decided at the meeting of Thailand's COVID-19 Management Center on the 28th.</p><p>According to the Associated Press,<b>In rare speech to the U.N., U.S. Vice President Harris says it's time to prepare for the next Covid</b>。</p><p>It may be worried about both the pandemic and inflation. The A-share market was particularly sluggish on Monday. In particular, large-cap heavyweights plunged in the afternoon, and the core asset plate evaporated 340 billion yuan in a single day, of which<a href=\"https://laohu8.com/S/300750\">CATL</a>A sharp drop of nearly 6%. At the same time, basic metals rose across the board, copper prices rose by more than 2%, international copper reached a record high, and Shanghai copper reached a new high in nearly 10 years; Most of the black series rose, with iron ore rising by more than 4% and hot coil rising by more than 3%.</p><p><b>This means PPI may still not be low in April, while the current market still faces four things:</b></p><p>First, the May Day holiday is approaching, and the two financing will decline according to the usual practice. Last Friday, it was reduced by more than 4 billion yuan; Second, there is still no news of the high-level meeting in the first half of the year, and it is not clear how to set the tone of the economy; Third, the census report has not yet been released. Although the market expectation is relatively low, there are still some worries; Fourth, the external market changed suddenly. From the perspective of the external market, due to abundant liquidity, the stock market has not fallen because of the re-outbreak of the epidemic. But<b>There was a rare scene in the U.S. stock market. According to<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Data last week showed its clients had their biggest outflows in five months and the fifth-largest on record, with retail investors the only net buyers.</b></p><p><b>Pandemic hits Southeast Asia</b></p><p>In the past two days, the epidemic in India has continued to rage. According to a report by the Times of India on April 26th, the number of confirmed cases in COVID-19 in India continues to increase. According to the epidemic model, Indian experts predict that the COVID-19 epidemic in India will reach its peak in May, and the average daily increase in cases will reach 440,000 in the next 10 days. Professor Zhang Wenhong said<b>A bigger outbreak is yet to come</b>。</p><p>Just as the pandemic spreads in India, the third country in Asia to swipe the screen comes, and that is Thailand. On April 24th, local time, the number of newly diagnosed cases in Thailand was close to 3,000, setting a new high for 10 consecutive days.</p><p>In response to the epidemic, the Bangkok Municipal Government of Thailand announced that 31 types of places and activities in the city will be closed from April 26th, and people will wear masks when going out. Government spokesman Pang Sa Gong said that on the same day, Mayor General Asha Yun presided over the meeting of the Bangkok Infectious Diseases Committee and made the above resolution, asking the public to cooperate to prevent the continuous expansion of the epidemic in Bangkok.</p><p>Pangsakorn said that Bangkok had previously closed high-risk places throughout the city, but due to the continued spread of the epidemic, the infectious disease committee issued stricter epidemic prevention rules. The epidemic prevention ban came into effect from April 26 for a period of 14 days. The National Stability and Security Council of Thailand revealed to the media that the Thai government is currently discussing whether to take \"lockdown\" measures on Bangkok, the capital of Thailand, to curb the further spread of the COVID-19 epidemic. This measure may be discussed and decided at the meeting of Thailand's COVID-19 Management Center on the 28th.</p><p>On April 25th, local time, Thai medical workers launched a signature campaign on the website to ask Thai Deputy Prime Minister and Minister of Health Anutin to resign. The reason is that since the outbreak of COVID-19 epidemic in Thailand, especially since the third round of outbreak at the end of March this year, Anutin has not taken enough response measures, resulting in a surge in confirmed cases, and Anutin should take the leadership responsibility for this. Anutin expects the outbreak to return to normal within 3 months.</p><p><b>The pandemic in India and Thailand has put Southeast Asian countries on edge. It seems that a \"war epidemic\" is about to start around China, and the situation of anti-epidemic and epidemic prevention has become severe. This also means that the prospects for economic recovery are not optimistic.</b></p><p><b>A Shares Sell Down Alone</b></p><p>Strangely enough, the stock markets of Thailand and India did not fall sharply. The Thai stock market is still up slightly.</p><p><img src=\"https://cdn-news.jin10.com/09e826f9-c0da-4df5-ab47-e16cdfd9a43a.png\" tg-width=\"932\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p><p>The Indian stock market has seen a volatile rebound in recent trading days.</p><p><img src=\"https://cdn-news.jin10.com/5b627b55-a8aa-4c80-bb96-235698b9d5bf.png\" tg-width=\"934\" tg-height=\"372\" referrerpolicy=\"no-referrer\"></p><p>However, the A-share market suddenly plunged. A shares continued to weaken on Monday afternoon, with the Shanghai Composite Index closing down 0.95% at 3441.17 points; Shenzhen Component Index fell 0.89% to 14,224.45 points; The GEM index fell 0.84% to 2,969.4 points.</p><p>From the perspective of funds, the turnover of the two cities exceeded 900 billion yuan, and the actual net purchase of northbound funds was 3.2 billion yuan, but the net outflow was obvious in the afternoon.</p><p>From a structural point of view,<a href=\"https://laohu8.com/S/000725\">BOE A</a>CATL,<a href=\"https://laohu8.com/S/601318\">Ping An of China</a>、<a href=\"https://laohu8.com/S/600036\">China Merchants Bank</a>The heavy volume of equal heavyweights may be the main reason for the heavy volume of the market, and the whole core asset sector evaporated about 340 billion yuan in a single day.</p><p><img src=\"https://cdn-news.jin10.com/5b2009ec-95d5-409a-a5ec-8d3e70600427.png\" tg-width=\"603\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p>According to a source,<b>Heavyweight stocks killed down, mainly because some funds wanted to cash in earnings before the holiday</b>For example, the smashing party in CATL may be a fund from East China.</p><p><b>What is the market worried about?</b></p><p>Actually,<b>Judging from the recent disk, there is an obvious feature: there are fewer and fewer main lines, and the continuity of the main line is weaker and weaker.</b>For example, recently, the clearer main line is only small and medium-sized medicine and ST stocks, while others such as liquor and technology stocks are intermittent. In addition, the pattern of most stocks has gone downward.</p><p>From the perspective of the financial situation, it is also very pessimistic. Wind data shows that on the 26th, the main funds in Shanghai and Shenzhen stock markets had a net outflow of 17.302 billion yuan throughout the day. Among them, the net outflow of the main funds of GEM was 1.109 billion yuan, and the net outflow of the main funds of CSI 300 was 7.058 billion yuan.<b>This is the fifth consecutive day of net sales of main funds.</b></p><p>Then, in the absence of obvious fluctuations in the external market and the continuous decline in the the US Dollar Index,<b>What are investors in the A-share market worried about?</b></p><p>Judging from the recent futures market, we may see some reasons. On the 26th, basic metals rose across the board, copper prices rose by more than 2%, international copper reached a record high, and Shanghai copper reached a new high in nearly 10 years; Most of the black series rose, with iron ore rising by more than 4% and hot coil rising by more than 3%. If we go at this pace,<b>PPI Expectations Can't Be Low in April</b>。</p><p>Previously, the Financial Committee had said that it should pay attention to the trend of commodity prices, which also means that,<b>Currency is easy to tighten but difficult to loosen</b>。 The trend of Treasury Bond is also confirming this point. On the 26th, Treasury Bond futures closed down across the board, with the 10-year main contract falling by 0.24%, the 5-year main contract falling by 0.14% and the 2-year main contract falling by 0.05%.</p><p>Of course, for now,<b>There are three major variables in the expectation of A-share market</b>。</p><p>Previously, the market once thought that the usual high-level meeting held in April would not tighten the policy statement, but the meeting seems to have been postponed, causing worries; In addition, the census report has still not been released. Although the market has expectations for this, it may be afraid that something lower than expected will happen; In recent trading days, on the eve of the long holiday, financing customers have the need to pay back money and hedge. Before the long holiday, the market generally fluctuates to a certain extent. On the whole, the market is in a stage of quite high entanglement. On the one hand, there is the epidemic situation, on the other hand, there is inflation expectation, and there is a dynamic policy game in the middle. This is too difficult for many investors to operate. Therefore,<b>An avoidance-based strategy may have to dominate the market for some time.</b></p><p><b>Early Warning Signs in U.S. Stocks</b></p><p>Actually,<b>A shares may also be worried about sudden changes in the periphery</b>。 Although U.S. stocks are still strong recently, the variables are also increasing.</p><p>The S&P 500 has gained 87% since its March 23, 2020, low, its best 12-month gain since the 1930s. As of March, investors continued to ramp up their efforts to pour money into the stock market, borrowing a record $823 billion from their portfolios, according to the Financial Industry Regulatory Authority.<b>US stocks also hit record levels of leverage</b>。</p><p>As of early April, more money has flowed into global equities in the past five months than in the past 12 years, exceeding $100 billion, according to Bank of America's global research division. According to the Financial Times, aunts (mainly retail investors) now trade almost as much as all hedge funds and mutual funds combined.</p><p>However, there are data that show,<b>Institutional investors, company insiders and hedge funds are all selling off</b>。 Bank of America data last week showed its customers had their biggest outflows in five months and the fifth-largest on record. Retail investors are the only net buyers.</p><p>The S&P 500 has not lost more than 5% this year. Sam Stovall, chief investment strategist at CFRA, said the S&P 500 is down at least 5% every 177 trading sessions, but now it's been 211 days since that.</p>","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>The epidemic suddenly broke out in Thailand, and the epidemic went vigorous in Southeast Asia. What should A shares do?</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\">\nThe epidemic suddenly broke out in Thailand, and the epidemic went vigorous in Southeast Asia. What should A shares do?\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<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-04-27 09:19</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>While the epidemic in India was still at its height, Thailand suddenly broke out.</p><p>On April 26th, local time, Thailand's COVID-19 Epidemic Management Center revealed that there were 2,048 new confirmed cases of COVID-19 in a single day in the country, including 2,038 local cases and 10 imported cases, with a total of 57,508 confirmed cases; There were eight new deaths, bringing a total of 148 deaths.</p><p>Thailand's National Stability and Security Council revealed to the media,<b>At present, the Thai government is discussing whether to take \"city closure\" measures on Bangkok, the capital of Thailand</b>In order to contain the further spread of the COVID-19 pandemic. This measure may be discussed and decided at the meeting of Thailand's COVID-19 Management Center on the 28th.</p><p>According to the Associated Press,<b>In rare speech to the U.N., U.S. Vice President Harris says it's time to prepare for the next Covid</b>。</p><p>It may be worried about both the pandemic and inflation. The A-share market was particularly sluggish on Monday. In particular, large-cap heavyweights plunged in the afternoon, and the core asset plate evaporated 340 billion yuan in a single day, of which<a href=\"https://laohu8.com/S/300750\">CATL</a>A sharp drop of nearly 6%. At the same time, basic metals rose across the board, copper prices rose by more than 2%, international copper reached a record high, and Shanghai copper reached a new high in nearly 10 years; Most of the black series rose, with iron ore rising by more than 4% and hot coil rising by more than 3%.</p><p><b>This means PPI may still not be low in April, while the current market still faces four things:</b></p><p>First, the May Day holiday is approaching, and the two financing will decline according to the usual practice. Last Friday, it was reduced by more than 4 billion yuan; Second, there is still no news of the high-level meeting in the first half of the year, and it is not clear how to set the tone of the economy; Third, the census report has not yet been released. Although the market expectation is relatively low, there are still some worries; Fourth, the external market changed suddenly. From the perspective of the external market, due to abundant liquidity, the stock market has not fallen because of the re-outbreak of the epidemic. But<b>There was a rare scene in the U.S. stock market. According to<a href=\"https://laohu8.com/S/BAC\">Bank of America</a>Data last week showed its clients had their biggest outflows in five months and the fifth-largest on record, with retail investors the only net buyers.</b></p><p><b>Pandemic hits Southeast Asia</b></p><p>In the past two days, the epidemic in India has continued to rage. According to a report by the Times of India on April 26th, the number of confirmed cases in COVID-19 in India continues to increase. According to the epidemic model, Indian experts predict that the COVID-19 epidemic in India will reach its peak in May, and the average daily increase in cases will reach 440,000 in the next 10 days. Professor Zhang Wenhong said<b>A bigger outbreak is yet to come</b>。</p><p>Just as the pandemic spreads in India, the third country in Asia to swipe the screen comes, and that is Thailand. On April 24th, local time, the number of newly diagnosed cases in Thailand was close to 3,000, setting a new high for 10 consecutive days.</p><p>In response to the epidemic, the Bangkok Municipal Government of Thailand announced that 31 types of places and activities in the city will be closed from April 26th, and people will wear masks when going out. Government spokesman Pang Sa Gong said that on the same day, Mayor General Asha Yun presided over the meeting of the Bangkok Infectious Diseases Committee and made the above resolution, asking the public to cooperate to prevent the continuous expansion of the epidemic in Bangkok.</p><p>Pangsakorn said that Bangkok had previously closed high-risk places throughout the city, but due to the continued spread of the epidemic, the infectious disease committee issued stricter epidemic prevention rules. The epidemic prevention ban came into effect from April 26 for a period of 14 days. The National Stability and Security Council of Thailand revealed to the media that the Thai government is currently discussing whether to take \"lockdown\" measures on Bangkok, the capital of Thailand, to curb the further spread of the COVID-19 epidemic. This measure may be discussed and decided at the meeting of Thailand's COVID-19 Management Center on the 28th.</p><p>On April 25th, local time, Thai medical workers launched a signature campaign on the website to ask Thai Deputy Prime Minister and Minister of Health Anutin to resign. The reason is that since the outbreak of COVID-19 epidemic in Thailand, especially since the third round of outbreak at the end of March this year, Anutin has not taken enough response measures, resulting in a surge in confirmed cases, and Anutin should take the leadership responsibility for this. Anutin expects the outbreak to return to normal within 3 months.</p><p><b>The pandemic in India and Thailand has put Southeast Asian countries on edge. It seems that a \"war epidemic\" is about to start around China, and the situation of anti-epidemic and epidemic prevention has become severe. This also means that the prospects for economic recovery are not optimistic.</b></p><p><b>A Shares Sell Down Alone</b></p><p>Strangely enough, the stock markets of Thailand and India did not fall sharply. The Thai stock market is still up slightly.</p><p><img src=\"https://cdn-news.jin10.com/09e826f9-c0da-4df5-ab47-e16cdfd9a43a.png\" tg-width=\"932\" tg-height=\"345\" referrerpolicy=\"no-referrer\"></p><p>The Indian stock market has seen a volatile rebound in recent trading days.</p><p><img src=\"https://cdn-news.jin10.com/5b627b55-a8aa-4c80-bb96-235698b9d5bf.png\" tg-width=\"934\" tg-height=\"372\" referrerpolicy=\"no-referrer\"></p><p>However, the A-share market suddenly plunged. A shares continued to weaken on Monday afternoon, with the Shanghai Composite Index closing down 0.95% at 3441.17 points; Shenzhen Component Index fell 0.89% to 14,224.45 points; The GEM index fell 0.84% to 2,969.4 points.</p><p>From the perspective of funds, the turnover of the two cities exceeded 900 billion yuan, and the actual net purchase of northbound funds was 3.2 billion yuan, but the net outflow was obvious in the afternoon.</p><p>From a structural point of view,<a href=\"https://laohu8.com/S/000725\">BOE A</a>CATL,<a href=\"https://laohu8.com/S/601318\">Ping An of China</a>、<a href=\"https://laohu8.com/S/600036\">China Merchants Bank</a>The heavy volume of equal heavyweights may be the main reason for the heavy volume of the market, and the whole core asset sector evaporated about 340 billion yuan in a single day.</p><p><img src=\"https://cdn-news.jin10.com/5b2009ec-95d5-409a-a5ec-8d3e70600427.png\" tg-width=\"603\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p>According to a source,<b>Heavyweight stocks killed down, mainly because some funds wanted to cash in earnings before the holiday</b>For example, the smashing party in CATL may be a fund from East China.</p><p><b>What is the market worried about?</b></p><p>Actually,<b>Judging from the recent disk, there is an obvious feature: there are fewer and fewer main lines, and the continuity of the main line is weaker and weaker.</b>For example, recently, the clearer main line is only small and medium-sized medicine and ST stocks, while others such as liquor and technology stocks are intermittent. In addition, the pattern of most stocks has gone downward.</p><p>From the perspective of the financial situation, it is also very pessimistic. Wind data shows that on the 26th, the main funds in Shanghai and Shenzhen stock markets had a net outflow of 17.302 billion yuan throughout the day. Among them, the net outflow of the main funds of GEM was 1.109 billion yuan, and the net outflow of the main funds of CSI 300 was 7.058 billion yuan.<b>This is the fifth consecutive day of net sales of main funds.</b></p><p>Then, in the absence of obvious fluctuations in the external market and the continuous decline in the the US Dollar Index,<b>What are investors in the A-share market worried about?</b></p><p>Judging from the recent futures market, we may see some reasons. On the 26th, basic metals rose across the board, copper prices rose by more than 2%, international copper reached a record high, and Shanghai copper reached a new high in nearly 10 years; Most of the black series rose, with iron ore rising by more than 4% and hot coil rising by more than 3%. If we go at this pace,<b>PPI Expectations Can't Be Low in April</b>。</p><p>Previously, the Financial Committee had said that it should pay attention to the trend of commodity prices, which also means that,<b>Currency is easy to tighten but difficult to loosen</b>。 The trend of Treasury Bond is also confirming this point. On the 26th, Treasury Bond futures closed down across the board, with the 10-year main contract falling by 0.24%, the 5-year main contract falling by 0.14% and the 2-year main contract falling by 0.05%.</p><p>Of course, for now,<b>There are three major variables in the expectation of A-share market</b>。</p><p>Previously, the market once thought that the usual high-level meeting held in April would not tighten the policy statement, but the meeting seems to have been postponed, causing worries; In addition, the census report has still not been released. Although the market has expectations for this, it may be afraid that something lower than expected will happen; In recent trading days, on the eve of the long holiday, financing customers have the need to pay back money and hedge. Before the long holiday, the market generally fluctuates to a certain extent. On the whole, the market is in a stage of quite high entanglement. On the one hand, there is the epidemic situation, on the other hand, there is inflation expectation, and there is a dynamic policy game in the middle. This is too difficult for many investors to operate. Therefore,<b>An avoidance-based strategy may have to dominate the market for some time.</b></p><p><b>Early Warning Signs in U.S. Stocks</b></p><p>Actually,<b>A shares may also be worried about sudden changes in the periphery</b>。 Although U.S. stocks are still strong recently, the variables are also increasing.</p><p>The S&P 500 has gained 87% since its March 23, 2020, low, its best 12-month gain since the 1930s. As of March, investors continued to ramp up their efforts to pour money into the stock market, borrowing a record $823 billion from their portfolios, according to the Financial Industry Regulatory Authority.<b>US stocks also hit record levels of leverage</b>。</p><p>As of early April, more money has flowed into global equities in the past five months than in the past 12 years, exceeding $100 billion, according to Bank of America's global research division. According to the Financial Times, aunts (mainly retail investors) now trade almost as much as all hedge funds and mutual funds combined.</p><p>However, there are data that show,<b>Institutional investors, company insiders and hedge funds are all selling off</b>。 Bank of America data last week showed its customers had their biggest outflows in five months and the fifth-largest on record. Retail investors are the only net buyers.</p><p>The S&P 500 has not lost more than 5% this year. Sam Stovall, chief investment strategist at CFRA, said the S&P 500 is down at least 5% every 177 trading sessions, but now it's been 211 days since that.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-news.jin10.com/f314c2ff-484f-43d0-83d1-b502cb8bfa42.jpg/lite","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130139345","content_text":"印度疫情还在高潮的时候，泰国突然大爆发了。当地时间4月26日，泰国新冠疫情管理中心透露，该国单日新增新冠肺炎确诊病例2048例，其中本土病例2038例，境外输入10例，累计确诊达57508例；新增死亡病例8例，累计死亡148例。泰国国家稳定与安全委员会向媒体透露，目前泰国政府正在讨论是否对泰国首都曼谷采取“封城”措施，以遏制新冠疫情进一步蔓延。这一措施可能会在28日举行的泰国新冠疫情管理中心会议上讨论，并做出决定。据美联社消息，美国副总统哈里斯罕见地向联合国表示，是时候为下一次新冠疫情做准备了。可能既是担心疫情，又担心通胀。A股市场周一走势特别低迷。特别是大盘权重股午后大跳水，核心资产板块单日蒸发3400亿元，其中宁德时代大跌近6%。与此同时，基本金属全线上涨，铜价涨逾2%，国际铜创历史新高，沪铜创近10年新高；黑色系多数上涨，铁矿石涨逾4%，热卷涨逾3%。这意味着4月份的PPI可能仍然不会低，而当前的市场仍面临着四件事：一是五一长假将至，两融按惯例将会下降，上周五就减了40多亿元；二是上半年的高层会议仍未有消息，对于经济如何定调亦未明晰；三是人口普查报告仍未出台，虽然市场预期比较低，但仍有所担心；四是外围市场突变。从外围市场来看，由于充沛的流动性，股市并未因为疫情的再次爆发而杀跌。但美股市场出现了罕见一幕。据美国银行上周的数据显示，其客户的资金流出量创五个月最大，并且是有记录以来的第五大流出量，散户是唯一的净买家。疫情在东南亚发威这两天，印度疫情持续发威。据《印度时报》4月26日报道，印度新冠肺炎确诊病例持续增加，印度专家根据疫情模型预测，印度新冠疫情将在5月达到峰值，未来10天平均日增病例将达到44万例。张文宏教授表示，更大的爆发还在后面。就在印度疫情蔓延之际，亚洲第三个刷屏的国家来了，那就是泰国。当地时间4月24号，泰国新增确诊人数接近3000例，连续10天创造新高。为了应对疫情，泰国曼谷市政府宣布，4月26日起关闭市内31类场所和活动，且民众外出一律戴口罩。政府发言人蓬萨功表示，当天由市长阿沙云警上将主持曼谷传染病委员会会议，并做出上述决议，要求市民务必配合，防止曼谷疫情持续扩大。蓬萨功说，此前曼谷已关闭全市高风险场所，但由于疫情持续扩散，传染病委员会颁布了更严格的防疫规定。防疫禁令从4月26日起生效，为期14天。泰国国家稳定与安全委员会向媒体透露，目前泰国政府正在讨论是否对泰国首都曼谷采取“封城”措施，以遏制新冠疫情进一步蔓延。这一措施可能会在28日举行的泰国新冠疫情管理中心会议上讨论，并做出决定。当地时间4月25日，泰国医护工作者在网站上发起签名活动要求泰国副总理兼卫生部长阿努廷辞职。理由是自泰国新冠疫情暴发、尤其是今年3月底第三轮疫情暴发以来，阿努廷未采取足够应对措施，导致确诊病例激增，阿努廷应为此负领导责任。阿努廷预计，疫情将在3个月内恢复正常。印度和泰国的疫情让东南亚国家开始紧张起来。似乎，一场“战疫”就要在中国周边打响，抗疫和防疫形势变得严峻起来。这也意味着，经济复苏的前景并不乐观。A股独自杀跌比较奇怪的是，泰国和印度的股市并未出现大跌。泰国股市依然小有上涨。印度股市最近几个交易日则出现了震荡反弹的行情。然而，A股市场却突然跳水。周一午后A股持续走弱，上证指数收盘跌0.95%，报3441.17点；深证成指跌0.89%，报14224.45点；创业板指跌0.84%，报2969.4点。从资金面的情况来看，两市成交额突破9000亿元，北向资金实际净买入32亿元，但午后净流出较为明显。从结构上来看，京东方A、宁德时代、中国平安、招商银行等权重股放量杀跌可能是市场放量的主要原因，整个核心资产板块单日蒸发约3400亿元。有消息人士透露，权重股杀跌，主要是因为节前有部分基金想兑现收益，比如宁德时代的砸盘方可能就是来自华东的某只基金。市场在担心啥？其实，从最近的盘面来看，有一个很明显的特征：主线越来越少，主线的持续性越来越弱。比如最近，较为清晰的主线就只有中小市值的医药和ST股，其他如白酒和科技股都是间歇性的行情。而除此之外，大多数股票的形态已经向下。从资金面的情况来看，亦非常不乐观。Wind数据显示，26日沪深两市主力资金全天净流出173.02亿元。其中，创业板主力资金净流出11.09亿元，沪深300主力资金净流出70.58亿元。这已经是连续第五天主力资金净卖出。那么，在外围市场并未出现明显波动，美元指数持续走低的情况之下，A股市场的投资在担心什么？从最近的期货行情来看，可能看到一部分原因。26日，基本金属全线上涨，铜价涨逾2%，国际铜创历史新高，沪铜创近10年新高；黑色系多数上涨，铁矿石涨逾4%，热卷涨逾3%。若按这个节奏走下去，四月份的PPI预期低不了。而此前，金融委曾表示，要关注大宗商品价格走势，这也意味着，货币易紧难松。国债的走势也在印证这一点，26日，国债期货全线收跌，10年期主力合约跌0.24%，5年期主力合约跌0.14%，2年期主力合约跌0.05%。当然，就目前而言，A股市场的预期存在三大变数。此前，市场一度以为，四月份惯常召开的高层会议不会在政策表述上有所收紧，但会期似乎已经推迟引发担忧；另外，人口普查报告依然未予公布，市场对此虽有预期，但可能害怕低于预期的事情发生；而最近几个交易日处于长假前夕，融资客有还钱避险的需求，长假前市场一般都会出现一定的波动。综合来看，市场处于一个纠结度相当高的阶段。一方面是疫情，另一方面是通胀预期，中间还夹杂动态的政策博弈。这对于许多投资者来说，操作的难度太大。因此，以避为主的策略可能要主导市场一段时间。美股出现预警信号其实，A股也可能在担心外围的突然变化。虽然近期美股依然强势，但变数也在增大。标准普尔500指数自2020年3月23日低点以来已经上涨了87%，这是自1930年代以来最好的12个月涨幅。金融业监管局（Financial Industry Regulatory Authority）的数据显示，截至3月，投资者继续加大向股市投入资金的力度，从其投资组合中借入了创纪录的8230亿美元。美股杠杆率水平也创出历史新高。根据美国银行全球研究部的数据，截至4月初，过去5个月里流入全球股票的资金已超过过去12年的流入量，超过了1000亿美元。据《金融时报》报道，现在大妈们（主要指散户）的交易几乎相当于所有对冲基金和共同基金的总和。然而，有数据显示，机构投资者、公司内部人士和对冲基金都开始抛售。美国银行上周的数据显示，其客户的资金流出量创五个月以来最大，并且是有记录以来的第五大流出量。散户是唯一的净买家。标准普尔500指数今年以来没有过跌幅超过5％的时候。CFRA首席投资策略师Sam Stovall表示，标准普尔500指数每177个交易日至少下跌5％，但现在这样的日子已经过了211天。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}