Whether The Hot Money Can Be Quickly Returned To Its Root Lies In The Problem Of A Shares Themselves.

Because the blowout of this round of commodity futures has played a diversion role in the A share market, investors in the A share market expect the rise of commodity futures to end as soon as possible, which is expected.

Moreover, from the current fundamentals, the macroeconomic recovery is limited and does not support the continued rise in commodity futures prices.

Moreover, the three big commodity exchanges are also a succession of regulatory measures, so commodity futures at the moment this irrational rise in the market is difficult to continue.

Investors in the A share market are bound to think about it. Do they guess that the rise of commodity futures will soon end? Will hot money return to the A share market soon?

On the surface, this is a gap between the two sides, but from the inside point of view, this is the process needed to withdraw funds.

After all, there was a large amount of capital flowing into the commodity futures market in the course of the previous sharp rise. For the explicit control measures issued by the management, these funds obviously will not go upstream and make unnecessary sacrifices.

But these funds, especially the large funds, need to be evacuated safely. Obviously, this is not an overnight move. These funds need to be completed in a number of shocks to complete the mission of withdrawal. In such a concussion, the possibility that the market will go up again will not be ruled out, but this is only the end.

This means that

There will be no quick return to the A share market.

Further, even if the commodity futures market can end quickly, this does not mean that commodity futures funds will soon flow into the A share market.

Investors need to be aware of the fact that the stock market downturn is not due to the hot commodity futures market.

Stock market and commodity futures market is not a simple relationship, but a clear fact is that in the recent two days, the A share market continued to decline.

Whether the hot money will flow back to the A share market quickly depends on it.

Its attractiveness.

But for now, the attractiveness of the A share market is limited.

In terms of macroeconomic fundamentals, although the macro economy has signs of stabilizing the low position, whether it can effectively stabilize and whether it can recover steadily will remain to be verified by the next economic indicators.

In the current situation, it is not enough to support a strong stock market.

However, for the stock market itself, there are more problems.

First of all, in terms of investor confidence, after another round of rounds

At present, investors are still in a state of panic. Investors in the stock market are in a state of trouble.

Therefore, it is not positive for investors to enter the market. On the contrary, the reduction of profits is highly unified.

This is precisely based on the current situation of investors, which determines the limited height of the stock market in the short term, which further limits the enthusiasm of investors to enter the market.

Secondly, although the stock market has been hit by another round of stock market crash, there are not many varieties that are suitable for investors to invest in the stock market.

At present, the low price earnings ratio in the stock market is the blue chips represented by bank shares.

However, small investors do not like to invest in this kind of stock because of the large stock market.

And investors are keen on speculation in small cap stocks and valuations are high.

For example, the average price earnings ratio of GEM stocks is still about 70 times, and the average price earnings ratio of small and medium board stocks is also 47 times.

Because of this, it is difficult for the market to have too much room for speculation.

In addition, a very important point is that although the stock market has been hit hard by the stock market crash, so far, some fundamental problems in the A share market have not been solved.

There are more and more stock market chaos that hurt investors' interests.

This is also not conducive to restoring investor confidence and detrimental to the development of stock market.

Moreover, since Liu Shiyu became chairman of the SFC, the SFC has not changed much in the stock market's major policies. Liu Shiyu is waiting, and the market is also on the sidelines.

Because of this, in the current stock market environment, the possibility of hot money returning to the stock market is very small.

Further, the rapid return of hot money to the stock market is not necessarily a good thing for the current stock market.

Like the last bull market, it was a mad cow first, followed by the three wave of stock crash, leaving behind a chicken feather.

The practice of cutting leek is only a negative teaching material for the healthy development of the stock market.