醉爱琳儿提示您:看后求收藏(第35章 对A股市场的信任危机。是因为市场上鲜有获利者,喧嚣股市,醉爱琳儿,yoyo文学网),接着再看更方便。

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对A股市场的信任危机。是因为市场上鲜有获利者

投资者对A股市场的信任危机。因为大多数投资者多年来亏损严重,市场上鲜有获利者,这样的市场难于获得投资者的信任,所以大多数投资者抱着投机的心态在玩股票,也因为如此环境下才会让游资以及量化交易如鱼得水,最终导致整体市场每况愈下。

投资者对市场GL水平的信任危机。为了盲目扩大规模而加速IPO以及再融资,而忽略投资功能,导致市场严重供大于求,没有赚钱效应哪来增量资金?加上上市公司的质量不升反降,由于大量IPO,而上市前的各种业绩粉饰,导致上市后的暴雷频率过高,虽说是市场化,但大多数投资者都是对简单数据的感性认识,没有几个人能够真正认清背后的勾当。

基民对公募机构的信任危机。大多数基民长期亏损这是事实,少数能够盈利也是侥幸的,加上机构习惯于抱团取暖,导致机构投资僵化,遇到经济出现波动或者板块出现波动很快就会出现流动性问题,这时不但新增资金没指望,反而会出现更多的失望与赎回,当信任危机持续蔓延时机构重仓股只能持续性打折,这就当前市面上机构重仓股严重僵化的原因,稍微有反弹很快就会出现卖空打压,虽说机构是被动的,但亏损的基民则是主动割肉的。

投资者对利好的信任危机。政策利好确实很给力,降低印花税以及汇金的直接、间接入市,都是政策上对市场的有力呵护,但市场仍然步履维艰,因为当前的市场已经不比当年的轻盈,而是又笨又重又油腻,加上对短期业绩预期的不乐观,因此增量资金寥寥无几,而存量资金更是忧心忡忡,市场心态如此不稳,再多的利好也难引发社会资金的共鸣。

……

下半年个股火爆行情还是有的,有人说是小而美,但特别忽悠,其实都是一些原本无人问津的个股,并非机构重仓股,也非量化机构股,而是庄股或者游资乐于击鼓传花的个股,还有“龙飞凤舞”的奇葩炒作!这一切都是市场资金的无奈选择,因为他们确实不想被量化收割,也不想为机构、私募抬轿,所以只能寻找这些被边沿化的个股击鼓传花。

最近京市炒作如火如荼,其实这只是炒作小市值题材的延伸,京市有很多小市值个股,总市值在10亿以下比比皆是,周五市场总成交量最高也就172亿元,而深市前三只个股交易量就超过两百亿,所以对北交所个股的疯狂最好采取欣赏的态度,过度追涨不可取。

从A股历史来看,这

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