Stocks Plunge: T+0 Trading, US Energy Grab as Market Saviors?
Abstract: After much contemplation, it appears that T+0 is the most suitable for market rescue policies. There is no need to relax the price limits; the priority in rescuing the market is to save volume, and T+0 is highly appropriate. Hoping that T+0 will be implemented over the weekend.
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Bull Market for Bond Funds, U.S. Accelerates Mining Grab
Data indicates that in the first half of this year, bond funds collectively distributed dividends 2,699 times, with a total dividend payout of 79.494 billion yuan, accounting for 89.11% of the total dividend payout of public funds.
In the international market, bond funds are also the main force, but it's not about how good their operational skills are; it's about patience. Generally, the strongest bond funds are U.S. Treasury bond funds, with the strong U.S. dollar being the international reserve currency. This is a currency of other countries and cannot be compared.
On July 3rd, Zambia, known as the "Copper Mine Country," may criminalize the use of the U.S. dollar. However, with a population of just over 20 million, it is still a landlocked country. They have previously banned the U.S. dollar, but they gave up after less than two years.
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Apart from the U.S. dollar, global currencies are devaluing. The smaller the country, the greater the devaluation, and some even collapse directly. For instance, Zambia may criminalize the use of the U.S. dollar because its national currency has collapsed to the point of being unused.
Next, the collapse of small countries will accelerate, with those at war and those not at war having to lie down and accept their fate, all following this pattern. If a country has some minerals, that's dangerous, as the U.S. generally won't miss such a decisive opportunity. Recently, Bolivia, the top lithium mining country, and Venezuela, the top oil country, have both had issues, all due to U.S. interference. Of course, if these two large countries cooperate with the U.S., they would prosper. Because they have not cooperated in the past, they have not been able to develop.
The bond bull market is expected to continue because even with a stock market bull market, bond funds have always held the largest share in the global market development pattern. For the stock market, the expectation is more about when there will be a bull market that can attract some capital inflow.
4,432 stocks are falling! T+0 may be able to save the market.This morning, once again, over 4,400 stocks fell sharply. The market's downward trend remains unchanged, with a lack of positive news and frequent negative news from the international market. Japan's devaluation has pushed the Nikkei up to 40,000 points, and India's devaluation has also driven its stock market up to 80,000 points.
There are too many concept stocks in the A-share market. In the past, the market was all about speculation on concepts. Now, under marketization, this kind of speculation is not as easy to do because there are not many concepts with high growth potential.
The market lacks volume. If we don't consider economic factors, after much thought, the only expectation seems to be that T+0 trading could save the market. This means not liberalizing price limits first, but changing to T+0 trading first. In this way, the market transaction volume could increase several times, which would be beneficial for both brokers and blue-chip stocks. A more active market might attract more capital, supporting the market index.
Breaking News! Tesla Model Y enters the Jiangsu provincial government's vehicle procurement list.
According to the public information, the latest batch of procurement shortlists also includes models such as the Wenjie M7, AITO 11, SL03, SL7, Zhiji LS6, Zhiji L7, Galaxy L6, Galaxy E8 Executive Edition, Geometric E, Geometric G6, Changan UNI-K/Z, Qixing A07, Qixing Q05, Roewe D5X, Volvo XC40, and Cao Cao 60.
The global trend towards full electrification is unstoppable. The West may not be able to compete with China, but it cannot stop the trend. Currently, the sales of new energy vehicles continue to be strong, and with policy support, the elimination of fuel vehicles will accelerate in the future. However, the market industry has been slow to respond, with the bear market impact being too significant. Global macro factors have too much influence.
The market is now very quiet about calls to save the market. Could this be the prelude before a major move to save the market? Super leading stocks usually only fall during such bear markets, which is a good opportunity for new investors. Because good stocks rarely fall, and it takes years for a significant low to appear. In the future, as the market grows, leading stocks will become more valuable, and a large number of institutions will actively allocate resources to leading stocks, supporting their long-term strength. This is the case in the US stock market and the Indian stock market.
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