1.On August 29th, the China Insurance Regulatory Commission held a video conference, stressing that we should continue to do a good job in preventing and defusing financial risks, further improve differentiated real estate credit policies, resolutely curb the real estate bubble, and intensify the accurate classification and disposal of non-performing loans.

Comments: The real estate bubble was named for the first time, and the overweight of regulation led to tight capital in the financial market.

2. On August 29th, the offshore RMB fell to the 6.83 mark against the US dollar, down about 290 points in the day, and fell below the 6.82 mark in the onshore RMB session. The official closing price is 6.825438+08.

Comments: The central bank has taken measures to stabilize the exchange rate, but the strong dollar and trade war have made non-US currencies expect to depreciate.

3. the New York Mercantile Exchange crude oil futures price rose 1.4% to close at 69.5 1 USD/barrel. London Brent crude oil futures rose 1.6% to close at 77. 14 USD/barrel.

Comments: The rise in international crude oil prices will drive up the prices of oil, natural gas, chemicals and other products.

4. As of June 30th, the net fund growth rates of E Fund, China Merchants Fengqing, Southern Consumption Vigor, Harvest New Opportunity and Huaxia New Economy were -6.25%,-1.47%, -4.62%, -6.7 1% and-/kloc-0, respectively.

Comments: In the first half of the year, all five national team funds lost money, while Huaxia New Economy, Jiashi New Opportunity and Yifangda Ruihui, which were heavily invested, lost a lot.

5. According to the disclosed semi-annual report, the pension account recently appeared in the list of the top ten tradable shareholders of 14 shares, holding a total of 93 million shares. Among them, the main board 10, small and medium-sized board stocks 3, growth enterprise market 1 only.

Comments: At present, nearly 70% of listed companies have disclosed the interim report, and the pension shareholding ratio will be close to 20, which has risen slowly since entering the market in the second quarter of last year.

market forecasting

International crude oil prices rose, RMB exchange rate weakened, real estate regulation increased, global stock market rose, positive and negative intertwined, and the external environment was complex. It is expected that A shares will continue to oversold and rebound today, and continue to fluctuate or skyrocket. Yesterday, the transaction between the two cities returned to the level of "land volume", the rebound momentum weakened, and the medium-term trend was still sharpening.

Strategy suggestion

After the oversold rebound is blocked, there is limited room for further upside in the short term, while the overall fluctuation range of the "land volume" level gradually narrows, and the bottom of the mill enters the second half, and the short-term can wait until stepping back or exploring, and the mid-year report begins to end at the end of the month. In September, the peak consumption season gradually arrived and entered the active period of price increase theme.