In fact, A-shares and U.S. stocks interact with each other. Not only do U.S. stocks affect A-shares, but A-shares also have a significant impact on U.S. stocks. That is to say, not only U.S. stocks will stimulate the rise and fall of A-shares, but A-shares will also stimulate the rise and fall of U.S. stocks. The most typical thing is that the recent sharp rise of A-shares has stimulated the rebound of U.S. stocks, which makes the short-term adjustment of U.S. stocks very limited, and U.s. stocks have also gained momentum. A simple U.S. economic recovery can't support U.S. stocks. To say that the U.S. economic recovery and the U.S. tax increase, there is an important factor for U.S. stocks to be stimulated by the rise of A-shares.
In fact, the US stock market should have been adjusted a long time ago. The Dow Jones index has not been adjusted in scale since 3, points, but it was adjusted only after it broke through 35, points. This time period is too long, and the simple economic recovery cannot be sustained, not to mention the tax increase. Therefore, the adjustment of the US stock market is inevitable. The short-term A-share market was affected by the US stock market overnight, but it immediately rebounded strongly. Under the stimulation of A-shares, the adjustment of the US stock market ended immediately. Although the rebound is slow, after all, it has stopped falling, causing many fans of American stocks to pursue it. They think that the general trend of American stocks has not gone, especially many China investors have been pursuing American stocks, and they all fantasize that American stocks will continue to rise, which is very dangerous.
Recently, US stocks have climbed up again. Although there is no deep decline in the adjustment, the magnitude of this adjustment is obvious. As shown in the figure, if there is no A-share stimulus for US stocks, this adjustment may evolve into a deep adjustment, not to mention the tax increase storm and rising inflation at the same time of economic recovery. It is not surprising that US stocks have undergone a deep adjustment again. This A-share upswing may not necessarily help US stocks, because US short sellers are also eager to try. All-round smashing may occur at any time, which will disillusion American fans. In fact, there is a reaction between American stocks and A-shares, and it is not all positive correlation. Negative correlation is also common, which refers to reaction.
The reaction of A-shares to U.S. stocks is not only the problem that U.S. stocks do not keep up with the rise, but also the situation that U.S. stocks do not keep up with the fall. For example, this time, A-shares rebounded, breaking through the 6-day moving average and even breaking through 3,6 points, which is also a reaction to the adjustment of U.S. stocks. Moreover, A-shares have been effective with one blow, which not only rose by itself, but also stimulated the U.S. stocks to some extent. As shown in the figure, A A shares don't necessarily fall much. The key is endogenous motivation. The source of reaction is endogenous motivation. The majority of investors should not be too pessimistic about A shares. Often A shares will pull up at critical moments, or endogenous motivation is at work.
The Nasdaq index of US stocks is an exception. The previous deep adjustment was relatively in place, and it has rebounded recently. In fact, there are many pits in the US technology stocks themselves, and the shadow of anti-monopoly has been shrouded. The previous deep adjustment mainly reflects the difficulties suffered by large technology stocks. Now that the US economy is recovering, the voice of anti-monopoly has eased slightly, and large technology stocks have risen again. It seems that Nasdaq may be able to get rid of the impact of deep adjustment, but it is actually hard to say. Because once the US stocks are short-selling, large-scale technology stocks will bear the brunt, which is the primary target of shorting US stocks. As shown in the figure, just as Tesla has fallen from around $1,, it is probably difficult to pull it up again.
In any case, with the rising inflation in the United States, the risks in the global stock market are rising. The most important thing is to prevent risks. Although A shares are not worried about inflation, such as the CPI in May was only 1.3% year-on-year, the PPI was as high as 9%. This is also a risk, that is, prices of commodities and other commodities are rising too fast, and the risk of price increase is transmitted globally, which will eventually lead to interest rate hikes, which must be cherished. In these few good days, we must do it. Then, we must believe that the reaction of A-shares will be corrected by itself, and there will be a layer of defense mechanism for global stock market risks. Eventually, rising inflation will bring about a global interest rate hike, and then the good days of the stock market will be almost the same.
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